https://chipdispatch.com/articles/cisco-s-80-06-lesson-25-years-from-peak-to-new-high-as-ai-order-book-swells Chip Dispatch en 2026-11-08T20:29:22.514Z Cisco's $80.06 Lesson: 25 Years From Peak to New High as AI Order Book Swells https://chipdispatch.com/articles/lawrence-wins-michigan-district-plans-data-center-moratorium-push Chip Dispatch en 2026-11-08T20:09:13.950Z Lawrence Wins Michigan District, Plans Data Center Moratorium Push https://chipdispatch.com/articles/michael-burry-sold-a-quarter-of-his-semiconductor-etf-puts Chip Dispatch en 2026-11-08T20:09:13.950Z Michael Burry sold a quarter of his semiconductor ETF puts https://chipdispatch.com/articles/apple-reaches-discovery-impasse-with-samsung-epic-and-oura Chip Dispatch en 2026-11-08T20:09:13.950Z Apple reaches discovery impasse with Samsung, Epic and Oura https://chipdispatch.com/articles/doj-closes-fox-roku-probe-22-billion-deal-completes-early Chip Dispatch en 2026-11-08T20:09:13.950Z DOJ closes Fox-Roku probe; $22 billion deal completes early https://chipdispatch.com/articles/harbinger-raises-240m-series-d-chasing-fedex-trucks-and-defense-work Chip Dispatch en 2026-11-08T20:04:16.787Z Harbinger Raises $240M Series D, Chasing FedEx Trucks and Defense Work https://chipdispatch.com/articles/collective-secures-100-million-for-solo-business-finance Chip Dispatch en 2026-11-08T20:04:16.787Z Collective Secures $100 Million for Solo Business Finance https://chipdispatch.com/articles/google-adds-15b-for-malaysian-data-centers-and-grid-power Chip Dispatch en 2026-11-08T20:04:16.787Z Google Adds $15B for Malaysian Data Centers and Grid Power https://chipdispatch.com/articles/tsmc-shares-jumped-6-on-report-of-nvidia-backed-dram-plans Chip Dispatch en 2026-11-08T20:04:16.787Z TSMC Shares Jumped 6% on Report of Nvidia-Backed DRAM Plans https://chipdispatch.com/articles/less-than-2-venture-funding-reached-red-states Chip Dispatch en 2026-11-08T20:04:16.787Z Less Than 2% of 2026 Venture Funding Reached Red States https://chipdispatch.com/articles/qualcomm-beats-q4-estimates-shares-fall-10-on-soft-margin-outlook Chip Dispatch en 2026-11-08T20:04:16.787Z Qualcomm Beats Q4 Estimates, Shares Fall 10% on Soft Margin Outlook https://chipdispatch.com/articles/stockland-drops-ai-data-center-from-a-3-5-billion-sydney-redevelopment Chip Dispatch en 2026-11-08T20:04:16.787Z Stockland Drops AI Data Center From A$3.5 Billion Sydney Redevelopment https://chipdispatch.com/articles/elvis-and-eminem-rights-holders-sue-suno-over-ai-training Chip Dispatch en 2026-11-08T20:04:16.787Z Elvis and Eminem rights holders sue Suno over AI training https://chipdispatch.com/articles/ai-data-center-boom-meets-capital-power-and-grid-constraints Chip Dispatch en 2026-11-08T20:04:16.787Z AI Data Center Boom Meets Capital, Power and Grid Constraints https://chipdispatch.com/articles/core-capital-goods-shipments-hit-record-86-billion Chip Dispatch en 2026-11-08T20:04:16.787Z Core Capital Goods Shipments Hit Record $86 Billion in September https://chipdispatch.com/articles/anthropics-1-5-trillion-ipo-tests-ai-infrastructure-credit Chip Dispatch en 2026-11-08T20:04:16.787Z Anthropic’s $1.5 Trillion IPO Tests AI Infrastructure Credit https://chipdispatch.com/articles/semiconductor-index-falls-12-15-as-s-p-500-slides Chip Dispatch en 2026-11-08T20:04:16.787Z Semiconductor Index Falls 12.15% as S&P 500 Slides https://chipdispatch.com/articles/musk-accepts-1-trillion-price-tag-for-tesla-spacex-terafab Chip Dispatch en 2026-11-08T20:04:16.787Z Musk Accepts $1 Trillion Price Tag for Tesla-SpaceX Terafab https://chipdispatch.com/articles/cerebras-counters-short-seller-wafers-qualify-for-33-years-not-two Chip Dispatch en 2026-11-08T20:04:16.787Z Cerebras Counters Short Seller: Wafers Qualify for 33 Years, Not Two https://chipdispatch.com/articles/anthropic-alerts-enterprise-customers-after-disputed-security-test Chip Dispatch en 2026-11-08T20:04:16.787Z Anthropic alerts enterprise customers after disputed security test https://chipdispatch.com/articles/fox-closes-22-billion-roku-deal-reaching-100-million-us-homes Chip Dispatch en 2026-11-08T20:04:16.787Z Fox Closes $22 Billion Roku Deal, Reaching 100 Million US Homes https://chipdispatch.com/articles/sequoia-kills-scout-program-it-invented-17-years-ago Chip Dispatch en 2026-11-08T20:04:16.787Z Sequoia Kills Scout Program It Invented 17 Years Ago https://chipdispatch.com/articles/astera-labs-grew-revenue-153-6-in-q3-yet-analysts-cut-targets Chip Dispatch en 2026-11-08T20:04:16.787Z Astera Labs Grew Revenue 153.6% in Q3, Yet Analysts Cut Targets https://chipdispatch.com/articles/dropbox-plans-350m-tigris-buy-for-ai-infrastructure-push Chip Dispatch en 2026-11-08T20:04:16.787Z Dropbox Plans $350M Tigris Buy for AI Infrastructure Push https://chipdispatch.com/articles/diamond-foundry-grows-a-200-mm-single-crystal-diamond Chip Dispatch en 2026-11-08T20:04:16.787Z Diamond Foundry grows a 200 mm single-crystal diamond https://chipdispatch.com/articles/anthropic-s-3-4b-generator-order-puts-ai-power-gap-in-focus Chip Dispatch en 2026-11-08T20:04:16.787Z Anthropic's $3.4B Generator Order Puts AI Power Gap in Focus https://chipdispatch.com/articles/alibaba-benchmark-best-coding-agent-fully-solves-only-26-4-of-real-requests Chip Dispatch en 2026-11-08T20:04:16.787Z Alibaba Benchmark: Best Coding Agent Fully Solves Only 26.4% of Real Requests https://chipdispatch.com/articles/onsemi-cancels-2-billion-roznov-silicon-carbide-expansion Chip Dispatch en 2026-11-08T20:04:16.787Z Onsemi Cancels $2 Billion Rožnov Silicon Carbide Expansion https://chipdispatch.com/articles/voters-reject-data-centers-while-musk-s-half-billion-bet-fizzles Chip Dispatch en 2026-11-08T20:04:16.787Z Voters Reject Data Centers While Musk's Half-Billion Bet Fizzles https://chipdispatch.com/articles/coreweaves-3-6b-revenue-guide-faces-a-13-5b-capex-test Chip Dispatch en 2026-11-08T20:04:16.787Z CoreWeave’s $3.6B Revenue Guide Faces a $13.5B Capex Test https://chipdispatch.com/articles/fortress-stockpile-plan-runs-short-of-tungsten-rare-earths Chip Dispatch en 2026-11-08T20:04:16.787Z FORTRESS stockpile plan runs short of tungsten, rare earths https://chipdispatch.com/articles/globalfoundries-guides-to-2-billion-quarter-as-data-center-revenue-soars-81 Chip Dispatch en 2026-11-08T20:04:16.787Z GlobalFoundries Guides to $2 Billion Quarter as Data Center Revenue Soars 81% https://chipdispatch.com/articles/64gb-pc-share-falls-18-as-memory-prices-bite-cpu-z-data-shows Chip Dispatch en 2026-11-08T20:04:16.787Z 64GB PC Share Falls 18% as Memory Prices Bite, CPU-Z Data Shows https://chipdispatch.com/articles/openais-pando-git-backend-cuts-push-latency-by-about-80 Chip Dispatch en 2026-11-08T20:04:16.787Z OpenAI’s Pando Git backend cuts push latency by about 80% https://chipdispatch.com/articles/nvidias-13x-forward-multiple-faces-a-108b-revenue-test Chip Dispatch en 2026-11-08T20:04:16.787Z Nvidia’s 13x Forward Multiple Faces a $108B Revenue Test https://chipdispatch.com/articles/applied-optoelectronics-ai-orders-outrun-capacity-through Chip Dispatch en 2026-11-08T20:04:16.787Z Applied Optoelectronics: AI Orders Outrun Capacity Through 2027 https://chipdispatch.com/articles/steam-deck-store-page-vanished-for-hours-valve-has-not-pulled-the-handheld Chip Dispatch en 2026-11-08T20:04:16.787Z Steam Deck Store Page Vanished for Hours; Valve Has Not Pulled the Handheld https://chipdispatch.com/articles/soundhound-revenue-rose-more-than-48-gross-margin-fell-to-50-3 Chip Dispatch en 2026-11-08T20:04:16.787Z SoundHound Revenue Rose More Than 48%; Gross Margin Fell to 50.3% https://chipdispatch.com/articles/cashfree-launches-webmcp-checkout-for-ai-agent-payments Chip Dispatch en 2026-11-08T20:04:16.787Z Cashfree launches WebMCP checkout for AI agent payments https://chipdispatch.com/articles/google-receives-more-time-on-muhos-water-plan-amid-police-probe Chip Dispatch en 2026-11-08T20:04:16.787Z Google receives more time on Muhos water plan amid police probe https://chipdispatch.com/articles/judge-finds-tesla-liable-for-fraud-in-solar-roof-repair-dispute Chip Dispatch en 2026-11-08T20:04:16.787Z Judge finds Tesla liable for fraud in Solar Roof repair dispute https://chipdispatch.com/articles/democrats-target-canada-tariffs-25-semiconductor-tariff-remains Chip Dispatch en 2026-11-08T20:04:16.787Z Democrats Target Canada Tariffs; 25% Semiconductor Tariff Remains https://chipdispatch.com/articles/deepinder-goyal-defends-temple-wearable-cites-30-mn-spent-on-r-d Chip Dispatch en 2026-11-08T20:04:16.787Z Deepinder Goyal Defends Temple Wearable, Cites $30 Mn Spent on R&D https://chipdispatch.com/articles/hinton-warns-of-an-ai-chornobyl-within-one-to-two-years Chip Dispatch en 2026-11-08T20:04:16.787Z Hinton warns of an AI ‘Chornobyl’ within one to two years https://chipdispatch.com/articles/all-magnificent-seven-opt-out-of-okx-ice-tokenized-stock-venue Chip Dispatch en 2026-11-08T20:04:16.787Z All Magnificent Seven Opt Out of OKX-ICE Tokenized Stock Venue https://chipdispatch.com/articles/seven-billionaire-led-startups-raised-more-than-260-billion Chip Dispatch en 2026-11-08T20:04:16.787Z Seven Billionaire-Led Startups Raised More Than $260 Billion https://chipdispatch.com/articles/coreweave-pleads-with-texas-governor-elect-let-permitted-data-centers-finish Chip Dispatch en 2026-11-08T20:04:16.787Z CoreWeave Pleads With Texas Governor-Elect: Let Permitted Data Centers Finish https://chipdispatch.com/articles/paras-defence-unit-taps-broadpak-for-advanced-packaging-push-in-india Chip Dispatch en 2026-11-08T20:04:16.787Z Paras Defence Unit Taps BroadPak for Advanced Packaging Push in India https://chipdispatch.com/articles/amd-s-44-6-revenue-growth-raises-a-steeper-bar Chip Dispatch en 2026-11-08T20:04:16.787Z AMD's 44.6% Revenue Growth Raises a Steeper 2027 Bar https://chipdispatch.com/articles/intel-june-peak-bet-now-loses-597-per-1-000-invested Chip Dispatch en 2026-11-08T20:04:16.787Z Intel June Peak Bet Now Loses $597 per $1,000 Invested https://chipdispatch.com/articles/record-etf-trading-exposes-the-semiconductor-sell-off-risk Chip Dispatch en 2026-11-08T20:04:16.787Z Record ETF Trading Exposes the Semiconductor Sell-Off Risk https://chipdispatch.com/articles/anthropics-1-5-trillion-ipo-faces-1-trillion-valuation-push Chip Dispatch en 2026-11-08T20:04:16.787Z Anthropic’s $1.5 Trillion IPO Faces $1 Trillion Valuation Push https://chipdispatch.com/articles/firmly-raises-15m-to-connect-merchants-with-ai-agents Chip Dispatch en 2026-11-08T20:04:16.787Z Firmly Raises $15M to Connect Merchants With AI Agents https://chipdispatch.com/articles/warsh-says-ai-investment-cannot-escape-interest-rates Chip Dispatch en 2026-11-08T20:04:16.787Z Warsh Says AI Investment Cannot Escape Interest Rates https://chipdispatch.com/articles/anthropics-ipo-roadshow-targets-80-billion-to-100-billion Chip Dispatch en 2026-11-08T20:04:16.787Z Anthropic’s IPO Roadshow Targets $80 Billion to $100 Billion https://chipdispatch.com/articles/can-inference-economics-break-nvidias-ai-chip-dominance Chip Dispatch en 2026-11-08T20:04:16.787Z Can Inference Economics Break Nvidia’s AI-Chip Dominance? https://chipdispatch.com/articles/apple-ceo-ternus-presses-federighi-to-accelerate-ai-software-roadmap Chip Dispatch en 2026-11-08T20:04:16.787Z Apple CEO Ternus Presses Federighi to Accelerate AI Software Roadmap https://chipdispatch.com/articles/robotics-startup-syncere-raises-11-million-pre-seed-for-lamp-robot Chip Dispatch en 2026-11-08T20:04:16.787Z Robotics Startup Syncere Raises $11 Million Pre-Seed for Lamp Robot https://chipdispatch.com/articles/core-scientifics-215-4m-colocation-quarter-precedes-bitcoin-exit Chip Dispatch en 2026-11-08T20:04:16.787Z Core Scientific’s $215.4M colocation quarter precedes Bitcoin exit https://chipdispatch.com/articles/sega-server-hack-leaves-japanese-arcade-games-dark-for-a-week Chip Dispatch en 2026-11-08T17:39:13.625Z Sega Server Hack Leaves Japanese Arcade Games Dark for a Week https://chipdispatch.com/articles/empty-offices-and-sanctioned-ties-the-companies-cleared-to-buy-nvidia-h200s Chip Dispatch en 2026-11-08T17:24:29.461Z Empty Offices and Sanctioned Ties: The Companies Cleared to Buy Nvidia H200s https://chipdispatch.com/articles/64gb-ram-pcs-fall-18-as-dram-prices-push-buyers-downmarket Chip Dispatch en 2026-11-08T17:04:16.474Z 64GB RAM PCs Fall 18% as DRAM Prices Push Buyers Downmarket https://chipdispatch.com/articles/diamond-foundry-grows-first-200mm-single-crystal-diamond-wafer Chip Dispatch en 2026-11-08T15:44:13.383Z Diamond Foundry Grows First 200mm Single-Crystal Diamond Wafer https://chipdispatch.com/articles/microsoft-vp-open-sources-gpu-taskman-exposing-vram-use-per-process Chip Dispatch en 2026-11-08T15:29:13.367Z Microsoft VP open-sources GPU Taskman, exposing VRAM use per process https://chipdispatch.com/articles/linux-7-5-set-to-delete-last-mmx-code-ending-30-year-pentium-era Chip Dispatch en 2026-11-08T15:29:13.367Z Linux 7.5 Set to Delete Last MMX Code, Ending 30-Year Pentium Era https://chipdispatch.com/articles/nvidia-marks-20-years-of-geforce-8800-gtx-with-a-demo-that-needs-an-rtx-5080 Chip Dispatch en 2026-11-08T15:29:13.367Z Nvidia Marks 20 Years of GeForce 8800 GTX With a Demo That Needs an RTX 5080 https://chipdispatch.com/articles/logitech-g502-x-lightspeed-gets-44k-sensor-firmware-same-159-99-price Chip Dispatch en 2026-11-08T15:14:13.347Z Logitech G502 X Lightspeed Gets 44K Sensor Firmware, Same $159.99 Price https://chipdispatch.com/articles/2-8-trillion-parameter-kimi-k3-runs-on-cpus-thanks-to-dead-optane Chip Dispatch en 2026-11-08T14:39:13.301Z 2.8-Trillion-Parameter Kimi K3 Runs on CPUs, Thanks to Dead Optane https://chipdispatch.com/articles/blizzard-spent-big-on-wow-forever-launch-70-480-cores-251-tb-ram Chip Dispatch en 2026-11-08T13:54:13.261Z Blizzard Spent Big on WoW: Forever Launch: 70,480 Cores, 251 TB RAM https://chipdispatch.com/articles/us-intelligence-links-jensen-huang-to-suspected-chinese-spy-in-honeypot-case Chip Dispatch en 2026-11-07T21:08:04.751Z US Intelligence Links Jensen Huang to Suspected Chinese Spy in Honeypot Case https://chipdispatch.com/articles/oracle-kills-7-billion-ai-chip-lease-to-tencent-after-u-s-pressure Chip Dispatch en 2026-11-07T20:38:04.690Z Oracle Kills $7 Billion AI Chip Lease to Tencent After U.S. Pressure https://chipdispatch.com/articles/spacex-weighed-buying-boost-mobile-to-launch-starlink-carrier-report-says Chip Dispatch en 2026-11-07T20:38:04.690Z SpaceX Weighed Buying Boost Mobile to Launch Starlink Carrier, Report Says https://chipdispatch.com/articles/smu-led-texoma-semiconductor-hub-lands-nearly-29-million Chip Dispatch en 2026-11-07T20:38:04.690Z SMU-Led Texoma Semiconductor Hub Lands Nearly $29 Million https://chipdispatch.com/articles/memory-to-hit-62-of-chip-revenue-techinsights-says Chip Dispatch en 2026-11-07T18:48:04.546Z Memory to Hit 62% of Chip Revenue in 2027, TechInsights Says https://chipdispatch.com/articles/taiwan-semiconductor-etfs-net-146-2-million-in-buying Chip Dispatch en 2026-11-07T16:33:04.372Z Taiwan Semiconductor ETFs net $146.2 million in buying on November 3 https://chipdispatch.com/articles/oracle-reportedly-cancels-us-7-billion-tencent-chip-deal Chip Dispatch en 2026-11-07T16:33:04.372Z Oracle Reportedly Cancels US$7 Billion Tencent Chip Deal https://chipdispatch.com/articles/bernstein-lifts-tsmc-target-to-600-on-n2-and-ai-packaging-demand Chip Dispatch en 2026-11-07T16:33:04.372Z Bernstein Lifts TSMC Target to $600 on N2 and AI Packaging Demand https://chipdispatch.com/articles/nvidia-s-huang-faces-closed-door-congress-request-over-spy-claims Chip Dispatch en 2026-11-07T16:33:04.372Z Nvidia's Huang faces closed-door Congress request over spy claims https://chipdispatch.com/articles/goldman-apollo-shop-40-billion-spacex-ai-chip-financing-to-investors Chip Dispatch en 2026-11-07T16:33:04.372Z Goldman, Apollo Shop $40 Billion SpaceX AI Chip Financing to Investors https://chipdispatch.com/articles/teamgroup-ga-pro-2tb-review-pcie-5-0-ssd-draws-over-12-5w-and-misses Chip Dispatch en 2026-11-07T16:33:04.372Z TeamGroup GA Pro 2TB Review: PCIe 5.0 SSD Draws Over 12.5W and Misses https://chipdispatch.com/articles/hua-hong-posts-record-987-1-million-quarter-guides-above-it Chip Dispatch en 2026-11-07T16:33:04.372Z Hua Hong Posts Record $987.1 Million Quarter, Guides Above It https://chipdispatch.com/articles/deepx-and-amd-explore-edge-ai-cooperation-after-lisa-su-meeting Chip Dispatch en 2026-11-07T16:33:04.372Z DEEPX and AMD Explore Edge AI Cooperation After Lisa Su Meeting https://chipdispatch.com/articles/apple-s-tabletop-home-robot-slips-or-on-software-delays Chip Dispatch en 2026-11-07T16:28:04.366Z Apple's Tabletop Home Robot Slips to 2027 or 2028 on Software Delays https://chipdispatch.com/articles/south-korea-targets-two-year-acceleration-of-gwangju-fab Chip Dispatch en 2026-11-07T16:28:04.366Z South Korea Targets Two-Year Acceleration of Gwangju Fab https://chipdispatch.com/articles/meta-to-end-quest-2-and-quest-pro-os-updates Chip Dispatch en 2026-11-07T16:28:04.366Z Meta to end Quest 2 and Quest Pro OS updates by March 2027 https://chipdispatch.com/articles/marvell-to-acquire-lumentum-in-115-billion-all-stock-deal Chip Dispatch en 2026-11-07T16:28:04.366Z Marvell to Acquire Lumentum in $115 Billion All-Stock Deal https://chipdispatch.com/articles/chinas-ai-models-near-u-s-level-as-valuations-diverge Chip Dispatch en 2026-11-07T16:28:04.366Z China’s AI Models Near U.S. Level as Valuations Diverge https://chipdispatch.com/articles/trumpf-shifts-plasma-generator-production-to-poland-in-cost-push Chip Dispatch en 2026-11-07T16:28:04.366Z Trumpf shifts plasma generator production to Poland in cost push https://chipdispatch.com/articles/pocket-receiver-exposes-unencrypted-video-from-russian-drones Chip Dispatch en 2026-11-07T16:28:04.366Z Pocket receiver exposes unencrypted video from Russian drones https://chipdispatch.com/articles/tsmc-denies-3d-dram-plans-reportedly-requested-by-nvidia Chip Dispatch en 2026-11-07T15:08:04.296Z TSMC Denies 3D DRAM Plans Reportedly Requested by Nvidia https://chipdispatch.com/articles/bluetooth-hdt-delivers-7-5-mbps-enough-for-lossless-audio Chip Dispatch en 2026-11-07T14:53:04.263Z Bluetooth HDT Delivers 7.5 Mbps, Enough for Lossless Audio https://chipdispatch.com/articles/faa-will-retire-floppy-disks-from-air-traffic-control Chip Dispatch en 2026-11-07T13:18:04.144Z FAA Will Retire Floppy Disks From Air Traffic Control by 2028 https://chipdispatch.com/articles/ibm-amd-and-oak-ridge-put-quantum-and-hpc-under-one-roof Chip Dispatch en 2026-11-07T01:12:58.691Z IBM, AMD and Oak Ridge Put Quantum and HPC Under One Roof https://chipdispatch.com/articles/the-199-una-smartwatch-puts-open-source-on-your-wrist Chip Dispatch en 2026-11-07T00:37:58.615Z The $199 Una Smartwatch Puts Open Source on Your Wrist https://chipdispatch.com/articles/bourns-adds-3-tolerance-options-to-aec-q200-current-sense-resistors Chip Dispatch en 2026-11-06T22:32:58.375Z Bourns Adds ±3% Tolerance Options to AEC-Q200 Current-Sense Resistors