56 stories across editions, newest first.
Broadcom arranges a $63B deal with BofA, Blackstone, Citi, and Morgan Stanley to finance the purchase of chips for Anthropic via a new special purpose vehicle — Chipmaker Broadcom Inc. has arranged a $63 billion deal with Bank of America Corp., Blackstone Inc., Citigroup Inc. and Morgan Stanley …
The financing gives SpaceX another way to fund its rapidly expanding AI ambitions without relying solely on traditional debt markets.
Musk says SpaceX secured $40 billion in debt financing to buy AI chips, and that debt markets have shut off credit for AI data center firms, with 200+ neoclouds facing "death and consolidation".
Firms such as Jane Street are investing in AI and chip startups and neoclouds, and some are building their own data centers.
A Blackstone-led $2.3B private credit loan to CoreWeave in 2023 became the blueprint for chip-backed debt, which Bloomberg says is on track to become a $1T market.
Proposed regulations would strengthen the Treasury's Outbound Investment Security Program to curb US investment in AI, chip and biotech deals in China and Russia.
An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more — Ciena CEO Gary Smith is ‘suitably paranoid,’ but optimistic — The historic telecommunications crash of 2001 is burned indelibly …
GPUs, Still Not Obsolete; Doing More With The Same; SaaS Prove-It Cyber
Cambricon’s revenue doubled to 3.53B yuan in the third quarter, well short of the 6.26B analysts expected, Bloomberg reported. Profit rose 148%, and the company kept its 2026 target. Chinese AI chipmakers face shortages of high-bandwidth memory and limited access to advanced manufacturing.
Crunchbase says the week's largest financings went to AI processor maker Tenstorrent and AI lab Flapping Airplanes.
Thirty years ago, general-purpose chips beat specialized ones in the semiconductor industry’s great strategy debate. Today the same debate is back, but with new constraints.
At GTC Berlin, Jensen Huang introduced reference architectures and tools for building data centers and robots, including the DSX Pod plug-in data center.
Eindhoven-based Photon Bridge builds laser light sources for optical links in AI data centers; first samples are planned for 2027 and volume production from 2028.
