ASML raised its 2026 revenue forecast and warned that planned capacity for 2027 and 2028 will fall short of AI-driven demand for its chip-making equipment.
Tag: AI chips
Posted inTech
Commerce Drafts Rule to Block China From Renting US AI Chips in Overseas Data Centers
US regulators are drafting a rule to stop Chinese companies from accessing American AI chips remotely through overseas data centers, closing a gap in existing export controls that restrict direct hardware sales.
Posted inTech
Amazon Explores $8 Billion Nvidia Chip SPV as AI Infrastructure Costs Surge
Amazon is structuring a special-purpose vehicle to hold $8 billion in Nvidia Grace Blackwell chips, leasing them back while transferring balance-sheet pressure to outside investors in a model that signals how extreme AI capital costs have become.
Posted inTech
California CEO Charged in $300 Million GPU Smuggling Ring That Routed Nvidia Chips to China
Federal prosecutors indicted Greg Lui of Earthmade Computer on three counts covering export-control violations, smuggling, and money laundering, alleging he shipped over $300 million in restricted AI-grade servers to China via Malaysia and Singapore.
Posted inTech
Broadcom Banks $60 Billion to Finance Anthropic AI Chip Purchases
A $60 billion bank financing package will allow Anthropic to lease Broadcom chips at scale, with Blackstone leading an $18 billion junior tranche.
Posted inMarkets
Micron’s Q4 Revenue Surges 379% to $54 Billion as AI Memory Demand Hits Record
Micron Technology posted $54.23 billion in fiscal Q4 revenue, up 379% year-on-year, as AI-driven demand for high-bandwidth memory set a new company record and beat analyst estimates by $4 billion.
Posted inTech
China Widens AI Talent Travel Curbs to Cover Executives’ Families
Beijing now requires government pre-approval for any overseas travel by spouses and children of top AI and chip executives under rules that took effect September 15, 2026.
Posted inTech
AMD Becomes Fourth US Chip Company to Cross $1 Trillion Market Cap
Advanced Micro Devices hit a $1 trillion market capitalisation on September 21 as AI-driven data centre demand pushed its stock up 180 percent in 2026 to an intraday record of $613.92 per share.
Posted inTech
DOJ Probes Whether Nvidia Structured Groq Deal to Sidestep Antitrust Review
The Justice Department has sent Nvidia a formal demand for information examining whether its December 2025 licensing arrangement with AI chip startup Groq was structured to bypass automatic antitrust review.
Posted inTech
Qualcomm Offers Amazon a $4 Billion Warrant in $60 Billion AI Chip Deal
Qualcomm issued Amazon warrants for 25 million shares at $161.26 per share, part of a $60 billion AI chip supply deal targeting AWS inference infrastructure.