MacroSoftBank Invests $450M in UK AI Chip Firm GraphcoreSoftBank led a $450 million funding round into UK-based AI chip designer Graphcore on Tuesday. The investment targets ha...May 14, 2026, 05:04 AMSoftBankGraphcore
MacroAdoptionTrump Invites Nvidia CEO to China Trip as Chip Diplomacy Tensions RiseDonald Trump personally called Nvidia CEO Jensen Huang to join an upcoming China trip, underscoring the strategic role o...May 13, 2026, 04:01 AMTrumpNvidia
AdoptionMacroIREN Signs $3.4B Nvidia Deal to Deploy 5 Gigawatts of AI InfrastructureBitcoin miner IREN announced a five-year, $3.4 billion contract with Nvidia to deploy up to 5 gigawatts of AI computing ...May 11, 2026, 10:01 PMIRENNvidia
MacroNvidia's AI Chip Market Share Faces Pressure From Rival ProcessorsNvidia's share of the AI processor market contracted as rival chipmakers released competing products, according to recen...May 6, 2026, 01:06 PMNvidiaAMD
MacroAdoptionCerebras Files for $3.5B IPO, Reports $510M Revenue in 2025AI chipmaker Cerebras Systems filed for a U.S. IPO targeting up to $3.5 billion at $115–$125 per share. The company repo...May 4, 2026, 12:10 PMCerebrasNvidia
MacroNvidia Expands AI Partnerships in Asia Amid US-China Tech TensionsNvidia is broadening its artificial intelligence partnerships across Asia as geopolitical tensions between the US and Ch...May 4, 2026, 06:03 AMNvidiaUnited States
MacroHuawei AI Chip Sales Rise as Nvidia Faces China Export HeadwindsHuawei reported increased AI chip sales as China accelerates domestic semiconductor development in response to U.S. expo...May 2, 2026, 08:01 AMHuaweiNvidia
MacroAdoptionSamsung Chip Profit Surges on AI Demand, Widening Nvidia CompetitionSamsung's semiconductor division posted a 48-fold profit increase, driven by rising demand for AI processing chips. The ...May 2, 2026, 04:12 AMSamsungNvidia
MacroHuawei AI Chip Sales Rise as Nvidia Faces China HeadwindsHuawei's artificial intelligence chip sales are growing in China, according to Financial Times reporting, as US export r...May 1, 2026, 03:12 AMHuaweiNvidia
MacroNvidia's Market Cap Exceeds Total Value of India's Stock MarketNvidia's market capitalization has surpassed the total valuation of India's entire stock market, underscoring the concen...Apr 30, 2026, 03:03 AMNvidiaIndia
MarketsTechnologyTech Stocks Enter Bear Market as US-Iran Tensions Rise; Nvidia SurgesThe technology sector has officially entered bear market territory with indices down 20%+ amid escalating US-Iran geopol...Apr 28, 2026, 02:09 AMTech stocksNvidia
MarketsTechnologyHedge Funds Exit US Tech Stocks: Nvidia's Market Cap Lead at RiskMajor hedge funds are systematically reducing exposure to US technology stocks, signaling potential market concerns abou...Apr 26, 2026, 10:03 PMHedge fundsNvidia
