AMD to Invest Up to $5B in Anthropic, Deploy 2GW of AI Chips
AMD will invest up to $5 billion in Anthropic and supply as much as 2 gigawatts of Instinct MI450 GPUs, one of the chipmaker's biggest moves yet against Nvidia.
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AMD Launches Instinct MI400 AI Chips to Challenge Nvidia
AMD unveiled its Instinct MI400 AI chips and Helios rack systems on July 23, claiming 34x faster inference, with OpenAI, Meta and Anthropic on hand.
Read more →Moonshot AI Halts New Kimi K3 Subscriptions Amid GPU Crunch
Moonshot AI has paused new sign-ups for its Kimi K3 chatbot after demand outpaced its GPU capacity within days of launch, while keeping its July 27 open-weight release on schedule.
Read more →AI Chip Startup Etched in Talks for $20 Billion Valuation
Chipmaker Etched is negotiating a funding round that would value it at $20 billion, quadrupling its December price, as investors chase alternatives to Nvidia for AI inference, the Wall Street Journal reported.
Read more →Apple Briefly Overtakes Nvidia as Kimi K3 Spooks Chip Investors
Apple's market value briefly surpassed Nvidia's on July 17 after Moonshot AI's Kimi K3 model revived doubts about AI infrastructure spending, though Nvidia reclaimed the lead by the close.
Read more →TSMC Pledges Extra $100B for Arizona Fabs, US Total Hits $265B
TSMC will invest $100 billion more in Arizona, lifting its total US commitment to $265 billion, after a record quarter driven by AI chip demand.
Read more →LimX Dynamics Raises $200M Pre-IPO, Eyes Public Listing
Shenzhen humanoid-robot maker LimX Dynamics closed a nearly $200 million pre-IPO round on July 14, valuing it at about $2.1 billion as it pushes toward a stock listing.
Read more →NVIDIA Enlists Japan's Robotics Giants for Physical AI Push
NVIDIA said more than 20 Japanese manufacturers and robotics firms, including FANUC, Sony and SoftBank, are building on its Cosmos world-model platform for real-world AI.
Read more →Nvidia, Japan Unveil National AI Factory With 27,500 Rubin GPUs
Japan's government and a 44-company consortium called Noetra partnered with Nvidia to build a 140-megawatt AI factory powering open foundation models for robotics and manufacturing.
Read more →Blackstone, Apollo, KKR Invest $5.34B in Williams' AI Power Plants
A Blackstone-led investor group is funding 49% of five natural-gas power plants that pipeline giant Williams is building largely to supply electricity to AI data centers.
Read more →Anthropic Recruits Monzo Co-Founder to Tackle Compute Crunch
Monzo co-founder Tom Blomfield is taking leave from Y Combinator to join Anthropic's compute team, as the AI lab races to secure the computing power it needs to keep scaling Claude.
Read more →Dongfang Suanxin Unveils DF1000 AI Chip to Skirt US Chip Curbs
Shanghai startup Dongfang Suanxin unveiled its DF1000 AI chip on July 13, bypassing US export curbs with 3D memory stacking instead of banned high-bandwidth memory.
Read more →Intel Commits €5 Billion to Expand Chip Plant in Ireland
Intel will invest €5 billion to expand its Leixlip campus in Ireland, adding capacity for Xeon server processors as AI data center demand strains chip supply.
Read more →Innovative Eyewear Adds Claude AI to All Lucyd Smart Glasses
Nasdaq-listed Innovative Eyewear is rolling out free Claude AI access across its Lucyd smart eyewear lineup, letting wearers switch between Claude and ChatGPT mid-conversation.
Read more →European Defense AI Startup Helsing Raises $1.8B at $18B Valuation
German defense-AI company Helsing raised $1.8 billion in a Series E round, valuing it at $18 billion — Europe's largest-ever defense-startup funding round.
Read more →Meta Expands Louisiana AI Data Center to $50 Billion, 5 Gigawatts
Meta is expanding its Hyperion data center in Richland Parish, Louisiana, to 5 gigawatts of capacity, pushing total investment past $50 billion and funding local schools and infrastructure.
Read more →UST Cuts Chip Validation Time 50–70% With Anthropic's Claude
UST, an engineering services firm serving chipmakers and manufacturers, says integrating Anthropic's Claude into its hardware validation platform cut test cycles by up to 70%.
Read more →TSMC Posts Record June Revenue as AI Chip Demand Outstrips Supply
Taiwan Semiconductor reported a 68% year-over-year jump in June revenue, as AI chip orders continue to outstrip its production capacity ahead of full Q2 earnings on July 16.
Read more →US Grants UAE License-Free Access to Advanced AI Chips
The Commerce Department reclassified the UAE as a trusted export partner on July 10, letting a short list of approved companies ship AI chips and servers there without individual licenses.
Read more →SK Hynix Raises $26.5 Billion in Record Nasdaq Debut
SK Hynix, the top maker of AI memory chips, began trading on Nasdaq on July 10 in the largest-ever US listing by a foreign company, with shares jumping 13%.
Read more →Meta Breaks Ground on $13B AI Data Center in Alberta, Canada
Meta has begun construction on a 1-gigawatt, AI-optimized data center in Alberta — its first in Canada and 33rd globally, backed by a CAD $13 billion investment.
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