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  1. Reuters 英伟达将亚洲AI芯片客户名单减半,据《金融时报》报道 23h49m Nvidia halves Asia AI chip customer list, FT reports
  2. Reuters 美国简化向阿联酋出口英伟达AI芯片和军事装备的手续 4d US makes it easier to export Nvidia AI chips and military equipment to the UAE
  3. TechCrunch Meta新一代AI芯片9月投产 5d Meta’s new AI chips will begin production in September
  4. TechCrunch 法国热企ZML发布免费产品,加速众多AI芯片推理 6d Hot French startup ZML releases free product to speed inference across lots of AI chips
  5. Financial Times 韩国股市进入熊市,交易者担忧AI芯片制造商前景 6d South Korea falls into bear market as traders fret over AI chipmakers’ prospects
  6. Bloomberg Anthropic与三星洽谈定制AI芯片:消息 12d Anthropic in Talks With Samsung for Custom AI Chip: Information
  7. BBC News 新加坡查获数百万美元的英伟达AI芯片豪宅 12d Singapore seizes multi-million dollar home in Nvidia AI chips probe
  8. CNBC 亚马逊将为Echo、Fire TV及未来设备设计自有AI芯片,高管告诉CNBC 12d Amazon is designing its own AI chips for Echo, Fire TV and future devices, exec tells CNBC
  9. TechCrunch 英伟达竞争对手Etched估值达50亿美元,AI芯片销售额达10亿美元 14d Nvidia competitor Etched hits $5B valuation, $1B in sales for AI chip
  10. Bloomberg AI芯片初创公司吸引Jane Street和TSMC关联风险投资机构投资 14d AI Chip Startup Etched Lures Jane Street, TSMC-Linked VC as Investors
  11. CNN 韩国将与三星和SK海力士投资5760亿美元发展AI芯片生产 15d South Korea to invest $576 billion in AI chip production with Samsung and SK Hynix
  12. CNBC 百度股价飙升7%,AI芯片子公司昆仑芯据悉目标香港50亿美元IPO 15d Baidu shares jump 7% as AI chip arm Kunlunxin said to target $50 billion Hong Kong IPO
  13. Reuters 百度AI芯片单元昆仑芯拟在香港IPO,目标估值500亿美元,《The Information》报道 16d Baidu's AI chip unit Kunlunxin targets $50 billion Hong Kong IPO, The Information reports
  14. Ars Technica OpenAI与博通共同宣布推出用于大规模LLM推理的芯片 20d OpenAI and Broadcom announce chip designed for LLM inference at scale
  15. Bloomberg 亚洲股市因AI芯片引发抛售持续下跌:市场综述 20d Asian Stocks Set to Extend AI Chip-Fueled Selloff: Markets Wrap
  16. Reuters Cerebras上市首日股价下跌,利润率低于AI芯片竞争对手 21d Cerebras shares drop on earnings debut, with margins below AI chip rivals
  17. TechCrunch AI芯片制造商Groq确认6.5亿美元融资,并重新招聘,Nvidia20亿美元未收购交易之后 22d AI chipmaker Groq confirms $650M raise, re-staffs after Nvidia’s $20B not-acqui-hire deal
  18. WSJ 谷歌利用英伟达策略打造竞争AI芯片业务 26d Google Is Using Nvidia’s Playbook to Build a Rival AI Chip Business
  19. CNBC 华尔街从美联储低迷中恢复,亚马逊AI芯片雄心下一步 26d Wall Street recovers from Fed slump, and the next step for Amazon's AI chip ambitions
  20. TechCrunch 亚马逊计划通过销售AI芯片更直接地挑战英伟达 26d Amazon hopes to challenge Nvidia more directly by selling its AI chips
  21. WSJ 高通成罕见的人工智能芯片价值投资 28d Qualcomm Is a Rare AI Chip Value Play
  22. Reuters 独家:字节跳动与我国AI芯片公司CoreX洽谈收购事宜,消息称 29d Exclusive: ByteDance in talks with China's Iluvatar CoreX to purchase AI chips, sources say
  23. Bloomberg 台湾考虑限制对中国AI芯片出口以与美国保持一致 35d Taiwan Mulls Curbs on AI Chip Exports to China to Align With US
  24. Reuters Cerebras股价上涨,华尔街经纪商支持AI芯片战略 36d Cerebras shares climb as Wall Street brokerages back AI chip strategy
  25. Reuters AI芯片巨头如何扭曲亚洲选股游戏 36d How a few AI chip giants warped Asia's stock picking game
  26. Bloomberg 英伟达与SK海力士签署多年协议共同开发AI芯片 37d Nvidia, SK Hynix Seal Multi-Year Pact to Develop AI Chips
  27. CNBC 沃伦邀请英伟达CEO黄仁勋出席参议院关于中国AI芯片销售的听证会 40d Warren invites Nvidia CEO Jensen Huang to Senate hearing on China AI chip sales
  28. WSJ 博通股价因AI芯片需求增长而下滑 41d Broadcom Shares Slide Despite Jump in Revenue on AI Chip Demand
  29. Bloomberg 中国军事相关实验室寻求英伟达AI芯片 43d Nvidia’s AI Chips Sought by Chinese Labs With Ties to Military
  30. Al Jazeera 美国宣布禁止向中国境外出售AI芯片 43d US says ban on AI chip shipments applies to Chinese firms outside China