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BofA Raises AI Data‑Center Forecast to $2.2 Trillion and Names Five Must‑Own Chip Stocks

The upgrade signals much larger cloud capital spending that would concentrate gains in a handful of chipmakers.

AMD Moves Beyond Chips With $8.2B World Labs Buy and Ross Launch

DeepSeek and Huawei Open-Source Software Stack for Ascend Chips

Intel Rally Surges After CEO Says Company Can Fill Only Half of CPU Demand

Broadcom Names Anthropic Its Next Major XPU Customer

Alibaba Unveils Zhenwu V900 Chip and Maps Trillion‑Parameter Qwen Roadmap

XPeng Commissions Automated Line and Shows IRON Humanoid Walk Off Assembly

OpenAI Deepens Chip Partnership With Samsung

Alibaba Raises $10.2 Billion for AI Expansion and Shares Slide 5%

Cerebras Bets on Capacity Over Chips With 165 MW Finland AI Campus

Samsung Raises Foundry Prices Up to 15% as AI Demand Strengthens Its Leverage

Applied Materials Posts Record Quarter as Stock Is Repriced

China Allows Small Nvidia H200 Shipments to ByteDance and Tencent

Groq Raises $350 Million at $3.5 Billion Valuation

AMD Agrees to Buy Taalas to Add Model‑Specific Inference Chips

TSMC Moves to Copy Intel’s EMIB as Packaging Bottleneck Chokes AI Chip Supply

Intel’s Strong Q2 Shows Revenue and Margin Recovery

Nvidia Shares Slip Near $200 as Investors Await Alphabet Earnings

ASML Hikes 2026 Guidance Again After Q2 Beat and Plans Big 2027 Capacity Build

U.S. Grants UAE License-Free Access to Advanced AI Chips