Topic
Processors built to train and run machine-learning models, including GPUs and purpose-designed training and inference accelerators.
KBRA assigned Anthropic a BB+ credit rating, one notch below investment grade, as the company plans more than $500 billion of infrastructure spending. Crypto Briefing puts the financing at $35 billion in one article and $60 billion in another.
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TSMC's third-quarter net profit rose 68.7% to a record NT$763.1 billion, its sixth straight record. Its chief executive still said the company will be prudent in planning 2027, citing rising component prices.
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ByteDance is reportedly negotiating to buy MediaTek AI chips for its data centers, though no deal has been confirmed. Bloomberg News reported on Oct 15, citing people familiar, that an agreement is close; the buyer's 2026 AI capex guidance is 160 to 200 billion yuan.
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Nvidia CEO Jensen Huang told Bloomberg on Oct. 14 that he would cut off a customer building unsafe AI, but only after a conversation with them. He called it a hypothetical and named no customer, so the answer's weight comes from Nvidia's roughly 90% of training chips, per Cryptobriefing.
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Huawei claims its Ascend chips have outsold Nvidia in China as of October 2026, but DeepSeek keeps its training work on Nvidia hardware. Unit sales and training workloads are separate measures, and sizing either company's China business needs both.
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Cerebras shares traded around $165 in early October, below the $185 IPO price, after the company's lockup expired on October 1. At that level, buyers who paid the $350 opening price in May hold less than half of what they spent.
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Lola Vision Systems will license its compiler on existing chips, aiming at what its founder says can be roughly 200 hours of manual setup per new chip. Cheaper porting would let edge teams test a second board, though the company has not said how many of those hours its software saves.
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Nvidia's revenue reached $215 billion in the latest fiscal year against $17 billion in 2021, and the labs that trained on those GPUs, OpenAI and Anthropic, are now asking Washington for the oversight Huang says engineering can handle.
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Enflame, which lost money last year, raised 6.12 billion yuan on Shanghai's STAR Market on September 11 and closed near triple its offer price, on retail demand reported at 6,109 times the shares available.
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