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Cars
fromSilicon Canals
5 days agoToyota faces aluminum supply risks as Strait of Hormuz tensions threaten the material EVs depend on - Silicon Canals
Electric vehicles are increasingly dependent on specialized aluminum from the Persian Gulf, highlighting vulnerabilities in supply chains amid regional instability.
#ai-infrastructure
Venture
fromSilicon Canals
5 days ago$850M in total funding: How South Korean chipmaker Rebellions is positioning against NVIDIA in AI inference - Silicon Canals
Rebellions raised $400 million in pre-IPO funding, reaching a valuation of $2.34 billion, signaling strong institutional confidence in AI infrastructure alternatives.
Artificial intelligence
fromEntrepreneur
2 weeks agoNvidia Says AI Chip Orders Could Hit At Least $1 Trillion by 2027. Here's Why Demand Keeps Climbing.
Nvidia projects AI chip orders will reach at least $1 trillion through 2027, driven by the shift from model training to productive AI deployment and agentic AI systems.
from24/7 Wall St.
5 days agoHelium "Tsunami" to Hit Chipmakers -- The Surprising Winner to Profit From the Coming Shortage
Global helium consumption runs about 6 billion cubic feet per year. Qatar supplied a big slice until this month. With one-third of output sidelined, prices have already soared.
Business
European startups
from24/7 Wall St.
2 weeks agoGovernment Drops Sweeping AI Chip Export Rules: Can Nvidia Start Growing Again?
U.S. government shelved a proposed global AI chip licensing system that threatened to restrict Nvidia's international sales, potentially unlocking fresh growth momentum for the company.
from24/7 Wall St.
4 weeks agoNVIDIA Gives Up On China
Nvidia has stopped production of chips intended for the Chinese market, betting that regulatory barriers in Washington and Beijing will continue to limit sales to China. The theory was that, because the H200 chips were less powerful than NVIDIA's cutting-edge chips, China could not use them to supercharge its AI advances.
Artificial intelligence
fromTheregister
5 days agoUS PC shipments to fall 13% as memory costs surge
US PC shipments are set to fall by 13 percent this year thanks to the ongoing memory and storage crisis, with budget PCs hardest hit. Memory and storage costs will see at least a 60 percent increase during Q1 2026, compounding last year's rises of 40 to 70 percent.
Tech industry
fromTechCrunch
4 weeks agoUS reportedly considering sweeping new chip export controls | TechCrunch
U.S. regulators have allegedly drafted rules that would require U.S. government approval to ship AI chips anywhere outside the U.S., according to Bloomberg, citing sources. This would give the U.S. significantly more control over companies like AMD and Nvidia.
European startups
fromComputerworld
2 months agoYea or nay: Will Nvidia H200 chips go to China?
In what appears to be a case of diplomatic mind games in action, one day after the US government issued a regulation clearing the way for Nvidia to sell its H200 artificial intelligence processors to Chinese companies on a case-by-case basis, a published report has revealed Chinese custom officers have been told not to let them into the country. The ruling announced Monday by the US commerce department's Bureau of Industry and Security (BIS),
Artificial intelligence
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