Articles by Dennis Singleton
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Alibaba unveils an AI chip it calls China's most powerful and targets 20 gigawatts of data centers by 2032
Alibaba unveiled the Zhenwu V900, a new AI chip from its T-Head unit that the company calls the most powerful designed in China, and set a target of more than 20 gigawatts of data-center capacity by 2032. Shares rose about 3%.
China is probing DeepSeek and Moonshot over whether sensitive data leaked to Anthropic
China's internet regulator is examining DeepSeek and Moonshot over whether sensitive domestic data reached Anthropic's Claude systems, The Information reported, turning Anthropic's distillation disclosure into a cross-border data-security question inside China.
What the EU's new data-center energy and water disclosure rules mean for AI stocks
The European Commission proposed energy and water labels for Europe's data centers, covering any facility at 500 kW or more. The rules do not cap energy or water use. Here is what they require, why the EU is acting, and what they mean for AI stocks with the biggest European footprints.
Acer CEO says Samsung, SK Hynix and Micron are talking up the memory shortage.
Acer chief Jason Chen says the memory shortage driving up PC prices will not last to 2030, and accuses Micron (MU), SK Hynix (SKHY) and Samsung of talking it up to protect margins. He still sees PC prices rising into 2027 before cheaper Chinese supply pulls them down.
China built gate-all-around transistors without EUV. A commercial 3nm node has no timetable
China's Institute of Microelectronics says it built working gate-all-around transistors as part of research toward a future 3nm-class process using DUV, not EUV. It is an early lab result, not a manufacturing process, and the institute gave no timetable for a commercial node.
Ex-Anthropic researcher Jacob Coxon briefs top New York executives on AI risk
The former Anthropic researcher behind September's viral AI-safety resignation briefed dozens of top New York business leaders at the Partnership for New York City, according to DealBook.
Meta (META) says its new transatlantic cable will carry a petabit a second, 5.5 times its first one
Meta unveiled Petal, a roughly 7,000 km subsea cable that will carry a petabit of data per second between France and the US in 2029, built on two-core fiber with NEC, Sumitomo Electric and Orange.
Marvell (MRVL) shows 2nm optical chips for 3.2T AI networks
Marvell (MRVL) says four of its 38 demos at ECOC 2026 in Malaga are industry firsts, all built on 2nm chips: 400G-per-lane optical PAM4, 800G ZR with MACsec, and 1.6T ZR. A 102.4 terabit co-packaged optics platform targets the point where copper runs out of reach in AI networks.
Applied Materials (AMAT) commits $5 billion to India and plans a 140-acre chip research park
Applied Materials (AMAT) will put $5 billion into India over the next decade: a 140-acre research park, a tenfold bigger supply chain, and double the R&D staff. Karnataka has approved 140 acres near Bengaluru's airport, and India has approved a $13.5 billion second-phase chip program.
China's CXMT says its fifth-generation DRAM is in mass production and 'on par' with the industry's best
China's largest DRAM maker says its fifth-generation platform is in mass production, three weeks after its half-year report listed it as still in customer qualification. Two 24-gigabit LPDDR5X chips built on it are already in volume production.
Huawei unveils an 11-chip AI portfolio and says Ascend demand already tops supply (NVDA, AMD, INTC)
Huawei laid out an 11-chip AI infrastructure portfolio at Huawei Connect on September 17, pulled its next Ascend accelerator forward to early 2027, and said domestic demand is already outstripping supply. It is a direct challenge to Nvidia (NVDA), AMD and Intel (INTC).
CNBC calls Nvidia (NVDA) CEO Jensen Huang one of Trump's top AI allies. Huang is making the case against a slowdown.
CNBC describes Nvidia CEO Jensen Huang as one of Trump's most influential allies in the AI-safety debate. Huang is arguing against new rules and against halting chip sales to China, while Dario Amodei's camp wants the industry to slow down.
Oracle (ORCL)-linked data-center loans fall to 89 cents as banks struggle to sell the debt
About $18 billion of loans financing an Oracle (ORCL) data center in New Mexico are quoted at 89 to 91 cents on the dollar, the Financial Times reported. Banks have struggled to sell the debt amid concerns over Oracle's borrowing.
Who makes NAND flash? The five big makers, and why China is pushing in
Five companies make almost all the world's NAND flash: Samsung, SK Hynix, Micron (MU), Kioxia, and SanDisk (SNDK). How big each one is, where the chips are made, and why China's CXMT and YMTC are pushing in.
What is an AI kill switch? Shutting down modern AI means finding thousands of off switches, not one.
An AI kill switch is meant to shut down a dangerous AI model in an emergency. The catch is that modern AI runs across thousands of machines, so there is no single thing to turn off.
What is the nuclear fuel supply chain? Centrus (LEU), Cameco (CCJ), Energy Fuels (UUUU) and BWX (BWXT), explained
Four separate industries stand between uranium ore and a reactor's fuel assembly. Here is what each stage does, why HALEU is the bottleneck, and which listed company sits where.
Trump talks with Thune as Senate stalls data center power-cost bill
President Trump said he is discussing a bill with Senate Majority Leader John Thune to keep data-center power costs off household bills. The House passed the Ratepayer Protection Act 417-3, but a Senate fast-track failed Thursday.
Nvidia-backed Nscale (NSCL) files for a NYSE IPO with $103.4 billion in signed contracts. Almost all of the compute behind them still has to be built and financed.
Nscale filed to list on the NYSE under ticker NSCL, reporting $103.4 billion in contract value as of Aug. 31. Anthropic and Microsoft are about 85% of it, but only about 25,000 of Nscale's 461,000 contracted GPUs were running.
Virginia targets data center power costs in new rules that put Dominion Energy (D) in the middle
Governor Abigail Spanberger unveiled a Data Center Accountability Framework that would end by-right approvals for large data centers and ban non-disclosure agreements on projects of 25 megawatts or more. Dominion Energy (D) is the utility most exposed.
Disney (DIS) hires Character.AI's CEO as its first CTO. A year ago, Disney told the startup to stop using its characters.
Karandeep Anand, the chief executive of Character.AI, becomes Disney's first chief technology officer on October 2, reporting to CEO Josh D'Amaro. A year ago Disney sent Character.AI a cease-and-desist letter over its characters.
California's Newsom signs an order to develop an AI "kill switch." Two years ago he vetoed a bill that would have required one.
Governor Gavin Newsom signed executive order N-9-26 directing California agencies to develop an AI "kill switch" and stronger safety rules for frontier models, with recommendations due in two months. Two years ago he vetoed a bill that would have required a shutdown capability.
The SEC will let US platforms trade tokenized stocks for five years. Companies can block it.
The Securities and Exchange Commission will let US trading platforms offer tokenized versions of public stocks for five years, and the company whose stock is being tokenized can still say no.
Anduril wins an $85 million Air Force contract that runs to 2036
The Air Force gave Anduril a ten-year research contract worth up to $85 million and obligated $50,000 against it. The company still has no IPO date.
Nebius (NBIS) is raising GPU rental prices up to 21% on October 1. CoreWeave (CRWV) told bond buyers it is charging more too.
Nebius will raise pay-as-you-go rates for renting selected Nvidia chips from October 1, its second increase in three months, with GPUs up 17% to 21% and memory up about 41%. CoreWeave told convertible-note buyers the same morning that it is signing capacity at higher prices too.