Articles by Dennis Singleton
Page 3 of 19
Why chip prices are rising in 2026. What Nvidia (NVDA), TSMC (TSM) and AMD have each actually said.
Nvidia is reported to have told customers to expect more than 15% on AI servers, TSMC to have raised advanced-node wafer prices 5% to 10%, Samsung foundry quotes up to 15%, and AMD about 10%. Four separate reports, and four very different levels of evidence.
CoreWeave (CRWV) wants $3 billion in convertible notes. It opened a 35 million share stock program the same day.
CoreWeave plans $3 billion of convertible senior notes due 2033, with a $500 million option, and signed an equity distribution agreement covering up to 35 million shares. Its investor deck puts recent short-dated third-quarter contracts at about $40 million per megawatt.
Japan and US discuss a chip plant worth up to $19 billion. GlobalFoundries (GFS) would run it.
The plant would be built in the United States, not Japan, and could count toward Japan's investment pledge under the $550 billion tariff agreement. It is the first chip project to surface under that pledge, and neither government has confirmed it.
The Nasdaq barely moved on the Fed's hike. Here is what QQQ did on the last 11.
QQQ rose 0.03% on the Fed hike. Across the 11 hikes from 2022 to 2023 it closed higher on 5 and lower on 6, and the size of the increase did not set the direction. A rate rise has not told you which way the Nasdaq 100 would close.
IBM has a $1 billion quantum foundry award. Where do IonQ, D-Wave and Rigetti get their chips?
Anderon, IBM's Albany quantum foundry, signed its final $1 billion CHIPS award on Wednesday and named no outside customer. D-Wave's Advantage2 prototype came from a SkyWater fab that IonQ bought in July, Rigetti runs its own fab in Fremont, and neither IonQ nor Quantum Computing Inc received an award.
China AI ETF (AICH) launches with Z.AI and MiniMax. Four unnamed swaps carry 23% of its disclosed weights.
EMXETF's China AI ETF started trading Wednesday. Its first holdings file lists Hygon, Zhongji Innolight, Z.AI and MiniMax, plus four swap entries worth 23% of the weights shown that the file does not identify. The prospectus charges 0.86% and warns the fund may be unable to buy A-shares.
IBM (IBM) unit finalizes $1 billion quantum foundry award. Government equity terms remain undisclosed.
Anderon, the IBM company running a quantum wafer foundry in Albany, has signed its final $1 billion award with the Commerce Department. It was the largest of nine proposed in May. Commerce made minority equity stakes a condition of the funding. Anderon's release does not spell out its terms.
SK Hynix (SKHY) is discussing US memory-chip production with Intel (INTC). Leasing its Ohio site is one option.
Reuters reports SK Hynix may lease part of Intel's Ohio plant or form a cloud-backed venture there. Two months ago it denied a report that it wanted to buy the site.
Taiwan's chip industry has more than two openings per job seeker. The AI buildout needs people.
Taiwan's chip industry has more than two open jobs for every person looking for one. ASE needs at least 3,000 people this year, and one materials maker is calling old university classmates to staff a single new plant. Texas Instruments, GlobalFoundries, and ASE describe the same shortage.
Anthropic's CEO asked the industry to slow down. The company's reported $100 billion IPO remains on an October schedule
Dario Amodei published a call to slow the AI race on September 12. Within 48 hours Reuters reported Anthropic had picked Nasdaq, Nvidia was weighing a $10 billion anchor order, and the company told shareholders it would post a second straight adjusted operating profit. Sam Altman cited the same safety moment as his reason not to list.
The circular AI trade, mapped: Nvidia (NVDA) hardware is named in only one of Anthropic's four money loops
The circular trade everyone describes runs through Microsoft: up to $15 billion in, $30 billion of Azure out, Nvidia hardware named. Anthropic's three larger loops run on Trainium, TPUs and AMD, and only Amazon's discloses the money going back.
Rocket Lab (RKLB) sells $1.94 billion of stock for the Iridium (IRDM) deal and cancels an unused $3.6 billion loan
Rocket Lab completed a $1.944 billion share sale and canceled its $3.6 billion bridge commitment, fully funding the Iridium acquisition days before the shareholder vote. With RKLB under $67.50, the merger formula sits at its floor.
TSMC (TSM) co-COO calls AI a "three-year-old superman." The company is cautious with what it lets AI see.
Y.J. Mii, co-chief operating officer of the world's largest chipmaker, told students in Taipei that AI is powerful but does not know right from wrong. He also said TSMC is more cautious with AI tools on sensitive R&D data, for fear of leaks.
SoftBank's SB Energy will sell $500 million of stock to Japanese investors before its US IPO
SB Energy will sell up to $500 million of new shares to Japanese investors as part of a US listing that may value it at $50 billion. Nvidia has committed $3 billion, OpenAI holds warrants worth $5.5 billion, and no data center capacity is operating yet.
Samsung is funding Euclyd, an Nvidia (NVDA) challenger that skips the memory Samsung sells
Samsung co-led a $230 million round for Euclyd, a two-year-old Dutch startup building an AI inference chip that replaces HBM with its own memory design. Former ASML chief Peter Wennink is chairman, and nothing ships until 2028.
Palantir (PLTR), Nvidia and Booz Allen are curbing Anthropic model use over data and IP fears
Three large companies have restricted Anthropic's models or told the company they will, over concerns a provider could retain customer data and IP, The Information reported. Anthropic announced a response two weeks earlier that is still rolling out.
Fujitsu (FJTSY) opens MONAKA server sales in November as global CPU rollout follows
Fujitsu opens sales of its MONAKA servers in Japan and Europe in November 2026, with shipments starting April 2027. The standalone processor is planned for cloud and data center operators in the quarter ending March 2027.
What is AI distillation? Why the NSA, CISA and FBI now treat it as a security threat.
Distillation means training one AI model on another model's outputs. It is a standard technique from a 2015 Google paper, and it is also what the NSA, CISA and FBI accused six Chinese companies of running at industrial scale. Here is the difference.
Europe backs its own space cargo capsule as SpaceX (SPCX) and Blue Origin skip Paris summit
The European Space Agency signed a 760 million euro cargo-capsule contract with a startup founded in 2021, and two European space companies raised $796 million in the same week. SpaceX and Blue Origin were not at the summit where the deal was signed.
JPMorgan double-upgrades IREN Ltd (IREN) as AI slowdown rattles peers
JPMorgan moved IREN two notches to overweight and lifted its target to $65 from $46, hours after co-CEO Daniel Roberts posted a long rebuttal to the calls for an AI slowdown. Every comparable name we checked fell on Monday. IREN did not.
Kioxia weighs $10 billion US ADR deal as SK Hynix (SKHY) stake comes into focus
Bloomberg reports Kioxia is weighing an ADR listing of at least $10 billion. The listing plan has been public since May, so the number is the new part, and the company's biggest holder is the NAND rival it competes against.
Three AI CEOs asked for a slowdown. Chipmakers sold off worldwide, and cybersecurity stocks went up.
Dario Amodei asked AI labs to slow the pace of capability development, and Sam Altman and Elon Musk agreed. The selloff that followed hit the AI supply chain and bid up the companies that sell defenses against it.
Japan's $550 billion US pledge names no AI or chipmaking project. Power is next, its trade minister says.
Japan's trade minister says the next round of projects under the $550 billion US investment pledge will center on the power industry. The $109 billion announced so far covers oil, gas, minerals, nuclear reactors and gas plants, with no AI-compute or chipmaking project named.
Z.AI plans $5 billion raise days after Anthropic named Zhipu in Claude distillation report
Zhipu, now Z.AI, plans to sell about $2 billion of new Hong Kong shares at a 10% discount and $3 billion of zero-coupon convertible bonds, according to its HKEX announcement. Both deals are due to close on September 16.