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China Signals Conditional Approval for Nvidia RTX Pro 5500 for Select Tech Giants

Beijing’s reported vetting of purchase plans could relieve some AI compute shortages provided U.S. export rules allow the sales.

Justice Department Probes Nvidia Licensing Deal With Groq

Taiwan Raids Super Micro Offices in Probe of Alleged Nvidia Chip Diversion

Cerebras Beats Revenue Forecast but Warns of Sharply Lower Margins, Prompting Stock Slide

Netherlands Joins Pax Silica While Pressing U.S. to Limit MATCH Act

Groq Lines Up $650 Million to Build Groq2 Neocloud Business

Cerebras Files for IPO on Nasdaq to Bring Wafer-Scale AI to Market

Cerebras Files for IPO as Reports Tie OpenAI to Multibillion-Dollar Deal

Ecolab Is Said to Near $4.5 Billion–$5 Billion Deal for CoolIT

Apple’s Record iPhone Quarter Collides With AI-Driven Memory Squeeze

Samsung Reaches 50% Yields on 2nm Chips as It Pushes SF2P to Partners

Intel Signs SambaNova Term Sheet as CEO’s Deal Ties Draw Governance Scrutiny

TSMC Beats Q3 Revenue Forecasts on AI Demand With September Sales Up 31%

Teardowns Find TSMC and Samsung Parts in Huawei AI Chips as Company Targets Major 2026 Ramp

SK Hynix Solidifies AI Memory Lead with Custom HBM4 and 30% Growth Forecast

Nvidia’s Jensen Huang Heads to Beijing Under Bipartisan Warning on Chip Exports

Nvidia Insiders Offload Over $1 Billion as AI-Fueled Rally Propels Shares to Records