Latest news, developments and reporting on AI Chips & Compute.
CNBC's Jim Cramer said the start of earnings season next week will give investors a clearer view of corporate performance and the AI trade. He is bullish on Goldman Sachs and Wells Fargo, cautious on JPMorgan, and sees rising bond yields as a major risk.
TrendForce expects global notebook shipments to fall in 2027, with the decline possibly reaching high single digits if DRAM and CPU costs push retail prices higher.
Global PC shipments fell about 20% year over year in Q3 2026 as AI-driven DRAM and SSD price increases pushed up PC prices and cut demand, according to IDC and Omdia.
Nvidia's RTX Spark laptops are available for pre-order from $2,599.99 and ship Oct. 16, while MSI's $5,499 Pro Max Edge AI+ mini PC offers 128GB unified memory for offline AI. Both target local AI workloads.
Bearish options trades in Micron and Nvidia dominated Friday's tape as put volume in SMH and QQQ rose.
Microsoft outlined plans to turn Windows into an agentic OS and launched the Nvidia RTX Spark-powered Surface Laptop Ultra, starting at $2,599.
Amazon says it will stop using NDAs when negotiating data center deals with local governments, following Microsoft. TechCrunch reports the move comes amid local moratoriums over AI infrastructure and as personal AI startups seek consumer access.
Ai2’s AI Infrastructure team has replaced a priority-based scheduler for its Nvidia GPU clusters with GPU time budgets, hierarchical fair-share allocation and a time-slicing contract, aiming to make allocation more transparent and improve how often high-value workloads receive resources.
East Fishkill, New York, once home to a major IBM chipmaking campus, has imposed a three-year moratorium on large data centers after residents opposed a proposed 1-gigawatt AI facility by Treetop Companies. The developer has appealed the ban.
Kalshi traders now see a 75% chance that more than 5,100 U.S. data centers will be planned or operating before 2027.
Credo Technology has moved from eight years of DSP work into optical modules and silicon photonics, pushing its ZeroFlap line from 800G to 1.6T and combining its Cardinal DSP, Kfir200 PIC and PILOT diagnostics, according to Leiphone.
SK Chairman Chey Tae-won pledged to speed up a new semiconductor cluster in southwestern South Korea amid rising chip demand.
CoreWeave is adding managed services, the Forge platform and RL Rollouts to speed AI inference and agentic model iteration as inference workloads grow, an executive says.
Nvidia-backed Firmus has withdrawn its planned $5 billion IPO in Australia, citing market volatility.
John M. Wilson, Google's former global design and construction chief, has joined Anthropic to oversee EMEA capacity delivery, the latest in a string of Google infrastructure veterans moving to the AI developer.
Firmus Technologies has abandoned its planned ASX listing, which was expected to value the AI data centre company at $44bn, after investor demand fell short. The company says it will now seek private capital.
Bloomberg’s The Close said AI trade worries, oil and Treasury yields are pressuring markets and listed a broad guest lineup spanning fixed income, digital infrastructure, equities, consumer brands and space.
CoreWeave announced its Forge development platform and partner network at the Fully Connected event, aiming to link training, inference and evaluation in an open full-stack AI cloud. The company also validated Nvidia's Vera Rubin platform and earned a third Platinum ClusterMAX rating.
A senior Treasury adviser says U.S. Treasury yields are unusually high and likely to fall, citing an Iran war energy shock and AI-related corporate borrowing after 24-year highs.
Microsoft has unveiled the Surface Laptop Ultra, a $2,599 professional laptop powered by Nvidia's RTX Spark platform and Blackwell graphics. Shipping starts October 16, 2026, with configurations up to $5,899.99 and 128GB unified memory.
OpenAI told investors its annualized revenue is approaching $50 billion, below a widely reported $68 billion figure, sending Nvidia, Oracle and CoreWeave shares lower. USA Today sued OpenAI over training data, mathematicians questioned its latest proofs, and Arena raised at a $3.1 billion valuation.
Liquid AI is building personal AI that runs on phones, wearables, PCs and cars rather than in the cloud, COO Jeffrey Li said at the Fully Connected event, outlining a device-level context layer and a Mercedes-Benz collaboration.
President Donald Trump is expected to unveil $2.4 billion in AI commitments from Nvidia, AMD, OpenAI, Anthropic and Google at a Washington summit, Bloomberg reports.
Willow Care, maker of the Willow Voice dictation app, has chosen CoreWeave to handle its AI model training, citing the provider's forward-deployed support rather than compute alone.