Latest news, developments and reporting on AI Chips & Compute.
TechCrunch Disrupt 2026 will host Ambrosia Energy CEO Ben Longmier and Bloom Energy's Bill Thayer for a Smart Systems Stage session on where the AI infrastructure boom is creating durable opportunities.
TechRadar reports Europe is making digital sovereignty a strategic priority and using open source to reduce reliance on non-EU technology. A June 2026 EU package includes Chips Act 2.0, CADA and an Open Source Strategy, while security and supply-chain participation remain central.
French AI startup Sesterce has unveiled a data center project in Finland valued at €10 billion, according to Le Monde.
Nvidia expanded its Halos safety system to robotics in June 2026, aiming to make robotaxis and humanoid robots safer.
Lenovo opened blind preorders for the YOGA Pro 15 RTX Spark on Oct. 8. The laptop is among the first local-agent AI PCs powered by Nvidia’s RTX Spark N1X superchip and targets AI creators, developers and researchers.
Sherrod Brown, the Democratic former Ohio senator, is making datacenter opposition a central issue in his midterm Senate campaign, blaming Republican Senator Jon Husted for tax breaks and rising energy costs. Husted’s campaign denies the charge, and the race remains tight.
Alibaba said at its annual Yunqi Conference that future Qwen models will scale toward 5 trillion to 10 trillion parameters, while new multimodal and AI-for-chip-design efforts aim to speed development and lower costs. Leiphone reported.
Huawei released its Mate 90 series on Oct. 1 using its own LogicFolding chip, with executive director Richard Yu saying the company aims to rebuild overseas phone share as China phone and Huawei-backed vehicle sales decline.
Microsoft introduced a Windows update built around locally running AI agents and a new Surface Laptop Ultra it says can run models above 120 billion parameters on-device, with Nvidia CEO Jensen Huang appearing at the launch.
TSMC September revenue hit record NT$511.86B, up 54.6% y/y on AI chip demand; shares fell 1.35% before release.
Samsung sees record Q3 profit on AI chip demand; Korea posts $46.1B surplus; CrowdStrike links AI attacks to banks.
Huawei and Nvidia target KV cache storage; Ruqi builds real-world data infrastructure for physical AI, Leiphone reported.
Microsoft and Nvidia unveiled RTX Spark, an Arm-based PC platform, and the Surface Laptop Ultra, aiming to run local AI agents with up to 128GB unified memory and 1 PFLOP FP4 compute. The Surface starts at $2,599.99 on Oct. 16, with OEM laptops and desktop systems to follow.
Samsung Electronics expects record third-quarter operating profit of 107.4 trillion won, about $80.17 billion, on AI-driven memory chip demand.
Firmus may cut its near $44bn valuation or shelve its ASX IPO as investors resist the price, Guardian Australia reports.
Microsoft and Nvidia unveiled the RTX Spark-powered Surface Laptop Ultra, as Google, Anthropic and Reflection launched new AI models and tools.
CNBC's Jim Cramer said rising borrowing costs are dividing the stock market, with AI data center, chip, power and cybersecurity companies largely insulated while credit-dependent sectors face pressure. He pointed to a strong $39 billion Treasury auction and contrasted SpaceX's planned $40 billion borrowing with Skydance's debt sale.
Samsung estimated record Q3 operating profit of 107.4 tln won, up 782.5% on AI chip demand; Seoul shares opened higher.
Samsung sees record Q3 profit on AI chips; Korea's August current account surplus hits $46.1B.
President Trump will award science and technology medals to Elon Musk, Jensen Huang, Satya Nadella and other tech executives Thursday, as SpaceX seeks $40 billion to buy Nvidia chips and Samsung commits $1 billion to a data-center venture with Nvidia and KKR.
Microsoft unveiled Nvidia RTX Spark-powered Surface PCs, including a $6,000 developer workstation and a laptop starting at $2,600, plus Windows 11 tools for sandboxing AI agents.
TechRadar reports Huawei and DeepSeek have released open source AI tools aimed at reducing reliance on Nvidia, while asking whether programmers will switch. The report provides no further details.
DA Davidson set a $3,000 Micron target. CNBC's Investing Club says the multiple is too low but doubts a 200% rally.
Third-quarter earnings season began this week, with S&P 500 profit growth expected near 30% year over year, led by tech and AI chipmakers. Analysts and banks see earnings driving further market gains, though rising Treasury yields and weak market breadth pose risks.