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AI Chips & Compute · Companies · Markets

Nvidia faces earnings test amid hyperscaler concerns as AI factory push widens

Nvidia's earnings will test hyperscaler dependence concerns; Cisco/Nvidia expand AI factories; Nvidia debuts edge robotics chip.

Products & Applications · Markets

How the AIDS Crisis Helped Create a Multibillion-Dollar Life Settlement Market

NPR reports on the life settlement market's origins in the AIDS crisis and how patients like Frank Sierawski can sell their life insurance policies to investors.

AI Chips & Compute · Companies · Markets

Chip software automation startup Embedd raises $2.7M pre-seed

Embedd Ltd., a London startup automating chip software integration, raised $2.7M in pre-seed funding led by Seedcamp to speed development for physical AI devices.

Robotics · Markets

Generalist AI reportedly raises $200M led by 8VC

Generalist AI reportedly raised $200M led by 8VC after launching Gen-1.5 for robot learning.

Robotics · Markets · Companies

Sifted: European robotics fundraising in H1 2026 tops previous two years; VCs name Serbian startups to watch

Sifted reports European robotics startups raised more in H1 2026 than in the previous two years combined; a separate report highlights Serbian startups to watch, according to VCs.

Companies · Robotics · Markets

Xpeng shares sink as weak delivery forecast overshadows $6.3 billion robot unit valuation

Xpeng shares fell over 9% in Hong Kong after a weak Q3 delivery forecast, even as its robotics unit raised $900 million at a $6.3 billion valuation.

Markets · AI Chips & Compute · Large Language Models

VCs Pick 19 Startups to Watch Making AI More Efficient

European VCs have named 19 startups working to lower AI's cost and energy demands as data-centre construction lags.

Companies · Markets · Large Language Models

Hugging Face explores sale at $13B valuation, Business Insider reports

Hugging Face is exploring a sale that could value the AI model hub at $13 billion or more, Business Insider reported.

Robotics · Markets · Companies

Unitree's First Angel Investor Now Chairs Galaxy General as Hong Kong Professors Join Embodied-AI Wave

Unitree's first angel investor made a 140x return and now chairs Galaxy General. Meanwhile, at least 16 Hong Kong professors are founding embodied-AI companies, reshaping the sector.

AI Chips & Compute · Markets

Stocks Fall on Rising Yields, Oil Prices Amid AI Trade Volatility, CNBC Says

U.S. stocks snapped winning streaks as rising bond yields and oil prices pressured the market, while AI trade volatility hit chip and infrastructure shares, CNBC reported.

Markets · Companies · AI Chips & Compute

AI data center builder Nscale reportedly seeks $3B U.S. IPO

AI data center builder Nscale reportedly seeks a $3B U.S. IPO as soon as next month, with Goldman Sachs and JPMorgan managing.

AI Chips & Compute · Markets

Four memory stocks ride AI boom, but differ in key ways: CNBC

Micron, Sandisk, Seagate and Western Digital have soared on AI memory demand, but they play different roles in the storage ecosystem.

AI Chips & Compute · Markets

Broadcom in talks to raise up to $80 billion in debt for AI chip financing, CNBC reports

Broadcom is in talks to raise $70B-$80B in debt for AI chip financing, with possible total up to $100B, as AI infrastructure deals proliferate.

Companies · Markets · AI Chips & Compute

AI workload optimization startup Callosum raises $100M

Callosum Ltd. has raised $100 million in seed funding to expand its AI workload optimization platform, with Atomico leading the round.

AI Chips & Compute · Companies · Markets

Marvell Shares Jump 6% as Google Deal Opens Door to $12.2 Billion Stake

Marvell rose 6% as a filing showed Google could buy up to $12.2B in shares under their custom AI chip deal.

Robotics · Markets · Companies

China’s Unitree surges 629% on debut, underscoring humanoid robot lead

Chinese humanoid robot maker Unitree surged 629% on its stock market debut, underscoring China’s lead in humanoid robotics, according to a Bloomberg report.

Companies · Robotics · Markets

Unitree Shares Jump as Much as 600% in Shanghai Debut

Unitree shares surged as much as 600% on Wednesday, marking the first mainland Chinese humanoid robot listing.

World · AI Chips & Compute · Markets

AI boom lifts S. Korea growth outlook, profits and household credit

AI boom lifts S. Korea growth outlook, corporate profits and household credit to record highs.

Markets · Robotics

Unitree Robotics Soars 542% in Shanghai Debut

Unitree Robotics shares jumped 542% in its Shanghai debut, raising $905 million. The humanoid robot maker's IPO drew investment from DeepSeek and Tencent.

AI Chips & Compute · Companies · Markets

Velaura AI Raises $110M for Power-Efficient AI Chip Technology

Velaura AI, a low-power AI chip developer, raised $110M in Series A funding led by Seligman Ventures, achieving a $1B valuation. The company recently pivoted from Bitcoin mining to AI chip design with its Titan Core platform.

Companies · Markets · AI Chips & Compute

Inference Chip Startup Etched Raises $700M at $21B Valuation

Etched Inc. has raised an additional $700 million at a $21 billion valuation, led by Jane Street, weeks after closing a $300 million Nvidia-backed round.

AI Chips & Compute · Markets

Etched’s valuation doubles to $21B in a month

Etched raised $700M at $21B valuation, doubling its valuation in a month, led by Jane Street.

Companies · Large Language Models · Markets

Baidu AI Revenue Share Exceeds Half Again; Two Top Hedge Funds Add Positions

Baidu's AI revenue share hit 50% of Baidu Core for a second quarter; Duquesne and Appaloosa raised stakes.

Products & Applications · Companies · Markets

Kalshi seeks approval for equity-index perpetual futures, expanding push into exchange turf

Kalshi filed with the CFTC to launch perpetual futures tied to equity indexes, including a US500 contract, expanding beyond prediction markets and challenging traditional exchanges.