GPUs

Companies · 1 month ago Microsoft Partners with TSMC to Develop Custom AI Chips for Azure Microsoft is collaborating with TSMC to manufacture custom-designed AI chips, enhancing its Azure AI capabilities with the Maia series, including the newly deployed Maia 200.

Markets · 1 month ago Meta Launches Muse Spark 1.2 and Muse Glimmer AI Models Meta has unveiled Muse Spark 1.2, a powerful coding model, alongside Muse Glimmer, a lightweight AI model designed for local use.

Companies · 1 month ago TSMC Reports 45% Year-Over-Year Sales Growth Amid AI Demand Surge Taiwan Semiconductor Manufacturing Company (TSMC) has announced a remarkable 45% increase in monthly sales for July 2026, driven by escalating demand in the AI sector.

Mining · 1 month ago Firmus Transitions from Bitcoin Mining to AI Infrastructure, Secures $2B Funding Firmus Technologies has raised $2 billion to pivot from Bitcoin mining to AI infrastructure, achieving a valuation of over $10.5 billion.

Funding · 1 month ago SpaceX's Exclusive Nvidia Partnership Raises Concerns for Neocloud Providers SpaceX's exclusive deal with Nvidia for AI infrastructure may hinder the growth of neoclouds like CoreWeave and Nebius, which rely on timely access to Nvidia chips.

Macro · 1 month ago Strategy CEO Phong Le Confident in Bitcoin's Future Amid Market Challenges Phong Le, CEO of Bitcoin treasury company Strategy, reassures investors about the firm's strategy amidst market fluctuations, emphasizing continued Bitcoin accumulation and resilience in the face of a bear market.

Companies · 1 month ago Short Seller Predicts Nvidia's Downfall Amid China Concerns Culper Research's short-selling strategy against Nvidia has proven prescient as the company faces challenges with Chinese demand and export regulations. Their report highlighted potential legal troubles stemming from AI chip smuggling operations.