Semiconductors

3 articles

Jul 7, 2026

DeepSeek’s Chip Ambition and Nvidia’s Slide Show the Compute Stack Is Getting More Price Sensitive

DeepSeek’s reported chip project and the latest Nvidia weakness point to a compute market that is starting to reward control, efficiency, and financing discipline over raw scale.

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Cerebras IPO Terms Put the AI Chip Boom in Front of Public Markets

AI News

May 7, 2026

Cerebras IPO Terms Put the AI Chip Boom in Front of Public Markets

Cerebras is reportedly targeting a valuation up to $26.6 billion, giving public investors a sharper test of AI chip demand beyond Nvidia.

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Huawei's AI Chip Surge Shows the Inference War Is Becoming a China Supply Chain Story

AI News

May 5, 2026

Huawei's AI Chip Surge Shows the Inference War Is Becoming a China Supply Chain Story

Huawei's expected AI chip gains in China show how export controls are pushing inference hardware, software, and sovereignty together.

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