Semiconductors

Surgical robots break out

Series A activity: Week of July 26, 2026

OpenAI Admits Hugging Face Hack Was Much Bigger Than Previously Known

Axios Pro Rata: World Cup cash

Silicon slump puts IPOs on ice

The Stock That Went Up 1000% | Lumentum CEO

BREAKING: Lumentum CEO on How Lasers Are Transforming AI Data Centers

Weekly Funding rounds / Statistics / Insights of July 28, 2026

BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum

BREAKING: BlackRock's Tony Kim on Tech's $10T Systemic Rebuild

Reddit and Other Big Pubs Consider Blocking Google

💥The Mark Up Game, Making of a Unicorn Founder, Capital Allocation's Death, AI Infra Eats Series A & More

Axios Pro Rata: 🪏 Gold digging

🇨🇳 Kimi K3 Khaos

Report: Meta in Talks to Sell AI Computing Power to Anthropic

SambaNova CEO on Raising $1B at $11B: "It's a Land Grab Right Now"

The AI trade just lost $1 trillion. Here is where the value went

Weekly TOP Startup / VC news of July 16, 2026

Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding

Can Anyone Catch NVIDIA? | The Future of Chips and Infrastructure

Agents Are the New Users of CPUs

BREAKING: Cerebras CEO Andrew Feldman

Jonathan Ross Turned a 3-Week Phone Call Into a $20 Billion NVIDIA Deal. Here Is How He Did It.

Is AI a Bubble? | Gavin Baker on Data Centers, GPUs, and the AI Economy

Andrew Feldman on Building a Chip 58x Larger Than Nvidia's

Axios Pro Rata: Crypto clarity

RAM Fever

Axios Pro Rata: VC record-stomper

Chart of the Day

Weekly TOP Startup / VC news of July 9, 2026

💾 Chip craze

The Great Descent📉, Are AI Employees More Expensive Than Humans?🤖, ElevenLabs: $2M Pre-Seed to $11B in 3 Years🎙️

Meta to Sell Excess Compute to Fund Ambitious Cap Ex Buildout

Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480]

Apple Falls Victim to a Ransomware Attack

Why Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysis

20VC: Leo Aschenbrenner's Largest Holding: Inside the $90BN Bloom Energy | Why Electricity, Not AI Models, Will Decide the Winners of the AI Race | Why We Are Not in an AI Capex Bubble | Energy Sovereignty and The Future of Power with KR Sridhar

Cerebras bet against the GPU. It just IPO'd at $56B.

🌏 China's global push

Apple’s Price Hikes Stoke Fears of an Impending “RAMageddon”

Weekly TOP Startup / VC news of June 25, 2026

🤖 Jalapeño chips

Axios Pro Rata: SPAC shift

Semi Stocks Take a Header

President Trump Softens on Anthropic

Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan

Apple Says It Will Jack Up Prices Due to AI Demand for Memory and Storage Chips

Data Insight: NVIDIA’s revenue from data centers and AI has grown 1,300-fold in the last 12 years

Samo Burja on Growth, Energy, and AI

Jensen Huang — GTC Paris Keynote at VivaTech

Dan Dreyfus: America's Critical Minerals Crisis is Here

LIVE: Jensen Huang on Building the Dynamo of the Intelligence Age

📚 AI's literacy cliff

144. 对阳萌的4小时访谈：消费电子死与生、第三类公司、AI变量、产品方法、打游戏的模式选择

The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

Meta Struggles to Be Relevant in AI

Steven Sinofsky on Apple at 50, Microsoft, and the Future of Computing

Jensen Huang — Computex 2026 Keynote (GR00T N1.5, Cosmos 3)

SpaceX and Dell Score Massive Government Contracts

Luceing Their Mind (This Week in Stratechery)

SpaceX Spars with the Pentagon

Reiner Pope – Chip design from the bottom up

🧾 Anthropic's SpaceX bill

The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman

Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]

Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

Axios Pro Rata: PE sports ban

Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño

Axios Pro Rata: Cerebras surge

The AI Trade Keeps on Giving as Cerebras, Nvidia & Market Indexes Soar

Exclusive Interview: Coatue CIO on AI's Biggest Winners

EXCLUSIVE: Coatue's Public Investments CIO on Anthropic, Semis, & AI's Biggest Market Shifts

Pax Silica: Inside the Trump Administration’s Tech Strategy with US Under Secretary of State for Economic Affairs Jacob Helberg

Amazon’s Durability (Stratechery Article 5-5-2026)

Axios Pro Rata: Spirited debate

Axios Pro Rata: 🤖 AI-PO

The business of GPU preorders

Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

The OWID Brief: Falling battery prices, new country profiles on population, and more

What Running Windows at Microsoft Taught Steven Sinofsky About Apple

💥University Ranking by Exit Values, How to Build a Personal Knowledge Hub, Auto-Discovery of What to Automate & More

The history and future of AI at Google, with Sundar Pichai

Wealth advisers in the hot seat

So Long to Sora (This Week in Stratechery)

#494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution

⚡️ Nvidia vs. physics

🎬 Hollywood tests AI

Nvidia Lines Up Over $1 Trillion in Orders for Its New Chips

Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute

The AI Chip Wars Explained | Gavin Baker Interview

Building The Chip That Could Unlock AGI | Naveen Rao

OpenAI vs Google vs Meta: Business Model War

NVIDIA’s Core Business Threatened by TPUs, Sam Altman’s ‘War Mode’ & Sierra’s $100M ARR

Stanford AI Club: Jeff Dean on Important AI Trends

AI Fund’s GP, Andrew Ng: Biggest Bottlenecks in AI & How LLMs Can Be Used as a Geopolitical Weapon?

Nvidia CTO Michael Kagan: Scaling Beyond Moore's Law to Million-GPU Clusters