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1. Amazon in Talks to Buy AI Startup Decart in Deal Valued Around $7 Billion

   

   Amazon is reportedly in talks to buy Decart for around $7 billion. Why it matters: a deal at that price would …

   Flash·Oct 12

2. Nuvacore Seeks Raise at About $2.5B Valuation, Six Months After Founding

   

   Reuters reports that six-month-old chip startup Nuvacore is raising hundreds of millions of dollars at a rough…

   Flash·Oct 11

3. Super Micro Contractor Pleads Guilty in $2.5B AI-Chip Smuggling Case

   

   Reuters, Oct 9: Ting-Wei "Willy" Sun, a contractor linked to Super Micro, pleaded guilty Thursday in Manhattan…

   Stories·Oct 10

4. OpenAI's Annualized Revenue Nears $50B, Below the Reported $70B; Nasdaq Falls 1.25%

   

   FT, midday ET Oct 8: OpenAI told investors its annualized revenue was "approaching $50 billion" at end-Septemb…

   Stories·Oct 9

5. Nvidia-Backed Upscale AI Launches Token Fabric for Cross-Vendor AI Chip Networking

   

   Upscale AI launched Token Fabric, a data-center networking platform letting customers mix AI chips from rival …

   Flash·Oct 9

6. TSMC Q3 Revenue Rises 50% to Record $46.7 Billion

   

   TSMC posted record Q3 revenue of NT$1.49 trillion ($46.71 billion), up 50% year on year, beating the NT$1.46 t…

   Flash·Oct 9

7. GlobalFoundries Wins Five-Year TSMC Deal to Build Silicon Interposers in New York

   

   GlobalFoundries announced a five-year agreement with TSMC to produce silicon interposers — the packaging compo…

   Flash·Oct 9

8. White House Announces $2.4B in AI-for-Science Tool and Compute Credit Pledges From 11 Companies

   

   White House fact sheet, Oct 8: at the October 7 "Science: A New Golden Age" summit, 11 companies including NVI…

   Stories·Oct 9

9. Broadcom Arranges $50B+ Financing for OpenAI Custom Chips; Oracle and SpaceX Also Seek Chip Debt

   

   Broadcom is arranging $50B+ in financing for OpenAI's custom chips (Apollo, Blackstone in talks); Oracle is ne…

   Flash·Oct 8

10. Microsoft × NVIDIA Start Selling Surface Laptop Ultra: Runs 120B Models Locally, Top Config ~$7,000

    

    Microsoft × NVIDIA officially started selling the Surface Laptop Ultra at their Oct 7 (ET) San Francisco event…

    Stories·Oct 8

11. AI Chip Simulation Startup Vinci Raises $250M at $1.5B Valuation

    

    Reuters, Oct 6: Palo Alto AI chip simulation startup Vinci raised $250M at a $1.5B valuation, led by Advent, T…

    Flash·Oct 7

12. Lambda Seeks $4B in Final Pre-IPO Round at $14.5B Valuation: $35B of Its $50B Backlog Is One Customer

    

    WSJ first reported Oct 6 (Reuters/TechCrunch followed): Nvidia-backed AI compute cloud Lambda is raising up to…

    Stories·Oct 7

13. Etched Fields $40–50B Funding Bids: No Shipped Chips at Scale, Valuation Doubles in Three Months

    

    TechCrunch first reported Oct 5: AI inference-chip startup Etched is fielding $40–50B funding bids, after a $7…

    Stories·Oct 7

14. DeepSeek Nears $12B Funding Round with Tencent and CATL, Doubling Its Original Target

    

    Per Bloomberg on October 6 (via Reuters), DeepSeek is close to securing at least 80 billion yuan (~$12 billion…

    Stories·Oct 6