Last mentioned: 18h ago
Production Restart
Nvidia officially restarts mass production of AI chips for the Chinese market to reclaim lost share.
$100B Deal Announced
Meta and AMD finalize a historic agreement for AI chip procurement worth up to $100 billion.
PyTorch Optimization
Meta completes a major software update optimizing PyTorch for AMD's ROCm architecture.
Meta Testing Phase
Reports emerge that Meta has begun large-scale testing of AMD chips in its production environments.
Nvidia Samples Compliant Chips
Nvidia begins testing the H20 and L20 chips with Chinese customers to meet regulatory caps.
MI300X Launch
AMD officially launches the Instinct MI300X, targeting Nvidia's H100 dominance.
US Export Controls Expanded
The US government restricts sales of high-end AI chips like the H100 to China.
MediaTek’s partnership with Google to design custom AI ASICs marks its transition from mobile chips to the data center AI market. The stock has surged 187%, adding $140 billion in value, as the market bets on the company becoming a serious competitor to Broadcom and Marvell in the hyperscaler custom silicon space.
MediaTek shares are on track for their best quarter ever after a 187% surge driven by an AI ASIC deal with Google. The rally adds $140 billion in market cap, signaling a major re-rating as the company pivots from mobile to high-margin AI chips. Investors are betting heavily on execution.
Elon Musk has confirmed that both Tesla and SpaceX AI will continue to procure Nvidia hardware at significant scale, signaling a continued reliance on external silicon despite internal chip development efforts. This move underscores Nvidia's essential role in the race for autonomous driving and aerospace AI capabilities.
Elon Musk has confirmed that SpaceX and Tesla will continue to procure Nvidia AI chips at a massive scale to power their respective autonomous and aerospace initiatives. This commitment reinforces Nvidia's dominance in the AI hardware market and highlights the critical role of high-performance compute in the next generation of space and defense technology.
Nvidia is resuming production of AI chips tailored for the Chinese market, navigating complex US export restrictions to maintain its foothold in the world's second-largest economy. This move comes as competition from domestic Chinese chipmakers intensifies and global cloud providers like Amazon continue to scale their proprietary infrastructure.
The United States has transitioned from targeted restrictions to a universal approval requirement for all AI chip exports. This move aims to close loopholes and centralize control over the global AI hardware supply chain, significantly impacting major chip designers and international data center deployments.
The United States government has announced a sweeping new regulatory framework requiring federal approval for all exports of artificial intelligence chips, regardless of destination. This move marks a transition from targeted geographic restrictions to a universal licensing regime, significantly impacting the global semiconductor supply chain and cloud infrastructure expansion.
Meta Platforms has entered a massive multi-year agreement with AMD to purchase AI chips worth up to $100 billion. The deal marks a strategic pivot to diversify Meta's data center infrastructure and reduce its long-standing reliance on Nvidia's high-end GPUs.
US equity markets staged a dramatic afternoon recovery on February 17, 2026, led by a surge in AI chip stocks that pushed the Dow Jones Industrial Average to a new record high. While technology sectors rallied, commodities and cryptocurrencies faced significant pressure, with silver and Bitcoin seeing notable declines.
The Dow Jones Industrial Average reached a record high on February 17, 2026, propelled by a massive rally in AI semiconductor stocks that reversed early market losses. This equity strength coincided with a notable retreat in Bitcoin below $68,272 and a sharp decline in precious metals, highlighting a strategic rotation into high-growth technology sectors.