Semiconductors

Jensen Huang, Nvidia CEO, as Nvidia expands its role in AI infrastructure financing through partnerships with six major asset managers aimed at mobilizing more than $500 billion in capital for AI compute, data centers and next-generation infrastructure.

Nvidia Turns Its GPUs Into a $500 Billion Asset Class

Nvidia has committed six of Wall Street's largest asset managers to help finance its AI buildout, recasting compute itself as collateral for the next era of infrastructure credit.

Tech IconsAug 11, 2026AI InfrastructureCapital AllocationData CentersGPUVenture Capital

Arm Holdings AI chip demand illustrated by the Arm AGI CPU chip, showing the company's AI semiconductor expansion, AGI processor development, data center growth strategy, and next-generation artificial intelligence technology as Arm moves beyond traditional chip licensing.

Arm's Record Quarter Cannot Quiet Wall Street's Doubts

Behind record royalty and licensing revenue lies a company betting its historic margins on an unproven chip business, even as regulators and courts circle its core franchise.

Tech IconsJul 30, 2026Cloud ComputingData CentersEarnings ReportSemiconductors

Intel Xeon 6 processor representing Intel, AI infrastructure, data center processors and second-quarter earnings.

Intel Crushes Wall Street Estimates on AI Chip Boom

Second-quarter revenue jumped 25 percent to $16.1 billion and adjusted profit nearly doubled forecasts, Intel's best growth in fifteen years, despite a one-time GAAP accounting charge.

Tech IconsJul 24, 2026Data CentersEarnings ReportEnterprise AISemiconductors

IBM Quantum Hummingbird quantum processor representing IBM AI strategy, quantum computing and enterprise technology innovation.

IBM's Mainframe Reckoning Tests Its AI-Era Turnaround

IBM's Q2 results revealed a historic mainframe collapse and a global memory shortage, forcing a lower 2026 forecast even as software and Red Hat growth signaled its AI pivot is real.

Tech IconsJul 23, 2026Earnings ReportEnterprise SoftwareHybrid CloudQuantum & Chips

Microsoft Deepens AMD Bet With Next-Gen Instinct and EPYC

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ASML EUV lithography system as ASML raised 2026 guidance following strong Q2 earnings driven by AI demand, semiconductor equipment, chip manufacturing, and EUV lithography.

ASML's Order Book Is Now Sold Out Through 2027

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NVIDIA headquarters in Santa Clara as the company launches a $25 billion bond offering to support long-term capital allocation and AI infrastructure strategy.

NVIDIA's $25 Billion Bond Offering Signals Capital Discipline

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Nvidia CEO Jensen Huang unveils RTX Spark, the company’s new Grace CPU and Blackwell GPU platform for AI-powered personal computers.

NVIDIA Moves From GPU Supplier to the Heart of the PC

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IBM quantum computing research and foundry infrastructure supported by a $1 billion U.S. government investment under the CHIPS and Science Act.

Washington Backs Quantum at Scale With $2 Billion Push

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NVIDIA RTX Pro 6000 Blackwell GPU representing NVIDIA and IREN AI infrastructure, Blackwell GPU deployment, hyperscale AI compute, GPU cloud infrastructure, and AI data centre expansion

NVIDIA Bets on IREN to Solve Artificial Intelligence's Power Problem

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Sandisk Q3 2026 earnings surge driven by NAND flash demand, AI storage growth and datacenter SSD expansion

Sandisk Profits Surge as AI Demand Reshapes Flash Storage

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Google TPU 8 chips powering agentic AI workloads and Google Cloud AI infrastructure with custom silicon architecture

Google's New TPU Chips Bet Big on the Agentic AI Era

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AI Cyberattacks Surge as Deepfakes and ML Breach Defenses

Workday Reports Data Breach Through Third-Party CRM System

Security Flaw in Perplexity's Comet AI Browser Exposes User Data

DDoS Attacks Overwhelm Global Digital Networks via IoT Botnets

AI Tools Turn Hackers Into Sophisticated Cybercrime Threat

Prediction Markets Promised to Price Reality. Now Comes the Bill.

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Britain’s overlooked deep tech ecosystem is coming into focus—from AI infrastructure and quantum computing to robotics, advanced materials, and battery innovation.

Beyond Silicon Valley: UK Deep Tech Startups to Watch in 2026

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Renaissance painting depicting a banker counting coins beside his wife, symbolizing wealth, morality, and the origins of financial culture—echoing today’s digital banking revolution.

How Challenger Banks Are Redefining the Future of Global Finance

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