Semiconductors

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

A €9.3 billion quarter and a sharply higher full-year forecast confirm that the constraint on ASML's growth is no longer demand. It is how fast the company can build.

Tech IconsJul 15, 2026DUVEUV LithographySemiconductors

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

With $85 billion in orders and seven tranches stretching to 2056, NVIDIA's return to the debt markets is less a funding event than a statement of long-term financial intent.

Tech IconsJun 16, 2026Bond MarketsCapital AllocationData Centers

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

At GTC Taipei, NVIDIA unveiled RTX Spark, a Grace CPU and Blackwell GPU superchip that repositions the company from component supplier to the computational core of the personal AI computer.

Tech IconsJun 1, 2026AI HardwareCPUsEdge AISemiconductors

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

The U.S. government is deploying $2.013 billion across nine quantum companies, taking equity stakes and tying disbursements to hard milestones in a decisive industrial policy shift.

Tech IconsMay 22, 2026Deep TechPsiQuantumQuantum Computing

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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TSMC Q1 earnings results showing record revenue growth driven by AI demand with advanced semiconductor manufacturing and 2nm production ramp

TSMC Posts Record Quarter as AI Demand Defies Gravity

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Broadcom AI infrastructure Google TPU deal custom silicon AI networking hyperscaler compute Broadcom Google AI deal

Google and Anthropic Commit to Broadcom for AI Compute

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NVLink Fusion NVIDIA data center infrastructure as NVIDIA and Marvell build AI infrastructure linking custom silicon through high-bandwidth interconnect

NVIDIA and Marvell Forge a $2 Billion AI Infrastructure Alliance

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Arm AGI CPU unveiled for AI infrastructure orchestration, highlighting data centre CPU design and rising AI compute demand

Arm Launches AGI CPU to Target AI Infrastructure Orchestration

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Nvidia CEO Jensen Huang speaking at GTC 2026 as the company introduces the Vera Rubin platform and outlines its strategy for agentic AI, physical intelligence, and AI infrastructure.

Jensen Huang Signals the Next Phase of AI at Nvidia GTC 2026

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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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