44 articles
Nvidia's $950B Korea agreement, an AMD-Cerebras inference tie-up, and a GlobalFoundries silicon-photonics deal with Washington all landed in July 2026 even as the SOXX index fell 25% and leveraged chip ETFs dropped 62% from highs. Via News traces the buildout deal by deal against the sell-off.
Nvidia secured long-term memory supply from SK hynix and GlobalFoundries landed a $300M federal photonics award, yet AI-chip stocks sold off sharply in late July. Via News traces the gap between strengthening technical/supply fundamentals and a market repricing execution risk at Apple, Vicor and Amkor.
Survey data cited by MIT Technology Review says every enterprise respondent plans to deploy agentic AI within two years, yet agents can see under half of company data on average. Platform vendors are answering with governance layers; a new venture-backed cohort is answering by avoiding the data problem entirely.
Brad Lightcap, OpenAI's special projects lead and the company's former chief operating officer, has announced his departure from the company.