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for: Tuesday, February 24, 2026



HP says memory’s contribution to PC costs just doubled to 35 percent

Simon Sharwood / theregister - Speeds up qualification of new suppliers to get more cheap parts into PCs, faster HP Inc. has revealed that memory now accounts for 35 percent of the cost of materials it needs to build a PC, up from between 15 and 18 percent last quarter. And the company…

#hardware #semiconductors #stockmarket #earnings #business #supplychain #pricing #manufacturing #technology #memory

HP Revenues Up 6.9 Percent But Company Warns on RAM Prices

9 days / thurrott / Paul Thurrott

HP Says Memory's Contribution To PC Costs Just Doubled To 35%

9 days / slashdot / msmash

(PR) HP Inc. Reports Fiscal 2026 First Quarter Results

9 days / techpowerup

HP says memory’s contribution to PC costs just doubled to 35 percent

10 days / theregister / Simon Sharwood

HP’s stock falls after management tempers full-year expectations amid soaring memory costs

10 days / siliconangle / Mike Wheatley

HP Inc. (HPQ)Stock: Cash Flow Improves as Market Reacts to Soft EPS Guidance

10 days / parameter / Yasmin Werner

Back to Top / Tuesday, February 24, 2026, 11:21 pm / permalink 19705 / 6 stories in 10 days


MatX Raises $500 Million To Develop AI Chips Competing With Nvidia

Clinton / ventureburn - MatX Accelerates AI Chip Innovation AI chip startup MatX has raised over $500 million to develop hardware that can compete directly with Nvidia. The company was founded in 2022 byThe post MatX Raises $500 Million To Develop AI Chips Competing With Nvidia …

#ai #startups #vc #hardware #semiconductors #ml #chips #nvidia #gpu #deeptech

Dutch AI Chipmaker Axelera AI Secures $250M With BlackRock Backing

10 days / startuprise / Kailee Rainse

The startup was founded by former Google TPU engineers in 2023.

10 days / bsky / @techcrunch.com / techcrunch.com

Chip startup MatX raises $500M to speed up large language models

10 days / siliconangle / Maria Deutscher

Nvidia challenger AI chip startup MatX raised $500M

10 days / techcrunch / Marina Temkin

MatX Raises $500 Million To Develop AI Chips Competing With Nvidia

10 days / ventureburn / Clinton

Ex-Google chip engineers raise $500M to take on Nvidia with LLM-specific silicon

10 days / techfundingnews / Vignesh R

Back to Top / Tuesday, February 24, 2026, 7:21 pm / permalink 19700 / 6 stories in 10 days


Meta Signs Massive AI Chip Deal with AMD

Usman Qureshi / iphoneincanada - Meta is partnering with AMD to deploy 6 gigawatts of AI power. The deal includes custom MI450 chips and could give Meta a 10 percent stake in AMD by 2026.The post Meta Signs Massive AI Chip Deal with AMD first appeared on iPhone in Canada.

#ai #cloud #semiconductors #ml #meta #chips #gpu #datacenter #amd

White House Weighs Requiring Citizenship Checks for Bank Customers

10 days / pymnts / PYMNTS

Meta just signed a massive AMD chip deal as it diversifies beyond Nvidia

10 days / qz / Shannon Carroll

AMD (AMD) Stock: Surge Fueled by Meta’s $100B Chip Deal and 6GW AI Buildout

10 days / parameter / Yasmin Werner

Stocks bounce back powered by tech rebound

10 days / sherwood / Tasha Matsumoto

AMD shares jump 8% on $100B+ AI chip deal with Meta

10 days / siliconangle / Maria Deutscher

Why AMD's megadeal with Meta shows Nvidia is still the best game in town

10 days / cnbc

Meta and AMD's Multibillion-Dollar Deal Is All About the AI Chips

10 days / cnet / Omar Gallaga

AMD tries out the Kim Kardashian theory of data centres

10 days / ft

Meta Signs Massive AI Chip Deal with AMD

10 days / iphoneincanada / Usman Qureshi

AMD basically copy-pasted its OpenAI deal for Meta, six gigawatts and ten percent equity included

10 days / the-decoder / Matthias Bastian

Back to Top / Tuesday, February 24, 2026, 1:21 pm / permalink 19673 / 10 stories in 10 days


Dutch AI inference chipmaker Axelera AI raises $250M

John Reynolds / tech - A Dutch chipmaker which designs and manufactures chips for AI inference use has raised more than $250m, with backing from new investor BlackRock.Innovation Industries, the European VC fund, is the lea...

#ai #startups #hardware #semiconductors #ml #chips #nvidia #gpu #business #europe

Axelera AI Raises Over $250M to Scale AI Chip Technology

10 days / ventureburn / Ekemini

Dutch startup Axelera AI hauls in $250M to build edge AI chips that crush Nvidia’s power bill

10 days / techfundingnews / Vignesh R

AI chip startup Axelera AI raises $250m to take on Nvidia

10 days / sifted

Dutch AI inference chipmaker Axelera AI raises $250M

10 days / tech / John Reynolds

Axelera AI Raises More Than $250M in Funding

10 days / finsmes / FinSMEs

Back to Top / Tuesday, February 24, 2026, 10:22 am / permalink 19649 / 5 stories in 10 days


Apple will start manufacturing the Mac mini in the US later this year

Reece Bithrey / theshortcut - With a brand new 220,000 square foot plant

#semiconductors #techpolicy #apple #chips #tsmc #business #supplychain #us #manufacturing

Image post - please click to view at origin

10 days / bsky / @arstechnica.com / arstechnica.com

In a replay of 2019, Apple says a single desktop Mac will be manufactured in the US

10 days / arstechnica / Andrew Cunningham

One Of The Most Popular Macs Will Now Be Made In America

10 days / bgr

Apple's U.S. Mac mini assembly plant was planned during the Biden administration

10 days / appleinsider

Mac mini Production Heads to Texas as Apple Expands Houston Operations

10 days / idropnews / Chris Hauk

Inside the Secret Briefings That Pushed Apple to Move Chip Production to the US [Report]

10 days / iclarified

Apple will start manufacturing the Mac mini in the US later this year

10 days / theshortcut / Reece Bithrey

TSMC trades near record high as Apple plans to purchase “well over 100 million” chips from its Arizona facility this year

10 days / sherwood / Rani Molla

Back to Top / Tuesday, February 24, 2026, 10:21 am / permalink 19647 / 8 stories in 10 days


ASML Pushes EUV Light Source to 1,000 Watts, Targets 50% More Chip Output by 2030

Maria Garcia / implicator - ASML boosted its EUV light source to 1,000 watts by doubling tin droplet rates, targeting 50% more chip output per machine by 2030.

#semiconductors #chips #business #deeptech #supplychain #engineering #manufacturing #technology

1,000 Watts. 16 Million Prompts. One $400 Box.

10 days / implicator / Marcus Schuler

ASML Pushes EUV Light Source to 1,000 Watts, Targets 50% More Chip Output by 2030

10 days / implicator / Maria Garcia

ASML makes breakthrough in EUV chipmaking tech, plans to increase speed by 50% by 2030 — new 1,000-watt light source fires three lasers at 100,000 tin droplets every second

10 days / tomshardware

ASML hits 1,000-watt EUV milestone to boost chip production by 50%

10 days / dataconomy / Kerem Gülen

The best webcams for 2026

10 days / engadget / Valentina Palladino

Back to Top / Tuesday, February 24, 2026, 8:21 am / permalink 19637 / 5 stories in 10 days


AMD and Meta strike $100 billion AI deal that includes 10% stock deal — 6 gigawatt agreement includes up to 160 million AMD shares

tomshardware - AMD and Meta have announced an AI chips deal thought to be worth more than $100 billion.


Analysts warn: circular financing and heavy dilution risks for AMD

AMD Is Giving Away 20% of Its Stock to Sell Chips. That's a Confession, Not a Win.

10 days / implicator / Harkaram Grewal

AMD Risks a Hefty 20% of Its Company To Enter Into ‘Mega’ AI Deals, With the Latest Venture Tied to a Meta Agreement for Next-Gen Infrastructure

10 days / wccftech / Muhammad Zuhair

Step 1: Announce a big NVIDIA deal Step 2: Go to AMD and collect 10% of the company OpenAI

10 days / bsky / @mgsiegler.com


Chips-for-equity: warrants could give Meta up to 10%

Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’

10 days / techcrunch / Rebecca Bellan

Meta could end up owning 10% of AMD in new chip deal

10 days / arstechnica / Michael Acton, Financial Times

Meta may trade AI chips for shares in its latest AMD deal

10 days / engadget / Steve Dent

AMD and Meta strike $100 billion AI deal that includes 10% stock deal — 6 gigawatt agreement includes up to 160 million AMD shares

10 days / tomshardware


Meta diversifies from Nvidia; AMD emerges as key rival

AMD soars after striking AI chip deal with Meta valued at over $100 billion

10 days / sherwood / Luke Kawa

Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs

10 days / cnbc


Meta-AMD deal: 6GW MI450 deployment, shipments starting H2 2026

Meta and AMD Team Up to Take on Nvidia in Massive AI Chip Deal

10 days / gizmodo / Bruce Gil

Advanced Micro Devices (AMD) Stock: AMD Lands Biggest AI Deal Yet With Meta Platforms

10 days / parameter / Trader Edge

Meta Inks AI Agreement With Chipmaker AMD

10 days / pymnts / PYMNTS

Meta Announces Major Chips-for-Stock Deal With AMD

10 days / nytimes / Adam Satariano and Tripp Mickle

(PR) AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs

10 days / techpowerup

Meta and AMD Agree to AI Chips Deal Worth More Than $100 Billion

10 days / wsj / Robbie Whelan

Meta agrees multibillion-dollar chip deal with AMD

10 days / ft


All Other Stories

Meta is buying billions of dollars in AMD AI chips in a multiyear deal tied to a 160 million-share warrant, deepening its push to diversify beyond Nvidia and expand data center capacity.

10 days / bsky / @techcrunch.com / techcrunch.com

AMD copy-pastes 6 GW chips-for-stock deal in new Meta agreement

10 days / theregister / Brandon Vigliarolo

https://www.nytimes.com/2026/02/24/business/meta-amd-chips-ai.html

10 days / bsky / @tferrer.journa.host.ap.brid.gy / tferrer.journa.host.ap.brid.gy

Another GPUs and warrants deal, like OpenAI. https://sherwood.news/markets/amd-soars-after-striking-deal-meta-ai-chips-100-billion/

10 days / bsky / @sherwood.news / sherwood.news

Meta to deploy 6 Gigawatts of AMD GPUs for AI infrastructure

10 days / techzine / Erik van Klinken

Back to Top / Tuesday, February 24, 2026, 7:21 am / permalink 19631 / 21 stories in 10 days


SambaNova steps up its challenge to Nvidia with new chip, $350M funding and a powerful ally in Intel

Mike Wheatley / siliconangle - Chipmaker SambaNova Systems Inc. unveiled its most advanced artificial intelligence processor today as it closed on a bumper $350 million late-stage round of funding from Vista Equity Partners, Cambium Capital and others. Alongside the funding, SambaNova …

#ai #startups #hardware #semiconductors #ml #chips #nvidia #business #datacenter #intel

SambaNova Raises $350M To Scale SN50 AI Chip For Agentic Systems

10 days / ventureburn / Clinton

(PR) SambaNova Unveils SN50 AI Chip, Collaborates with Intel

10 days / techpowerup

SambaNova steps up its challenge to Nvidia with new chip, $350M funding and a powerful ally in Intel

10 days / siliconangle / Mike Wheatley

Intel Strikes Deal With a Chip Start-Up Its C.E.O. Invested In

10 days / nytimes / Don Clark

Intel backs SambaNova's $350M bid to challenge GPUs in AI inference

10 days / theregister / Tobias Mann

Intel partners with AI chip startup SambaNova after acquisition talks reportedly failed

10 days / cnbc

Back to Top / Tuesday, February 24, 2026, 6:21 am / permalink 19626 / 6 stories in 10 days


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SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


OpenAI launches Codex Security agent to automatically detect software vulnerabilities

OpenAI rolled out Codex Security, an AI agent that scans codebases to find complex vulnerabilities, suggests actionable fixes, and uses sandbox testing to limit false positives. The tool has already flagged issues in major projects and aims to compete with traditional application security tooling by automating deep, contextual code review. More...


Google releases Workspace CLI enabling AI agents to access Gmail, Drive, Calendar

Google has shipped an open-source Workspace CLI that gives AI agents like OpenClaw programmatic access to Gmail, Drive, Calendar and other Workspace services via a built-in MCP server. The tool standardizes agent integration, making it easier — and slightly creepier — for automated assistants to act on users’ behalf across core productivity apps. More...


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