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629% — Unitree's peak first-day surge in Shanghai
A 629% spike. China's best-known humanoid-robot maker surged as much as 629% in its Shanghai STAR Market debut on Wednesday, at one point commanding a market value around US$66 billion.
~10,000 H200s each for ByteDance and Tencent, per FT
~10,000 chips each. ByteDance and Tencent got their first meaningful Nvidia H200 shipments in recent weeks, the FT reports — with Beijing's NDRC approving purchases case-by-case and most licensed volume parked in Hong Kong.
$20B target — 4x Etched's $5B valuation from December
Inference gold rush. The maker of Sohu, a chip that runs only transformer models, is reportedly seeking new funding at a $20 billion valuation — four times its December mark.
First humanoid-robot maker to list on the STAR Market
Robots meet the market. The humanoid maker debuts on Shanghai's tech board this week — the first humanoid-robot company to list there, putting a public price on China's robotics wave.
One shot, 1.27 trillion neutrons. Fuse Energy's FAETON-X preprint would be a private-fusion first — and our math shows why it's a testing milestone, not a power one.
27.5 s — atom lifetime in the chip-based trap
Qubits meet silicon photonics. Four rubidium atoms held via micro-traps generated by one silicon-nitride chip — a claimed world-first that could shrink neutral-atom optics up to 50x.
Chips & Hardware Keep this 2026-08-15
Aug 26 — the tipped invite date for September's keynote
Mark the dates. Forbes and MacRumors point to invitations around August 26 for a September event unveiling the iPhone 18 line — including Apple's first foldable.
10,000 Nvidia B300 GPUs — India's largest single cluster
Chennai's mega build. LTN Compute will install 10,000 Nvidia B300 GPUs for US cloud firm Together AI at Vyoma's campus, with a first phase designed for 250 megawatts.
Chips & Hardware Keep this 2026-08-13
Day-one India launch. Every model's official price, the ₹10,000 hikes over Pixel 10, and how Google halved the free AI Pro bundle in the same keynote that raised prices.
$1,899.99 — Z Fold8's US starting price
Foldables at full price. The Z Fold8 Ultra, Fold8 and Flip8 line-up starts at $1,899.99 for the base Fold8 — the exact price point Google's new Pixel 11 Pro Fold picked for itself.
45% — TSMC's July sales growth, year on year
The demand signal. The world's biggest contract chipmaker posted 45% year-on-year sales growth for July, which it attributes to continuing AI demand.
$500B+ — third-party capital targeted for AI compute
The buildout gets bankers. MOUs with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR set up financing platforms meant to mobilize over $500 billion in third-party capital for AI infrastructure.
$15B — first Intel public share sale since its 1971 listing
A comeback, capitalized. The chipmaker is selling new shares to fund AI-era expansion — purpose-built silicon and advanced packaging — with 2026 capital spending guidance raised to about $20 billion.
Chips & Hardware Keep this 2026-08-11
₹1.27 trillion — Semicon 2.0 outlay; three plants shipping
The scoreboard so far. Micron, Kaynes and the CG Power–Renesas venture are packaging and testing commercial chips at Sanand, a fourth unit is due by year-end, and the new outlay funds design, materials and equipment.
$1B raised at a $6B valuation
Reactors for racks: the small-modular-reactor builder banks a billion dollars and has an Nvidia deal for a waterless 30MW AI factory.
~85% — China's share of the global humanoid market
Prospective ban. The FCC on July 29 blocked imports of not-yet-approved Chinese humanoid robots and quadrupeds; units already cleared stay on sale. China holds roughly 85% of the global humanoid market.
13,000+ orders on day one
Companion, not worker. The life-size U1 talks through 300 micro-expressions with under-20-millisecond lip sync, in three tiers from about $17,655 to $145,717 — and most launch-day orders came from institutions, not homes.
20,000 Nvidia chips — one rented cluster behind Kimi K3
Rented, not owned. Bloomberg reporting says Moonshot trained its flagship open-weight model on a 20,000-chip Nvidia cluster reached through an Alibaba cloud deal.
US$489 billion — CXMT's valuation after a 466% debut
Memory-chip moment. ChangXin Memory opened 472% above its 8.66-yuan IPO price on Shanghai's Star Market in a record raise of up to 66.6 billion yuan — closing 466% up and valued near US$489 billion.
$250 billion — the guarantee under discussion
Talks, not a deal. Reported discussions would have Nvidia guarantee roughly $250 billion tied to OpenAI's lease of a 10-gigawatt data-center project in southern Ohio being developed by SoftBank's energy arm.
Chips & Hardware Keep this 2026-07-26
Chips just got dearer. Our lead follows Qualcomm's letter through the 2026 cost stack — memory, wafers, packaging — to what it means for Indian phone prices before Diwali.
2 GW Korea AI factory — first site online in 2027
Memory, locked up. SK Telecom will build a 2-gigawatt Vera Rubin AI factory in Korea starting 2027, while SK hynix becomes a long-term supplier of HBM4 for Nvidia's build-out.
Chips & Hardware Keep this 2026-07-24
Chips for equity. AMD's largest bet on a frontier lab pairs an up-to-$5B stake with Anthropic deploying up to 2 GW of Instinct MI450 racks — our full breakdown: the deal terms, the Helios hardware, the compute-deal ledger, and where India fits.
10 trillion tokens/day — the Q4 domestic-compute target
Sanctions, answered. The Galaxy Project pools Cambricon, Huawei Ascend, Moore Threads and others behind shared non-Nvidia infrastructure, targeting ten trillion tokens a day of domestic inference capacity by the fourth quarter.
2 missions — a rover and an orbiter carry Jetson GPUs
Edge compute, literally. Lunar Outpost and Firefly Aerospace will fly Jetson modules on a rover and an orbiter later this year — among the first GPUs ever to work on the lunar surface.
Uber founder's third act. The CloudKitchens offshoot — now Atoms, after acquiring automation firm Pronto — raised $1.7B from a16z, Bain Capital, Fifth Wall and Uber to 'digitize the physical world.' Ben Horowitz joins the board.
Nvidia gets a challenger. AMD's two-day San Francisco event puts the Instinct MI400 series and Helios rack — built around next-gen EPYC 'Venice' CPUs — on stage, with Lisa Su's keynote tonight India time.
Citing AI chip demand, CNBC reports the Taiwanese fab giant has expanded its planned US investment yet again.
A Gamers Nexus investigation found LG's app installer and a McAfee tool arriving via Windows Update; LG hadn't commented at publication, per TechRadar.
Chip Weinberger's retrospective flips the cliché — the physical Jamcorder proved manageable; the 200,000 lines of software behind it were the hard part.
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