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Friday

  1. Story1 reports · 1 facts

    Micro-Nano Core completes over 1 billion yuan Series C2 financing

    Hangzhou-based compute-in-memory AI chip company Micro-Nano Core has completed a Series C2 financing round of over 1 billion yuan, led by Jiantou Investment, with the funds to be used for product development and iteration as well as supply chain mass-production stocking. Combined with the Series C1 round completed in September, the company has raised over 2 billion yuan within two months and a cumulative 3 billion yuan over half a year. Its 3D-CIM architecture targets large-model inference; all three of its chips for edge and cloud sides have been taped out, with customer sampling and the start of volume supply expected in early 2027.

    Hangzhou-based compute-in-memory AI chip company Micro-Nano Core has completed a Series C2 financing round of over 1 billion yuan, led by Jiantou Investment, with the funds to be used for product development and iteration as well as supply chain mass-production stocking. Combined with the Series C1 round completed in September, the company has raised over 2 billion yuan within two months and a cumulative 3 billion yuan over half a year. Its 3D-CIM architecture targets large-model inference; all

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  2. Story2 reports · 1 facts

    FuriosaAI Completes KRW 820 Billion Series D Funding

    FuriosaAI, a South Korean AI chip company, announced on October 29 that it had completed a KRW 820 billion Series D funding round at a post-money valuation of approximately KRW 3.8 trillion. The Elec reported that, due to strong demand from domestic and overseas investors, the fundraising target was raised from the originally planned KRW 450 billion to KRW 750 billion up to KRW 820 billion; the South Korean government's National Growth Fund contributed KRW 370 billion as the largest investor, and overseas investors included Infinitum and Singapore's QUDA Capital Partners. The funds will be used mainly to expand supply capacity for the second-generation NPU Renegade (RNGD), and to jointly develop a third-generation AI accelerator for the hyperscale data center market with US-based Broadcom. SiliconANGLE reported the same day that the round amounted to USD 620 million at a valuation of USD 2.9 billion, and said the funds would be used to expand production capacity for next-generation TCP chips.

    FuriosaAI, a South Korean AI chip company, announced on October 29 that it had completed a KRW 820 billion Series D funding round at a post-money valuation of approximately KRW 3.8 trillion. The Elec reported that, due to strong demand from domestic and overseas investors, the fundraising target was raised from the originally planned KRW 450 billion to KRW 750 billion up to KRW 820 billion; the South Korean government's National Growth Fund contributed KRW 370 billion as the largest investor, an

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  3. Phoenix Technology

    DeepSeek's second funding round of 105.5 billion yuan: investor list revealed, CATL leads

    The Information has revealed details of DeepSeek's second funding round, which has raised 105.5 billion yuan (about $15.8 billion), attracting nearly 30 investors. Tencent and CATL each contributed 10 billion yuan, with ChangXin Memory Technologies, SMIC, Meituan, vivo, Xiaohongshu and others also on the list. State-owned investors contributed about 27% of the amount in this round, far higher than 2% in the first round, with China Mobile, China Telecom, CICC, CITIC Securities and China Life among the participants. The report said that due to rising prices of Nvidia's high-end chips and precautions against an AI bubble, DeepSeek doubled its fundraising target midway through the round.

    The Information has revealed details of DeepSeek's second funding round, which has raised 105.5 billion yuan (about $15.8 billion), attracting nearly 30 investors. Tencent and CATL each contributed 10 billion yuan, with ChangXin Memory Technologies, SMIC, Meituan, vivo, Xiaohongshu and others also on the list. State-owned investors contributed about 27% of the amount in this round, far higher than 2% in the first round, with China Mobile, China Telecom, CICC, CITIC Securities and China Life amon

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    #chinese#Industry news#DeepSeek
  4. TMTPost · AGI

    Moore Threads' quarterly non-GAAP net profit turns positive for the first time, as domestic GPUs enter the delivery competition stage

    Moore Threads' revenue in the third quarter of 2026 was 1.552 billion yuan, up 1773.92% year on year, with non-GAAP net profit attributable to shareholders of 20.0724 million yuan, turning positive on a single-quarter basis for the first time, for a non-GAAP net margin of about 1.29%. Cumulative revenue for the first three quarters was 3.289 billion yuan, non-GAAP net profit attributable to shareholders remained a loss of about 131 million yuan, and net cash flow from operating activities was -3.309 billion yuan. The article also compares the performance of peers such as Cambricon, Hygon Information, and MetaX, noting that the share of inference demand is rising, and that HBM and foundry capacity remain the main constraints on the growth of domestic GPUs.

    Moore Threads' revenue in the third quarter of 2026 was 1.552 billion yuan, up 1773.92% year on year, with non-GAAP net profit attributable to shareholders of 20.0724 million yuan, turning positive on a single-quarter basis for the first time, for a non-GAAP net margin of about 1.29%. Cumulative revenue for the first three quarters was 3.289 billion yuan, non-GAAP net profit attributable to shareholders remained a loss of about 131 million yuan, and net cash flow from operating activities was -3

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    #hot-signal#Industry news#English text is being prepared.
  5. TMTPost · AGI

    Gemini 4 Carbon's Top Ranking Fails to Mask Disappointing Earnings: The Bill for Google's AI Gamble

    Alphabet's third-quarter revenue rose 25% year-over-year to $127.58 billion, while net profit fell 25% year-over-year to $26.17 billion, free cash flow was negative more than $9 billion, and the stock fell nearly 10% in after-hours trading. Capital expenditures of $51.4 billion were mostly directed toward AI infrastructure, and CFO Anat Ashkenazi maintained the full-year 2026 capital expenditure range of $195 billion to $205 billion unchanged. Hours before the earnings release, Google launched Gemini 4 Carbon, which topped the Artificial Analysis Intelligence Index with a score of 59, but it has not yet opened a public API and is initially available only to some cybersecurity professionals.

    Alphabet's third-quarter revenue rose 25% year-over-year to $127.58 billion, while net profit fell 25% year-over-year to $26.17 billion, free cash flow was negative more than $9 billion, and the stock fell nearly 10% in after-hours trading. Capital expenditures of $51.4 billion were mostly directed toward AI infrastructure, and CFO Anat Ashkenazi maintained the full-year 2026 capital expenditure range of $195 billion to $205 billion unchanged. Hours before the earnings release, Google launched G

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    #hot-signal#Industry news#Google#OpenAI
  6. The Elec

    Alphabet's Q3 2026 cloud revenue grew 103% year-over-year, with free cash flow at negative $9.07 billion

    Alphabet announced its Q3 2026 earnings: revenue of $127.6 billion came in below analysts' expectations of $128.2 billion, while Google Cloud revenue grew 103% year-over-year to $30.71 billion. Net profit fell about 25% year-over-year to $26.17 billion, and free cash flow was negative $9.07 billion, further deteriorating from negative $5.9 billion in the previous quarter, with shares falling nearly 10% after hours. CFO Anat Ashkenazi said capital expenditures will increase significantly in 2027 due to AI technology development, and on the same day Alphabet released its new-generation model Gemini 4 Carbon.

    Alphabet announced its Q3 2026 earnings: revenue of $127.6 billion came in below analysts' expectations of $128.2 billion, while Google Cloud revenue grew 103% year-over-year to $30.71 billion. Net profit fell about 25% year-over-year to $26.17 billion, and free cash flow was negative $9.07 billion, further deteriorating from negative $5.9 billion in the previous quarter, with shares falling nearly 10% after hours. CFO Anat Ashkenazi said capital expenditures will increase significantly in 2027

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    #hot-signal#Industry news#Google
  7. The Guardian Technology

    Alphabet's third-quarter net profit fell 25%, and its market value evaporated by $500 billion

    After Alphabet announced its third-quarter earnings, its stock price fell sharply for two consecutive days, and its market value evaporated by about $500 billion. Net profit for the quarter fell 25% year over year to $26.2 billion, or $2.12 per share, below FactSet analysts' expectations; revenue rose 25% to $127.6 billion, and advertising revenue rose 11% to $82 billion. Google Cloud revenue rose 103% to $30.7 billion, and the company said sales of its self-developed TPU chips contributed significantly; capital expenditure for the quarter was $51.4 billion, and the 2026 capital expenditure guidance is $195 billion to $205 billion.

    After Alphabet announced its third-quarter earnings, its stock price fell sharply for two consecutive days, and its market value evaporated by about $500 billion. Net profit for the quarter fell 25% year over year to $26.2 billion, or $2.12 per share, below FactSet analysts' expectations; revenue rose 25% to $127.6 billion, and advertising revenue rose 11% to $82 billion. Google Cloud revenue rose 103% to $30.7 billion, and the company said sales of its self-developed TPU chips contributed signi

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    #hot-signal#Industry news#Google#OpenAI
  8. Wallstreetcn

    Amazon's stock fell about 7% after its Q3 earnings report, showing AI investment pressure alongside Alphabet

    Amazon's total Q3 revenue grew 12% year-over-year to $201.9 billion, below analyst expectations, and its stock fell about 7% after hours following the earnings release. AWS revenue grew 39% year-over-year to $46 billion, accelerating for the sixth consecutive quarter, but online retail growth slowed to 2% and advertising growth slowed to 11%; meanwhile, equipment and property expenditures exceeded $77 billion, and free cash flow over the past 12 months was negative $42.4 billion. This trend echoes Alphabet's single-day plunge of 13% after its search advertising revenue fell short of expectations, as market concerns grow that AI investment is suppressing cash flow and the pace of monetization.

    Amazon's total Q3 revenue grew 12% year-over-year to $201.9 billion, below analyst expectations, and its stock fell about 7% after hours following the earnings release. AWS revenue grew 39% year-over-year to $46 billion, accelerating for the sixth consecutive quarter, but online retail growth slowed to 2% and advertising growth slowed to 11%; meanwhile, equipment and property expenditures exceeded $77 billion, and free cash flow over the past 12 months was negative $42.4 billion. This trend echo

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    #chinese#Industry news#English text is being prepared.#English text is being prepared.

Tuesday

  1. Story1 reports · 1 facts

    Four financial institutions jointly announce a $63 billion AI financing arrangement

    Bank of America, Blackstone, Citi and Morgan Stanley jointly announced an AI financing arrangement totaling $63 billion. According to Cailianshe, the four institutions will set up an SPV to purchase custom AI chips and networking equipment from Broadcom, which are expected to be delivered in 2027 and then leased to Anthropic on a long-term basis; the financing includes approximately $43.5 billion in senior secured loans, accounting for 69% of the total financing, while the subordinated secured loans are mainly committed by Blackstone at about $18 billion, and Broadcom provides a residual value guarantee of up to $29 billion on the hardware. The Wall Street Journal reported that the financing was finalized after Broadcom CEO Hock Tan negotiated with bank executives over the weekend and agreed to raise the loan interest rate; Anthropic uses the chips under a lease arrangement, with a shell company borrowing to purchase them and repaying the loans with rental payments.

    Bank of America, Blackstone, Citi and Morgan Stanley jointly announced an AI financing arrangement totaling $63 billion. According to Cailianshe, the four institutions will set up an SPV to purchase custom AI chips and networking equipment from Broadcom, which are expected to be delivered in 2027 and then leased to Anthropic on a long-term basis; the financing includes approximately $43.5 billion in senior secured loans, accounting for 69% of the total financing, while the subordinated secured l

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Tuesday

  2. Story1 reports · 1 facts

    Gartner forecasts AI infrastructure spending and potential impairment

    On October 20, 2026, Gartner released a forecast stating that AI vendors will invest nearly $1 trillion in infrastructure in 2026 and another $6 trillion from 2027 to 2030; of that, more than $3.5 trillion may need to be written down by the end of 2030 because revenue will not cover costs. Gartner also noted that most AI-native vendors use asset-light models, with less than half of AI revenue flowing to companies that own substantial infrastructure; GPU rental neoclouds carry the most concentrated risk. AI-optimized IaaS spending is expected to rise from $66 billion in 2027 to $174 billion in 2030, and Gartner believes this growth rate is insufficient for most vendors to recoup their investments before existing AI chips are replaced. Subsequent reports offered differing figures for the size of the shortfall: one report said total investment from 2026 to 2030 would be $7 trillion, with revenue of at most $3.6 trillion in 2030, and stated that $8.5 trillion in revenue would be needed to cover the investment and a 12% return requirement, leaving a gap of about $5 trillion, with more than $4 trillion in assets facing impairment risk.

    On October 20, 2026, Gartner released a forecast stating that AI vendors will invest nearly $1 trillion in infrastructure in 2026 and another $6 trillion from 2027 to 2030; of that, more than $3.5 trillion may need to be written down by the end of 2030 because revenue will not cover costs. Gartner also noted that most AI-native vendors use asset-light models, with less than half of AI revenue flowing to companies that own substantial infrastructure; GPU rental neoclouds carry the most concentrat

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Monday

Thursday

  1. Story1 reports · 1 facts

    JEDEC approves SPHBM4 standard (JESD330-4)

    On June 26, 2026, the international semiconductor standards organization JEDEC officially approved the SPHBM4 standard, numbered JESD330-4, with the full name Standard Package High Bandwidth Memory 4. The goal of this standard is to reduce AI chip memory costs without sacrificing performance: cutting HBM4's 2048 data signal pins to 512, while raising the per-pin transfer rate to about 44 Gbps, using 4:1 serialization to maintain total bandwidth comparable to standard HBM4, and allowing direct mounting on standard organic substrates, bypassing the silicon interposer. The standard is currently in the post-publication stage awaiting adoption; no memory manufacturer has yet launched a product, and no cloud provider has announced plans to incorporate it into its own chip designs.

    On June 26, 2026, the international semiconductor standards organization JEDEC officially approved the SPHBM4 standard, numbered JESD330-4, with the full name Standard Package High Bandwidth Memory 4. The goal of this standard is to reduce AI chip memory costs without sacrificing performance: cutting HBM4's 2048 data signal pins to 512, while raising the per-pin transfer rate to about 44 Gbps, using 4:1 serialization to maintain total bandwidth comparable to standard HBM4, and allowing direct mo

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Thursday

  1. Caixin

    AI computing power demand boosts performance: SK Hynix's Q3 revenue exceeds 100 trillion won for the first time

    SK Hynix's Q3 2026 revenue was 104.6 trillion won, up 328% year-on-year, exceeding 100 trillion won in a single quarter for the first time; operating profit was 83.33 trillion won, up 632% year-on-year, with an operating margin of 80%. The company has also locked in more than half of its 2027-2028 capacity in advance through long-term contracts. Net profit was 39.78 trillion won, up 216% year-on-year, but down 58% from the second quarter.

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    #hot-signal#Industry news#English text is being prepared.
  2. China.com Technology

    AI demand drives chip business, Samsung operating profit surges 783%

    Samsung Electronics announced its financial results for the third quarter of 2026, with revenue of approximately 195.3 trillion won, up about 127% year-on-year, and operating profit of approximately 107.4 trillion won, up about 783% year-on-year, marking the fourth consecutive quarter of record highs. The semiconductor division's operating profit for the quarter reached 106.5 trillion won, accounting for about 99% of the company's total, with HBM4 sales rising sharply and demand for server SSDs strong. Revenue from the mobile and network businesses grew but they still posted a combined loss of 600 billion won, which Samsung attributed to cost pressure from rising component prices.

    Samsung Electronics announced its financial results for the third quarter of 2026, with revenue of approximately 195.3 trillion won, up about 127% year-on-year, and operating profit of approximately 107.4 trillion won, up about 783% year-on-year, marking the fourth consecutive quarter of record highs. The semiconductor division's operating profit for the quarter reached 106.5 trillion won, accounting for about 99% of the company's total, with HBM4 sales rising sharply and demand for server SSDs

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    #hot-signal#Industry news#English text is being prepared.
  3. Phoenix Tech

    Iluvatar CoreX Tianyao 300 Benchmarked Against H200: Training Throughput Reaches 1.33x That of H100

    Iluvatar CoreX held its first live demonstration of the Tianyao 300 at a media open day on October 28, claiming that in comparative tests on large language models such as GLM-5.3 as well as text-to-image and text-to-video scenarios, it outperformed the H200 overall. On the training side, in an 8-GPU full-system FP8-precision demonstration based on Qwen3-32B, the Tianyao 300 achieved per-GPU effective throughput 1.33 times that of the H100. The Tianyao 300 was unveiled at this year's World Artificial Intelligence Conference in July, features 144GB of memory, and its IXL144 supernode integrates 144 GPUs with roughly 10.1TB of memory in a single standard rack, reducing the cost per million effective tokens by about 40% compared with mainstream international solutions.

    Iluvatar CoreX held its first live demonstration of the Tianyao 300 at a media open day on October 28, claiming that in comparative tests on large language models such as GLM-5.3 as well as text-to-image and text-to-video scenarios, it outperformed the H200 overall. On the training side, in an 8-GPU full-system FP8-precision demonstration based on Qwen3-32B, the Tianyao 300 achieved per-GPU effective throughput 1.33 times that of the H100. The Tianyao 300 was unveiled at this year's World Artifi

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    #chinese#Industry news#English text is being prepared.#Reasoning

Wednesday

  1. Data Center Knowledge

    Oracle Cloud to Offer Google TPU and Inference Chips from OpenAI, Cerebras, and Others

    Oracle announced that it will deploy Google TPU on OCI, along with inference chips from OpenAI, Cerebras, SambaNova, and Positron AI, giving customers more computing options beyond Nvidia GPUs. Oracle says it will become the first hyperscale cloud provider other than Google Cloud to offer TPU; TPU and the Cerebras wafer-scale engine are planned to launch in 2027, and Positron Atlas is already available. At the same time, Oracle is expanding its partnership with Nvidia, with the Vera Rubin NVL72 system and Vera CPU now generally available on OCI.

    Oracle announced that it will deploy Google TPU on OCI, along with inference chips from OpenAI, Cerebras, SambaNova, and Positron AI, giving customers more computing options beyond Nvidia GPUs. Oracle says it will become the first hyperscale cloud provider other than Google Cloud to offer TPU; TPU and the Cerebras wafer-scale engine are planned to launch in 2027, and Positron Atlas is already available. At the same time, Oracle is expanding its partnership with Nvidia, with the Vera Rubin NVL72

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    #hot-signal#Industry news#English text is being prepared.#OpenAI