US prosecutors say a covert network used intermediaries, false paperwork, and dummy servers to move restricted AI systems toward China, with purchases nearing $2.5 billion.
Cloud giants like Microsoft and Amazon are funneling NVIDIA GPU capacity to internal teams and top clients OpenAI/Anthropic, squeezing smaller AI startups with 32% price hikes, waitlists through year-end, and multi-million-dollar contract minimums. VCs are pooling resources; one startup is buying hardware outright.
JPMorgan raised Micron's price target from $550 to $1,540, topping Bank of America's $1,500 call. The back-to-back upgrades put focus on Micron's earnings, HBM utilization, and margin strength.
South Korea has launched a national AI strategy built around semiconductors, physical AI and data centers, backed by at least 1,350 trillion won in private investment and over 200 trillion won in public R&D.
DeepSeek's Liang Wenfeng confirms the V4 flagship model launches in late April. With a trillion-parameter MoE architecture, 1M token context window, and exclusive deployment on Huawei Ascend 950 PR chips, the model marks a strategic pivot away from NVIDIA dependence.
Solstice and TensorX unveiled a partnership to finance up to $1 billion in EU sovereign AI infrastructure and launch aiUSX, a yield asset capped at $5 million at launch.
Anthropic said it has signed a deal with SpaceX to access the Colossus 1 supercomputer, gaining more than 300 MW of new compute capacity within a month and outlining plans for orbital-scale AI infrastructure.
Samsung said semiconductor employees will receive performance bonuses worth up to 100% of base salary on July 8, as strong HBM demand and memory gains fueled estimates of about 14 billion won in first-half operating profit for its memory chip unit.
