TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides Management. Speaking at the 2026 Sohn Investment Conference, Baker's view runs counter to market consensus at a time when tech giants are pouring money into AI chips and global chip manufacturing is under unprecedented strain.
The White House Office of the National Cyber Director briefed leading AI developers on Tuesday on a planned executive order that would establish a voluntary framework for pre-release government review of frontier models, with US President Donald Trump potentially signing the order as early as May 21, according to The Information.
SpaceX's long-awaited initial public offering filing landed on Wednesday with all the spectacle investors expected from Elon Musk — and all the contradictions that have come to define his empire. The document revealed a company burning billions on artificial intelligence (AI), wagering its future on technologies that do not yet exist, and asking public shareholders to trust almost entirely in Musk's vision of humanity's future in space.
Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise) and breaking out Edge Computing as a separate platform.
Philip Johnston, co-founder and CEO of Starcloud, opened the second day of the Plug and Play Silicon Valley May Summit in Sunnyvale with a proposition that would have sounded implausible three years ago: the most economical place to build AI data centers may soon be in orbit.
South Korea made its case to Silicon Valley investors and startups on the first day of the Plug and Play May Summit in Sunnyvale, positioning Seoul not as an emerging market but as a fully operational launch pad for global technology products.
Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp the company calls the fastest in its history, the first production silicon of Vera Rubin in the second half of this year, and a brand-new Arm CPU, Vera, that opens a US$200 billion TAM Nvidia has never touched.
Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country despite recent US export license approvals.
OpenAI will commit more than S$300 million (approx. US$235 million) to expand Singapore's artificial intelligence (AI) ecosystem, choosing the city-state for its first applied AI lab outside the US as Singapore pushes to strengthen its position as a regional AI hub.
South Korea has launched a five-year public-private project to build a domestic AI humanoid robot platform, bringing together KIST, LG affiliates, universities, and a hospital as the country looks to narrow the gap with the US and China in next-generation robotics.
Moonshot AI, the Beijing-based generative AI unicorn behind the widely popular Kimi chatbot, has informed its shareholders that it intends to dismantle its offshore corporate framework to clear a regulatory path for an initial public offering (IPO), likely in Hong Kong.
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