Google’s $12.2B Marvell warrant needs $120B of orders
Headlines called it a $12.2 billion stake, and if you stop at the first paragraph of the Reuters wire that is roughly what you get. Open the filing and it's ...
Tag: chips
Nvidia’s 13F shows $63B in equity and not one new buy
A 13F is a photograph of a day that is already six weeks gone, which is usually why nobody bothers reading Nvidia's. This one repays the click. The filing Nvidia ...
Intel raised $20B and 14A still has no named customer
Intel's investor page updated at 7:45 in the morning New York time with a proposal to sell $15 billion of stock. By the close the number was $20 billion, priced ...
Source Foundry: $400M and a $5B bet against ASML
A hedge fund that lost roughly two thirds of its value in July just wrote a $400 million cheque for a company nobody has seen a product from. Bloomberg named ...
AMD buys Taalas: the HC1 etches Llama 3.1 into silicon
Picture a chip you can't reflash. That's the bet AMD just bought. On 6 August it signed a definitive agreement to acquire Taalas, a three-year-old Toronto outfit that etches model ...
Terafab: what Tesla and SpaceX’s $16.8B first phase buys
Grimes County sits an hour northwest of Houston and it's mostly ranch land. It now has a $30 million state grant and a plan for the largest building on the ...
Anthropic’s custom silicon team: no chip, no timeline
Six job listings. That's most of the announcement, and honestly it's more informative than the headlines stacked on top of it. On 5 August Anthropic confirmed it's building a custom ...