Semiconductors
Every Sainteur story on semiconductors, newest first.
Nvidia agreed to buy about $10 billion of Anthropic stock in a placement tied to the IPO
The private placement is contingent on the offering; the IPO is not contingent on the placement. Quartz reported that an Anthropic spokesperson declined to comment and Nvidia did not immediately respond to a request for comment.
China opposes a reported US plan to block remote access to American computing power
Mao Ning said such measures disrupt global industrial and supply chains and serve no party's interests, and pointed to leaders' common understandings rather than saying a new bill would violate a trade agreement.
Jensen Huang resigns as Nvidia CEO, and Colette Kress is named interim chief
President Donald Trump wrote on Truth Social that Tim Cook is the person to replace Huang. Kress remains interim CEO while the board searches, and the company's 8-K says the board accepted the resignation on November 11.
Britain's Fractile raises $720 million for AI inference chips
The UK government says the round values the London- and Bristol-based startup at over £5 billion. Reuters reported $7 billion.
Chinese university on the U.S. Entity List bought two Nvidia H200 chips, Reuters reports
An October 21 notice from Northwestern Polytechnical University's School of Management named Shaanxi Bosuan Network Technology as the supplier of two H200 141G PCIe cards for 874,700 yuan. Reuters put that at about $123,000 and said the university also rented more H200 access.
SoftBank posts a $7 billion Q2 net loss
SoftBank ($SFTBY) posted a Q2 net loss of 1.12 trillion yen ($7 billion) vs. 2.5 trillion yen year-earlier profit. It booked a $3.73 billion six-month loss on revised U.S. AI data-center plans and a ¥321,891 million derivative loss on Intel prepaid forwards entered in August, as Intel's share price rose.
SoftBank faces AI-strategy scrutiny at earnings after tech selloff
SoftBank ($SFTBY) faces scrutiny over its AI strategy at Q2 earnings after an AI-stock rout. Its five-year CDS spread widened to 466 basis points Friday, and China blocked its planned $5.4 billion purchase of ABB's robotics division. It spent $64.6 billion for a 13% OpenAI stake and had 10.8 trillion yen of net interest-bearing debt at the end of June.
Super Micro's quarterly sales rise to $19.9 billion from $5.0 billion
The server maker expects $72 billion to $82 billion in sales for fiscal 2027, after a quarter that nearly doubled the one before it.
Marvell agrees to buy laser maker Lumentum in a $115 billion all-stock deal
The chipmaker agreed to acquire Lumentum, a maker of lasers and optical parts for data centers, in an all-stock deal expected to close in the first half of 2028.
Amazon's cloud has its fastest growth in nearly five years, but the company still misses estimates
AWS grew 39%, but Amazon fell short on earnings and revenue. Sandisk beat and announced an 8-for-1 split, and Starbucks' U.S. comparable sales topped estimates while its revenue missed.
Intel shares tumble after a weak forecast hit by the PC slowdown and an Israel fab blast
Revenue rose 21% and data center sales jumped 78%, but Intel guided fourth-quarter revenue below estimates and its finance chief said a deadly fab explosion in Israel will cut about $300 million from fourth-quarter revenue.
Intel says it plans to expand Xeon computing on Oracle's cloud
Intel announced the planned multiyear collaboration on X, the same day Oracle said it is expanding its Nvidia deal, adding Google and Cerebras offerings and planning to offer Intel-backed SambaNova chips.
AMD will put $1 billion into Meta's stock offering as its Helios racks go into testing at Meta
AMD says its Helios systems are installed and being tested at Meta ahead of an expected broader rollout, and it will invest $1 billion in Meta's equity offering.
A $63 billion deal to lease Broadcom chips to Anthropic leans on Broadcom's backing
Bank of America, Citi, Morgan Stanley and Blackstone will fund a vehicle that buys Broadcom AI chips and leases them to Anthropic. Broadcom backs the senior debt, with peak exposure it puts at $43 billion.
Nvidia is putting $3 billion into Meta's stock offering as the two expand their AI partnership
The chipmaker's investment comes as Meta upsizes its common stock offering to $25 billion and plans to deploy more Nvidia infrastructure for its Muse AI agents.
Anthropic's IPO filing shows about $417 billion in new and amended compute deals, with more still being finalized
The S-1 shows about $417 billion in new and amended deals made after Dec. 31, 2025, mostly for compute and data centers, plus an estimated $125 billion to $150 billion more. Fortune puts the combined total at $542 billion to $567 billion.
Two-thirds of the S&P 500's profit growth is coming from just 10 companies, the WSJ reports
Nvidia and Micron account for 34% of expected third-quarter growth, per Dow Jones Market Data. FactSet says the index's growth rate drops to 20.0% from 29.0% without them.
Apple briefly passed Nvidia as the world's most valuable publicly traded company on iPhone Duo launch day
It's the fifth time Apple has retaken the top spot, by Yahoo Finance's count. Nvidia moved back ahead later in the day.
Western Digital and Bloom Energy beat estimates, Deckers cut its sales outlook, and all four stocks fell
All four reported after Thursday's close. Deckers raised its EPS outlook while cutting its sales forecast, and Newmont's sales rose even as it sold less gold.
China's state-favored funds draw billions, and stocks sink deeper into a bear market anyway
Funds favored by Beijing's 'national team' took in 46 billion yuan on Thursday, the most since April 2025, but the CSI 300 kept falling Friday as stimulus hopes faded and AI trades cooled.
Lam Research sinks after a record quarter as Lockheed raises its outlook again
Lam Research's supply constraints and China warning outweighed record revenue. Tesla cut its spending plan, Lockheed's backlog hit a record, and P&G beat on earnings.
Tesla's cash flow blows past forecasts as IBM and TI beat
Tesla's revenue was flat, but free cash flow beat estimates by billions. IBM, Texas Instruments, AT&T and Elevance beat, Philip Morris trimmed expectations, and Moody's missed.
Super Micro Says AI Demand Pushed Its Quarter Way Past Its Own Forecast
The server maker now estimates fiscal first-quarter revenue of $18.5 billion to $19.5 billion, well above its $14.5 billion to $15.5 billion guidance. The numbers are preliminary and unaudited.