31 October 2

1. 23:27

   AI Compute Capacity Doubles Every 9 Months as Chip Sales Surge, Epoch AI Finds

   Epoch AI's October 2026 report tracks quarterly additions of AI computing capacity measured in H100-equivalents, showing sustained growth from major chip vendors.

   3 min
2. 18:33

   SK Hynix Q3 2026 Profit Hits Record on HBM Demand

   SK Hynix delivered record Q3 2026 revenue and operating profit driven by HBM shipments to AI customers, with capacity sold out through 2029.

   3 min

27 October 1

1. 18:33

   Cadence ChipStack AI Super Agent Achieves Level-5 Autonomy on NVIDIA Sovereign Munich Cloud

   Cadence launched Europe's first sovereign AI data center in Munich on October 21, 2026, hosting its Level-5 ChipStack AI Super Agent powered by NVIDIA Nemotron models.

   3 min

26 October 1

1. 17:12

   US Treasury Outbound Investment AI Proposal Expands COINS Act Curbs on China

   The U.S. Treasury issued a Notice of Proposed Rulemaking on October 22, 2026 to broaden restrictions on American investments in AI, supercomputing and related technologies in China.

   3 min

25 October 1

1. 17:12

   Tenstorrent Funding Reaches $1.5 Billion in Series E at $6.2 Billion Valuation

   Tenstorrent closed a $1.5 billion Series E round on October 19, 2026, more than doubling its valuation to $6.2 billion post-money and funding scaled production of its RISC-V AI systems.

   3 min

24 October 1

1. 17:12

   NVIDIA Blackwell Production Advances With TSMC 4NP Scaling in Q4 2026

   NVIDIA Blackwell wafer production scales in Q4 2026 as TSMC matures the 4NP process and supply chain partners expand advanced packaging capacity.

   3 min

18 October 1

1. 15:29

   Mueon Series A Raises $65 Million to Scale Cubelets Architecture

   Mueon Corporation secured $65 million in Series A funding on October 15, 2026, to advance its Cubelets modular computing platform for AI workloads.

   3 min