Trump Administration Taps Oklo and X-Energy to Power AI Data Centers with Advanced Nuclear Reactors
A new federal initiative brings Oklo’s Aurora and X-Energy’s Xe-100 reactors into the spotlight as solutions to AI’s surging electricity demand.
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Nvidia Takes 9.3% Position in Nebius Through Warrant and Shares
The stake, partly stemming from a March 2026 warrant, boosted NBIS shares in premarket trading.
Microsoft Deploys AMD Helios Racks in Azure, Boosting AMD’s Push Against Nvidia Dominance
Lower cost per token and strong TCO position AMD to gain AI market share from Nvidia.
BofA Sees Meta’s AI Chip Breakthrough as Major Turning Point for Cost Control
Bank of America calls Meta’s custom AI chip progress and faster, cheaper 14GW infrastructure buildout a “big positive.” Iris production starts September 2026.
Anthropic’s AI Chip Ambitions Spark Semiconductor Sell-Off
Anthropic has started developing a custom AI chip and is in early talks with Samsung. The news sparked a sell-off in Nvidia, AMD, and semiconductor stocks amid growing custom silicon trend.
Super Micro Offices Raided in Taiwan as Chip Smuggling Probe Widens
Taiwan raided Super Micro offices on June 29, 2026, as part of an expanding investigation into alleged smuggling of Nvidia AI chips to China.