A global chip stock sell-off deepens
A global chip stock sell-off deepens after Broadcom's CEO likened AI investing to a casino, with Samsung down as much as 8.8%, SK Hynix 9.2%, and Micron 4%
TL;DRChip stocks plunged after Broadcom's CEO warned AI spending is reckless gambling.
Why it matters: Market confidence in AI infrastructure investments is shaking, signaling potential slowdown in semiconductor demand.
IDC: Nvidia's AI chip shipments in China fell 44% YoY
TL;DRNvidia's China AI chip sales dropped 44% as US export restrictions and local competitors gain ground.

NTT Data is in advanced talks
TL;DRJapanese NTT Data may build a massive $6.3B data center for AI company Anthropic in Osaka.
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Anthropic says new measures like preserved thinking in Fable 5.1
Anthropic's Claude now resists AI model theft attempts 90-99% better through new defenses.
Q&A with Mark Zuckerberg and Alexandr Wang on the Muse app, Muse
Meta's leadership discusses massive AI spending, new apps, and commerce automation amid infrastructure scaling.
VMware is pushing so many patches, it thinks users need new tools
VMware released so many patches it's selling new management tools to handle them.
A New 'Super Ice' Is 10 Times Stronger, Bringing It Close to
Scientists engineered ice reinforced with plant fibers to be 10 times stronger than normal ice.
A deep dive on Amazon's robotics efforts, resulting in 1M+ active
Amazon has deployed over 1 million warehouse robots while maintaining 1.5 million human workers.
Piramal Pharma On Cutting Exposure To China
Indian pharma firm cutting Chinese raw material dependence, positioning India as US alternative.
Tata Chair Defends Nation-Building Bets Over Short-Term Returns
Tata's chairman prioritizes long-term infrastructure projects over immediate shareholder profits.
China’s CXMT Claims Memory Breakthrough Ahead of Samsung, Hynix
Chinese chipmaker claims memory technology breakthrough Samsung and Hynix haven't achieved yet.
B&H Photo Promo Codes and Deals This October 2026
B&H Photo is running October discounts on cameras, computers, and tech gear.