#AIChips
4 stories · 7 issues · daily AIChips news timeline
#AIChips timeline · newest first
2026-09-23-Wed
OpenAI launches GPT-6 Sol and Luna, halving both mistakes and API prices
Flagship capability pushed down and prices cut in half — OpenAI has changed the unit of competition from model scores to cost per task.
2026-09-12-Sat
Moonshot AI Reportedly Tops $1 Billion in August ARR as Kimi K3 Drives a More Than Threefold Increase
Kimi K3 has lifted Moonshot's revenue velocity; its next valuation depends more on retention and inference margins than on the steepness of an ARR curve.
2026-09-11-Fri
Microsoft Plans to Expand Data Centers From 12 GW to 38 GW, With a Third Serving AI Chips
▪ Microsoft has translated its 2032 compute demand into a 38-gigawatt construction plan, making energization speed a ceiling on cloud growth.
Chinese AI Chipmakers Reportedly Raise Prices 20% to 50% as HBM Costs Reach Complete Systems
▪ Competition in Chinese AI chips is moving from whether systems are available to the cost of delivery, with HBM transmitting prices through the stack.
2026-09-02-Wed
Moonshot AI files confidentially with the HKEX while raising at a $50 billion pre-money valuation
A company whose valuation rose sevenfold in six months is queuing to list — pricing power is being handed from private markets to public ones.
2026-09-01-Tue
Anthropic sued over Claude Max usage claims, with the "Save 50%" label at the center
When the usage tier cannot be explained, the loss is not the settlement — it is that people willing to pay $200 a month start comparison shopping.
2026-08-31-Mon
Nvidia's physical AI business runs at about $10 billion a year as Chinese robot makers lean on it
▪ On the robotics line, what Nvidia actually sells is the simulation toolchain; the chip is just its carrier.
2026-08-28-Fri
Anthropic discussed buying chip startup MatX for $7 billion; talks are dead
▪ A $7 billion acquisition failed while a $4 billion independent round did not — pricing power in custom silicon is moving back toward the seller.