Anthropic is in early talks for a $30B+ raise at a $900B valuation as Cerebras popped 68% on its Nasdaq debut — AI capital markets hit two structural milestones in one week.
Cerebras IPO'd above range at $185 and surged 68% to ~$95B market cap — the first major dedicated AI-chip pure-play IPO, establishing a new public-market benchmark for AI silicon.
US clears ~10 Chinese companies for Nvidia H200 chips including Alibaba, Tencent, ByteDance, JD.com. Approvals granted but no deliveries made yet.
Cerebras IPO: opened at $350 vs $185 offer price, $100B+ valuation. Largest US tech IPO since Uber 2019. $5.5B raised in total offering.
OpenAI and Broadcom are still negotiating $18B chip financing months after announcing a 10GW custom AI chip partnership without a payment plan.
South Korea overtook Canada as the world's 7th largest equity market as Samsung and SK Hynix stocks doubled YTD on surging AI chip demand.
Arm doubles guidance for its AGI CPU data center chip to $2B in FY2027-FY2028 combined, positioning data center as its largest business segment.
Huawei projects $12B AI chip revenue in 2026 (+60%), driven by Ascend 950PR orders as Nvidia loses ground in China to export controls.
Commerce Secretary Lutnick confirms Nvidia's H200 chips have not been sold to Chinese companies, with Chinese government approval also absent — a direct export-control reaffirmation.
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