Arm faces potential shareholder revolt over CEO’s ‘excessive’ $800 million pay package — huge stock award would only be fully realised if chip designer hits $2 trillion valuation
Arm faces potential shareholder revolt over CEO’s ‘excessive’ $800 million pay package — huge stock award would only be fully realised if chip designer hits $2 trillion valuation

Proxy advisers kick against Arm’s proposal to approve a performance pay plan that could award CEO Rene Haas about $800 million if the chip designer reaches a $2 trillion valuation.

Key Nvidia and Intel supplier raided over alleged China origin fraud — Unimicron faces probe over PCB origin washing, risk of 40% U.S. tariff penalty

Taiwanese prosecutors are investigating Unimicron, one of the world’s largest PCB and chip substrate makers and a key supplier to Nvidia, Intel, Google, and Amazon, over allegations that it shipped China-made PCBs back to Taiwan and relabeled them as Taiwanese products.

Nvidia gears up its influence in Washington, forming PAC — tells employees that decisions Congress makes over the coming years could have substantial consequences for the AI industry, according to report
Nvidia gears up its influence in Washington, forming PAC — tells employees that decisions Congress makes over the coming years could have substantial consequences for the AI industry, according to report

Nvidia establishes its employees federal political action committee (PAC) to fund politicians whose positions are favorable to Nvidia’s interests.

Nvidia revenue tops $96 billion as memory commitments soar to $160 billion — CEO Jensen Huang says AI ‘has reached its inflection point’
Nvidia revenue tops $96 billion as memory commitments soar to $160 billion — CEO Jensen Huang says AI ‘has reached its inflection point’

Nvidia’s Q2 FY2027 revenue tops $96 billion as the company commits to buy up to $160 billion worth of memory, increasing its total commitments to $279 billion ahead of a major demand bump.

SpaceXAI will deploy standalone Nvidia Vera CPUs for Grok’s agentic workloads — will use optimized Vera Rubin NVL72 in space with Starmind satellite
SpaceXAI will deploy standalone Nvidia Vera CPUs for Grok’s agentic workloads — will use optimized Vera Rubin NVL72 in space with Starmind satellite

Nvidia claims the chip completes agentic, reinforcement learning, and data processing tasks up to 1.8 times faster than x86 processors.

Supermicro fires several employees following investigation into $2.5 billion China AI chip smuggling — claims that senior management had no knowledge of illicit transactions
Supermicro fires several employees following investigation into $2.5 billion China AI chip smuggling — claims that senior management had no knowledge of illicit transactions

An independent investigation on Supermicro clears senior management from any wrong-doing and also says that its financial statements were still reliable, despite the alleged diversion of its restricted products. Nevertheless, some of its employees from sales, technical support, and business development departments were fired for failing to ‘follow Company policies or the Company’s code of conduct.’

‘Apple is getting this wrong,’ says OpenAI — startup blasts iPhone maker over lawsuit alleging it stole confidential information through ex-Apple employees

OpenAI denies Apple’s allegations in a blog post. The company claims that it doesn’t have and even doesn’t want its rivals trade secrets.

SpaceXAI says it will remove all 69 of its unpermitted turbine power generators, but expects process to take a year — trailer-mounted generators to be replaced by 1.2GW power plant

These turbines have been the center of a lawsuit involving permits and pollution. While this is good news for the community, it will still take quite some time before they’re fully removed from the premises.