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Moonshot Targets 50 Billion$ Valuation Despite US Distillation Claims
AI, Business Angel Morales 8/4/26 AI, Business Angel Morales 8/4/26

Moonshot Targets 50 Billion$ Valuation Despite US Distillation Claims

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Satya Nadella Expects Xbox Growth in Fiscal 2027 Despite Revenue Decline
Gaming, Business Angel Morales 7/31/26 Gaming, Business Angel Morales 7/31/26

Satya Nadella Expects Xbox Growth in Fiscal 2027 Despite Revenue Decline

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Shanghai Aishengna Emerges Behind China’s Domestic Immersion DUV Push
Semiconductor, Business Angel Morales 7/31/26 Semiconductor, Business Angel Morales 7/31/26

Shanghai Aishengna Emerges Behind China’s Domestic Immersion DUV Push

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Capcom Shares Surge Nearly 20% as Pragmata 2 Becomes Increasingly Likely
Gaming, Business Angel Morales 7/30/26 Gaming, Business Angel Morales 7/30/26

Capcom Shares Surge Nearly 20% as Pragmata 2 Becomes Increasingly Likely

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AMD’s $5.4 Billion ATI Gamble Still Defines the Company 20 Years Later
Hardware, Semiconductor, Business Angel Morales 7/27/26 Hardware, Semiconductor, Business Angel Morales 7/27/26

AMD’s $5.4 Billion ATI Gamble Still Defines the Company 20 Years Later

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Samsung’s $200 Billion Broadcom Pact Shows Its Foundry Advantage Extends Beyond 2nm
Semiconductor, Business Angel Morales 7/27/26 Semiconductor, Business Angel Morales 7/27/26

Samsung’s $200 Billion Broadcom Pact Shows Its Foundry Advantage Extends Beyond 2nm

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White House Alleges Moonshot Used Claude Fable and NVIDIA GB300 Systems to Build Kimi K3
AI, Business Angel Morales 7/23/26 AI, Business Angel Morales 7/23/26

White House Alleges Moonshot Used Claude Fable and NVIDIA GB300 Systems to Build Kimi K3

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AMD Secures Anthropic for 2 GW MI450 Deployment and Plans US$5 Billion Investment
AI, Business Angel Morales 7/23/26 AI, Business Angel Morales 7/23/26

AMD Secures Anthropic for 2 GW MI450 Deployment and Plans US$5 Billion Investment

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Jensen Huang Wins Over Japan With Local Charm and a 27,500 GPU AI Deal
AI, Business Angel Morales 7/21/26 AI, Business Angel Morales 7/21/26

Jensen Huang Wins Over Japan With Local Charm and a 27,500 GPU AI Deal

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Intel CEO Lip Bu Tan Reshapes Company Strategy After Admitting Intel Lost Data Center Leadership
Semiconductor, Business Angel Morales 5/20/26 Semiconductor, Business Angel Morales 5/20/26

Intel CEO Lip Bu Tan Reshapes Company Strategy After Admitting Intel Lost Data Center Leadership

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Intel Board Chair Frank Yeary Will Retire on May 13, 2026, With Dr Craig H Barratt Set to Take Over
News, Semiconductor, Business Angel Morales 3/5/26 News, Semiconductor, Business Angel Morales 3/5/26

Intel Board Chair Frank Yeary Will Retire on May 13, 2026, With Dr Craig H Barratt Set to Take Over

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AMD Deepens Meta Partnership With 6 Gigawatt AI Deployment and a Performance Based Warrant That Could Hand Over Up to 160M Shares
AI, Business Angel Morales 2/25/26 AI, Business Angel Morales 2/25/26

AMD Deepens Meta Partnership With 6 Gigawatt AI Deployment and a Performance Based Warrant That Could Hand Over Up to 160M Shares

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NVIDIA Expected to Commit Around 30 Billion Dollars to OpenAI Funding Round, Far Below the Up to 100 Billion Figure Many Assumed
AI, Business Angel Morales 2/23/26 AI, Business Angel Morales 2/23/26

NVIDIA Expected to Commit Around 30 Billion Dollars to OpenAI Funding Round, Far Below the Up to 100 Billion Figure Many Assumed

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Jensen Huang’s Fried Chicken Diplomacy Highlights How NVIDIA Is Locking Down HBM4 and SOCAMM Supply
AI, Hardware, Business Angel Morales 2/10/26 AI, Hardware, Business Angel Morales 2/10/26

Jensen Huang’s Fried Chicken Diplomacy Highlights How NVIDIA Is Locking Down HBM4 and SOCAMM Supply

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TSMC Must Grow Over 100% in 10 Years Just to Cover NVIDIA Demand, Says Jensen Huang, Signaling the Next Scale Phase of the AI Boom
Semiconductor, Business Angel Morales 2/3/26 Semiconductor, Business Angel Morales 2/3/26

TSMC Must Grow Over 100% in 10 Years Just to Cover NVIDIA Demand, Says Jensen Huang, Signaling the Next Scale Phase of the AI Boom

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NVIDIA’s Trillion Dollar Dinner With Taiwanese Partners Highlights Why Jensen Huang Keeps NVIDIA Ahead in the AI Supply Chain
Semiconductor, Business Angel Morales 2/2/26 Semiconductor, Business Angel Morales 2/2/26

NVIDIA’s Trillion Dollar Dinner With Taiwanese Partners Highlights Why Jensen Huang Keeps NVIDIA Ahead in the AI Supply Chain

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NVIDIA CEO Privately Questions OpenAI Discipline as $100 billion Megadeal Reportedly Stalls
AI, Business Angel Morales 2/2/26 AI, Business Angel Morales 2/2/26

NVIDIA CEO Privately Questions OpenAI Discipline as $100 billion Megadeal Reportedly Stalls

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NVIDIA CEO Pushes Back on “Shift” Narrative, Says US Chip Output Targets Mean TSMC Must Add Capacity, Not Abandon Taiwan
Semiconductor, Business Angel Morales 1/30/26 Semiconductor, Business Angel Morales 1/30/26

NVIDIA CEO Pushes Back on “Shift” Narrative, Says US Chip Output Targets Mean TSMC Must Add Capacity, Not Abandon Taiwan

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NVIDIA CEO Jensen Huang Says Successor Talk Is Not a Priority, But Investors Are Watching the Leadership Bench Closely
Technology, Business Angel Morales 1/28/26 Technology, Business Angel Morales 1/28/26

NVIDIA CEO Jensen Huang Says Successor Talk Is Not a Priority, But Investors Are Watching the Leadership Bench Closely

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