Reading List
The most recent articles from a list of feeds I subscribe to.
Sources: Nvidia has approached TSMC to ramp up H200 chip production; Chinese companies have placed orders for 2M+ H200 chips for 2026, while Nvidia holds 700K (Reuters)
Reuters:
Sources: Nvidia has approached TSMC to ramp up H200 chip production; Chinese companies have placed orders for 2M+ H200 chips for 2026, while Nvidia holds 700K — Nvidia (NVDA.O) is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies …
Filing: China's top DRAM maker CXMT plans to raise $4.2B in a Shanghai IPO; CXMT held a 4% global share in Q2 2025 and targets HBM production by the end of 2026 (Reuters)
Reuters:
Filing: China's top DRAM maker CXMT plans to raise $4.2B in a Shanghai IPO; CXMT held a 4% global share in Q2 2025 and targets HBM production by the end of 2026 — China's leading maker of DRAM chips, ChangXin Memory Technologies (CXMT) Corp, said on Tuesday it plans to raise 29.5 billion yuan …
Data storage stocks led the S&P 500 in 2025, with SanDisk up 560%+ to become the top performer, followed by Western Digital in second and Seagate in fourth (Carmen Reinicke/Bloomberg)
Carmen Reinicke / Bloomberg:
Data storage stocks led the S&P 500 in 2025, with SanDisk up 560%+ to become the top performer, followed by Western Digital in second and Seagate in fourth — The artificial intelligence trade is moving, and investors seeking cutting-edge ways to play it are snapping up technology …
OpenAI financial data: its stock-based pay averaged ~$1.5M per employee in 2025, ~7x Google pre-IPO and ~34x the average pay of other pre-IPO peers, per Equilar (Wall Street Journal)
Wall Street Journal:
OpenAI financial data: its stock-based pay averaged ~$1.5M per employee in 2025, ~7x Google pre-IPO and ~34x the average pay of other pre-IPO peers, per Equilar — The company's stock-based compensation in 2025 reached an average of $1.5 million per employee
Chinese AI firms are leading a wave of IPOs in Hong Kong, where at least 25 companies debuted in December 2025, the busiest month for deals since November 2019 (Jeanny Yu/Bloomberg)
Jeanny Yu / Bloomberg:
Chinese AI firms are leading a wave of IPOs in Hong Kong, where at least 25 companies debuted in December 2025, the busiest month for deals since November 2019 — Chinese artificial intelligence firms are leading a wave of listings in Hong Kong, aiming to capitalize on a recent market momentum.