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      <news:title>Sources: TSMC plans to hike advanced and mature node prices by up to 10% in 2027, plus a 10%-15% premium for advanced chip orders exceeding original forecasts (Cheng Ting-Fang/Nikkei Asia)</news:title>
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      <news:title>Study: off-balance sheet debt at Alphabet, Microsoft, Amazon, Meta, and Oracle grew an est. ~8x since 2022 to ~$1.65T, eclipsing ~$1.35T in balance sheet debt (Kohei Yamada/Nikkei Asia)</news:title>
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      <news:title>Natural, which aims to help companies let their AI agents make autonomous payments, raised a $30M Series A led by Forerunner, bringing its total raised to $40M (Marina Temkin/TechCrunch)</news:title>
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      <news:title>Source: Z.ai completed construction of a 1 GW data center housing only Chinese chips; Z.ai has built or operates several computing clusters each with 10K+ chips (Bloomberg)</news:title>
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      <news:title>Chicago-based Empirical Security, which uses AI to help companies predict threats by monitoring exploited vulnerabilities, raised a $25M Series A (Chris Metinko/Axios)</news:title>
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      <news:title>AMD plans to ship Helios, its first rack-scale AI system to rival Nvidia, later in 2026 to Microsoft, Meta, OpenAI, and others; Helios costs an estimated $5M+ (Katie Tarasov/CNBC)</news:title>
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      <news:title>Sources: Google is developing a specialized server chip, informally dubbed "Frozen v2", that integrates Gemini AI model blueprints in the silicon, set for 2028 (The Information)</news:title>
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      <news:title>Anthropic tests Penlight for live clinical transcripts and AI research</news:title>
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      <news:title>Sources: Chinese startup Moonshot AI is seeking formal approval from investors to start a Hong Kong IPO process, which could happen in as soon as six months (Juro Osawa/The Information)</news:title>
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      <news:title>Cambridge-based CuspAI raised a $450M Series B led by Kleiner Perkins and NEA, and launched a coalition for AI materials discovery for chip and other industries (Bloomberg)</news:title>
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      <news:title>Blackstone agrees to invest an undisclosed sum in South Korea-based Futronic, which makes actuators used in industrial robots, sources say at a ~$675M valuation (Manuel Baigorri/Bloomberg)</news:title>
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      <news:title>Filing: Zhongji Innolight, China's leading optical transceiver maker, aims for an $8B Hong Kong IPO, the city's largest since Alibaba's $12.9B debut in 2019 (Dave Sebastian/Bloomberg)</news:title>
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      <news:title>SK Group Chair Chey Tae-won says the memory shortage has prompted governments to intervene for domestic industries, and SK Hynix must expand capacity faster (Moon Joon-hyun/The Korea Herald)</news:title>
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      <news:title>TSMC CFO Wendell Huang says TSMC will use its new $100B US commitment, announced last week, to expand its Arizona capacity amid a "multi-year demand mega trend" (Jenny Lee/CNBC)</news:title>
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      <news:title>A look at the nonprofit Current AI, backed by $400M in commitments from many partners including $100M from France, that's funding open, public AI infrastructure (Kate Park/TechCrunch)</news:title>
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      <news:title>Alibaba launches preview of 2.4T parameter Qwen3.8 Max, says it's comparable to frontier AI models and second only to Fable 5, will make it "open-weight soon" (Bloomberg)</news:title>
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