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WEEKLY ROUNDUP
Nvidia Reigns On, Meta-AI IPOs File, Google I/O Consumer AI Roadmap & More. AI-RTZ #1095
...weekly roundup ending 5/22/26
MICHAEL PAREKH
MAY 23, 2026
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1. Nvidia Q1 2027 Reigns On — Sans China:
Wednesday’s earnings report from Nvidia did its now-customary thing — beat the highest analyst estimates, then raised the next quarter’s guidance even
2026-05-23
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Trump revives chip theft claim, heaping pressure on Taiwan semiconductor firms
Bryan Chuang
, Taipei
May 23, 2026, 11:32
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Credit: DIGITIMES
US President Donald Trump has again repeated the false claim tha
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For China’s ailing developers, retail frenzy greets semiconductor side-hustles
Unprofitable real estate firms see shares soar after buying into silicon assets, and an
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Micron CEO sees memory chip shortage lasting beyond 2026
Record revenue and fully booked AI memory orders paint a picture of sustained scarcity, with customers receiving as little as half their requested chip volumes.
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