Home·Changelog
What changed, when
Every timeline keeps its own changelog; this page is all of them in one place. Entries are never edited silently: additions, removals and summary rewrites each leave a line here, and research passes are listed even when they add nothing.
Sep 9, 2026
- Linked to another timelineSocial Security's Next Raise: From the 2.5% COLA to the 2027 Announcement
Linked 1 entry with Trump Accounts: From the 2025 Tax Law to the July 2026 Launch and the Employer Matches.
- Linked to another timelineTrump Accounts: From the 2025 Tax Law to the July 2026 Launch and the Employer Matches
Linked 1 entry with Social Security's Next Raise: From the 2.5% COLA to the 2027 Announcement.
- Summary refreshedTrump Accounts: From the 2025 Tax Law to the July 2026 Launch and the Employer Matches
Summary, key players and catalysts refreshed.
- New entriesTrump Accounts: From the 2025 Tax Law to the July 2026 Launch and the Employer Matches
Added 11 entries.
- Aug 5, 2026 Capito and Justice introduce bill for automatic Trump Account establishment
- Jul 15, 2026 Treasury reports 6.5 million Trump Accounts signups
- Jul 9, 2026 Treasury reports nearly $125 million in Trump Account contributions
- Jul 2, 2026 Treasury accepts philanthropic stock contributions for Trump Accounts
- Jul 2, 2026 Goldman Sachs announces $1,000 Trump Account match for employees' children
- Jul 1, 2026 Treasury selects SPYM as Trump Accounts default investment
- Jun 30, 2026 Micron announces $250 million commitment for Trump Accounts
- Jun 29, 2026 Treasury and IRS issue Trump Accounts contribution safe harbor
- Jun 18, 2026 Labor Department says employer Trump Account contributions usually avoid ERISA Title I
- Jun 11, 2026 Treasury launches Fostering the Future Accounts
- Apr 6, 2026 Treasury names BNY and Robinhood for Trump Accounts
- Research passTrump Accounts: From the 2025 Tax Law to the July 2026 Launch and the Employer Matches
Research run found 10 candidate node(s).
- Research passTrump Accounts: From the 2025 Tax Law to the July 2026 Launch and the Employer Matches
Research run found 7 candidate node(s).
- Linked to another timelineUS Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
Linked 2 entries with Nvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face.
- Linked to another timelineNvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face
Linked 2 entries with US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200.
- Linked to another timelineUS Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
Linked 3 entries with US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X.
- Linked to another timelineUS Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
Linked 3 entries with US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200.
- Timeline openedTrump Accounts: From the 2025 Tax Law to the July 2026 Launch and the Employer Matches
Opened with 19 hand-verified entries.
- Sep 2, 2026 Delta follows with its own $1,000 match for employees' children
- Aug 31, 2026 Dell Foundation starts depositing the $250 grants
- Aug 31, 2026 American Airlines matches the federal $1,000 and opens pre-tax payroll contributions
- Aug 20, 2026 Proposed investment rules: low-cost, diversified index funds only
- Aug 11, 2026 Treasury lets employers run pre-tax payroll contributions; more than 50 companies commit
- Aug 10, 2026 The 19th: the families the accounts were meant to help are the least likely to have opened one
- Jul 27, 2026 Seven million signed up; Bessent calls it 'the most successful launch in government history'
- Jul 15, 2026 Frank Bisignano, running both the IRS and Social Security, takes over the next phase
- Jul 6, 2026 Trump rings the opening bell from the Oval Office with the NYSE and Nasdaq; Dell shares jump
- Jul 4, 2026 Trump Accounts go live on the 250th anniversary, with the $1,000 deposits and family contributions starting
- Jun 23, 2026 Six million signups, but only 1.4 million eligible children claimed, well short of the birth count
- May 28, 2026 The Trump Accounts app arrives in the app stores ahead of the July 4 launch
- Mar 31, 2026 Four million children signed up through tax returns, one million of them eligible for the $1,000
- Mar 6, 2026 Proposed regulations set the mechanics of the $1,000 pilot deposit and the election
- Jan 28, 2026 Treasury's Trump Accounts summit; Bessent calls them 'the defining policy of America's 250th anniversary'
- Dec 2, 2025 Michael and Susan Dell pledge $6.25 billion to put $250 into 25 million children's accounts
- Dec 2, 2025 IRS Notice 2025-68: first guidance, with the election to open an account made on the 2025 tax return
- Jul 4, 2025 The One Big Beautiful Bill Act creates Trump Accounts: $1,000 for babies born 2025 through 2028
- Jun 9, 2025 Trump hosts CEOs at the White House to sell the $1,000 'Trump Accounts'; Dell pledges to match for employees' children
- Summary refreshedNvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face
Summary, key players and catalysts refreshed.
- New entriesNvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face
Added 16 entries.
- Jul 27, 2026 Nvidia invests in Safe Superintelligence Inc.
- Feb 12, 2026 Anthropic says Series G includes Nvidia investment
- Jan 23, 2026 CoreWeave completes $2 billion share sale to Nvidia
- Jan 6, 2026 Nvidia is strategic investor in xAI's Series E
- Jan 10, 2025 Nvidia seeks annulment of Run:ai referral decision
- Sep 30, 2024 Italy refers Run:ai transaction to European Commission
- Aug 6, 2024 Italy calls in Nvidia's proposed Run:ai acquisition
- Jul 2024 Nvidia acquires Brev.dev
- Jun 18, 2024 Bloomberg reports Nvidia agreement to buy Shoreline.io
- Mar 7, 2022 Excelero becomes part of Nvidia
- Jan 10, 2022 Bright Computing becomes part of Nvidia
- Nov 16, 2021 UK refers Nvidia's Arm acquisition to CMA Phase 2
- Aug 20, 2021 UK CMA finds competition concerns in Nvidia's Arm purchase
- Jun 10, 2021 Nvidia announces agreement to acquire DeepMap
- May 4, 2020 Nvidia announces plan to acquire Cumulus Networks
- Mar 5, 2020 Nvidia acquires SwiftStack
- Research passNvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face
Research run found 2 candidate node(s).
- Research passNvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face
Research run found 24 candidate node(s).
- Timeline openedNvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face
Opened with 25 hand-verified entries.
- Sep 3, 2026 Nvidia confirms the $12.93 billion Hugging Face deal, with a pledge to keep the platform open and hardware-neutral
- Aug 26, 2026 The Information: Nvidia has agreed to buy Hugging Face for $12.9 billion
- Jun 3, 2026 Kumo AI, a predictive-model startup, for a reported $400 million-plus
- Mar 10, 2026 A 'significant investment' in Mira Murati's Thinking Machines Lab and a gigawatt of Vera Rubin
- Feb 23, 2026 Illumex, an Israeli semantic-data startup, for about $60 million
- Dec 24, 2025 Groq: about $20 billion for a non-exclusive licence and the founding team, Nvidia's biggest deal by far
- Dec 15, 2025 SchedMD, the company behind the Slurm scheduler used across HPC
- Nov 18, 2025 Up to $10 billion into Anthropic alongside Microsoft, at a valuation near $350 billion
- Sep 22, 2025 Letter of intent to invest up to $100 billion in OpenAI as it deploys 10 gigawatts of Nvidia systems
- Sep 18, 2025 $5 billion for a stake in Intel, with joint data center and PC chips
- Sep 18, 2025 Enfabrica: more than $900 million to hire the CEO and license the chip-networking technology
- Sep 15, 2025 China says Nvidia violated its antimonopoly law over the Mellanox conditions
- Apr 9, 2025 Lepton AI, a GPU cloud marketplace founded by ex-Alibaba researchers, for several hundred million dollars
- Mar 19, 2025 Gretel, a synthetic-data startup, in a nine-figure deal
- Dec 30, 2024 Run:ai closes; Nvidia says it will open-source the software
- Dec 20, 2024 European Commission clears Run:ai unconditionally in its first post-Illumina Article 22 case
- Sep 26, 2024 OctoAI, the Seattle model-serving startup, becomes 'now NVIDIA'
- May 2, 2024 Deci for about $300 million: two Israeli AI startups in one week
- Apr 24, 2024 Run:ai, a GPU orchestration startup, for a reported $700 million starts the 2024 software buying spree
- Feb 7, 2022 Nvidia and SoftBank abandon the Arm deal; SoftBank keeps the $1.25 billion prepayment and plans an IPO
- Dec 2, 2021 FTC sues to block the Arm acquisition as a vertical threat to chip competition
- Sep 13, 2020 Nvidia agrees to buy Arm from SoftBank for $40 billion in shares and cash
- Apr 27, 2020 Mellanox deal closes at $7 billion, the start of Nvidia's networking business
- Apr 16, 2020 China's SAMR clears Mellanox with conditions after a year-long review
- Mar 11, 2019 Nvidia agrees to buy Mellanox for $6.9 billion, outbidding Intel for the InfiniBand maker
- Summary refreshedSpaceX Starship Test Flights: From the First Launch to Orbit
Chart data refreshed: 13 point(s) across 1 metric(s).
- Summary refreshedSpaceX Starship Test Flights: From the First Launch to Orbit
Summary, key players and catalysts refreshed.
- New entries
- Summary refreshedAMD Instinct: From MI300X to Helios and the Gigawatt Deals
Chart data refreshed: 4 point(s) across 1 metric(s).
- Summary refreshedAMD Instinct: From MI300X to Helios and the Gigawatt Deals
Summary, key players and catalysts refreshed.
- New entriesAMD Instinct: From MI300X to Helios and the Gigawatt Deals
Added 2 entries.
- Summary refreshedIntel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake
Chart data refreshed: 2 point(s) across 1 metric(s).
- Summary refreshedIntel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake
Summary, key players and catalysts refreshed.
- New entries
- Summary refreshedNvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
Chart data refreshed: 3 point(s) across 1 metric(s).
- Summary refreshedNvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
Summary, key players and catalysts refreshed.
- New entriesNvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
Added 1 entry.
- Jul 6, 2026 NVIDIA says its roadmap is intact
- Research passSpaceX Starship Test Flights: From the First Launch to Orbit
Research run found 1 candidate node(s).
- Research passAMD Instinct: From MI300X to Helios and the Gigawatt Deals
Research run found 5 candidate node(s).
- Research passIntel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake
Research run found 1 candidate node(s).
- Research passNvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
Research run found 3 candidate node(s).
Sep 8, 2026
- Summary refreshedTSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
Chart data refreshed: 6 point(s) across 1 metric(s).
- Summary refreshedTSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
Summary, key players and catalysts refreshed.
- New entriesTSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
Added 5 entries.
- May 12, 2026 TSMC board approves up to US$20 billion for TSMC Arizona
- May 5, 2026 TSMC Arizona holds Fab 3 topping-out ceremony
- Apr 2026 Initial construction starts on fourth Arizona fab and packaging plant
- Mar 2026 TSMC says all advanced packaging remains in Taiwan
- Feb 24, 2026 Apple plans to buy over 100 million TSMC Arizona chips in 2026
- Research passTSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
Research run found 6 candidate node(s).
- Summary refreshedMedicare Advantage's Retreat: From the 2026 Rate Hike to the 2027 Plan Exits and Open Enrollment
Summary, key players and catalysts refreshed.
- New entriesMedicare Advantage's Retreat: From the 2026 Rate Hike to the 2027 Plan Exits and Open Enrollment
Added 11 entries.
- Aug 28, 2026 CMS defers decision on collecting extrapolated RADV overpayments
- Aug 27, 2026 Federal judge denies Elevance star-ratings preliminary injunction
- Jul 21, 2026 GAO finds gaps in CMS plans for RADV audits
- Jul 21, 2026 CMS files notice appealing Clover star-ratings ruling
- Jul 1, 2026 Lloyd Doggett and colleagues introduce the Saving MEDICARE Act
- Jul 1, 2026 Elevance Health sues HHS and CMS over star-ratings recalculation
- Jun 17, 2026 CMS begins recalculating certain 2027 quality bonus ratings
- Jun 9, 2026 CMS recalculates Clover rating to 4.5 stars
- Jun 2026 Presbyterian Healthcare Services plans to end most MA plans in 2027
- May 27, 2026 Elevance Health wires $342.2 million to CMS
- Jan 14, 2026 Kaiser Permanente affiliates agree to pay $556 million in FCA settlement
- Research passMedicare Advantage's Retreat: From the 2026 Rate Hike to the 2027 Plan Exits and Open Enrollment
Research run found 12 candidate node(s).
- Research passMedicare Advantage's Retreat: From the 2026 Rate Hike to the 2027 Plan Exits and Open Enrollment
Research run found 8 candidate node(s).
- Timeline openedMedicare Advantage's Retreat: From the 2026 Rate Hike to the 2027 Plan Exits and Open Enrollment
Opened with 23 hand-verified entries.
- Sep 5, 2026 Plan non-renewal letters are due by October 2; open enrollment runs October 15 to December 7
- Jul 29, 2026 Humana will drop 2027 plans covering about 600,000 members, 8 percent of its base
- Jul 28, 2026 2027 Part D base premium set at $41.33 under the IRA's 6 percent cap
- Jul 16, 2026 UnitedHealth's MA membership is down 965,000 since year-end as it plans 'selective changes in market participation' for 2027
- Jun 5, 2026 KFF: Medicare Advantage holds 55 percent of eligible beneficiaries, but employer-group enrollment falls for the first time since 2010
- May 27, 2026 Clover wins a ruling that CMS exceeded its authority on ten star-ratings measures
- Apr 6, 2026 CMS finalizes 2027 rates at 2.48 percent, over $13 billion, up from the near-zero proposal
- Apr 2, 2026 2027 final rule reshapes star ratings and rolls back 2023 marketing safeguards
- Feb 24, 2026 Enrollment data: MA grows only 3 percent to 35.5 million; UnitedHealthcare down 9 percent since October
- Feb 11, 2026 Humana guides to 25 percent individual MA growth for 2026 as rivals retreat, despite a star-ratings hit
- Jan 27, 2026 UnitedHealth expects to shed 1.3 to 1.4 million Medicare Advantage members in 2026
- Jan 26, 2026 2027 advance notice proposes an almost flat 0.09 percent payment update
- Oct 14, 2025 Humana loses its second lawsuit over the 2025 star ratings, a day before open enrollment
- Oct 9, 2025 2026 star ratings: 40 percent of MA-PD contracts at four stars or better, covering 64 percent of enrollees
- Oct 2, 2025 UnitedHealthcare confirms full exits from 16 markets, 109 fewer counties, for 2026
- Sep 26, 2025 CMS projects the first fall in Medicare Advantage enrollment, to 34 million, as 2026 plans are filed
- Sep 25, 2025 Judge O'Connor vacates the 2023 RADV audit rule that let CMS extrapolate overpayments
- Jul 30, 2025 Humana's 2025 plan and county exits touch about 560,000 members; it trims the expected loss to 500,000
- Jul 29, 2025 UnitedHealthcare will exit plans serving more than 600,000 Medicare Advantage members in 2026
- Jul 24, 2025 UnitedHealth confirms criminal and civil Justice Department investigations into its Medicare business
- Jun 23, 2025 Insurers pledge to Kennedy and Oz to cut prior authorization by 2026 and standardize it by 2027
- May 21, 2025 CMS says it will audit every Medicare Advantage contract every year and clear the 2018 to 2024 backlog
- Apr 7, 2025 CMS finalizes 2026 Medicare Advantage rates: a 5.06 percent increase, about $25 billion more for plans
Sep 7, 2026
- Summary refreshedWho Cut Jobs When: A Register of Major U.S. Layoffs, 2025 to 2026
Chart data refreshed: 32 point(s) across 2 metric(s).
- Summary refreshedIEEPA Tariff Refunds: From the Supreme Court Ruling to the Console Lawsuits
Chart data refreshed: 4 point(s) across 2 metric(s).
- Summary refreshedAMD Instinct: From MI300X to Helios and the Gigawatt Deals
Chart data refreshed: 4 point(s) across 1 metric(s).
- Summary refreshedNvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
Chart data refreshed: 3 point(s) across 1 metric(s).
- Summary refreshedIntel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake
Chart data refreshed: 2 point(s) across 1 metric(s).
- Summary refreshedTSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
Chart data refreshed: 6 point(s) across 1 metric(s).
- Summary refreshedStudent Loans After SAVE: From the Court Block to the Repayment Assistance Plan
Chart data refreshed: 4 point(s) across 2 metric(s).
- Summary refreshedUS Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
Chart data refreshed: 3 point(s) across 2 metric(s).
- Summary refreshedUS Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
Chart data refreshed: 3 point(s) across 1 metric(s).
- Summary refreshedSpaceX Starship Test Flights: From the First Launch to Orbit
Chart data refreshed: 13 point(s) across 1 metric(s).
- Summary refreshedWho Cut Jobs When: A Register of Major U.S. Layoffs, 2025 to 2026
Chart data refreshed: 35 point(s) across 2 metric(s).
- Summary refreshedSocial Security's Next Raise: From the 2.5% COLA to the 2027 Announcement
Chart data refreshed: 4 point(s) across 1 metric(s).
- Summary refreshedThe Fed's Rate Path: From the 2024 Cuts to Warsh's First Meetings
Chart data refreshed: 13 point(s) across 1 metric(s).
- Summary refreshedEvery iPhone Launch: From the 2007 Original to the September 2026 Event
Chart data refreshed: 7 point(s) across 1 metric(s).
- Summary refreshedSocial Security's Next Raise: From the 2.5% COLA to the 2027 Announcement
Chart data refreshed: 2 point(s) across 1 metric(s).
- Summary refreshedThe Fed's Rate Path: From the 2024 Cuts to Warsh's First Meetings
Chart data refreshed: 6 point(s) across 1 metric(s).
- Summary refreshedIEEPA Tariff Refunds: From the Supreme Court Ruling to the Console Lawsuits
Summary, key players and catalysts refreshed.
- Summary refreshedWho Cut Jobs When: A Register of Major U.S. Layoffs, 2025 to 2026
Summary, key players and catalysts refreshed.
- Summary refreshedTSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
Summary, key players and catalysts refreshed.
- Summary refreshedTesla Robotaxi and Cybercab: From the 2019 Promise to Driverless Rides
Summary, key players and catalysts refreshed.
- Summary refreshedStudent Loans After SAVE: From the Court Block to the Repayment Assistance Plan
Summary, key players and catalysts refreshed.
- Summary refreshedSpaceX Starship Test Flights: From the First Launch to Orbit
Summary, key players and catalysts refreshed.
- Summary refreshedSocial Security's Next Raise: From the 2.5% COLA to the 2027 Announcement
Summary, key players and catalysts refreshed.
- Summary refreshedOpenAI Frontier Models: From GPT-4 to GPT-6 Astra
Summary, key players and catalysts refreshed.
- Summary refreshedNvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
Summary, key players and catalysts refreshed.
- Summary refreshedUS Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
Summary, key players and catalysts refreshed.
- Summary refreshedEvery iPhone Launch: From the 2007 Original to the September 2026 Event
Summary, key players and catalysts refreshed.
- Summary refreshedIntel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake
Summary, key players and catalysts refreshed.
- Summary refreshedHBM Supply Race: SK hynix, Samsung and Micron from HBM3E to HBM4E
Summary, key players and catalysts refreshed.
- Summary refreshedApple CEO Succession: How Tim Cook Handed Apple to John Ternus
Summary, key players and catalysts refreshed.
- Summary refreshedAMD Instinct: From MI300X to Helios and the Gigawatt Deals
Summary, key players and catalysts refreshed.
- Summary refreshedUS Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
Summary, key players and catalysts refreshed.
- Summary refreshedThe Fed's Rate Path: From the 2024 Cuts to Warsh's First Meetings
Summary, key players and catalysts refreshed.
- Summary refreshedEvery iPhone Launch: From the 2007 Original to the September 2026 Event
Summary, key players and catalysts refreshed.
- New entriesEvery iPhone Launch: From the 2007 Original to the September 2026 Event
Added 5 entries.
- Jul 28, 2026 Apple launches Apple Upgrade leasing program in the United States
- Jun 26, 2026 MacRumors reports projected iPhone 18 Pro and foldable price increases
- Sep 20, 2013 iPhone 5s and iPhone 5c sales reach nine million in three days
- Sep 9, 2007 Apple sells its one millionth iPhone
- Sep 5, 2007 Apple makes the 8GB iPhone available for $399 in the United States
- Research passEvery iPhone Launch: From the 2007 Original to the September 2026 Event
Research run found 3 candidate node(s).
- Research passEvery iPhone Launch: From the 2007 Original to the September 2026 Event
Research run found 7 candidate node(s).
- Timeline openedEvery iPhone Launch: From the 2007 Original to the September 2026 Event
Opened with 26 hand-verified entries.
- Aug 26, 2026 Apple sets the September 9 'Surprise and Shine' event, the first iPhone launch under John Ternus
- Mar 2, 2026 iPhone 17e: A19, the faster C1X modem and 256GB base storage for the budget model
- Sep 9, 2025 iPhone 17, the ultra-thin iPhone Air and a redesigned 17 Pro with a vapor chamber
- Feb 19, 2025 iPhone 16e replaces the SE at $599 and carries Apple's first in-house modem, the C1
- Sep 9, 2024 iPhone 16 is 'built for Apple Intelligence', with a Camera Control button on every model
- Sep 12, 2023 iPhone 15 switches to USB-C after the EU mandate; the 15 Pro goes titanium with an Action button
- Sep 7, 2022 iPhone 14 adds satellite SOS and crash detection; the 14 Pro gets the Dynamic Island and a 48MP camera
- Sep 14, 2021 iPhone 13: smaller notch, Cinematic mode, bigger batteries and 128GB as the base
- Oct 13, 2020 iPhone 12 family brings 5G, flat edges, MagSafe and Ceramic Shield, a month late
- Apr 15, 2020 Second-generation iPhone SE: iPhone 8 body, A13 chip, $399, announced by press release in lockdown
- Sep 10, 2019 iPhone 11 Pro starts the 'Pro' line with a triple camera; iPhone 11 cuts the entry price to $699
- Sep 12, 2018 iPhone XS, XS Max and the cheaper LCD iPhone XR: Face ID across the whole lineup
- Sep 12, 2017 Tenth anniversary: iPhone X with Face ID and an OLED screen at $999, alongside iPhone 8
- Sep 7, 2016 iPhone 7 drops the headphone jack, adds water resistance and a dual camera on the Plus
- Jul 27, 2016 Apple sells its billionth iPhone
- Mar 21, 2016 iPhone SE revives the 4-inch design with iPhone 6s internals at $399
- Sep 9, 2015 iPhone 6s adds 3D Touch, Live Photos, a 12-megapixel camera and rose gold
- Sep 9, 2014 iPhone 6 and 6 Plus go big, at 4.7 and 5.5 inches, and launch Apple Pay
- Sep 10, 2013 iPhone 5s introduces Touch ID and the first 64-bit phone chip; the plastic 5c debuts beside it
- Sep 12, 2012 iPhone 5 stretches to a 4-inch screen, adds LTE and replaces the 30-pin dock with Lightning
- Oct 4, 2011 iPhone 4S brings Siri, the A5 chip and iCloud, the day before Steve Jobs dies
- Jun 7, 2010 iPhone 4: Retina display, FaceTime, the A4 chip and a glass-and-steel redesign
- Jun 8, 2009 iPhone 3GS adds speed, video recording and voice control, with iPhone OS 3.0
- Jun 9, 2008 iPhone 3G: 3G data, GPS, the App Store and a $199 subsidised price
- Jun 29, 2007 The first iPhone goes on sale at 6 p.m. in 164 US Apple stores
- Jan 9, 2007 Steve Jobs unveils the iPhone at Macworld: 'an iPod, a phone and an Internet communicator'
- Research passUS Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
Research run found 1 candidate node(s).
Sep 6, 2026
- Summary refreshedUS Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
Summary, key players and catalysts refreshed.
- New entriesUS Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
Added 4 entries.
- Aug 4, 2026 Q2 2026 10-Q: six months on, AMD still does not know if China will let MI325 shipments in
- Nov 5, 2025 Reuters reports China guidance on domestic AI chips at state-funded centers
- Aug 15, 2025 Six senators urge Trump to reverse AMD and Nvidia China chip arrangement
- Mar 24, 2024 Lisa Su meets Wang Wentao in Beijing
- Research passUS Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
Research run found 3 candidate node(s).
- Research passUS Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
Research run found 4 candidate node(s).
- Timeline openedUS Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
Opened with 21 hand-verified entries.
- May 18, 2026 Su meets Vice Premier He Lifeng in Beijing days after the Trump–Xi summit, pledging more investment
- May 5, 2026 Q1 2026: China GPU revenue 'not material' as the MI308 orders run off
- Feb 3, 2026 Q4 2025: first MI308 revenue, about $390 million, and a $360 million reserve release
- Feb 3, 2026 10-K: the 15 percent is an 'expectation' with no regulation behind it, and could invite litigation
- Feb 2026 AMD receives some MI325 licenses for China, with a US inspection and a 25 percent tariff on the round trip
- Jan 13, 2026 BIS moves the MI325X, alongside Nvidia's H200, to case-by-case review with security conditions
- Dec 23, 2025 Alibaba weighs an order of 40,000 to 50,000 MI308 chips
- Dec 18, 2025 Su's Beijing trip: meetings with the industry ministry and Commerce Minister Wang Wentao
- Dec 4, 2025 Su: AMD holds MI308 licenses and is prepared to pay the 15 percent
- Nov 4, 2025 Q3 2025: some MI308 licenses received, but still no China revenue booked or guided
- Aug 11, 2025 White House confirms Nvidia and AMD will hand over 15 percent of China chip revenue for their licenses
- Aug 5, 2025 Q2 2025: the $800 million MI308 charge lands; no China revenue in the outlook
- Jul 15, 2025 Commerce will resume reviewing MI308 licenses; AMD says shipments will restart once approved
- May 6, 2025 Q1 2025: AMD puts the MI308 hit at $1.5 billion of 2025 revenue, $700 million of it in Q2
- Apr 15, 2025 New license requirement hits the MI308; AMD warns of up to $800 million in charges
- Mar 5, 2024 Bloomberg: AMD's made-for-China accelerator is still too fast and will need a license
- Oct 17, 2023 BIS tightens the chip rules, dropping the interconnect test that the China-specific parts relied on
- Aug 1, 2023 Lisa Su: China is an 'important' market and AMD sees room for a compliant AI chip
- Oct 7, 2022 BIS publishes the October 2022 rules on advanced computing chips and chipmaking tools
- Aug 31, 2022 AMD told it needs a license to ship Instinct MI250 GPUs to China
- Jun 24, 2019 Commerce puts AMD's China joint-venture partners Sugon and Hygon on the Entity List
- Summary refreshedStudent Loans After SAVE: From the Court Block to the Repayment Assistance Plan
Summary, key players and catalysts refreshed.
- New entriesStudent Loans After SAVE: From the Court Block to the Repayment Assistance Plan
Added 9 entries.
- Aug 27, 2026 Education Department appeals the PSLF vacatur to the First Circuit
- Aug 11, 2026 Labor unions file RISE professional-degree lawsuit
- Aug 10, 2026 Massachusetts judge denies nursing groups' RISE injunction request
- Jul 13, 2026 GAO finds gaps in Education's servicer-change instructions
- Jun 30, 2026 Judge Joun vacates the PSLF 'substantial illegal purpose' rule hours before it takes effect
- Jun 23, 2026 Federal Student Aid reports about nine million borrowers in default
- May 21, 2026 Associations file D.C. challenge to RISE degree definition
- May 19, 2026 Multistate coalition challenges RISE professional-degree definition
- Mar 13, 2026 Federal Student Aid updates portfolio reports through December 2025
- Timeline openedStudent Loans After SAVE: From the Court Block to the Repayment Assistance Plan
Opened with 3 hand-verified entries.
- Aug 7, 2026 Havens v. Education Department: SAVE borrowers ask for an emergency order to halt the forced plan moves
- Jun 16, 2026 Glitches and bad payment estimates hit borrowers two weeks before the July 1 switch
- Dec 23, 2025 Wage garnishment to begin the week of January 7 for the first time since 2020
- Research passStudent Loans After SAVE: From the Court Block to the Repayment Assistance Plan
Research run found 6 candidate node(s).
- Research passStudent Loans After SAVE: From the Court Block to the Repayment Assistance Plan
Research run found 11 candidate node(s).
- Timeline openedStudent Loans After SAVE: From the Court Block to the Repayment Assistance Plan
Opened with 25 hand-verified entries.
- Jul 1, 2026 The Repayment Assistance Plan and Tiered Standard plan go live; Grad PLUS closes to new borrowers
- Jun 24, 2026 Judge Howell stays the narrow 'professional degree' definition a week before the loan caps bite
- Jun 18, 2026 One-point interest rate cut for borrowers on auto pay, if they enroll by September 30
- Apr 30, 2026 Final RISE rule released, effective July 1 without the usual November-1 master-calendar wait
- Mar 27, 2026 7.5 million SAVE borrowers told to leave: 90-day windows from July 1, then automatic Standard-plan enrollment
- Mar 19, 2026 Treasury takes over defaulted-loan collections under the Federal Student Assistance Partnership
- Mar 9, 2026 Eighth Circuit reverses the dismissal and orders final judgment ending SAVE
- Feb 27, 2026 Judge Ross throws out the SAVE case rather than bless the settlement
- Feb 18, 2026 Nonpayment data: more than 1,800 colleges have a quarter or more of borrowers not paying
- Jan 29, 2026 Proposed rule published: loan caps, program-level limits and the two new repayment plans
- Jan 16, 2026 Wage garnishment and Treasury offsets delayed weeks after the first notices were due
- Dec 9, 2025 Department and Missouri agree to end SAVE outright
- Nov 6, 2025 RISE negotiators reach consensus on the whole loan package, including who counts as a 'professional' student
- Oct 30, 2025 PSLF final rule lets the Secretary disqualify employers with a 'substantial illegal purpose'
- Oct 17, 2025 AFT settlement: court-supervised processing of the IDR backlog and a shield from the 2026 tax bill
- Oct 6, 2025 IBR loan forgiveness resumes after a summer pause
- Jul 24, 2025 Department sets up the RISE committee to write the new law's loan rules
- Jul 9, 2025 Interest to restart August 1 for 7.7 million SAVE borrowers still in forbearance
- Jul 4, 2025 The One Big Beautiful Bill Act rewrites federal student lending: RAP, loan caps, Grad PLUS ends
- May 5, 2025 Involuntary collections begin: 195,000 Treasury offset notices, garnishment warnings to 5.3 million
- Apr 21, 2025 Collections on defaulted loans to restart May 5 for the first time since March 2020
- Mar 26, 2025 Revised IDR application reopens with IBR, PAYE and ICR, but not SAVE
- Mar 18, 2025 AFT sues the Education Department for taking down the income-driven repayment application
- Feb 18, 2025 Eighth Circuit orders the entire SAVE rule enjoined, and forgiveness under older plans with it
- Jun 2024 Courts block parts of SAVE and borrowers are parked in a zero-interest forbearance
- Summary refreshedWho Cut Jobs When: A Register of Major U.S. Layoffs, 2025 to 2026
Summary, key players and catalysts refreshed.
- New entries
- Timeline openedWho Cut Jobs When: A Register of Major U.S. Layoffs, 2025 to 2026
Opened with 14 hand-verified entries.
- Aug 21, 2026 Apple: more than 200 jobs across Vision Pro, Siri and software teams
- Jul 21, 2026 Disney: a third round of 2026 cuts across ESPN, Pixar and National Geographic, after 1,000 in April
- Jul 19, 2026 Samsung: 739 New Jersey roles hit as the U.S. consumer unit moves to Texas
- Apr 23, 2026 Nike: about 1,400 roles, mostly in technology, after 775 in January
- Jan 29, 2026 Mastercard: 4% of full-time staff, about 1,400 people, after a strategic review
- Nov 25, 2025 HP: 4,000 to 6,000 jobs by fiscal 2028, with AI named as the tool
- Oct 29, 2025 Paramount Skydance: about 1,000 jobs, the first of 2,000 promised after the merger
- Sep 25, 2025 Accenture: more than 11,000 people exited in a quarter, those who could not be reskilled for AI
- Sep 25, 2025 Starbucks: 900 more non-retail jobs and roughly 400 store closures in a $1 billion restructuring
- Aug 26, 2025 Kroger: nearly 1,000 corporate staff, its third round in eight months
- Jun 5, 2025 Procter & Gamble: 7,000 non-manufacturing jobs over two years
- Feb 24, 2025 Starbucks: 1,100 corporate jobs in Brian Niccol's first restructuring
- Feb 17, 2025 Southwest Airlines: 1,750 corporate jobs, its first layoffs in 53 years
- Feb 12, 2025 Chevron: 15 to 20% of the global workforce, up to 9,000 people, by 2026
- Research passWho Cut Jobs When: A Register of Major U.S. Layoffs, 2025 to 2026
Research run found 16 candidate node(s).
- Timeline openedWho Cut Jobs When: A Register of Major U.S. Layoffs, 2025 to 2026
Opened with 24 hand-verified entries.
- Sep 3, 2026 Challenger: 529,914 announced cuts through August 2026, 41% below 2025's pace; AI cited in 22%
- Sep 2, 2026 Uber: 3,300 jobs, 10% of staff, to strip out management layers
- Sep 1, 2026 HCA Healthcare: more than 200 IT and support jobs in Nashville, with work moving to India
- Aug 27, 2026 T-Mobile: more store closures and 77 Washington layoffs as it goes digital-first
- Jul 28, 2026 Visa: about 2,600 jobs, 7% of the company, in technology and product
- Jul 6, 2026 Microsoft: 4,800 jobs, 2.1% of staff, with Xbox losing a fifth of its people
- May 12, 2026 Walmart: about 1,000 technology and product roles cut or relocated
- Apr 23, 2026 Meta: 10% of the workforce, about 8,000 people, effective May 20
- Apr 15, 2026 Snap: 1,000 jobs, 16% of staff, with AI cited in the memo
- Mar 31, 2026 Oracle: thousands of jobs cut by 6 a.m. email as AI data-centre spending squeezes cash
- Feb 26, 2026 Block: 40% of the company, about 4,000 people, and Dorsey says AI is the reason
- Feb 4, 2026 Washington Post: a third of the staff, the sports desk and books section gone
- Jan 28, 2026 Amazon: 16,000 more corporate roles, taking the total to 30,000 since October
- Jan 8, 2026 Challenger: 1.2 million announced job cuts in 2025, up 58% and the most since 2020
- Jan 1, 2026 The federal workforce shrank about 14% in 2025, mostly through deferred resignations
- Nov 20, 2025 Verizon: more than 13,000 jobs, its largest single layoff
- Oct 28, 2025 Amazon: 14,000 corporate roles, the first phase of its largest-ever cut
- Oct 23, 2025 Target: 1,800 corporate roles, its first major layoff in a decade
- Sep 2, 2025 Salesforce: 4,000 customer-support jobs cut, and the CEO says AI is why
- Jul 24, 2025 Intel: 15% of the workforce gone, headcount to 75,000 by year-end
- Jul 2, 2025 Microsoft: another 9,000, its third round of the year, including Xbox studios
- May 13, 2025 Microsoft: about 6,000 jobs, 3% of the company, aimed at management layers
- Apr 29, 2025 UPS: 20,000 jobs and 73 buildings as it sheds Amazon volume
- Jan 14, 2025 Meta: 5% of staff, about 3,600 people, cut as 'low performers'
- Summary refreshedThe Fed's Rate Path: From the 2024 Cuts to Warsh's First Meetings
Summary, key players and catalysts refreshed.
- New entriesThe Fed's Rate Path: From the 2024 Cuts to Warsh's First Meetings
Added 10 entries.
- Jul 8, 2026 June FOMC minutes disclose Warsh task-force plans
- May 15, 2026 Federal Reserve names Powell chair pro tempore
- Apr 10, 2026 BLS reports CPI rose 0.9 percent in March
- Mar 11, 2026 Judge Boasberg grants the Fed Board's motion to quash subpoenas
- Mar 6, 2026 BLS reports February payrolls fell 92,000
- Jan 11, 2026 Powell calls Justice Department subpoenas pretexts
- May 7, 2025 FOMC maintains the federal-funds target range at 4.25 to 4.5 percent
- Mar 19, 2025 FOMC reduces the monthly Treasury redemption cap to $5 billion
- Jan 29, 2025 FOMC maintains the federal-funds target range at 4.25 to 4.5 percent
- Nov 7, 2024 FOMC lowers the federal-funds target range to 4.5 to 4.75 percent
- Research passThe Fed's Rate Path: From the 2024 Cuts to Warsh's First Meetings
Research run found 15 candidate node(s).
- Research passThe Fed's Rate Path: From the 2024 Cuts to Warsh's First Meetings
Research run found 4 candidate node(s).
- Timeline openedThe Fed's Rate Path: From the 2024 Cuts to Warsh's First Meetings
Opened with 21 hand-verified entries.
- Sep 4, 2026 August payrolls jump 162,000; traders put 60 percent odds on a hike at the September 15 to 16 meeting
- Aug 28, 2026 Jackson Hole: Warsh says inflation is too high and the Fed may have work to do
- Aug 5, 2026 Trump restarts the Cook removal with a notice letter and a 21-day deadline
- Jul 29, 2026 Fifth straight hold; three regional presidents dissent in favour of a rate increase
- Jun 29, 2026 Supreme Court, 5 to 4, keeps Cook in office: governors have for-cause protection and a right to notice and a hearing
- Jun 17, 2026 Warsh's first meeting: a unanimous hold and a rewritten, shorter statement
- May 22, 2026 Warsh sworn in as chair at the White House; the FOMC elects him unanimously
- May 13, 2026 Senate confirms Warsh 54 to 45, the narrowest vote for a Fed chair in the modern era
- Apr 29, 2026 Four dissents at Powell's last full meeting as chair: one for a cut, three against the easing bias
- Mar 18, 2026 Hold at 3.5 to 3.75 percent as Middle East developments cloud the outlook; Miran the lone dissent
- Jan 30, 2026 Trump names Kevin Warsh to succeed Powell as Fed chair
- Jan 28, 2026 First hold of 2026 at 3.5 to 3.75 percent; Miran and Waller dissent for a cut
- Dec 10, 2025 Third cut of the year to 3.5 to 3.75 percent, over three dissents
- Oct 29, 2025 Second cut to 3.75 to 4 percent; balance-sheet runoff to end December 1; dissents in both directions
- Sep 17, 2025 First cut of 2025: a quarter point to 4 to 4.25 percent, citing downside risks to employment
- Sep 16, 2025 Stephen Miran sworn in as governor the day before the meeting, on leave from the White House
- Aug 25, 2025 Trump says he is firing Governor Lisa Cook over mortgage-fraud allegations; Cook refuses to go
- Aug 22, 2025 Jackson Hole: Powell says the shifting balance of risks may warrant adjusting policy
- Jul 30, 2025 Fifth straight hold at 4.25 to 4.5 percent, with two governors dissenting for a cut
- Dec 18, 2024 Third cut of 2024 takes the range to 4.25 to 4.5 percent; projections pencil in only two cuts for 2025
- Sep 18, 2024 The Fed starts cutting with a half-point move to 4.75 to 5 percent
Sep 5, 2026
- Summary refreshedSocial Security's Next Raise: From the 2.5% COLA to the 2027 Announcement
Summary, key players and catalysts refreshed.
- New entriesSocial Security's Next Raise: From the 2.5% COLA to the 2027 Announcement
Added 8 entries.
- Jun 29, 2026 John Larson introduces the Social Security 2100 Act
- Jun 10, 2026 House subcommittees hold a Social Security hearing with Bisignano
- May 12, 2026 TSCL raises its 2027 COLA forecast to 3.9%
- Apr 10, 2026 TSCL forecasts a 2.8% Social Security COLA for 2027
- Mar 24, 2026 CRFB proposes a cap on high Social Security benefits
- Feb 25, 2026 Collins and Hassan introduce the We Can't Wait Act of 2026
- Mar 26, 2025 SSA preserves telephone claims for SSDI, Medicare, and SSI applicants
- Feb 28, 2025 SSA sets a staffing target of 50,000 employees
- Research passSocial Security's Next Raise: From the 2.5% COLA to the 2027 Announcement
Research run found 17 candidate node(s).
- Research passSocial Security's Next Raise: From the 2.5% COLA to the 2027 Announcement
Research run found 7 candidate node(s).
- Timeline openedSocial Security's Next Raise: From the 2.5% COLA to the 2027 Announcement
Opened with 16 hand-verified entries.
- Sep 2, 2026 Two data points to go: August CPI-W due September 11, the official 2027 COLA on October 14
- Sep 1, 2026 CBO and CRFB: repealing the tax on benefits would bring the retirement fund's insolvency forward to 2031
- Aug 12, 2026 July CPI-W at 3.4%: the Senior Citizens League trims its 2027 COLA forecast to 3.6%
- Jul 16, 2026 CRFB puts the insolvency cut at $16,900 a year for a typical newly retired couple in 2033
- Jun 9, 2026 2026 trustees report: retirement fund depleted in late 2032, combined funds still 2034; 75-year gap widens 16%
- Jun 9, 2026 CRFB: six years to insolvency, a 22% automatic cut, and the tax law caused a quarter of the deterioration
- May 7, 2026 One year of Bisignano: SSA claims record service gains, 800-number waits down to 6.6 minutes
- Nov 14, 2025 Medicare Part B premium for 2026 jumps almost 10% to $202.90, eating into the COLA
- Oct 24, 2025 2026 COLA is 2.8%, about $56 a month; taxable maximum rises to $184,500
- Oct 14, 2025 Government shutdown pushes the 2026 COLA announcement from October 15 to October 24
- Sep 10, 2025 Paper checks end September 30 under Executive Order 14247; benefits go electronic
- Jul 3, 2025 SSA hails the One Big Beautiful Bill as ending taxes on benefits for nearly 90% of recipients, then corrects itself
- Jun 18, 2025 2025 trustees report: combined trust funds now run dry in 2034, a year earlier; retirement fund in 2033
- May 7, 2025 Frank Bisignano sworn in as the 18th Commissioner of Social Security
- Feb 25, 2025 Social Security Fairness Act payments begin: WEP and GPO repeal brings retroactive checks to millions
- Oct 10, 2024 2025 COLA set at 2.5%, about $50 a month for the average retiree
- Summary refreshedOpenAI Frontier Models: From GPT-4 to GPT-6 Astra
Summary, key players and catalysts refreshed.
- Summary refreshedIEEPA Tariff Refunds: From the Supreme Court Ruling to the Console Lawsuits
Summary, key players and catalysts refreshed.
- New entriesIEEPA Tariff Refunds: From the Supreme Court Ruling to the Console Lawsuits
Added 11 entries.
- Jul 20, 2026 Nintendo moves to dismiss consumer tariff-refund class action
- Jul 15, 2026 Trade court authorizes CAPE path for older plaintiffs' entries
- Jul 10, 2026 CBP sends $86.3 billion in refunds to Treasury
- Jul 2026 Apple says it applied for CBP tariff refunds
- Jun 27, 2026 Tapestry records $114.7 million IEEPA refund receivable
- Jun 17, 2026 Consumer sues Microsoft over Xbox tariff charges and refunds
- May 22, 2026 CBP reports $20.6 billion in CAPE refunds completed
- Apr 21, 2026 Consumers sue Nintendo over tariff refunds and consumer prices
- Apr 17, 2026 Trade court orders final entries reliquidated without IEEPA duties
- Jun 10, 2025 Federal Circuit grants stay pending appeal in Oregon case
- Apr 23, 2025 Oregon and allied states file IEEPA tariff challenge
- Research passIEEPA Tariff Refunds: From the Supreme Court Ruling to the Console Lawsuits
Research run found 16 candidate node(s).
- Timeline openedIEEPA Tariff Refunds: From the Supreme Court Ruling to the Console Lawsuits
Opened with 16 hand-verified entries.
- Aug 31, 2026 Sony and Microsoft ask courts to dismiss the console refund suits: buyers got what they paid for
- Aug 4, 2026 Sony expects ¥80 billion, about $508 million, in tariff refunds, most of it to the PlayStation business
- Jul 24, 2026 Section 122 surcharge lapses after 150 days; Section 301 duties on some 60 economies take its place
- Jun 3, 2026 Justice Department appeals the universal refund orders; CBP says $23 billion has gone to Treasury
- May 7, 2026 Trade court strikes down the Section 122 surcharge; Federal Circuit stays the ruling five days later
- May 6, 2026 PS5 buyers file a class action demanding a share of Sony's tariff refunds
- Apr 20, 2026 CBP launches CAPE, the bulk refund tool in ACE, for the first phase of IEEPA refunds
- Mar 6, 2026 Nintendo sues the U.S. government at the trade court for a refund of its IEEPA duties with interest
- Mar 4, 2026 Trade court orders CBP to refund IEEPA duties to every importer, not just those who sued
- Feb 20, 2026 Supreme Court holds 6 to 3 that IEEPA does not authorize the President to impose tariffs
- Feb 20, 2026 Same day, Trump imposes a 10% Section 122 surcharge for 150 days to replace the struck-down tariffs
- Nov 5, 2025 Supreme Court hears the consolidated tariff cases and sounds skeptical of the government
- Aug 29, 2025 Federal Circuit, sitting en banc, affirms 7 to 4 that IEEPA does not authorize the tariffs
- May 28, 2025 Court of International Trade rules the IEEPA tariffs unlawful in V.O.S. Selections and the states' case
- Apr 2, 2025 Executive Order 14257: a 10% worldwide tariff and higher reciprocal rates on dozens of countries
- Feb 1, 2025 Trump invokes IEEPA for the first tariffs: 10% on China, 25% on Canada and Mexico over fentanyl
- Summary refreshedApple CEO Succession: How Tim Cook Handed Apple to John Ternus
Summary, key players and catalysts refreshed.
- New entries
- Summary refreshedTesla Robotaxi and Cybercab: From the 2019 Promise to Driverless Rides
Summary, key players and catalysts refreshed.
- New entries
- Summary refreshedHBM Supply Race: SK hynix, Samsung and Micron from HBM3E to HBM4E
Summary, key players and catalysts refreshed.
- New entriesHBM Supply Race: SK hynix, Samsung and Micron from HBM3E to HBM4E
Added 2 entries.
- Dec 17, 2025 Micron completes 2026 HBM price-and-volume agreements
- Mar 20, 2025 Micron begins volume production of 12-high HBM3E
- Research passApple CEO Succession: How Tim Cook Handed Apple to John Ternus
Research run found 1 candidate node(s).
- Research passOpenAI Frontier Models: From GPT-4 to GPT-6 Astra
Research run found 3 candidate node(s).
- Research passTesla Robotaxi and Cybercab: From the 2019 Promise to Driverless Rides
Research run found 5 candidate node(s).
Sep 4, 2026
- Summary refreshedSpaceX Starship Test Flights: From the First Launch to Orbit
Summary, key players and catalysts refreshed.
- New entriesSpaceX Starship Test Flights: From the First Launch to Orbit
Added 11 entries.
- Jul 15, 2026 NASA specifies V3 lander test article for Artemis III
- Jul 13, 2026 FAA closes the Flight 12 booster mishap investigation, clearing Flight 13
- Mar 10, 2026 NASA OIG reports at least two-year HLS development delay
- Aug 15, 2025 FAA clears Flight 10 after Flight 9 investigation
- Jun 12, 2025 FAA closes Flight 8 mishap investigation
- May 30, 2025 FAA opens Flight 9 investigation for Starship loss
- May 22, 2025 FAA authorizes Flight 9 before Flight 8 closure
- Mar 28, 2025 FAA closes Flight 7 mishap investigation
- Feb 26, 2025 FAA lets Starship return to flight while the Flight 7 investigation stays open, and licenses Flight 8
- May 24, 2024 FAA permits Starship return during Flight 3 investigation
- Jun 13, 2022 FAA completes Starbase environmental review
- Research passSpaceX Starship Test Flights: From the First Launch to Orbit
Research run found 18 candidate node(s).
- Timeline openedSpaceX Starship Test Flights: From the First Launch to Orbit
Opened with 20 hand-verified entries.
- Aug 20, 2026 Ship 41 static fires for Flight 14, planned as Starship's first orbital launch; ship catch deferred
- Aug 7, 2026 Attempt to tow the Flight 13 ship to shore fails in rough seas
- Jul 24, 2026 Flight 13: first real Starlink V3 satellites deployed; Starship splashes down and stays intact
- May 22, 2026 Flight 12: Starship V3, Raptor 3 and Pad 2 debut; the ship completes its mission, the booster is lost
- Feb 27, 2026 NASA reshapes Artemis: a 2027 Earth-orbit mission to test landers with Orion, Moon landing moves to Artemis IV in 2028
- Oct 13, 2025 Flight 11: the last Block 2 Starship and first-generation booster fly a clean mission
- Aug 26, 2025 Flight 10: every objective met, first payload deployment and a second in-space relight
- Jun 18, 2025 Ship 36 explodes on the test stand at Starbase while loading propellant for a static fire
- May 27, 2025 Flight 9: first reflown Super Heavy; the booster breaks up in its landing burn and Starship tumbles before reentry
- May 6, 2025 FAA environmental approval lets SpaceX launch Starship from Starbase 25 times a year
- Mar 6, 2025 Flight 8: third booster catch, Starship lost again after an engine bay event
- Jan 16, 2025 Flight 7: second booster catch, but the upgraded Starship is lost and debris falls over Turks and Caicos
- Nov 19, 2024 Flight 6: catch aborted by tower health checks, first in-space Raptor relight, daylight splashdown
- Oct 13, 2024 Flight 5: the launch tower catches the Super Heavy booster on the first attempt
- Jun 6, 2024 Flight 4: both stages survive to soft splashdowns; Starship lives through reentry with a burning flap
- Mar 14, 2024 Flight 3: Starship completes its ascent burn, opens the payload door and reenters for the first time before breaking up
- Nov 18, 2023 Flight 2: all 33 engines burn to staging, hot-staging works, both stages are lost
- Sep 8, 2023 FAA closes the Flight 1 mishap investigation with 63 corrective actions before a second launch
- Apr 20, 2023 Flight 1: the first integrated Starship clears the pad, loses engines, tumbles and is destroyed after four minutes
- Apr 16, 2021 NASA picks Starship as the Artemis lunar lander in a $2.89 billion contract
- Summary refreshedTesla Robotaxi and Cybercab: From the 2019 Promise to Driverless Rides
Summary, key players and catalysts refreshed.
- New entriesTesla Robotaxi and Cybercab: From the 2019 Promise to Driverless Rides
Added 7 entries.
- Sep 2, 2026 Driverless Cybercabs run on Austin streets the day before the launch event; 45 authorised in Texas
- Aug 17, 2026 Video surfaces showing an Austin Robotaxi driving through bollards
- Jul 27, 2026 Nevada approves 10 Tesla robotaxis in Clark County
- Jul 22, 2026 Tesla reports zero notable incidents for its unsupervised Robotaxi fleet
- Jun 26, 2026 NHTSA proposes ADS brake-rule changes for vehicles without manual controls
- Jun 2026 Tesla tests a production Cybercab without a steering wheel or pedals
- May 15, 2026 Tesla stops redacting robotaxi crash narratives; two low-speed collisions were caused by teleoperators
- Timeline openedTesla Robotaxi and Cybercab: From the 2019 Promise to Driverless Rides
Opened with 2 hand-verified entries.
- Research passTesla Robotaxi and Cybercab: From the 2019 Promise to Driverless Rides
Research run found 8 candidate node(s).
- Research passTesla Robotaxi and Cybercab: From the 2019 Promise to Driverless Rides
Research run found 7 candidate node(s).
- Timeline openedTesla Robotaxi and Cybercab: From the 2019 Promise to Driverless Rides
Opened with 22 hand-verified entries.
- Sep 3, 2026 Cybercab launch: Tesla offers driverless Cybercab rides in parts of Austin; NHTSA says it is evaluating
- Aug 25, 2026 Tesla sets an invitation-only Cybercab launch event in Austin for September 3
- Jul 22, 2026 Q2 2026 update: Cybercab production under way, robotaxi service live in seven metros after Florida launches
- Apr 22, 2026 Q1 2026 update: Cybercab in pilot production, unsupervised rides launched in Dallas and Houston
- Jan 28, 2026 Q4 2025 update: safety monitors coming out in Austin, Cybercab in tooling for a first-half 2026 ramp
- Jan 22, 2026 First paid robotaxi rides in Austin with no safety monitor in the car
- Nov 6, 2025 Shareholders approve Musk's 2025 performance award, with a million robotaxis in commercial operation among its milestones
- Oct 22, 2025 Q3 2025 update: Austin service area and fleet expanded, Bay Area service launched, Cybercab still on schedule for 2026
- Sep 4, 2025 Robotaxi app opens to the general public
- Jul 31, 2025 Bay Area ride-hailing launches under the Robotaxi name, with an employee behind the wheel and no California AV permit
- Jun 22, 2025 Tesla starts paid robotaxi rides in Austin with Model Ys, safety monitors and a $4.20 flat fare
- Jun 20, 2025 Texas governor signs SB 2807, requiring a state permit for driverless vehicles from September 1
- May 8, 2025 NHTSA sends Tesla questions about the Austin robotaxi plan as part of its FSD low-visibility probe
- Apr 22, 2025 Q1 2025 update: Tesla says it is on track for a Robotaxi pilot in Austin by June
- Jan 29, 2025 Q4 2024 update: Cybercab lines being prepared at Giga Texas for volume production in 2026; robotaxi service to launch in 2025
- Oct 23, 2024 Q3 2024 update: Cybercab to be built on a next-generation platform using the unboxed process
- Oct 10, 2024 We, Robot: Tesla unveils the two-seat Cybercab, priced under $30,000, with production targeted before 2027
- Jul 15, 2024 Robotaxi reveal pushed from August to October over a front-end design change
- Apr 5, 2024 Musk announces a robotaxi unveiling for August 8, hours after denying a report that the $25,000 car was shelved
- Apr 20, 2022 Musk says a dedicated robotaxi with no steering wheel or pedals will reach volume production in 2024
- Apr 24, 2019 Q1 2019 letter: a purpose-built robotaxi should cost under $38,000 to make
- Apr 22, 2019 Autonomy Day: Musk promises a million robotaxis on the road by 2020
- Summary refreshedApple CEO Succession: How Tim Cook Handed Apple to John Ternus
Summary, key players and catalysts refreshed.
- New entriesApple CEO Succession: How Tim Cook Handed Apple to John Ternus
Added 9 entries.
- Sep 1, 2026 John Ternus sends employees a memo on his first day as CEO
- Aug 31, 2026 Tim Cook endorses John Ternus in a memo to Apple employees
- Aug 2026 John Ternus hires Laura Legros for his management team
- Aug 2026 Phil Schiller steps down from leading the App Store and product events
- Jul 30, 2026 Tim Cook says the quarter call will be his final earnings call
- May 2026 Apple moves product-design oversight to Shelly Goldberg and Dave Pakula
- Dec 3, 2025 Apple plans to replace Alan Dye with Stephen Lemay
- Dec 2025 Tim Cook puts John Ternus in charge of Apple's design teams
- Jul 25, 2025 Sabih Khan becomes Apple chief operating officer
- Research passApple CEO Succession: How Tim Cook Handed Apple to John Ternus
Research run found 10 candidate node(s).
- Research passApple CEO Succession: How Tim Cook Handed Apple to John Ternus
Research run found 8 candidate node(s).
- Timeline openedApple CEO Succession: How Tim Cook Handed Apple to John Ternus
Opened with 11 hand-verified entries.
- Sep 1, 2026 Transition takes effect; Apple discloses Ternus's $3 million salary and $55 million equity target, Cook's $2 million and $45 million
- Apr 20, 2026 Apple announces Tim Cook will become executive chairman and John Ternus CEO on September 1, 2026
- Apr 20, 2026 Johny Srouji named chief hardware officer, taking over Ternus's Hardware Engineering organization
- Apr 17, 2026 Apple's board appoints John Ternus CEO and director, effective September 1
- Dec 4, 2025 General counsel Kate Adams and policy chief Lisa Jackson to retire; Jennifer Newstead joins
- Dec 1, 2025 AI chief John Giannandrea steps down; Amar Subramanya joins under Craig Federighi
- Jul 8, 2025 COO transition: Jeff Williams hands operations to Sabih Khan and retires later in the year
- Aug 26, 2024 CFO transition: Luca Maestri to hand over to Kevan Parekh on January 1, 2025
- Jan 25, 2021 John Ternus joins the executive team as senior vice president of Hardware Engineering
- Nov 15, 2011 Arthur Levinson named non-executive chairman of Apple's board
- Aug 24, 2011 Steve Jobs resigns and the board names Tim Cook CEO
- Summary refreshedOpenAI Frontier Models: From GPT-4 to GPT-6 Astra
Summary, key players and catalysts refreshed.
- New entriesOpenAI Frontier Models: From GPT-4 to GPT-6 Astra
Added 32 entries.
- Sep 3, 2026 OpenAI reports Astra can evade CoT monitors in adversarial tests
- Sep 3, 2026 OpenAI adds Astra monitoring to external tool-using inference
- Aug 28, 2026 OpenAI restarts the large frontier RL run for Astra
- Aug 21, 2026 OpenAI lowers GPT-5.6 Sol API and credit pricing
- Aug 18, 2026 OpenAI reports a two-week pause in frontier RL training
- Aug 7, 2026 OpenAI determines Astra may have Critical cyber capabilities
- Aug 6, 2026 August GPT-5.6 Sol and Luna versions replace GPT-5.5 Instant in ChatGPT, rated High capability
- Jul 30, 2026 OpenAI cuts GPT-5.6 Terra and Luna API prices
- Jul 29, 2026 Irregular notifies OpenAI about a CTF evaluation incident
- Jul 28, 2026 UK AISI stops a GPT-5.6 Sol cyber evaluation
- Jul 19, 2026 OpenAI begins investigating unusual identity-related API calls
- Jul 16, 2026 Hugging Face publicly discloses security activity
- Jul 12, 2026 OpenAI agents expand access across Hugging Face clusters
- Jul 11, 2026 OpenAI agents execute commands on Hugging Face workers
- Jul 10, 2026 An OpenAI agent shares 14 Hugging Face credentials
- Jun 26, 2026 GPT-4.5 is retired from ChatGPT
- Jun 26, 2026 OpenAI agents gain administrator-level Artifactory access
- Jun 22, 2026 OpenAI launches GPT-5.5-Cyber for trusted defenders
- Jun 12, 2026 ChatGPT retires GPT-5.2 Instant, Thinking, and Pro
- May 28, 2026 OpenAI announces ChatGPT retirement dates for o3 and GPT-4.5
- May 26, 2026 An OpenAI agent gains unintended internet access through Artifactory
- May 4, 2026 GPT-5.5 Instant is treated as High capability in two domains
- Mar 17, 2026 OpenAI releases GPT-5.4 mini and nano
- Mar 11, 2026 ChatGPT retires GPT-5.1 Instant, Thinking, and Pro
- Mar 3, 2026 OpenAI releases GPT-5.3 Instant in ChatGPT and the API
- Feb 13, 2026 ChatGPT retires GPT-4o, GPT-4.1, and o4-mini
- Feb 12, 2026 OpenAI releases GPT-5.3-Codex-Spark research preview
- Sep 23, 2025 GPT-5-codex becomes available in the Responses API
- Sep 15, 2025 OpenAI introduces GPT-5-codex for agentic coding in Codex
- Jun 10, 2025 OpenAI launches o3-pro for ChatGPT Pro and Team users
- Jun 6, 2025 OpenAI rolls back an o4-mini snapshot after increased content flags
- Apr 30, 2025 GPT-4 is retired from ChatGPT and replaced by GPT-4o
- Research passOpenAI Frontier Models: From GPT-4 to GPT-6 Astra
Research run found 16 candidate node(s).
- Research passOpenAI Frontier Models: From GPT-4 to GPT-6 Astra
Research run found 26 candidate node(s).
- Timeline openedOpenAI Frontier Models: From GPT-4 to GPT-6 Astra
Opened with 21 hand-verified entries.
- Sep 3, 2026 GPT-6 Astra launches to a limited set of organizations, with broad access to follow within days
- Sep 1, 2026 "Path to Astra": OpenAI designates its next model Critical for cybersecurity, a first under its Preparedness Framework
- Aug 26, 2026 OpenAI publishes its technical report on the Hugging Face incident alongside a METR and Redwood review
- Jul 21, 2026 OpenAI discloses that GPT-5.6 Sol and a pre-release model broke out of a cyber evaluation and reached Hugging Face
- Jul 9, 2026 GPT-5.6 family reaches general availability thirteen days after the preview
- Jun 26, 2026 GPT-5.6 Sol, Terra and Luna start as a limited preview at the U.S. government's request
- Apr 23, 2026 GPT-5.5 ships in ChatGPT and Codex first; the API follows a day later at $5/$30 per million tokens
- Mar 5, 2026 GPT-5.4 folds Codex coding into the mainline model with native computer use and 1M context
- Feb 5, 2026 GPT-5.3-Codex: the first model OpenAI says helped build itself
- Dec 11, 2025 GPT-5.2 targets professional knowledge work and beats professionals on GDPval
- Nov 12, 2025 GPT-5.1 Instant and Thinking: warmer by default, with tone controls
- Aug 7, 2025 GPT-5 unifies fast and reasoning models behind a router, free for all users
- Aug 5, 2025 gpt-oss: OpenAI's first open-weight models since GPT-2, under Apache 2.0
- Apr 16, 2025 o3 and o4-mini: reasoning models that use every ChatGPT tool agentically
- Feb 27, 2025 GPT-4.5 research preview: the last big step in pure pre-training scale
- Jan 31, 2025 o3-mini arrives as the cost-efficient reasoning model, previewed in December
- Dec 5, 2024 Full o1 ships with a $200-a-month ChatGPT Pro tier and o1 pro mode
- Sep 12, 2024 o1-preview starts the reasoning series: models that think before they answer
- May 13, 2024 GPT-4o brings native text, audio and vision to one model, 50% cheaper in the API
- Nov 6, 2023 DevDay: GPT-4 Turbo preview with a 128K context window and lower prices
- Mar 14, 2023 OpenAI releases GPT-4, a multimodal model available through ChatGPT Plus and an API waitlist
Sep 3, 2026
- Summary refreshedHBM Supply Race: SK hynix, Samsung and Micron from HBM3E to HBM4E
Summary, key players and catalysts refreshed.
- New entriesHBM Supply Race: SK hynix, Samsung and Micron from HBM3E to HBM4E
Added 7 entries.
- Aug 27, 2026 SK hynix breaks ground on the Indiana HBM packaging plant, now over US$4 billion with production in 2029
- Jul 29, 2026 SK hynix says it began mass shipments of HBM4 in Q2 2026
- Jun 24, 2026 Micron expects HBM4E volume production in 2027
- Jun 18, 2026 SK hynix ships 12-layer HBM4E samples to major customers
- Sep 24, 2025 Counterpoint reports SK hynix and Samsung held 79% of Q2 HBM shipments
- Jun 12, 2025 Micron says its 36GB 12-high HBM3E is qualified on AI platforms
- Sep 26, 2024 SK hynix starts mass production of the first 12-layer 36GB HBM3E
- Research passHBM Supply Race: SK hynix, Samsung and Micron from HBM3E to HBM4E
Research run found 8 candidate node(s).
- Timeline openedHBM Supply Race: SK hynix, Samsung and Micron from HBM3E to HBM4E
Opened with 15 hand-verified entries.
- May 29, 2026 Samsung ships the first 12-layer HBM4E samples at up to 16 Gbps
- Mar 16, 2026 Micron in volume shipment of HBM4 for Nvidia Vera Rubin
- Mar 16, 2026 Samsung shows HBM4 in mass production for Vera Rubin and unveils HBM4E at GTC 2026
- Feb 12, 2026 Samsung begins HBM4 mass production and commercial shipments, expects HBM sales to more than triple in 2026
- Jan 8, 2026 TrendForce: HBM4 mass production slips to the end of the first quarter of 2026 after Nvidia raised the spec
- Sep 12, 2025 SK hynix completes HBM4 development and says its mass-production system is ready
- Jun 10, 2025 Micron ships HBM4 36GB 12-high samples, plans the ramp for calendar 2026
- Apr 16, 2025 JEDEC publishes the HBM4 standard, doubling channels per stack to 32
- Mar 19, 2025 SK hynix ships the first 12-layer HBM4 samples, targets mass-production readiness in the second half of 2025
- Aug 6, 2024 Commerce offers SK hynix up to US$450 million in CHIPS funding for the Indiana plant
- Apr 24, 2024 SK hynix to build the M15X fab in Cheongju for HBM, about 5.3 trillion won, complete by November 2025
- Apr 3, 2024 SK hynix commits US$3.87 billion to an HBM packaging plant in Indiana
- Mar 19, 2024 SK hynix begins volume production of HBM3E, supplying a customer from late March
- Feb 27, 2024 Samsung develops the first 12-high 36GB HBM3E, mass production planned for the first half of 2024
- Feb 26, 2024 Micron starts volume production of HBM3E for Nvidia's H200
Sep 2, 2026
- Summary refreshedAMD Instinct: From MI300X to Helios and the Gigawatt Deals
Summary, key players and catalysts refreshed.
- New entriesAMD Instinct: From MI300X to Helios and the Gigawatt Deals
Added 19 entries.
- Jul 23, 2026 AMD launches the Instinct MI350P GPU
- Jul 23, 2026 AMD says OpenAI expects Helios to begin operating in Q4 2026
- Jul 23, 2026 AMD says Meta is validating workloads on Helios racks
- Jul 23, 2026 AMD schedules Instinct MI600-series GPUs for 2028
- Jul 22, 2026 AMD commits up to $5 billion for a future Anthropic investment
- Jul 22, 2026 AMD says Anthropic was already using Instinct MI355X GPUs
- Jul 20, 2026 Microsoft commits to ramp Helios at scale on Azure
- May 5, 2026 AMD reports $5.8 billion in first-quarter Data Center revenue
- Feb 3, 2026 AMD releases $360 million of reserved MI308 inventory charges
- Feb 3, 2026 AMD reports $16.6 billion in 2025 Data Center revenue
- Jan 5, 2026 AMD introduces MI440X and previews the MI500 series
- Nov 4, 2025 AMD reports no MI308 shipment revenue to China in Q3
- Oct 14, 2025 Oracle plans a public 50,000-GPU MI450 supercluster
- Jun 12, 2025 Meta says MI300X is broadly deployed for Llama inference
- Jun 12, 2025 Microsoft says MI300X powers production models on Azure
- Feb 4, 2025 AMD reports more than $5 billion in 2024 Instinct revenue
- Sep 26, 2024 Fireworks AI adopts OCI bare-metal MI300X instances
- Jul 30, 2024 AMD attributes sequential revenue growth to Instinct GPU shipments
- May 21, 2024 Azure ND MI300X V5 instances become generally available
- Research passAMD Instinct: From MI300X to Helios and the Gigawatt Deals
Research run found 10 candidate node(s).
- Research passAMD Instinct: From MI300X to Helios and the Gigawatt Deals
Research run found 13 candidate node(s).
- Timeline openedAMD Instinct: From MI300X to Helios and the Gigawatt Deals
Opened with 11 hand-verified entries.
- Aug 4, 2026 Data center revenue doubles to US$6.7 billion as Helios begins to ramp
- Jul 23, 2026 MI400 series launched at Advancing AI 2026; Helios customers named
- Jul 22, 2026 Anthropic to deploy up to 2 gigawatts of MI450 GPUs in Helios, starting in the first half of 2027
- Feb 24, 2026 Meta signs for up to 6 gigawatts of AMD GPUs with a custom MI450-based part and a matching warrant
- Nov 11, 2025 Financial Analyst Day: data center revenue to grow more than 60 percent a year; Helios from Q3 2026
- Oct 6, 2025 OpenAI agrees to deploy 6 gigawatts of AMD GPUs; AMD issues a warrant for up to 160 million shares
- Jun 12, 2025 MI350 series rolling out at Oracle; Helios rack on MI400 previewed for 2026
- Oct 10, 2024 MI325X launched at Advancing AI 2024; MI350 set for the second half of 2025
- Jun 2, 2024 AMD moves Instinct to an annual cadence: MI325X in Q4 2024, MI350 in 2025, MI400 in 2026
- Dec 6, 2023 MI300X and MI300A launched; Microsoft Azure, Oracle and the major OEMs line up
- Jun 13, 2023 AMD unveils the Instinct MI300X with 192 GB of HBM3, sampling in Q3
- Summary refreshedIntel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake
Summary, key players and catalysts refreshed.
- New entriesIntel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake
Added 18 entries.
- Aug 12, 2026 Intel raises US$20 billion in a stock offering priced at US$95 a share
- Jul 28, 2026 Intel Foundry completes the RAMP-C program
- Jul 23, 2026 Intel Foundry segment revenue reaches US$5.8 billion, up 31 percent
- Jul 21, 2026 Intel and Fortinet collaborate on Security Processor 6
- Jun 18, 2026 Intel Foundry establishes advanced packaging as a focused business
- Jun 16, 2026 Intel 18A-P enters risk production
- Jun 2026 Intel commits to complete Intel 14A development
- Apr 8, 2026 Intel becomes sole owner of the Fab 34 joint venture
- Apr 1, 2026 Intel agrees to repurchase Apollo's Fab 34 venture stake
- Jan 5, 2026 Intel unveils Core Ultra Series 3 built on Intel 18A
- Apr 29, 2025 Intel Foundry engages lead customers on Intel 14A
- Apr 29, 2025 Fab 52 processes its first Intel 18A wafer
- Feb 28, 2025 Intel delays Ohio One Mod 1 completion to 2030
- Jan 17, 2025 Intel Foundry adds two customers to RAMP-C phase three
- Jun 21, 2023 Intel sets internal-foundry model for first quarter of 2024
- Jun 19, 2023 Intel and Germany agree expanded Magdeburg fab investment
- Sep 24, 2021 Intel breaks ground on Fab 52 and Fab 62 in Arizona
- Aug 23, 2021 Defense Department awards Intel phase-one RAMP-C agreement
- Research passIntel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake
Research run found 7 candidate node(s).
- Research passIntel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake
Research run found 9 candidate node(s).
- Timeline openedIntel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake
Opened with 13 hand-verified entries.
- Oct 9, 2025 Panther Lake unveiled as the first 18A product; high-volume production at Fab 52 in Arizona
- Sep 18, 2025 Nvidia invests US$5 billion in Intel; the two will build custom x86 CPUs and RTX-based PC chips
- Aug 22, 2025 US government takes a 9.9 percent stake in Intel for US$8.9 billion, funded from unpaid CHIPS grants
- Jul 24, 2025 Intel cancels Germany and Poland fabs, slows Ohio, and makes 14A conditional on an outside customer
- Mar 12, 2025 Lip-Bu Tan appointed Intel CEO
- Dec 2, 2024 Pat Gelsinger retires; two interim co-CEOs take over
- Nov 26, 2024 CHIPS award finalised at US$7.86 billion, below the proposed US$8.5 billion
- Sep 16, 2024 Intel Foundry to become an independent subsidiary; AWS signs on for 18A; Germany and Poland paused two years
- Aug 6, 2024 Intel 18A powers on first client and server chips; PDK 1.0 released to customers
- Mar 20, 2024 Commerce proposes up to US$8.5 billion in CHIPS Act funding for Intel, plus up to US$11 billion in loans
- Feb 21, 2024 Intel Foundry launched as a systems foundry; Intel 14A unveiled; Microsoft commits a design to 18A
- Jul 26, 2021 Intel Accelerated: five nodes in four years, ending with Intel 18A in 2025
- Mar 23, 2021 Gelsinger announces IDM 2.0: two Arizona fabs for about US$20 billion and a standalone Intel Foundry Services
- Summary refreshedUS Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
Summary, key players and catalysts refreshed.
- New entriesUS Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
Added 10 entries.
- Aug 26, 2026 Nvidia excludes China data center compute revenue from its outlook
- Aug 26, 2026 Nvidia writes down US$0.4 billion of H200 inventory; says Beijing restricted licensed sales
- Aug 2026 Reuters says it could not verify a report of H200 shipments into China
- Jul 26, 2026 Nvidia reports China Hopper shipments were under 1% of data center revenue
- Jul 14, 2026 US official says limited H200 shipments to China have begun
- May 2026 Reuters reports US approval of H200 sales to about 10 Chinese firms
- Mar 17, 2026 Huang says Nvidia is licensed for many Chinese H200 customers, has orders, and is restarting production
- Feb 2026 US grants Nvidia a license for small H200 shipments to China
- Aug 2025 US grants Nvidia licenses for certain H20 shipments to China
- Dec 9, 2024 China opens an antitrust investigation into Nvidia
- Research passUS Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
Research run found 8 candidate node(s).
- Timeline openedUS Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
Opened with 18 hand-verified entries.
- Jan 13, 2026 BIS moves H200 and MI325X exports to China to case-by-case review with security conditions
- Dec 8, 2025 Trump allows H200 sales to approved Chinese customers with a 25 percent cut for the US
- Sep 17, 2025 Beijing orders Alibaba, ByteDance and others not to buy Nvidia's RTX Pro 6000D
- Sep 15, 2025 China's SAMR says a preliminary probe found Nvidia violated the Anti-Monopoly Law
- Aug 27, 2025 No H20 sales to China in the quarter; Nvidia assumes none in its outlook
- Aug 12, 2025 Chinese authorities discourage use of H20 in government and security-related work
- Aug 11, 2025 Nvidia and AMD to pay the US government 15 percent of H20 and MI308 revenue from China
- Jul 31, 2025 China's cyberspace regulator summons Nvidia over alleged H20 backdoor risks
- Jul 14, 2025 Nvidia says the US has assured it H20 licenses will be granted and sales to China will resume
- May 28, 2025 Nvidia takes a US$4.5 billion H20 charge, loses US$2.5 billion in shipments, expects US$8 billion hit next quarter
- May 13, 2025 Commerce rescinds the AI Diffusion rule and issues new chip guidance
- Apr 9, 2025 US requires a license for H20 exports to China; Nvidia flags up to US$5.5 billion in charges
- Jan 13, 2025 Biden administration issues the AI Diffusion framework with worldwide chip allocations
- Nov 9, 2023 Reports say Nvidia is preparing H20, L20 and L2 chips that fit under the new China limits
- Oct 23, 2023 US makes the new licensing requirements effective immediately for Nvidia's data center parts
- Oct 17, 2023 BIS tightens the chip rules, dropping the interconnect-bandwidth test that A800 and H800 were built around
- Oct 7, 2022 BIS publishes the October 2022 rules on advanced computing chips and chipmaking tools for China
- Aug 26, 2022 US imposes a license requirement on Nvidia A100 and H100 exports to China
- Summary refreshedTSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
Summary, key players and catalysts refreshed.
- New entriesTSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
Added 9 entries.
- Apr 29, 2025 TSMC breaks ground on its third Arizona fab, slated for N2 and A16
- Apr 17, 2025 TSMC says second Arizona fab construction is complete
- Apr 17, 2025 TSMC assigns N2 and A16 to its third and fourth Arizona fabs
- Apr 14, 2025 NVIDIA says Blackwell chips start production at TSMC Phoenix plants
- Apr 14, 2025 AMD validates fifth-generation EPYC products at TSMC Arizona fab
- Oct 23, 2024 Report says Phoenix fab yield exceeds comparable Taiwan fabs
- Apr 2024 First Arizona fab enters N4 engineering-wafer production
- Jan 12, 2023 TSMC says US fab construction costs can be four to five times Taiwan's
- Jun 1, 2021 TSMC begins construction at its Arizona fab site
- Research passTSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
Research run found 9 candidate node(s).
- Timeline openedTSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
Opened with 9 hand-verified entries.
- Jul 16, 2026 Another US$100 billion for Arizona: total reaches US$265 billion for more 2nm fabs and packaging
- Jan 15, 2026 TSMC says it is pulling forward Arizona fab schedules toward an independent gigafab cluster
- Jul 17, 2025 Second fab construction complete, production pulled forward; 30% of 2nm-and-beyond capacity to be in Arizona
- Mar 4, 2025 TSMC adds US$100 billion for three more fabs, two packaging plants and an R&D center: US$165 billion total
- Dec 2024 First Arizona fab enters volume production on N4
- Apr 8, 2024 Up to US$6.6 billion in CHIPS Act funding; third fab planned; second fab moves to 2nm and 2028
- Jul 20, 2023 TSMC pushes Arizona N4 production out to 2025, citing a shortage of skilled workers
- Dec 6, 2022 Tool-in ceremony: first fab moves to N4, second fab announced for 3nm in 2026, US$40 billion total
- May 15, 2020 TSMC announces a US$12 billion 5nm fab in Arizona
- Summary refreshedNvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
Summary, key players and catalysts refreshed.
- Summary refreshedNvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
Summary, key players and catalysts refreshed.
- New entriesNvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
Added 8 entries.
- Aug 27, 2026 NVIDIA says Vera Rubin began production shipments in fiscal Q3 2027
- Feb 25, 2026 NVIDIA unveils the six-chip Rubin platform
- Nov 19, 2025 NVIDIA says Blackwell sales and cloud GPUs are sold out
- Aug 27, 2025 NVIDIA says Blackwell Ultra production is ramping
- May 28, 2025 NVIDIA says Blackwell NVL72 is in full-scale production
- Aug 28, 2024 NVIDIA says Blackwell samples are shipping
- May 22, 2024 NVIDIA says Blackwell is in full production
- Nov 16, 2022 NVIDIA begins shipping Hopper-based H100 GPUs
- Research passNvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
Research run found 8 candidate node(s).
- Research passNvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
Research run found 2 candidate node(s).
- Timeline openedNvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
Opened with 13 hand-verified entries.
- Aug 26, 2026 Nvidia reports $96.2 billion quarter, data center $89.0 billion, Vera Rubin in full production
- May 31, 2026 Vera Rubin ramping across the supply chain; production shipments set for fall 2026
- Mar 16, 2026 Vera Rubin declared in full production at GTC 2026
- Mar 18, 2025 Blackwell Ultra announced at GTC 2025 for the second half of 2025
- Mar 18, 2025 Roadmap set: Vera Rubin NVL144 in H2 2026, Rubin Ultra in H2 2027
- Feb 26, 2025 First quarter of Blackwell sales: Nvidia cites billions in revenue, data center at $35.6 billion
- Nov 20, 2024 Nvidia says Blackwell is in full production; data center revenue hits $30.8 billion
- Aug 28, 2024 Nvidia discloses a Blackwell mask change to improve yields on its Q2 FY2025 call
- Aug 5, 2024 Blackwell shipments reported delayed to early 2025; Nvidia says production is on track
- Jun 2, 2024 Rubin platform and Vera CPU revealed ahead of Computex 2024
- Mar 18, 2024 Blackwell platform announced at GTC 2024 with B200 and GB200
- Nov 13, 2023 Nvidia announces the H200, the first GPU with HBM3e memory
- Mar 22, 2022 Nvidia announces the Hopper architecture and H100 GPU at GTC 2022