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Shanghai-based AI chipmaker Biren raises ~$892.5M in a new share sale to boost GPU production; Biren's stock is up 150%+ since its January Hong Kong IPO

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SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture

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