AI semiconductor stocks experienced volatility due to confusion over OpenAI's reported revenue figures, with discrepancies between different calculation methods. TSMC reported strong September revenue growth of 54.6% year-over-year, while GlobalFoundries announced a $2B partnership with TSMC to expand U.S. advanced-packaging capacity. Astera Labs unveiled PCIe 7 connectivity solutions, and NVIDIA-backed Firmus withdrew its planned $5B IPO citing market conditions.
Tinybox is a made-to-order deep learning computer with a 32-core EPYC CPU, 32GB DDR4 memory, and support for up to 4 GPUs via PCIe 4. The system ships worldwide within 1-8 weeks and requires bank transfer payment, with NVIDIA GPU shipments subject to US export compliance.