Luke James

Luke James

Contributor

Luke is a freelance technology journalist who has been covering hardware and semiconductors since 2020. He began his career at All About Circuits and has since contributed to EE Power and Laptop Mag. Luke has a particular interest in semiconductors, microelectronics, and the industry shifts that shape the devices we use every day. Above all, he loves making complex technology accessible to experts and enthusiasts alike. Luke's interest in hardcore computing can be traced back to his university studies, when he responsibly spent his very first student loan payment on a custom-built gaming rig equipped with a GTX 780 Ti. 

Articles by: Luke James

Broadcom sign with trees and the sky in the background

OpenAI might be building its own chip, but it’ll still be dependent on Nvidia — custom chip developed with Broadcom reportedly slips to Q3 2026

By Luke James published

Premium OpenAI is widely understood to be developing a custom AI accelerator with Broadcom, part of a $10 billion partnership to design chips specifically for OpenAI’s internal workloads.

Man holding a wafer

Amid Intel's deals, Intel Foundry remains notably absent — 18A and 14A are on the way, but success isn't guaranteed

By Luke James published

Premium It has been a busy few weeks for semiconductors, but among various announcements and rumors, Intel Foundry has remained conspicuously absent.

Jensen Huang at GTC 2024

Amazon and Google tip off Jensen Huang before announcing information about their homegrown AI chips — companies tread carefully to avoid surprising Nvidia, says report

By Luke James published

According to a recent report by The Information, Amazon and Google each provide advance notice to Huang before unveiling updates to their custom silicon.

Jensen Huang sat down, speaking as part of the BG2 podcast.

Jensen Huang says China is ‘nanoseconds behind’ the US in chipmaking, calls for reducing US export restrictions on Nvidia's AI chips

By Luke James published

Nvidia CEO Jensen Huang says China is just “nanoseconds behind” the U.S. in chipmaking and that Washington should stop trying to wall off the market.

Howard Lutnick giving the double finger gun gesture.

US Commerce head notes China 'isn't even shy' about its goal to 'take' Taiwan, says US-Taiwan tariff deal coming soon — goal is to have 40% of chips made in America

By Luke James published

Lutnick claims deal talks with Taiwan are advancing as the Trump administration turns up pressure on chipmakers to onshore advanced fabs.

ASUS ROG Zephyr

Asus addresses stuttering issues plaguing its gaming laptops — beta patch released for ROG laptops, final fix due in October

By Luke James published

Strix Scar 15 and Zephyrus M16 get first trial updates, with more to follow

Jensen Huang at 9th edition of the VivaTech trade show

Nvidia CEO bets $100 billion on OpenAI becoming a multi-trillion-dollar company — Jensen outlines his view on OpenAI's path to becoming one of the biggest companies in the world

By Luke James published

Nvidia’s $100 billion infrastructure pact is a bold move to secure future demand and drive the next phase of AI growth.

Micron Logo

Micron teams up with TSMC to deliver HBM4E, targeted for 2027 — collaboration could enable further customization

By Luke James published

Premium Micron has confirmed it will partner with TSMC to manufacture the base logic die for its next-generation HBM4E memory, with production targeted for 2027.

Sam Altman, CEO of OpenAI looking pensive off-camera

OpenAI may lease Nvidia GPUs instead of buying them — financial engineering deal could cut hardware costs in pursuit of 10GW buildout

By Luke James published

OpenAI is in advanced talks to lease high-performance GPUs from Nvidia, rather than purchase them outright, as part of its plan to build out custom AI data centers over the next several years.

AMD's Lisa Su, with her head turned

Nvidia and Intel’s RTX SoCs could pose an existential threat to AMD’s APUs — if the two companies can actually pull it off

By Luke James published

Premium AMD’s APUs now rival entry GPUs, but Intel and NVIDIA aim higher: RTX chiplets, NVLink and Foveros promise scalable SoCs beyond what AMD can easily match.

Inside Meta's data center

AI buildouts need $2 trillion in annual revenue to sustain growth, but massive cash shortfall looms — even generous forecasts highlight $800 billion black hole, says report

By Luke James published

A new report by Bain & Company says AI’s compute appetite will require more than $500 billion per year in global data center investment by 2030.

ASML

China bets on DUV as EUV blockade reshapes chipmaking — but it won't dethrone ASML's advanced lithography, for now

By Luke James published

Premium With EUV locked out by sanctions, China is leaning on DUV multi-patterning and fledgling domestic scanners.

Nvidia and Intel logos side-by-side.

Why packaging is a huge part of Nvidia's $5B Intel deal — Foveros could speed up market delivery

By Luke James published

Premium Foveros and EMIB are doing more than stacking dies; they’re accelerating Nvidia’s roadmap.

SoftBank technology trial

SoftBank beams 5G to phones from the sky in successful stratospheric test flight

By Luke James published

SoftBank successfully delivered end-to-end 5G connectivity to standard smartphones using an airborne base station, in a live field trial conducted in June, above Hachijō Island, Japan.

Airport

Hackers attack Europe’s automatic flight check-in systems — flight delayed and cancelled after Collins cyberattack

By Luke James published

An incident at Collins Aerospace shut down the cloud back-end for its cMUSE platform this weekend, crippling kiosks and forcing manual fallback at Heathrow, Berlin, and Brussels.

Gaming Copilot

Microsoft Gaming Copilot hits Windows in public beta — in-game AI overlay goes live for PC players

By Luke James published

Microsoft has began rolling out its new Gaming Copilot assistant to Windows users as part of a public beta, following a previous rollout to Xbox Insiders in August.

ChatGPT

OpenAI is reportedly poaching Apple talent to build its first consumer hardware device — could potentially be a smart speaker

By Luke James published

OpenAI has signed a manufacturing agreement with Luxshare to build its first consumer hardware product, according to a report by The Information on September 19.

Nvidia

Nvidia wants 10Gbps HBM4 to blunt AMD’s MI450, report claims — company said to be pushing suppliers for more bandwidth

By Luke James published

Nvidia is reportedly pressing its memory vendors to push beyond JEDEC’s official HBM4 baseline, reportedly requesting 10Gb/s-per-pin stacks for its 2026 Vera Rubin platform.

Elon Musk's face imposed over a phone displaying xAI's logo.

xAI's new gas turbine facility gets halfway to Elon Musk's 1-gigawatt 'AI factory' goal

By Luke James published

According to a new report from SemiAnalysis, Elon Musk’s AI startup already has 460MW of natural gas generation either installed or under construction.

Huawei

Huawei reveals long-range Ascend chip roadmap — three-year plan includes ambitious provision for in-house HBM with up to 1.6 TB/s bandwidth

By Luke James published

Speaking at the Huawei Connect conference on September 18, rotating chairman Xu Zhijun outlined the company’s first official long-range Ascend chip strategy.

Nvidia CEO Jensen Huang speaking to journalists in China.

Alibaba’s AI chip goes head-to-head with Nvidia H20 in state-backed benchmark demo

By Luke James published

Alibaba’s semiconductor unit, T-Head, has reportedly developed a new AI processor that it claims matches the performance of Nvidia's H20 — the GPU built specifically for the Chinese market.

Nvidia RTX 6000

Exploring the RTX Pro 6000D, Nvidia's China-only GPU, which is now banned from sale — neutered specs cannot compete with grey-market chips

By Luke James published

Premium Nvidia's RTX 6000D might be banned from sale in China, but what lies inside the GPU itself? We explore why it's not as good a deal as grey-market RTX 5090s in the region.

Samsung 9th Gen QLC V-NAND

NAND and DRAM prices surge by up to 20% — contract price increases driven by AI demands and tight supply

By Luke James published

Contract prices for both NAND and DRAM have jumped by an estimated 15-20% in the fourth quarter of 2025, according to numbers published by DigiTimes on September 17.

Tencent - Chinese internet giant

Chinese giant Tencent announces domestic AI chip push — says it has fully adapted infrastructure to support homegrown silicon in blow to Nvidia

By Luke James published

Tencent says it has “fully adapted” its AI computing infrastructure to support Chinese-designed processors

A graphical representation of Quantum Motion's quantum computing technology.

Start-up hails world's first quantum computer made from everyday silicon — fits in three 19-inch server racks and is touted as 'quantum computing's silicon moment'

By Luke James published

A UK start-up says that it has built the world’s first full-stack quantum computer using the same silicon chip technology used in laptops and phones.

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