<![CDATA[ Latest from Tom's Hardware in News-analysis ]]> https://www.tomshardware.com/news-analysis Fri, 15 May 2026 10:08:57 +0000 en <![CDATA[ Musk's Colossus 1 AI supercomputer's inefficient mixed-architecture design couldn't be used to train Grok, so Anthropic's using it for inference instead — Musk readies unified Blackwell-only Colossus 2 for frontier training and potential IPO ]]> https://www.tomshardware.com/tech-industry/artificial-intelligence/musks-colossus-1-ai-supercomputers-inefficient-mixed-architecture-design-couldnt-be-used-to-train-grok-so-anthropics-using-it-for-inference-instead-musk-readies-unified-blackwell-only-colossus-2-for-frontier-training-and-potential-ipo E8awDFVQAvujvjePkK2r6g Fri, 15 May 2026 10:08:57 +0000 Fri, 15 May 2026 18:18:41 +0000 <![CDATA[ Japanese chemical giant JSR expands to Taiwan for EUV photoresist production near TSMC — plant to fill missing chemical link to scale EUV materials ]]> https://www.tomshardware.com/tech-industry/jsr-builds-first-taiwan-photoresist-plant-as-japanese-materials-makers-race-to-embed-next-to-tsmc gzNBFD952xgirRWaw5pTDW Wed, 13 May 2026 15:37:18 +0000 Thu, 14 May 2026 12:19:34 +0000 <![CDATA[ Arm's $2 billion in AGI CPU sales are still not enough to penetrate 5% of overall market share, analyst reveals — at least $90 million worth of CPUs to be shipped before FY2027 ]]> https://www.tomshardware.com/pc-components/cpus/arms-usd2-billion-in-agi-cpu-sales-are-still-not-enough-to-penetrate-5-percent-of-overall-market-share-analyst-reveals-at-least-usd90-million-worth-of-cpus-to-be-shipped-before-fy2027 W4xyso4CZqSqrR5cGNeqp4 Mon, 11 May 2026 12:00:26 +0000 Mon, 11 May 2026 17:52:59 +0000 <![CDATA[ White House reportedly considers mandatory government vetting of AI models before release — executive order under discussion ]]> https://www.tomshardware.com/tech-industry/artificial-intelligence/white-house-considers-mandatory-government-vetting-of-ai-models-before-release mD2rgj73nk3iscBUfZWpFm Thu, 07 May 2026 17:53:21 +0000 Thu, 07 May 2026 17:53:49 +0000 <![CDATA[ Survey shows that nearly half of Americans don't want new data centers built near their homes — 47% oppose the construction of new AI data centers in their neighborhood ]]> https://www.tomshardware.com/tech-industry/artificial-intelligence/survey-shows-that-nearly-half-of-americans-dont-want-new-data-centers-built-near-their-homes-47-percent-oppose-the-construction-of-new-ai-data-centers-in-their-neighborhood 7J2xs3f4BEvqivHCvyEgVM Wed, 06 May 2026 15:55:14 +0000 <![CDATA[ Huawei braces for $12 billion in AI chip revenue driven by homegrown AI model demand — Chinese fabs can barely keep up as Nvidia's market share craters within the region ]]> https://www.tomshardware.com/tech-industry/huawei-expects-12-billion-in-ai-chip-revenue-this-year-as-nvidias-china-market-share-hits-zero ZsgM5ScxPALSNrAUi6VLgC Tue, 05 May 2026 13:29:27 +0000 <![CDATA[ Skyrocketing component prices push Big Tech capex to record $725 billion — Microsoft alone attributes $25 billion of AI budget to increased memory and chip costs ]]> https://www.tomshardware.com/tech-industry/big-tech/microsoft-attributed-25-billion-of-its-record-ai-budget-to-memory-chip-costs KbJHmPKxxyZmQXGscTZiBN Fri, 01 May 2026 15:49:09 +0000 <![CDATA[ Talent over tokens: AI models are becoming more expensive to run, and productivity gains are limited — efficient workers might be the solution to strained budgets ]]> https://www.tomshardware.com/tech-industry/artificial-intelligence/talent-over-tokens-ai-models-are-becoming-more-expensive-to-run-and-productivity-gains-are-limited-efficient-workers-might-be-the-solution-to-strained-budgets nFrffSwSL3qsfMUbnxYAJh Thu, 30 Apr 2026 16:47:46 +0000 <![CDATA[ Meta's multi-billion-dollar Graviton deal highlights intensifying CPU shortages in AI infrastructure — the industry signals a shift to Agentic inference workloads, pushing demand ]]> https://www.tomshardware.com/tech-industry/artificial-intelligence/metas-multi-billion-dollar-graviton-deal-exposes-new-bottleneck-in-ai-infrastructure XK8Qfkrup74ZUt6WZ5vJnX Wed, 29 Apr 2026 16:54:24 +0000 <![CDATA[ OpenAI and Microsoft's alliance fractures as cloud exclusivity deal ends — Azure's single-provider monopoly for ChatGPT is officially over ]]> https://www.tomshardware.com/tech-industry/artificial-intelligence/openai-and-microsofts-alliance-fractures-as-cloud-exclusivity-deal-ends-azures-single-provider-monopoly-for-chatgpt-is-officially-over aCjHd8DT62rqqybB9gzM7N Tue, 28 Apr 2026 13:56:50 +0000 <![CDATA[ Inside Google's TPU V8 strategy, delivering two chips for two crucial tasks at incredible scale — network scales up to 1 million TPUs per cluster, an advantage over Nvidia AI accelerators ]]> https://www.tomshardware.com/tech-industry/semiconductors/google-splits-its-tpu-into-two-chips-for-the-first-time-with-training-and-inference-variants tFhyFYMQWTBHFvxPFLMzrF Mon, 27 Apr 2026 17:12:59 +0000 Mon, 27 Apr 2026 18:22:37 +0000 <![CDATA[ How a cavalcade of blunders gave unauthorized users access to Claude Mythos — restricted model accessed by third parties, thanks to knowledge from data breach ]]> https://www.tomshardware.com/tech-industry/cyber-security/how-a-cavalcade-of-blunders-gave-unauthorized-users-access-to-claude-mythos-restricted-model-accessed-by-third-parties-thanks-to-knowledge-from-data-breach qfdji57PWajrXSvRH3FCam Fri, 24 Apr 2026 15:12:08 +0000 Thu, 14 May 2026 15:58:04 +0000 <![CDATA[ Congress moves to strip the DoC of chip-export discretion with the MATCH Act — DUV lithography machines among those targeted in chipmaking tool crackdown ]]> https://www.tomshardware.com/tech-industry/semiconductors/congress-moves-to-strip-commerce-of-chip-export-discretion-with-the-match-act CKLu89mfDWPzAtoeehz4MN Wed, 22 Apr 2026 11:30:00 +0000 <![CDATA[ Chinese chipmakers made record profit in 2025, despite slipping margins — U.S shipments fall 34% as Beijing shores up local chipmaking efforts ]]> https://www.tomshardware.com/tech-industry/chinese-chip-tool-makers-posted-record-2025-revenues-while-margins-slipped WVJXF8awyNZEN5hJt4zGrZ Mon, 20 Apr 2026 16:06:19 +0000 Mon, 20 Apr 2026 19:18:52 +0000 <![CDATA[ Local political revolts threaten to derail US data center projects — mounting delays are already costing AI hyperscalers billions ]]> https://www.tomshardware.com/tech-industry/local-political-revolts-threaten-to-derail-us-data-center-projects-mounting-delays-are-already-costing-ai-hyperscalers-billions nbt6rrjMXJHLLtYtbE3gcG Fri, 17 Apr 2026 15:25:06 +0000 <![CDATA[ YMTC's third Wuhan fab clears Beijing's 50% local tooling threshold as two more are planned — move positions company toward 3D NAND production to capitalize on wafer bonding strengths ]]> https://www.tomshardware.com/tech-industry/semiconductors/ymtcs-third-wuhan-fab-clears-beijings-50-percent-domestic-tooling-threshold-as-two-more-are-planned ZNgPaBNTBg6bbZhYFAjnKZ Wed, 15 Apr 2026 15:40:56 +0000 Wed, 15 Apr 2026 15:58:34 +0000 <![CDATA[ Anthropic's Claude Mythos might be the best overall AI model for cybersecurity, but cheaper models can attain similar results, research shows — cross-examination of the frontier model raises questions on uptime and reliability ]]> https://www.tomshardware.com/tech-industry/artificial-intelligence/anthropics-claude-mythos-might-be-the-best-overall-ai-model-for-cybersecurity-but-cheaper-models-can-attain-similar-results-research-shows-cross-examination-of-the-frontier-model-raises-questions-on-uptime-and-reliability F4jBzgSgQ4kwWauM2XCAAn Tue, 14 Apr 2026 17:38:30 +0000 <![CDATA[ Anthropic's Claude Mythos isn't a sentient super-hacker, it's a sales pitch — claims of 'thousands' of severe zero-days rely on just 198 manual reviews ]]> https://www.tomshardware.com/tech-industry/artificial-intelligence/anthropics-claude-mythos-isnt-a-sentient-super-hacker-its-a-sales-pitch-claims-of-thousands-of-severe-zero-days-rely-on-just-198-manual-reviews 2WWtPfkaZAEGGjy7fgVwGJ Fri, 10 Apr 2026 12:32:44 +0000 <![CDATA[ A brief history of Denuvo DRM and the new hypervisor bypass — inside the cat-and-mouse game between Denuvo and the piracy scene ]]> https://www.tomshardware.com/video-games/pc-gaming/a-brief-history-of-denuvo-drm-and-the-new-hypervisor-bypass-inside-the-cat-and-mouse-game-between-denuvo-and-the-piracy-scene 9xqK9UM25ZonN6G9ye7bBA Wed, 08 Apr 2026 12:00:00 +0000 Fri, 10 Apr 2026 16:40:47 +0000 <![CDATA[ Why TSMC grew four times faster than its foundry rivals in 2025 — price hikes, vertical integration, and commanding technology lead pay dividends ]]> https://www.tomshardware.com/tech-industry/why-tsmc-grew-four-times-faster-than-its-foundry-rivals-in-2025 DdxShzDGG6b9XxqzKPor6 Mon, 06 Apr 2026 19:07:23 +0000 <![CDATA[ China's homegrown silicon suppliers gain traction as Nvidia struggles to get its chips into the market — Huawei, Cambricon and more step up to fill crucial market gap ]]> https://www.tomshardware.com/tech-industry/chinas-homegrown-silicon-suppliers-gain-traction-as-nvidia-struggles-to-get-its-chips-into-the-market-huawei-cambricon-and-more-step-up-to-fill-crucial-market-gap K76RohNvct2TW7ZtcvTD2S Thu, 02 Apr 2026 15:26:43 +0000 <![CDATA[ Why Nvidia just poured $2 billion into AI ASIC competitor Marvell — NVLink Fusion turns into soft ecosystem lock-in ]]> https://www.tomshardware.com/tech-industry/nvidia-invests-2-billion-in-marvell-whose-biggest-clients-are-trying-to-replace-nvidia-chips WgUJAf4DZpgdLswE4vWNE8 Thu, 02 Apr 2026 10:30:00 +0000 <![CDATA[ The global helium shortage is a direct threat to the chipmaking supply chain — disruption impacts critical processes, high-capacity HDDs, and alternative supplies are plagued by delays ]]> https://www.tomshardware.com/tech-industry/semiconductors/the-global-helium-shortage-is-a-direct-threat-to-chipmaking unttriv5VxABSXisR5qMpc Tue, 31 Mar 2026 13:20:26 +0000 Wed, 01 Apr 2026 16:58:09 +0000 <![CDATA[ Analyzing Elon Musk's TeraFab — A step towards Tesla and SpaceX's partial vertical integration, or an unattainable dream? ]]> https://www.tomshardware.com/tech-industry/semiconductors/analyzing-elon-musks-terafab-a-step-towards-tesla-and-spacexs-partial-vertical-integration-or-an-unattainable-dream zcqyejWUP6Ni6CyCQN9Mwk Mon, 30 Mar 2026 15:51:26 +0000 <![CDATA[ US Senators call for a halt to Nvidia GPU exports in the wake of the Super Micro scandal — looming Chip Security Act may put a wrench into Huang's China ambitions ]]> https://www.tomshardware.com/tech-industry/us-senators-call-for-a-halt-to-nvidia-gpu-exports-in-the-wake-of-the-super-micro-scandal-looming-chip-security-act-may-put-a-wrench-into-huangs-china-ambitions 3stk3LJ7jthZqnsoToThZ3 Thu, 26 Mar 2026 15:35:47 +0000 <![CDATA[ The Super Micro AI accelerator smuggling scandal proves how cut-throat the global AI race has become — as global trade evolves, so does export control evasion ]]> https://www.tomshardware.com/tech-industry/the-super-micro-ai-accelerator-smuggling-scandal-proves-how-cut-throat-the-global-ai-race-has-become-as-global-trade-evolves-so-does-export-control-evasion 7cVpnpT7zCVFDELx43GamS Wed, 25 Mar 2026 11:48:03 +0000 <![CDATA[ Pentagon formalizes Palantir's Maven AI as a core military system with multi-year funding — platform's investment grows to $13 billion from $480 million in 2024 ]]> https://www.tomshardware.com/tech-industry/artificial-intelligence/pentagon-formalizes-palantirs-maven-ai-as-a-core-military-system-with-multi-year-funding-platforms-investment-grows-to-usd13-billion-from-usd480-million-in-2024 nCwZ3Vomigr9LdmRA7W3EH Tue, 24 Mar 2026 13:50:25 +0000 Thu, 26 Mar 2026 14:53:48 +0000 <![CDATA[ How Nvidia's $20 billion Groq 3 LPU deal reshapes the Nvidia Vera Rubin Platform — Samsung 4nm process serves as bedrock for SRAM-based AI accelerator chip ]]> https://www.tomshardware.com/tech-industry/semiconductors/nvidias-20-billion-groq-deal-produces-its-first-chip ptM2hnncwJtXk9WEcE3yD5 Thu, 19 Mar 2026 15:45:10 +0000 <![CDATA[ Nvidia disputes allegation it is preparing a custom version of Groq inferencing chip for China [Updated] ]]> https://www.tomshardware.com/tech-industry/with-h200s-set-to-flow-into-china-groq-is-reportedly-set-to-follow-nvidia-is-allegedly-preparing-a-custom-version-of-inferencing-chip-to-penetrate-region ri4qHShmzex2Xv7MT9bgT5 Wed, 18 Mar 2026 19:23:47 +0000 Thu, 19 Mar 2026 23:54:40 +0000 <![CDATA[ Examining Nvidia's 60 exaflop Vera Rubin POD — how seven chips underpin company's 40 rack AI factory supercomputer ]]> https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidias-seven-chip-vera-rubin-platforms-turns-the-data-center-into-an-ai-factory kSfMP89JQ4APiiPhZnue5 Tue, 17 Mar 2026 16:25:44 +0000 Tue, 17 Mar 2026 16:26:44 +0000 <![CDATA[ Meta's new MTIA lineup joins hyperscalers' unified push for dedicated inferencing chips — companies diversify AI chips in effort to diversify from sole reliance on Nvidia ]]> https://www.tomshardware.com/tech-industry/semiconductors/metas-mtia-chip-lineup-joins-hyperscaler-push-to-replace-nvidia-at-inference DruHnf4Vr8Nn5WykqMYbif Mon, 16 Mar 2026 18:19:56 +0000 Fri, 20 Mar 2026 13:59:25 +0000 <![CDATA[ The ongoing Strait of Hormuz blockage will impact the semiconductor and AI industries with Aluminum, Helium and LNG shortages — and with no timeline for re-opening, supply chains face significant challenges ]]> https://www.tomshardware.com/tech-industry/the-ongoing-strait-of-hormuz-blockage-will-impact-the-semiconductor-and-ai-industries-with-aluminum-helium-and-lng-shortages-and-with-no-timeline-for-re-opening-supply-chains-face-significant-challenges w9r9HV34dJhGx6sWc2yANd Fri, 13 Mar 2026 16:56:42 +0000 <![CDATA[ IBM and Lam's new partnership paves the way toward sub-1nm logic using High-NA EUV — Albany lab to pioneer dry resist process integration ]]> https://www.tomshardware.com/tech-industry/semiconductors/ibm-and-lam-team-up-on-high-na-euv w4mRsvkeboD9dAHzMbKAn4 Thu, 12 Mar 2026 17:14:55 +0000 <![CDATA[ OpenClaw AI agent craze sweeps China as authorities seek to clamp down amid security fears — adoption surges as state-run enterprises are barred from use ]]> https://www.tomshardware.com/tech-industry/artificial-intelligence/openclaw-ai-agent-craze-sweeps-china-as-authorities-seek-to-clamp-down-amid-security-fears-adoption-surges-as-state-run-enterprises-are-barred-from-use HyvFKRwSbE9ruwHCWDNUbd Wed, 11 Mar 2026 18:04:09 +0000 <![CDATA[ Oracle and OpenAI's Abilene expansion saga detailed: 600MW expansion gets scrapped, as larger 4.5GW agreement remains on track ]]> https://www.tomshardware.com/tech-industry/oracle-and-openai-scrap-planned-600mw-abilene-expansion aAHDUfrjXuz9kHCchBkEn5 Tue, 10 Mar 2026 16:39:41 +0000 <![CDATA[ New Commerce Department AI export rules could be seismic change for CSPs and data center operators — buying American GPUs at scale means committing to building American infrastructure ]]> https://www.tomshardware.com/tech-industry/new-commerce-department-ai-export-rules-could-be-seismic-change-for-csps-and-data-center-operators-buying-american-gpus-at-scale-means-committing-to-building-american-infrastructure pJTksX8RbHoaftuo4auzFJ Mon, 09 Mar 2026 17:43:44 +0000 <![CDATA[ AI creates jobs, data from bank survey shows — companies with wide AI deployments and investments are more likely to be hiring than those that don't ]]> https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-creates-jobs-data-from-bank-survey-shows-companies-with-wide-ai-deployments-and-investments-are-more-likely-to-be-hiring-than-those-that-dont zBMUjE3NmG3iovJpzEa6H Fri, 06 Mar 2026 14:36:25 +0000 <![CDATA[ As Frank Yeary retires from Intel, the company picks an engineer to chair its board — Intel Foundry governance issues to be resolved, and looking back at the Yeary years ]]> https://www.tomshardware.com/tech-industry/intel-picks-an-engineer-to-chair-its-board Rc4c8jJPNbqosEMQ8zHmQD Thu, 05 Mar 2026 18:14:42 +0000 <![CDATA[ Nvidia invests $4 billion into photonics firms in a bid to bolster data center interconnect supply chains — Lumentum and Coherent investment to fund U.S. R&D and manufacturing facilities, supports capacity rights and future access ]]> https://www.tomshardware.com/tech-industry/nvidia-invests-usd4-billion-into-photonics-firms-in-a-bid-to-bolster-data-center-interconnect-supply-chains-lumentum-and-coherent-investment-to-fund-u-s-r-and-d-and-manufacturing-facilities-supports-capacity-rights-and-future-access p73oF25w2vNzFJQQjBS7wR Wed, 04 Mar 2026 14:01:18 +0000 <![CDATA[ 2026 will bring sharpest PC declines in over a decade — PC shipments to fall 10.4% ]]> https://www.tomshardware.com/tech-industry/2026-will-bring-sharpest-pc-declines-in-over-a-decade 2mWggrK6a4Sd8iKjnYkbT5 Tue, 03 Mar 2026 16:27:39 +0000 <![CDATA[ ISSCC 2026: Rebellions details industry's first quad-chiplet AI solution with UCIe interconnects — claims Rebel100 AI accelerator equals the power of Nvidia H200 with lower power envelope ]]> https://www.tomshardware.com/tech-industry/semiconductors/isscc-2026-rebellions-ucie-rebel-100 qtkvvgiRbDqXikPJT9GpSD Mon, 02 Mar 2026 16:03:23 +0000 Tue, 03 Mar 2026 19:57:43 +0000 <![CDATA[ Amazon invests $50 billion in OpenAI, comitting to 2 gigawatts of Trainium silicon — AWS to become exclusive cloud distributor for Frontier enterprise platform ]]> https://www.tomshardware.com/tech-industry/amazon-invests-50-billion-in-openai rJzRRn5v4x8QsY44kB5U9m Fri, 27 Feb 2026 17:53:32 +0000 <![CDATA[ ISSCC 2026: AMD discloses how the Instinct MI355X doubled per-CU throughput despite lower compute unit count — 'We are actually matching the performance of the more expensive and complex GB200' ]]> https://www.tomshardware.com/tech-industry/semiconductors/inside-the-instinct-mi355x YreJjQ8s6rHmjU4VCaKqtS Fri, 27 Feb 2026 15:42:05 +0000 <![CDATA[ Inside Meta and AMD's $100 billion deal, and why AMD is giving up a slice of the company in return for GPU orders — Meta stays platform-agnostic as it develops AI compute strategy ]]> https://www.tomshardware.com/tech-industry/inside-meta-amd-deal WdEX2verEjiTr2KvnEqE6X Wed, 25 Feb 2026 16:02:23 +0000 <![CDATA[ Sambanova introduces new AI accelerator, partners with Intel to deploy Xeon CPUs for inferencing and agentic workloads — Sambanova claims SN50 chip is three times more efficient than Nvidia B200 ]]> https://www.tomshardware.com/tech-industry/artificial-intelligence/sambanova-introduces-new-ai-accelerator-partners-with-intel-to-deploy-xeon-cpus-for-inferencing-and-agentic-workloads-sambanova-claims-sn50-chip-is-three-times-more-efficient-than-nvidia-b200 TWVxmPF8WNaD9DmBF6kBBQ Wed, 25 Feb 2026 11:40:38 +0000 <![CDATA[ AI boosted US economy by 'basically zero' in 2025, says Goldman Sachs chief economist — 'We think there's been a lot of misreporting of the impact that AI investment had on GDP growth' ]]> https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-boosted-us-economy-by-basically-zero-in-2025-says-goldman-sachs-chief-economist-we-think-theres-been-a-lot-of-misreporting-of-the-impact-that-ai-investment-had-on-gdp-growth iatzRbTXxw3yQ8hAq56yZb Tue, 24 Feb 2026 15:44:37 +0000 <![CDATA[ OpenAI couldn’t finance its data centers, so it took control of the hardware instead — company's chip design aspirations lag behind Google and Amazon ]]> https://www.tomshardware.com/tech-industry/openai-couldnt-finance-its-data-centers-so-it-took-control-of-hardware-instead FFFKzNyc63McUkufTPrTbX Tue, 24 Feb 2026 11:21:09 +0000 <![CDATA[ Trump tariff turbulence risks handing TSMC a win over American chip manufacturers — prior exemptions for onshoring manufacturing may hinder the likes of Intel ]]> https://www.tomshardware.com/tech-industry/trump-tariff-turbulence-risks-handing-tsmc-a-win-over-american-chip-manufacturers-prior-exemptions-for-onshoring-manufacturing-may-hinder-the-likes-of-intel tDf2FAhvvK3USMbDGFj7sQ Mon, 23 Feb 2026 15:06:46 +0000 Thu, 02 Apr 2026 17:24:18 +0000 <![CDATA[ US imports from Taiwan now exceed imports from China for the first time in decades — AI gold rush fuels 93.5% jump in advanced system exports ]]> https://www.tomshardware.com/tech-industry/taiwan-exports-leapfrog-china V5o9zRPv9CCcHiD4F6KXcj Mon, 23 Feb 2026 13:19:29 +0000 Sat, 28 Feb 2026 11:22:58 +0000 <![CDATA[ Microsoft's Project Silica write-once storage could store terabytes of data for over 10,000 years — company explores two physical glass storage methods, so the glass-clad future of storage isn't coming anytime soon ]]> https://www.tomshardware.com/pc-components/storage/project-silica AW2cVUZsioHv9qNeBMQVTK Fri, 20 Feb 2026 17:12:19 +0000 Fri, 20 Feb 2026 17:23:08 +0000