Detailed performance insights, technical breakdowns and long-form reporting from our hardware team.
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PremiumFCC proposes import ban on Chinese optical transceiversThe FCC is drafting a proposal that would expand its list of equipment and services covered by the Secure Networks Act to include imports of new-model optical transceivers manufactured in China.
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PremiumHyperscalers commit nearly $2 trillion to secure AI hardware and memoryAs hyperscalers increase their long-term purchase commitments, the high-tech industry faces a tectonic shift as CSPs overwhelm consumer electronics companies.
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PremiumOver 70% of Americans oppose AI data centers; US protests intensify as more arrests are being madeThe public pushback against data center construction projects is only growing stronger, even as some protesting local residents have been arrested in the process.
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PremiumAnthropic co-designing custom AI inference chips to bypass costly Nvidia GPUsIt joins Amazon, Meta, OpenAI, and Google with its new "multi-chip" strategy.
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Free Premium ArticleSamsung debuts three next-generation memory technologies for AI data centersSamsung uses FMS to unveil three next-generation memory technologies — zHBM, zNAND-O, and BV-NAND — that target different markets, but all rely on advanced wafer-bonding techniques.
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PremiumApple is taking OpenAI to court over alleged theft of trade secretsEither way, the legal profession is the biggest winner.
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PremiumCXMT's DRAM ambitions could have it capture 30% of the market by 2030The time is right for CXMT to expand.
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PremiumAI companies are now racing to the bottom — crashing token prices and competitive models push companies to cut costsFor the rest of us, there's now significant AI intelligence to be found in more affordable models.
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PremiumLumentum CEO warns of impending bottleneck on critical material used for silicon photonicsLumentum CEO Michael Hurlston told an audience at the RAISE Summit that indium phosphide is heading into a squeeze worse than the one in memory.
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