News-analysis archive

August 2025

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15 articles

August 29
- OpenAI and Microsoft's contract negotiations threaten investment and potential IPO — companies battle over AGI secrecy and Azure exclusivity
August 28
- AMD details how it built a product line-up with just two RDNA 4 dies — Flexible design and asymmetric harvesting enables production of multiple models without new silicon
August 27
- Nvidia shares Blackwell Ultra's secrets — NVFP4 boost detailed and PCIe 6.0 support
August 25
- Immersion Cooling for data centers: An exotic inevitability?
August 21
- OpenAI's rocky GPT-5 launch is the beginning of an uphill battle for AI, as Meta announces another restructuring
August 20
- CHIPS Act funding could herald an era where the U.S. is not offering grants, but buying equity — Lutnick's semiconductor strategy might not end with Intel
August 19
- Trump eyes up Intel: What the White House's reported 10% stake could mean for the struggling manufacturer
August 18
- Fragmented ecosystems and limited supply: Why China cannot break free from Nvidia hardware for AI
August 14
- The tale of Nvidia's HGX H20: How an AI GPU became a political lightning rod
August 13
- ChatGPT users revolt over GPT-5 release — OpenAI battles claims that the new model's accuracy and abilities fall short
August 11
- The pains of Intel: From CPU design and process technology challenges to internal clashes and political pressure
August 8
- Silicon Motion announces new devices at Future of Memory and Storage summit 2025: PCIe 6.0 SSDs, 256 / 512 TB drives, and next-gen 16K LDPC
- Trump's 100% chip tariffs will likely hurt smaller manufacturers, as major companies court exemptions
August 6
- DDR4 production expected to continue until 2026 — Samsung, SK hynix, and Micron will continue serving industry clients for longer
August 4
- Nvidia H20 GPUs reportedly caught up in U.S. Commerce Department's worst export license backlog in 30 years — billions of dollars worth of GPUs and other products in limbo due to staffing cuts, communication issues