News-analysis archive

September 2025

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17 articles

September 30
- 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
- Amid Intel's deals, Intel Foundry remains notably absent — 18A and 14A are on the way, but success isn't guaranteed
September 29
- Data centers to account for 9% of electricity demand in the U.S by 2035 — Nuclear power could help sate AI demand
September 26
- OpenAI's significant investments raise more questions than answers — CEO Sam Altman remains tight-lipped about how the company will deliver
September 23
- OpenAI makes flurry of deals in drive towards for-profit model — AI giant teams up with Nvidia, Luxshare, Apple, and more
September 22
- China bets on DUV as EUV blockade reshapes chipmaking — but it won't dethrone ASML's advanced lithography, for now
- Why packaging is a huge part of Nvidia's $5B Intel deal — Foveros could speed up market delivery
September 17
- Exploring the RTX Pro 6000D, Nvidia's China-only GPU, which is now banned from sale — neutered specs cannot compete with grey-market chips
- UK cosies up to big tech with $42 billion data center and AI investment deal
September 16
- Nvidia tipped to be TSMC's first A16 customer, ahead of Apple — Feynman GPUs could make full use of GAA transistors and backside power
September 12
- OpenAI and Microsoft reach an understanding over ongoing contract negotiations — but AGI clause remains an uncertainty
- The new frontier: Meet the power players cashing in on the AI gold rush
September 8
- Intel could sell up to 49% of its foundry business to external investors, but a full IPO or spin-off is unlikely
September 5
- Synopsys adds generative AI for chip development with Synopsys.ai Copilot design software
September 4
- China injects tens of billions of dollars in chipmaking tools, but it's easily more than a decade behind the market leaders — Here's why
September 3
- Despite whispers of a bubble, OpenAI is planning a gigawatt-scale data center in India
September 2
- TSMC to reportedly raise quotes on advanced process nodes by up to 10% next year to pay for new fabs