News-analysis archive

February 2026

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31 articles

February 27
- Amazon invests $50 billion in OpenAI, comitting to 2 gigawatts of Trainium silicon — AWS to become exclusive cloud distributor for Frontier enterprise platform
- 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'
February 25
- 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
- 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
February 24
- 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'
- 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
February 23
- Trump tariff turbulence risks handing TSMC a win over American chip manufacturers — prior exemptions for onshoring manufacturing may hinder the likes of Intel
- 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
February 20
- 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
February 19
- OpenAI aims to secure $100 Billion in latest funding round, reportedly aiming for an $800 billion valuation — Parties offering up cash include Nvidia, Microsoft, SoftBank, and more
- China’s AI build-out forces a rapid shift to liquid cooling — massive clusters put pressure on domestic suppliers to shift cooling methods
February 18
- Nvidia sells off final Arm shares, but licensing deals will continue — $140 million stake sold, equating to 1.1 million shares
February 17
- OpenAI hires 'genius' OpenClaw creator, but popular AI assistant will remain open source — Sam Altman says creator will work on 'smart agents' in new role
- Brace for a barren landscape of new hardware launches, as AI demand reshapes the world of consumer electronics — trillions in AI investment threaten to derail entire industries
February 16
- SoftBank’s $4.2bn OpenAI gain lifts quarterly profits as AI exposure deepens — company swings back to profitability in Q3 results
- IBM triples entry-level hires for 2026 despite AI adoption, bucking industry trends — Chief HR officer says that AI can do most entry-level jobs, but work still requires a human touch
February 13
- Rapidus targets mass 2nm chip production in 2027, quadruples capacity ramp up — company plans to scale to 25,000 wafer starts per month in just one year
- Google reports that state hackers from China, Russia and Iran are using Gemini in 'all stages' of attacks — phishing lures, coding and vulnerability testing get AI underpinnings from hostile actors
February 12
- Cadence embeds AI 'super agent' to assist engineers when designing EDA tools — company aims for ‘over a trillion transistors’ by 2030, with AI helping to debug and verify complex projects
- Montage's strong IPO highlights Chinese investment rush into AI and data center ecosystems — push for self-sufficiency demands immense amounts of capital
- Using AI actually increases burnout despite productivity improvements, study shows — data illustrates how AI made workers take on tasks they would have otherwise avoided or outsourced
February 11
- U.S. government plans tariff exemptions for TSMC, if it follows through on American investment — $165 billion already pledged to increase production capacity, but details of the deal are still murky
- Samsung and SK hynix shorten memory contracts as pricing power shifts back to suppliers — both companies now at 40-50% operating margins
February 10
- Alphabet is doubling its capital expenditure to a staggering $180 billion in 2026 — earnings suggest that the company's AI investments may be paying off
February 9
- Claimed 1,100% increase in AI-driven layoffs in 2025 might be misleading — firms accused of exaggerating AI performance to downplay poor business performance
February 6
- Amazon's European data centers challenged by grid delays — up to seven year waits for new connections
February 5
- Tesla's robotics ambitions rest on the knife-edge of US-China trade relations due to its supply chain — the majority of critical materials and suppliers are located in China
- Western Digital details 14-platter 3.5-inch HAMR HDD designs with 140 TB and beyond
February 4
- China’s CXMT and YMTC to increase memory output — two new fabs could close the gap with the ‘big three’
February 3
- Intel is co-developing new Z-Angle Memory to compete with HBM used in AI data centers — vertically-stacked memory touts 2 to 3x more capacity, greater bandwidth, and half the power consumption
February 2
- Samsung, SK Hynix, and Micron work to block memory hoarding — prices might rise faster, but it could help encourage increased supply long term