News-analysis archive

April 2026

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15 articles

April 30
- 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
April 29
- 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
April 28
- OpenAI and Microsoft's alliance fractures as cloud exclusivity deal ends — Azure's single-provider monopoly for ChatGPT is officially over
April 27
- 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
April 24
- How a cavalcade of blunders gave unauthorized users access to Claude Mythos — restricted model accessed by third parties, thanks to knowledge from data breach
April 22
- Congress moves to strip the DoC of chip-export discretion with the MATCH Act — DUV lithography machines among those targeted in chipmaking tool crackdown
April 20
- Chinese chipmakers made record profit in 2025, despite slipping margins — U.S shipments fall 34% as Beijing shores up local chipmaking efforts
April 17
- Local political revolts threaten to derail US data center projects — mounting delays are already costing AI hyperscalers billions
April 15
- 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
April 14
- 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
April 10
- 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
April 8
- A brief history of Denuvo DRM and the new hypervisor bypass — inside the cat-and-mouse game between Denuvo and the piracy scene
April 6
- Why TSMC grew four times faster than its foundry rivals in 2025 — price hikes, vertical integration, and commanding technology lead pay dividends
April 2
- 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
- Why Nvidia just poured $2 billion into AI ASIC competitor Marvell — NVLink Fusion turns into soft ecosystem lock-in