Latest News Analysis
AMD’s record quarter shows strength in client and AI, as Ryzen leads the charge
Premium Ryzen 7 9800 and MI300X sales drive growth, while new risks to AMD’s EPYC foothold emerge from Nvidia-Intel partnership.
Nvidia wants China's market share to secure the future of CUDA in the region
Premium Misaligned goals put the U.S. and Nvidia at loggerheads.
Blackwell GPU's exclusion from high-level trade talks highlights deepening AI ecosystem rift between nations
Premium The trade war takes a breather, but Blackwell is still off the table while Beijing seeks better domestic compute capabilities.
OpenAI's Microsoft contract negotiation is a necessary step toward a future IPO
Premium Altman makes claims for the future, as OpenAI evolves
Jet engine shortages threaten AI data center expansion as wait times stretch into 2030 — the rush to power AI buildout continues
Premium The greatest threat to AI datacenter expansion in 2026 might not be compute, land, or capital, but jet engines, as hyperscalers face multi-year waits for turbines earmarked for AI deployments.
European think tank considers punitive DUV machine export ban following China's latest round of rare earth export controls
Premium Think tank suggests tighter semiconductor controls amid rare earth tensions.
Nvidia's China presence hits zero, says CEO Jensen Huang, and companies are already working around it
Premium Alibaba Cloud has revealed a new GPU pooling system that slashed the number of Nvidia accelerators needed for large-scale inference by more than 80%.
Anthropic targets gigantic $26 billion in revenue by the end of 2026
Premium Can the company actually pull it off?
Samsung joins Nvidia's NVLink Fusion program to produce custom AI chips — deepening Nvidia's control over AI system design
Premium The partnership brings Samsung Foundry into Nvidia’s high-speed interconnect ecosystem, expanding NVLink’s reach beyond TSMC and deepening Nvidia’s control over AI system design.
