Latest News Analysis
The ongoing Strait of Hormuz blockage will impact the semiconductor and AI industries with Aluminum, Helium and LNG shortages
Premium If you can't make the chips and you can't run the turbines, you can't run an industry.
IBM and Lam's new partnership paves the way toward sub-1nm logic using High-NA EUV
Premium Under the new agreement, the focus will shift to validating full process flows for nanosheet and nanostack device architectures and backside power delivery.
OpenClaw AI agent craze sweeps China as authorities seek to clamp down amid security fears
Premium The agentic AI boom comes under scrutiny by Beijing
Oracle and OpenAI's Abilene expansion saga detailed: 600MW expansion gets scrapped, as larger 4.5GW agreement remains on track
Premium Oracle and OpenAI dropped plans to expand their flagship Stargate campus in Abilene, Texas, beyond its committed 1.2-gigawatt build earlier this month.
New Commerce Department AI export rules could be seismic change for CSPs and data center operators
Premium The Trump administration is considering new export controls for high-end AI chips, with the suggestion that it may start requiring investment in U.S.
AI creates jobs, data from European Central Bank survey shows
Premium European data suggests the firms making the most use of AI are actively hiring more people, too.
As Frank Yeary retires from Intel, the company picks an engineer to chair its board
Premium Intel’s board of directors is getting a new independent chair, effective May 13, following the company’s Annual Stockholders’ Meeting.
Nvidia invests $4 billion into photonics firms in a bid to bolster data center interconnect supply chains
Premium Into the photonic future.
