Latest News Analysis
China probes Qualcomm with antitrust investigation in the latest asymmetric trade negotiation salvo
Premium Targeting a months-old deal for a company that was thought likely to expand Qualcomm's business, not reinforce it.
Nvidia is turning GPUs into capital, but questions exist around sustainability — AI companies are financing hardware like debt
Premium From xAI’s $20 billion debt package to OpenAI’s prepaid clusters, the GPU shortage has created a new kind of financial asset.
OpenAI signs AMD deal for 6GW of AI GPUs with a massive equity kicker, OpenAI to obtain up to 160 million AMD shares at one cent apiece
Premium OpenAI has secured up to 6 gigawatts of AMD GPU compute in a landmark supply agreement that could see the ChatGPT maker take a 10% stake in AMD.
AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade
Premium Once-cheap SSDs, DRAM, and HDD prices are climbing fast as AI demand and constrained supply converge to create the tightest market in years.
AMD and Intel's unlikely chipmaking partnership isn't without its benefits — how AMD could divest reliance on TSMC
Premium Intel and AMD have competed at opposite ends of the x86 spectrum for decades, but a potential deal could be mutually beneficial for both companies.
OpenAI might be building its own chip, but it’ll still be dependent on Nvidia
Premium OpenAI is widely understood to be developing a custom AI accelerator with Broadcom, part of a $10 billion partnership to design chips specifically for OpenAI’s internal workloads.
Amid Intel's deals, Intel Foundry remains notably absent — 18A and 14A are on the way, but success isn't guaranteed
Premium It has been a busy few weeks for semiconductors, but among various announcements and rumors, Intel Foundry has remained conspicuously absent.
Data centers to account for 9% of electricity demand in the U.S by 2035
Premium Regulatory approval and standardization could take years to get them off the ground, though.
