Latest News Analysis
DARPA invests $1.4 billion to build experimental Texas foundry for next-generation 3D chips
Premium A new DARPA- and Texas-backed facility will focus on 3D heterogeneous integration, stacking, and combining multiple materials and chip types to advance U.S. capabilities in defense, AI, and HPC.
Meta's 'godfather of AI' departs the company to form his own startup
Premium The 12-year veteran of Meta and Turing award winner has focused on developing AI that learn from images and video, rather than text.
Musk confirms Tesla AI5 and AI6 will be made at both Samsung and TSMC
New comments from Musk confirm dual-fab production for Tesla's AI5 and AI6.
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.
