Latest News Analysis
Micron to begin work on $100 billion New York 'megafab' imminently
Premium After numerous delays, Micron is about to start building its $100 billion site in New York to produce 40% of its DRAM output in the U.S. in the 2040s.
Nvidia CEO Jensen Huang explains why SRAM isn't here to eat HBM's lunch
Premium At CES, Jensen Huang was pressed on margins, memory costs, and whether Nvidia’s growing use of SRAM and open AI models might finally loosen the company’s grip on expensive HBM.
Nvidia's focus on rack-scale AI systems is a portent for the year to come
Premium Nvidia's CES keynote was notably not consumer-focused. Instead, the company detailed its booming data center business, with a deeper look at its NVL72 Rubin platform.
China’s GPU cloud consolidates around Baidu and Huawei as domestic AI chips scale up
Premium Domestic AI accelerators, vertically integrated cloud stacks, and a flood of capital are reshaping China’s AI infrastructure market under U.S. export controls.
China’s top chip foundries move to consolidate as Beijing pushes semiconductor self-sufficiency
Premium China’s leading contract chipmakers are pursuing large domestic acquisitions to expand capacity as Beijing doubles down on semiconductor self-sufficiency.
U.S. electricity grid stretches thin as data centers rush to turn on onsite generators
Premium AI companies are turning to gas turbines to run their data centers without grid power.
Micron secures $318 million Taiwanese subsidy for HBM R&D as AI memory arms race intensifies
Premium Taiwan doubles down on advanced memory by backing Micron’s next-gen HBM development.
Huawei’s Ascend and Kunpeng progress shows how China is rebuilding an AI compute stack under sanctions
Atlas 900 and Ascend supernodes highlight a scaling-first approach as Huawei trades per-chip efficiency for system-level throughput.
