Latest News Analysis
AI bubble is worse than the dot-com crash that erased trillions, economist warns
News Analysis The only difference between then and now is that there's more to lose.
TSMC's quarterly sales hit a record $30 billion
News Analysis After posting a record $30 billion revenue in Q2 2025, TSMC announced plans to build at least 15 new fabs worldwide.
Synopsys acquires simulation specialist Ansys for $35 billion following Chinese regulator approval
News Analysis A $35 billion deal.
Amazon's $8 billion Anthropic investment rumors suggest it would rather sell AI infrastructure than compete with ChatGPT and Gemini
News Analysis AWS is in prime position to power the AI revolution, rather than win it.
China plans 39 AI data centers with 115,000 restricted Nvidia Hopper GPUs
News Analysis Some Chinese companies do not want cut-down H20 HGX parts.
Nvidia AI challenger Groq announces European expansion — Helsinki data center targets AI market
News Analysis Positioning itself as leaner and faster at inference workloads, Groq is hoping to outcompete Nvidia at its own game.
Trump says he has struck a trade deal with Hanoi
News Analysis The U.S. and Vietnam have reached a tentative agreement that sets tariffs on Vietnamese goods at 20%, but hits transshipments with a 40% import tax.
TSMC swats down claims it is delaying its Japan chipmaking plant to prioritize Arizona plants to avoid US tariffs
News Analysis No smoke without fire, or an unsubstantiated rumor?
