Deep Analysis
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PremiumHot Chips 2026: Intel details cutting-edge tech in entry-level Wildcat LakeIntel's Wildcat Lake is competing in the budget laptop market, but it takes a very different approach, leveraging a UCIe interconnect and Intel's latest 18A node.
By Jake Roach Published -
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PremiumHot Chips 2026: Intel dives deep on Crescent Island AI acceleratorXe3P focuses on the most compute-intensive phases of AI inference.
By Jeffrey Kampman Published -
PremiumChina strategically slows exports of critical materials used in semiconductor fabrication to TaiwanChina slows exports of germanium, quartz-based materials, and magnets. The move potentially disrupts the optical connectivity, semiconductor, and robotics industries.
By Anton Shilov Published
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PremiumUS Secures Netherlands for Pax Silica Alliance in key win for strategic chip allianceInside the US Pax Silica Alliance with the Netherlands.
By Jon Martindale Published -
PremiumArm servers capture over 45% of data center market revenueArm-based servers accounted for nearly half of server revenue in Q1 2026, challenging x86. But in the coming years, they might catch up unit wise as well.
By Anton Shilov Published -
SemiconductorsPost-silicon era gets closer as industry giants crack the 2D transistor scaling bottleneck with breakthrough techImec, ASML, and TSMC have integrated both n-type and p-type transistors with atomically thin 2D channels on a single 300mm wafer.
By Luke James Published -
PREMIUMUS pulls the 'kill-switch' on Anthropic's Fable 5 AI models, sending global allies scramblingWorld leaders are concerned that projects can be cut off by arbitrary U.S. regulations.
By Jon Martindale Published -
PremiumMarvell details vision of optically-interconnected data centers spanning across thousands of kilometresMarvell shares its vision for optically connected data centers, connecting devices across hundreds of kilometers, and the company already has hardware to build them.
By Anton Shilov Published -
PremiumNvidia's high-speed AI data center storage servers break cover, touting 2.9 petabytes of storage and extreme PCIe 6.0 performanceWiwynn is among the first to demonstrate Nvidia SCADA server that promises to offer AI systems petabytes of ultra-fast storage thanks to GPU-accelerated storage acceleration.
By Anton Shilov Published -
PremiumAI is set to consume up to 600 billion gallons of water by 2030As GPU power demands almost double with every generation, most water usage will come where the power is generated.
By Jon Martindale Published -
PremiumGoogle reportedly books Intel for packaging more than 3 million TPUs in 2028Google has placed an order for Intel to build more than 3 million of its TPUs in 2028 after months of testing Intel's advanced packaging.
By Luke James Published -
PremiumAnthropic's warning over AI self-improvement has a hidden messageThe company that just a few weeks ago told us that its Mythos model was much too powerful to be released is now saying that we might need to hit the pause button.
By Luke James Published
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