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CEO reorganizes Intel with new CTO and AI lead
By Anton Shilov published
Intel's Lip-Bu Tan has overhauled leadership by naming Sachin Katti as CTO and AI chief, flattening the structure, and taking direct control of key technology developments.

Huawei's new AI CloudMatrix cluster beats Nvidia's GB200 by brute force, uses 4X the power
By Anton Shilov published
Huawei unveils AI CloudMatrix 384 system based on 384 Ascend 910C processors that can beat Nvidia's GB200 NVL72 in performance, but at the cost of efficiency.

Nvidia vows to continue making products for Chinese market
By Anton Shilov published
Nvidia CEO reaffirmed the company's commitment to serving China despite escalating U.S. export restrictions.

Lawmakers demand answers from Nvidia over suspected GPU diversions to China, company denies any wrongdoing
By Anton Shilov published
The House Select Committee on the CCP seeks to know all of Nvidia's significant clients in Asia.

Microsoft researchers build 1-bit AI LLM with 2B parameters — model small enough to run on some CPUs
By Jowi Morales published
Microsoft researchers developed a 1-bit AI model that's efficient enough to run on traditional CPUs without needing specialized chips like NPUs or GPUs.

Massive 366% chip shipment surge to Malaysia amid increased Nvidia AI GPU smuggling curbs, ahead of looming sectoral tariffs
By Anton Shilov published
Data center hub or export control avoidance?

Nvidia writes off $5.5 billion in GPUs as US gov't chokes off supply of H20s to China
By Anton Shilov published
Apparently, Jensen Huang's $1 million dinner with Donald Trump did not help to ease U.S. government's concerns over H20 GPUs exports to China.

Made in the USA: Inside Nvidia's $500 billion server gambit
By Anton Shilov published
The scale and timeline of Nvidia's plans to build AI server supply chain in the U.S. look ambitious, but can they actually be fulfilled?

Nvidia aims to build $500 billion worth of AI servers in the USA by 2029
By Anton Shilov published
To avoid looming U.S. tariffs and strengthen supply chain resilience, Nvidia is partnering with TSMC, Foxconn, Wistron, Amkor, and SPIL to localize production of its AI servers and chips in the U.S.
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