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Nvidia H20 GPUs reportedly caught up in U.S. Commerce Department's worst export license backlog in 30 years
By Jon Martindale published
Officials claim this is the worst commerce backlog in over 30 years.

Intel promises sweeping changes to combat stagnation with new foundry strategy, AI focus, and the return of Hyper-Threading
By Anton Shilov published
Intel CEO Lip-Bu Tan unveiled sweeping reforms across the company's foundry strategy, x86 roadmap, AI focus, and organizational structure.

Elon Musk says xAI is targeting 50 million 'H100 equivalent' AI GPUs in five years
By Anton Shilov published
But how many nuclear power plants will it require?

China's YMTC moves to break free of U.S. sanctions by building production line with homegrown tools
By Anton Shilov published
Can YMTC deliver what it promises?

AI bubble is worse than the dot-com crash that erased trillions, economist warns
By Jon Martindale published
The only difference between then and now is that there's more to lose.

TSMC's quarterly sales hit a record $30 billion
By Anton Shilov published
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
By Anton Shilov published
A $35 billion deal.

Amazon's $8 billion Anthropic investment rumors suggest it would rather sell AI infrastructure than compete with ChatGPT and Gemini
By Jon Martindale published
AWS is in prime position to power the AI revolution, rather than win it.
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