Artificial Intelligence (AI)
Latest about Artificial Intelligence

Elon Musk wants foundry partners to build '100 – 200 billion AI chips' per year
By Anton Shilov last updated
This is orders of magnitude more than the industry can build these days.

Chinese AI startup gets access to 2,300 banned Blackwell GPUs by exploiting cloud loophole
By Jowi Morales published
A Chinese company gains access to Nvidia hardware by renting compute from a Jakarta-based telecommunications company.

JP Morgan says Nvidia is gearing up to sell entire AI servers instead of just AI GPUs and componentry
By Anton Shilov published
Higher supply chain consolidation under Nvidia?

OpenAI’s colossal AI data center targets would consume as much electricity as entire nation of India
By Jowi Morales published
The AI race is exerting a massive toll on our environment.

J.P. Morgan calls out AI spend, says $650 billion in annual revenue required to deliver mere 10% return on AI buildout
By Jowi Morales last updated
A J.P. Morgan report says that the AI industry needs to make at least $650 billion annually for investors to get a 10% return on all the money going into it until 2030.

OpenAI asks U.S. to expand CHIPS Act tax credit to cover AI infrastructure despite firm's denial wanting a government 'backstop' for its massive loans
By Luke James published
OpenAI has asked the Trump administration to expand a major CHIPS Act tax credit to support the build-out of AI infrastructure, including servers, data centers, and power systems.

Jensen Huang confirms there are no plans to ship Blackwell GPUs to China right now, chipmaker at Beijing's mercy
By Hassam Nasir published
"There are no active discussions."

Google deploys new Axion CPUs and seventh-gen Ironwood TPU
By Anton Shilov last updated
Chips complete Google's portfolio of custom silicon.
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