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Microsoft attributes $25 billion of AI budget to memory and chip costs
By Luke James published
Premium Google, Amazon, Microsoft, and Meta plan to spend a combined $725 billion on capital expenditure in 2026, a 77% increase over last year's record $410 billion.

SoftBank plans robotics and AI firm in the US to build data centers
By Jowi Morales published
SoftBank is planning to launch an AI and robotics startup in the U.S. to build data centers. The firm is gunning for a $100 billion valuation and aims to list the startup this year.

Huawei could seize China’s AI chip crown in 2026 as Nvidia’s H200 shipments stall in regulatory limbo
By Etiido Uko published
The Chinese government is seeking to overthrow Nvidia

ASML's roadmap for chipmaking lithography tools examined — from DUV to Low-NA, High-NA, Hyper-NA, and beyond
By Luke James published
Premium ASML shipped 48 EUV lithography systems and 131 immersion DUV tools in 2025, generating €32.7 billion in total revenue and ending the year with a €38.8 billion order backlog.

Wingtech posts $1.3 billion loss and faces Shanghai delisting as Nexperia audit collapses
By Luke James published
According to a filing to the Shanghai bourse on Wednesday, Wingtech's stock will carry a delisting risk warning starting May 6th.

Mark Zuckerberg says Meta is cutting 8,000 jobs to pay for AI infrastructure
By Luke James published
Meta spent $72.2 billion on capex in all of 2025. The midpoint of its new 2026 guidance would nearly double that figure in a single year.

Intel details 18A-P process node, touts higher performance, lower power, and much more
By Anton Shilov published
Intel details improvements of 18A-P that include higher performance, lower power, reduced variability, improved yields, and more.

Zero-day exploit instantly grants administrator access on most Linux distributions since 2017
By Bruno Ferreira published
Zero-day exploit instantly grants administrator access on most Linux distributions since 2017

Talent over tokens: AI models are becoming more expensive to run, and productivity gains are limited
By Jon Martindale published
Premium Token costs rise as the industry reckons with AI's impact on the workforce.

Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes
By Etiido Uko published
Samsung and SK hynix warn that severe AI-driven memory shortages could persist through 2027 as exploding HBM demand overwhelms supply, tightens the broader DRAM market, and fuels record profits
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