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China's top chipmaker warns that rushed AI data center capacity could remain idle
By Anton Shilov published
Co-CEO of SMIC warns that massive data centers that are currently being built in the U.S. and other regions could end up sitting idle if some AI projects do not take off.

South Korean exchange's $40 billion BTC mistake casts pall over fledgling crypto legislation
By Bruno Ferreira published

Memory makers are set to earn $551 billion from the AI boom, twice as much as contract chip manufacturers
By Anton Shilov published
Premium While all makers of microelectronics are set to benefit from the AI supercycle, the memory industry is projected to generate more than twice the revenue of the foundry industry.

White House mulling tariff exemptions for Big Tech
By Jowi Morales published
It pays to be big.

Alphabet is doubling its capital expenditure to a staggering $180 billion in 2026
By Jon Martindale published
Premium Google announced in its Q4 earnings call this week that it expected to more than double its capital expenditure in 2026 over 2025's already sky-high numbers, to up to $185 billion.

TSMC's board approves $45 billion spending package on new fabs
By Anton Shilov published
TSMC's board of directors approves spending on new production capacities and promotes a key executive leading the development of A10 fabrication process due in 2030 or later.

Claimed 1,100% increase in AI-driven layoffs in 2025 might be misleading
By Jon Martindale published
Premium Despite layoffs attributed to surging use of AI, employers may be placating investors by using AI as an excuse for failings elsewhere.

AI.com's $85 million Super Bowl ad campaign falls foul as traffic crashes servers
By Luke James published
AI.com bought its way onto the biggest advertising stage in the world on Sunday night, and then the site crashed.
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