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Chinese GPU maker Cambricon's Q1 revenue hits $423 million as country's homegrown AI chip market accelerates
By Luke James published
The results come as Chinese chipmakers continue to absorb market share from Nvidia.

Exploding number of AI data center build-outs delay Texas housing projects
By Jowi Morales published
Data centers pay 75% more and offer overtime and bonuses — something that home builders cannot afford.

Meta's multi-billion-dollar Graviton deal highlights intensifying CPU shortages in AI infrastructure
By Luke James published
Premium Meta signed a multibillion-dollar, multi-year deal with Amazon Web Services last week to deploy tens of millions of Graviton5 CPU cores across AWS data centers.

OpenAI has effectively abandoned first-party Stargate data centers in favor of more flexible deals
By Jowi Morales published
It seems that building and owning its own infrastructure is too expensive for OpenAI.

Google signs classified Pentagon AI deal but exits $100 million drone swarm program
By Luke James published
Google joins OpenAI and Elon Musk's xAI in granting the Pentagon broad classified AI access.

TSMC SoIC 3D stacking roadmap outlines path from 6-micron pitches today to 4.5-micron in 2029
By Anton Shilov published
Premium TSMC adds support for face-to-face stacking, 6.5 µm and 4.5 µm pitches for the next generation of SoIC 3D stacking.

Meta will beam sunlight from space to power AI data centers, solar-collecting satellites will orbit 22,000 miles above Earth
By Etiido Uko last updated
Sunlight beamed from space could help solve AI’s exploding electricity problem.

US stops exports of chip-making tools to China’s number two chip maker
By Jowi Morales published
Washington is enacting export controls to prevent China's second-largest fab from moving forward with more advanced nodes.
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