Tech Industry

China's rush to build AI data centers in 2023–2024 has collapsed into underused infrastructure, falling profits, and outdated facilities.

Building at 'Taiwan speed.'

The U.S. needs both labs and fabs.

Huawei-linked Chinese startup has developed a nearly complete suite of semiconductor manufacturing tools to enable fully domestic chip production amid escalating export controls.

Nvidia's Jensen Huang mulls about next-generation process technologies, suggests that the typical improvement from any process node change worth shifting to is only 20% now.

U.S. expands trade blacklist with 80 new entities to prevent China's advancements in AI, exascale supercomputing, quantum technology, and hypersonic weapons.

Qualcomm has filed complaints with regulators in the U.S., EU, and South Korea, accusing Arm of restricting technology access and shifting its licensing model to undermine competition.

OpenAI and MIT worked together on a study of four million interactions over 28 days.

Pat Gelsinger expressed strong support for successor Lip-Bu Tan and the IDM 2.0 strategy, while acknowledging the immense financial and market pressures that made the transformation difficult.

Despite comments suggesting high costs in the U.S., analysts found that producing chips at TSMC's Arizona fab costs less than 10% more than in Taiwan.