Latest News Analysis
European think tank considers punitive DUV machine export ban following China's latest round of rare earth export controls
Premium Think tank suggests tighter semiconductor controls amid rare earth tensions.
Nvidia's China presence hits zero, says CEO Jensen Huang, and companies are already working around it
Premium Alibaba Cloud has revealed a new GPU pooling system that slashed the number of Nvidia accelerators needed for large-scale inference by more than 80%.
Anthropic targets gigantic $26 billion in revenue by the end of 2026
Premium Can the company actually pull it off?
Samsung joins Nvidia's NVLink Fusion program to produce custom AI chips — deepening Nvidia's control over AI system design
Premium The partnership brings Samsung Foundry into Nvidia’s high-speed interconnect ecosystem, expanding NVLink’s reach beyond TSMC and deepening Nvidia’s control over AI system design.
Goodbye, Windows 10 — how a decade of 'progress' eroded users' command over their own machines
Premium As Windows 10 fades into obsolescence, the argument it leaves behind is more philosophical than technical.
China probes Qualcomm with antitrust investigation in the latest asymmetric trade negotiation salvo
Premium Targeting a months-old deal for a company that was thought likely to expand Qualcomm's business, not reinforce it.
Nvidia is turning GPUs into capital, but questions exist around sustainability — AI companies are financing hardware like debt
Premium From xAI’s $20 billion debt package to OpenAI’s prepaid clusters, the GPU shortage has created a new kind of financial asset.
OpenAI signs AMD deal for 6GW of AI GPUs with a massive equity kicker, OpenAI to obtain up to 160 million AMD shares at one cent apiece
Premium OpenAI has secured up to 6 gigawatts of AMD GPU compute in a landmark supply agreement that could see the ChatGPT maker take a 10% stake in AMD.
