News-analysis archive

October 2025

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11 articles

October 27
- Jet engine shortages threaten AI data center expansion as wait times stretch into 2030 — the rush to power AI buildout continues
October 23
- European think tank suggests punitive DUV machine export ban following China's latest round of rare earth export controls
October 21
- Nvidia's China presence hits zero, says CEO Jensen Huang, and companies are already working around it — Alibaba reduces reliance on H20 as U.S. and China division deepens
October 17
- Anthropic targets gigantic $26 billion in revenue by the end of 2026 — eye-watering sum is more than double OpenAI's projected 2025 earnings
October 15
- Samsung joins Nvidia's NVLink Fusion program to produce custom AI chips — additional Spectrum-X platform to be deployed by Meta and Oracle for data center use
October 14
- Goodbye, Windows 10 — how a decade of 'progress' eroded users' command over their own machines
October 13
- China probes Qualcomm with antitrust investigation in the latest asymmetric trade negotiation salvo — Autotalks acquisition risks fouling anti-monopoly laws
October 8
- Nvidia is turning GPUs into capital, but questions exist around sustainability — AI companies are financing hardware like debt, as bank warns of 'sharp market correction'
October 7
- 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
October 3
- AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade
October 2
- AMD and Intel's unlikely chipmaking partnership isn't without its benefits — how AMD could divest reliance on TSMC