Latest News Analysis
Meta's multi-billion-dollar Graviton deal highlights intensifying CPU shortages in AI infrastructure
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 and Microsoft's alliance fractures as cloud exclusivity deal ends
Premium OpenAI and Microsoft outline terms.
Inside Google's TPU V8 strategy, delivering two chips for two crucial tasks at incredible scale
Premium Google announced its eighth-gen TPUs at Cloud Next, shipping two distinct chip designs for the first time in the TPU program's decade-long history.
How a cavalcade of blunders gave unauthorized users access to Claude Mythos
Premium It's hard for AI tools to prevent social engineering and third-party hacks.
Congress moves to strip the DoC of chip-export discretion with the MATCH Act
Premium A bipartisan group of U.S. lawmakers introduced the Multilateral Alignment of Technology Controls on Hardware Act, or MATCH Act, in early April.
Chinese chipmakers made record profit in 2025, despite slipping margins
Premium Applied Materials, Lam Research, and KLA booked a combined $19 billion in China revenue across their fiscal 2025 reporting periods.
Local political revolts threaten to derail US data center projects
Premium Rejected proposals, moratoriums, cancelled rezoning, rallies, and fliers are all hampering the AI build out.
YMTC's third Wuhan fab clears Beijing's 50% local tooling threshold as two more are planned
Premium China’s YMTC is expected to start operations at its Phase 3 Wuhan fab late this year as the first leading-edge memory plant built to comply with Beijing's unwritten 50% tooling requirement.
