Latest News Analysis
Intel promises sweeping changes to combat stagnation with new foundry strategy, AI focus, and the return of Hyper-Threading
News Analysis Intel CEO Lip-Bu Tan unveiled sweeping reforms across the company's foundry strategy, x86 roadmap, AI focus, and organizational structure.
Elon Musk says xAI is targeting 50 million 'H100 equivalent' AI GPUs in five years
News Analysis But how many nuclear power plants will it require?
China's YMTC moves to break free of U.S. sanctions by building production line with homegrown tools
News Analysis Can YMTC deliver what it promises?
AI bubble is worse than the dot-com crash that erased trillions, economist warns
News Analysis The only difference between then and now is that there's more to lose.
TSMC's quarterly sales hit a record $30 billion
News Analysis After posting a record $30 billion revenue in Q2 2025, TSMC announced plans to build at least 15 new fabs worldwide.
Synopsys acquires simulation specialist Ansys for $35 billion following Chinese regulator approval
News Analysis A $35 billion deal.
Amazon's $8 billion Anthropic investment rumors suggest it would rather sell AI infrastructure than compete with ChatGPT and Gemini
News Analysis AWS is in prime position to power the AI revolution, rather than win it.
China plans 39 AI data centers with 115,000 restricted Nvidia Hopper GPUs
News Analysis Some Chinese companies do not want cut-down H20 HGX parts.
