Latest News Analysis
With H200s set to flow into China, Groq is reportedly set to follow soon after
Premium According to a new report, Nvidia's Groq inferencing chips are set to head to China for export, following approval of its H200 AI accelerators.
Examining Nvidia's 60 exaflop Vera Rubin POD — how seven chips underpin company's 40 rack AI factory supercomputer
Premium Nvidia announced seven chips in full production at GTC 2026 on Monday, composing the Vera Rubin platform that the company intends to ship in the second half of this year.
Meta's new MTIA lineup joins hyperscalers' unified push for dedicated inferencing chips
Premium Google, AWS, Microsoft, and Meta have all independently reached the same conclusion.
The ongoing Strait of Hormuz blockage will impact the semiconductor and AI industries with Aluminum, Helium and LNG shortages
Premium If you can't make the chips and you can't run the turbines, you can't run an industry.
IBM and Lam's new partnership paves the way toward sub-1nm logic using High-NA EUV
Premium Under the new agreement, the focus will shift to validating full process flows for nanosheet and nanostack device architectures and backside power delivery.
OpenClaw AI agent craze sweeps China as authorities seek to clamp down amid security fears
Premium The agentic AI boom comes under scrutiny by Beijing
Oracle and OpenAI's Abilene expansion saga detailed: 600MW expansion gets scrapped, as larger 4.5GW agreement remains on track
Premium Oracle and OpenAI dropped plans to expand their flagship Stargate campus in Abilene, Texas, beyond its committed 1.2-gigawatt build earlier this month.
New Commerce Department AI export rules could be seismic change for CSPs and data center operators
Premium The Trump administration is considering new export controls for high-end AI chips, with the suggestion that it may start requiring investment in U.S.
