News Analysis
Latest News Analysis

Tariffs could increase tech prices by up to 70% and reduce GDP by $69 billion according to CTA report
By Anton Shilov published
News Analysis Game consoles will be hit the hardest, and laptops could increase in price by 34%.

Nvidia aims to solve AI's water consumption problems with direct-to-chip cooling — claims 300X improvement with closed-loop systems
By Anton Shilov published
News Analysis Nvidia Blackwell AI datacenters get cooling upgrade

Huawei's new AI CloudMatrix cluster beats Nvidia's GB200 by brute force, uses 4X the power
By Anton Shilov published
News Analysis Huawei unveils AI CloudMatrix 384 system based on 384 Ascend 910C processors that can beat Nvidia's GB200 NVL72 in performance, but at the cost of efficiency.

Made in the USA: Inside Nvidia's $500 billion server gambit
By Anton Shilov published
News Analysis The scale and timeline of Nvidia's plans to build AI server supply chain in the U.S. look ambitious, but can they actually be fulfilled?

China's new semiconductor rule spares Taiwan fabs, punishes Intel, GlobalFoundries & Texas Instruments
By Anton Shilov published
News Analysis Killing two birds with one stone.

Researchers make breakthrough in cleaning up the 'forever chemicals' used in chip manufacturing
By Sunny Grimm published
News Analysis The semiconductor industry is among the worst offenders in PFAS use and pollution.

China's rare earth export restrictions threaten global chipmaking supply chains
By Anton Shilov published
News Analysis China's latest export restrictions on Scandium and Dysprosium threaten to disrupt global supply chains for major tech players, but also emphasize potential weaknesses of its anti-sanctions approach.
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