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PremiumInvestigative report details how export-restricted Nvidia AI chips reach ChinaAmerican nonprofit C4ADS, a monitoring organization funded mostly by the U.S. government, produced a report shedding light on the many ways that American AI accelerators reach China.
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PremiumAI leaders clash over safety fears after Anthropic whistleblower says AI could 'kill us all' by 2030Western Frontier model developers are all for it, but Open Weight proponents are far less keen.
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PremiumAnthropic says AI can boost U.S. GDP by 32%, up to $44.4 trillion in four yearsThe tech job market might argue that future has already arrived.
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PremiumCXMT's DRAM ambitions could have it capture 30% of the market by 2030The time is right for CXMT to expand.
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PremiumAI companies are now racing to the bottom — crashing token prices and competitive models push companies to cut costsFor the rest of us, there's now significant AI intelligence to be found in more affordable models.
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PremiumLumentum CEO warns of impending bottleneck on critical material used for silicon photonicsLumentum CEO Michael Hurlston told an audience at the RAISE Summit that indium phosphide is heading into a squeeze worse than the one in memory.
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PremiumShanghai Aishengna named as the maker of China's first domestic immersion DUV chipmaking toolsAishengna has been named by a single source who declined to be named, and its shareholders, SMEE, and Yuliangsheng didn’t respond to requests for comment.
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PremiumNvidia employee implicated in escalating AI GPU smuggling scandalDespite China's push for domestic chip development, Nvidia hardware is still hot enough to be worth smuggling.
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PremiumAlphabet goes cash flow negative for the first time, as AI capex surges to a staggering $44.9 billion in a single quarterOn the same day, CFO Anat Ashkenazi raised full-year capex guidance to between $195 billion and $205 billion.
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PremiumAMD splits Zen 7 into three EPYC families for 2028 and starts selling server CPUs by the agentThe company named Florence, Ferrara, and Fidenza in its launch release, extended its annual CPU, GPU, networking, and rack cadence out to 2030.
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PremiumOpenAI's HuggingFace breach heralds an unprecedented age of AI cyber warfareContemporary AI bots are far too competent at cybersecurity, and humanity may have reached a tipping point where it's hard to keep up.
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PremiumNew semiconductor firm, TYLsemi, breaks cover, backed by $43 million in early-stage fundingTYLsemi is set to offer pre-validated chiplets, along with custom ASIC design services, and build highly custom multi-tile processors at relatively low costs.
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