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New U.S. gov't rule says chipmakers have to make one chip in the US for each chip imported from another country to avoid 100% tariffs
By Anton Shilov published
The Trump administration is drafting a policy that would require chipmakers to match U.S. production with customer imports or face steep tariffs, potentially up to 100%.

Nvidia GeForce RTX 5050 review: a necessary update, not an exciting one
By Jeffrey Kampman published
The GeForce RTX 5050 brings a much-needed performance boost to the low end of the graphics card market, but it faces intense competition at its $249 MSRP.

HighPoint's adapter enables GPUDirect storage — up to 64 GB/s from drive to GPU, bypassing the CPU
By Anton Shilov published
HighPoint launches the Rocket 7638D switch card that enables Nvidia GPUDirect connectivity between GPUs and NVMe storage by supporting peer-to-peer data transfers without CPU involvement.

CoreWeave deal with OpenAI now worth $22.4 billion
By Bruno Ferreira published
CoreWeave expands partnership to provide OpenAI with compute capacity.

OpenAI may lease Nvidia GPUs instead of buying them
By Luke James published
OpenAI is in advanced talks to lease high-performance GPUs from Nvidia, rather than purchase them outright, as part of its plan to build out custom AI data centers over the next several years.

Nvidia and Intel’s RTX SoCs could pose an existential threat to AMD’s APUs — if the two companies can actually pull it off
By Luke James published
Premium AMD’s APUs now rival entry GPUs, but Intel and NVIDIA aim higher: RTX chiplets, NVLink and Foveros promise scalable SoCs beyond what AMD can easily match.

Nvidia's $100 billion investment in OpenAI raises big antitrust concerns
By Anton Shilov published
Invest in a major customer, then get money from a major customer?

OpenAI makes flurry of deals in drive towards for-profit model
By Jon Martindale published
Premium OpenAI is making major moves to secure future GPUs and accelerate its hardware plans in a flurry of major deals worth billions of dollars, though questions remain about its future funding.
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