TSMC's $1.5 trillion forecast and 30% growth guidance reveal the true scale of the AI hardware buildout May 11, 15:09 · Chipmakers · Tech Giants · Semiconductors
Nvidia takes $2.1bn stake option in former bitcoin miner IREN to build 5 gigawatts of AI data centres May 8, 08:07 · Nvidia · Chipmakers · Tech Giants
Nvidia's top AI server hits $1 million in China as US crackdown on chip smuggling doubles prices May 2, 07:27 · AI News · Chipmakers · Tech
Qualcomm enters data centre chip race with custom silicon deal for unnamed hyperscaler May 1, 13:45 · Qualcomm Teases Agentic Cpus · AI News · agentic AI
Intel's blowout earnings vindicate the CPU comeback, but the hard part is next Apr 25, 09:08 · AI News · Chipmakers · Tech
Google in talks with Marvell to develop two new AI chips as it builds multi-supplier TPU strategy Apr 20, 17:38 · AI News · Chipmakers · Tech
MacBook Neo's runaway success leaves Apple short of chips to sustain production Apr 19, 11:03 · Chipmakers · Tech Giants · Semiconductors
Tesla shares jump 7% after Musk announces AI chip breakthrough Apr 15, 21:24 · AI News · Chipmakers · Tech
Staff cuts and bottlenecks slow US approvals for Nvidia and AMD chip exports to China Apr 13, 20:53 · AI News · Chipmakers · Tech
Intel Nova Lake desktop processors leaked with up to 52 cores and new LGA1954 socket Apr 13, 20:27 · Chipmakers · Tech Giants · Semiconductors
AWS weighs selling its in-house chips externally as Jassy flags near-sold-out AI capacity Apr 10, 20:01 · AI News · Chipmakers · Tech
Google extends Intel SmartNIC partnership as custom chip business tops $1bn on run rate Apr 10, 19:53 · Cloud Infrastructure · Tech Giants · Semiconductors
Anthropic reveals $30bn revenue run rate as Broadcom deal flags commercial risk Apr 7, 14:46 · AI News · Chipmakers · Tech
Intel Core Ultra 5 250KF Plus lands under $200 Apr 4, 18:08 · Chipmakers · Tech Giants · Semiconductors
Intel repurchases 49% stake in Fab 34 joint venture Apr 2, 19:18 · Chipmakers · Tech Giants · Semiconductors
