OpenAI Taps Google Cloud for Chip Rentals Amid Rivalry
In a surprising shift, OpenAI has secured a deal to rent chips from Google Cloud, reflecting its evolving strategy to meet escalating computational demands. This unexpected collaboration comes despite longstanding competitive tensions, highlighting the pragmatism in today’s high-stakes AI race.
Back to Top / Tuesday, June 10, 2025, 12:21 pm / permalink 7488 / 3 stories in 8 months
Huawei navigates chip curbs with founder’s dismissive tone
Huawei’s leadership is keeping its cool in the face of US chip curbs. The company’s founder waved off the restrictions during active trade talks while acknowledging that its current chips lag a generation behind US technology, even as engineers scramble for creative workarounds to remain competitive under the new constraints.
Back to Top / Tuesday, June 10, 2025, 1:20 am / permalink 7425 / 2 stories in 8 months
US Chipmaker Qualcomm Buys Alphawave in $2.4B Deal
US chipmaker Qualcomm has confirmed its acquisition of UK-based Alphawave in a deal valued at $2.4 billion, marking a strategic move to bolster its chip design capabilities amid intensifying semiconductor competition. Analysts suggest this transaction will significantly enhance Qualcomm’s technological prowess and market positioning.
Back to Top / Monday, June 9, 2025, 5:20 am / permalink 7264 / 6 stories in 8 months
Broadcom beats on earnings and revenue
cnbc - Broadcom’s artificial intelligence business is at the center of the company’s recent boom.
Back to Top / Thursday, June 5, 2025, 5:20 pm / permalink 6973 / 3 stories in 9 months
GlobalFoundries commits $3B more to US fabs in Trump tariff flex
Tobias Mann / theregister - Silicon photonics and gallium nitride a major focus GlobalFoundries plans to funnel another $3 billion into US semiconductor production, bringing its total investment to $16 billion, the New York-based foundry operator said on Wednesday.…
Back to Top / Wednesday, June 4, 2025, 5:21 pm / permalink 6806 / 2 stories in 9 months
iPhone 18 Pro A20 chip rumored to get radical redesign, 2nm fab process
appleinsider - The A20 chip widely expected to debut in the iPhone 18 Pro and folding iPhone will take advantage of a new packaging technique, on TSMC's 2nm chip fabrication technology.Dies on wafers - Image Credit: TSMCRumors about the iPhone 18 generation are already …
Back to Top / Tuesday, June 3, 2025, 3:21 pm / permalink 6655 / 3 stories in 9 months
Broadcom unveils new AI-optimized networking chip lineup
Broadcom has introduced a suite of new networking chip solutions designed to boost AI performance in data center environments. Highlighting the Tomahawk 6 series and related gear, the announcement underlines the firm’s ambition to supercharge modern computing—because sometimes even your server rack needs a little extra caffeine.
Back to Top / Tuesday, June 3, 2025, 10:21 am / permalink 6599 / 1 stories in 9 months
iPhone 17 Chip Leak Sparks A18 Spec Rumor Shift
New leaks hint that the iPhone 17 base model will feature the A18 processor rather than the anticipated A19 chip, with reports also noting 8GB of RAM. This dissenting perspective marks a surprising pivot in what tech analysts expected, stirring plenty of debate among industry watchers.
Back to Top / Friday, May 30, 2025, 5:20 pm / permalink 6304 / 4 stories in 9 months
US Tech Export Restrictions Shake Major Industry Players
U.S. regulators’ tightening export controls on critical technologies for China are clearly rattling the tech and defense sectors. A government directive now forces a suspension of airplane and semiconductor tech sales, while industry giants pause operations and report severe financial blows. Trade tensions with China are having tangible, disruptive effects.
Back to Top / Friday, May 30, 2025, 6:20 am / permalink 6210 / 8 stories in 9 months
Chinese Tech Groups Commit to AI Future Excluding Nvidia's Role
Reports indicate that Chinese tech groups are aggressively developing proprietary AI solutions, deliberately bypassing Nvidia’s technology amid mounting supply challenges and geopolitical tensions. Insiders say the shift marks a bold attempt at self-reliance and strategic innovation, as firms position themselves to lead in emerging AI markets.
Back to Top / Friday, May 30, 2025, 12:20 am / permalink 6204 / 3 stories in 9 months
EnCharge AI unveils innovative EN100 accelerator chip with analog memory
EnCharge AI has introduced its EN100 accelerator chip, integrating analog in-memory computing for more efficient on-device AI inference. This development marks a significant leap in AI hardware technology, addressing computational challenges and intensifying competition in the accelerator market.
Back to Top / Thursday, May 29, 2025, 10:21 am / permalink 6106 / 1 stories in 9 months
Nvidia Q1 Success Shadowed by Costly China Controls Outlook
Nvidia posted solid Q1 results with its stock jumping by 5%, despite reporting $2.5 billion lost in Chinese sales. However, the company warned that new controls in China could cost it an additional $8 billion in Q2, injecting a note of caution into an otherwise upbeat earnings narrative.
Back to Top / Wednesday, May 28, 2025, 4:20 pm / permalink 6007 / 6 stories in 9 months
Trump orders halt on US chip exports to China
In an unexpected twist of political theater, the Trump administration ordered US chip designers to stop selling to China, sending chip software stocks into a tailspin. Investors are left scratching their heads as trade uncertainties mix with technological ambition in a high-stakes game of market ping-pong.
Back to Top / Wednesday, May 28, 2025, 3:21 pm / permalink 5998 / 7 stories in 9 months
AMD Charges Into Photonics With Enosemi Acquisition
AMD has acquired the photonics startup Enosemi in a strategic move to enhance its data center offerings and push further into AI-driven light-based interconnect technology. The deal is seen as a counter-move against Nvidia as AMD positions itself at the forefront of emerging tech.
Back to Top / Wednesday, May 28, 2025, 2:20 pm / permalink 5984 / 4 stories in 9 months
Nvidia surges production after solving GB200 cooling issues
Nvidia has ramped up production of its Blackwell AI server racks as suppliers finally resolved overheating and cooling leaks plaguing the GB200 series. With technical challenges now behind them, the tech giant is pushing ahead, proving that even silicon titans can have their off days before bouncing back with renewed vigor.
Back to Top / Wednesday, May 28, 2025, 11:20 am / permalink 5942 / 2 stories in 9 months
Nvidia readies Blackwell AI chips for the Chinese market
Nvidia is reportedly unveiling its new Blackwell series AI chips targeting the Chinese market. Amid regulatory hurdles that ban previous models, the company aims to offer both high-end and lower-cost alternatives, reinforcing its drive to innovate despite a labyrinth of geopolitical challenges.
Back to Top / Sunday, May 25, 2025, 9:20 am / permalink 5572 / 3 stories in 9 months
Oracle Commits $40B Investment In Nvidia Chips For AI Data Center
Oracle unveils a staggering $40 billion expenditure to secure Nvidia chips for a mega AI data center in Texas. The move underlines the company’s aggressive push into advanced AI and cloud infrastructure, promising to fortify its competitive edge with cutting‐edge hardware integration.
Back to Top / Friday, May 23, 2025, 3:20 pm / permalink 5459 / 2 stories in 9 months
Apple tests MacBook Pro with M3 Ultra ahead of iOS18 launch
Leaked social media chatter reveals that Apple is secretly testing MacBook Pro configurations powered by the M3 Ultra chip. Early iOS 18 code references suggest an unreleased variant is under evaluation, prompting speculation about upcoming hardware innovations and potential market shifts.
Back to Top / Friday, May 23, 2025, 2:20 pm / permalink 5445 / 2 stories in 9 months
Xiaomi unveils custom chip to rival Apple silicon powerhouses
Xiaomi has announced a cutting‑edge custom chip built on a 3nm process designed to challenge Apple’s silicon dominance. The new chip, dubbed the “Xring O1,” is set to power three forthcoming Xiaomi devices in a bold move to capture more of the high‐performance market.
Back to Top / Thursday, May 22, 2025, 9:20 am / permalink 5255 / 2 stories in 9 months
Nvidia CEO slams US export bans amid escalating China tech tensions
Nvidia CEO Jensen Huang has taken a strong stand against US export restrictions, arguing that stifling GPU shipments not only hurts America’s innovation but also risks the $50 billion Chinese market. His pointed criticism calls out the policy's counterproductive nature while hinting that the tech world's global ambitions are being unnecessarily hindered.
Back to Top / Wednesday, May 21, 2025, 1:20 am / permalink 5137 / 6 stories in 9 months