Palantir rallies 15% for the week as Iran war boosts prospects, muting Anthropic concern
cnbc - Palantir's stock had its best week since August and outperformed all of its large-cap tech peers after the U.S. attacked Iran.
Back to Top / Friday, March 6, 2026, 10:20 pm / permalink 20298 / 5 stories in 5 hrs
Valve hints at Steam Machine delay… but the plot thickens
digitaltrends - Valve says memory and storage shortages may delay the Steam Machine and related hardware, while updated listings showing “Coming soon” suggest development is still progressing behind the scenes. The post Valve hints at Steam Machine delay… but the plot th…
- DRAM cartel claims: alleged price-fixing worsens global shortages (1)
- Valve hedges 2026 Steam hardware launch amid memory, storage woes (5)
- All Other Stories
DRAM cartel claims: alleged price-fixing worsens global shortages
Valve hedges 2026 Steam hardware launch amid memory, storage woes
All Other Stories
Back to Top / Friday, March 6, 2026, 6:21 pm / permalink 20290 / 11 stories in 9 hrs
First M5 Max Benchmarks Reveal Fastest Apple CPU Yet
iclarified - The first Geekbench 6 scores for Apple's newly announced M5 Max chip have appeared online, offering an early look at the performance of the company's latest high-end laptop processor.Continue ReadingShare Article:Facebook, Twitter, LinkedIn, Reddit, Email…
- M5 family hierarchy: Max, Pro, and record-setting single-core (3)
- M5 MacBook Air: fanless speed gains vs previous models (4)
- OTHER: unrelated Apple benchmarks, AI, and architecture questions (4)
M5 family hierarchy: Max, Pro, and record-setting single-core
M5 MacBook Air: fanless speed gains vs previous models
OTHER: unrelated Apple benchmarks, AI, and architecture questions
Back to Top / Friday, March 6, 2026, 10:21 am / permalink 20268 / 11 stories in 17 hrs
Washington reportedly moves to tighten leash on AI chip exports
Dan Robinson / theregister - Draft rules could force Nvidia and AMD to seek government approval before selling abroad The Trump administration is reportedly planning new restrictions on GPU exports, aimed not only at controlling who gets them, but at driving AI investment back into t…
Back to Top / Friday, March 6, 2026, 8:21 am / permalink 20262 / 4 stories in 19 hrs
China’s rubber-stamp parliament rubber stamps tech independence plan
Simon Sharwood / theregister - Call to do better with chips and put AI everywhere is more than rhetoric because China’s scientists are sprinting ahead China’s government has again made reducing reliance on imported digital technology a major goal.…
Back to Top / Thursday, March 5, 2026, 8:21 pm / permalink 20246 / 10 stories in 31 hrs
Mac Studio 512GB RAM Option Disappears Amid Global DRAM Shortage
BeauHD / slashdot - Apple has removed the 512GB RAM configuration for the Mac Studio, leaving 256GB as the new maximum. The remaining 256GB upgrade has also increased in price and now faces longer shipping delays as demand grows "due to consumers seeking machines suitable fo…
Back to Top / Thursday, March 5, 2026, 8:21 pm / permalink 20243 / 8 stories in 31 hrs
Marvell Technology, Inc. (MRVL) Stock: Q4 Revenue Hits $2.2B Record as AI Demand Drives 42% Annual Growth
Yasmin Werner / parameter - TLDR Marvell hits $2.22B Q4 revenue record as AI data center demand soars. GAAP net income rises to $396M; non-GAAP reaches $685M in Q4. Fiscal 2026 revenue jumps 42% to $8.2B on strong AI chip growth. CEO highlights record design wins fueling future AI i…
Back to Top / Thursday, March 5, 2026, 7:21 pm / permalink 20240 / 4 stories in 32 hrs
Apple M5 chips introduce a new "super core" tier in its CPU design
techspot - On the surface, the change might look like semantics. But it reflects a broader evolution inside Apple Silicon that moves beyond the traditional mobile-processor model where "big" cores handle demanding work and "little" cores handle background tasks for …
Back to Top / Thursday, March 5, 2026, 2:21 pm / permalink 20219 / 8 stories in 37 hrs
NVIDIA Stops China-Focused H200 "Hopper" GPU Production
techpowerup - NVIDIA has reportedly halted production of its China-focused H200 "Hopper" GPU at TSMC's facilities, according to multiple reports. The company has built up an inventory of 250,000 H200 GPUs, which will be available in the Chinese market for select applic…
Back to Top / Thursday, March 5, 2026, 12:21 pm / permalink 20208 / 10 stories in 39 hrs
Nvidia could bring back the RTX 3060 in mid-March as the memory crisis bites
techspot - At the beginning of January, leaker hongxing2020, who has a long and impressive record when it comes to revealing Nvidia's plans, claimed Team Green has told its partners that the RTX 3060 will be returning in the first quarter of 2026.Read Entire Article
Back to Top / Thursday, March 5, 2026, 9:21 am / permalink 20193 / 3 stories in 42 hrs
NVIDIA GeForce RTX 5050 With 9 GB GDDR7 Memory Rumored To Debut At Computex
Sarfraz Khan / wccftech - The "upgraded" GeForce RTX 5050 is expected to arrive in June this year at the Computex event. NVIDIA Will Reportedly Debut its 9 GB RTX 5050 GPU at Computex; Same GPU, but Newer GDDR7 Memory With an Additional Gigabyte of VRAM Instead of increasing the V…
Back to Top / Thursday, March 5, 2026, 8:21 am / permalink 20188 / 3 stories in 43 hrs
Broadcom Inc. (AVGO) Stock: Soars on $10B Buyback and Record $19.3B Q1 Revenue Driven by AI Surge
Yasmin Werner / parameter - TLDR Broadcom Q1 revenue hits $19.3B, up 29% YoY Net income jumps 34% to $7.35B on strong demand AI revenue doubles to $8.4B, driving growth momentum $10B share buyback enhances shareholder returns Q2 revenue forecast $22B, powered by AI and software solu…
- AI boom hides software drag and investor unease. (1)
- AI demand explodes — Broadcom says hyperscalers can't build chips. (4)
- Market cheers record quarter, $10B buyback lifts Broadcom shares. (5)
- All Other Stories
AI boom hides software drag and investor unease.
AI demand explodes — Broadcom says hyperscalers can't build chips.
Market cheers record quarter, $10B buyback lifts Broadcom shares.
All Other Stories
Back to Top / Wednesday, March 4, 2026, 4:21 pm / permalink 20153 / 12 stories in 2 days
Apple debuts M5 Pro and M5 Max with 18-core CPU, up to 40-core GPU, and 4x AI performance
Asma Hussain / ithinkdiff - Apple has announced M5 Pro and M5 Max, its most advanced chips yet for the MacBook Pro. Built on a new Apple designed Fusion Architecture, the chips focus heavily on AI compute, graphics performance, and higher unified memory bandwidth for...Read more at …
- Hands‑on: performance impressions of M5 Air and M5 Pro (3)
- Inside Apple’s M5: Fusion architecture and AI power (3)
- New MacBooks unveiled: storage, Wi‑Fi 7, and memory options (3)
- Retail rush and market reaction: preorders, deals, stock slide (4)
- All Other Stories
Hands‑on: performance impressions of M5 Air and M5 Pro
Inside Apple’s M5: Fusion architecture and AI power
New MacBooks unveiled: storage, Wi‑Fi 7, and memory options
Retail rush and market reaction: preorders, deals, stock slide
All Other Stories
Back to Top / Wednesday, March 4, 2026, 9:22 am / permalink 20122 / 15 stories in 2 days
(PR) Intel Board Chair Frank Yeary Steps Down, Craig Barratt Takes Over
techpowerup - Intel Corporation today announced that its board of directors has elected Dr. Craig H. Barratt as independent chair, effective following the company's Annual Stockholders' Meeting on May 13, 2026. Barratt will succeed Frank D. Yeary, who is retiring from …
Back to Top / Tuesday, March 3, 2026, 11:20 pm / permalink 20101 / 5 stories in 3 days
Apple Accidentally Leaks 'MacBook Neo'
Joe Rossignol / macrumors - Apple appears to have prematurely revealed the name of its rumored lower-cost MacBook model, which is expected to be announced this Wednesday.A regulatory document for a "MacBook Neo" (Model A3404) has appeared on Apple's website. Unfortunately, there are…
- How Neo challenges Chromebooks and faces Qualcomm competition (3)
- Leaked docs hint specs: colors, MagSafe, A-series chip (3)
- Website slip exposes 'MacBook Neo' name (9)
- All Other Stories
How Neo challenges Chromebooks and faces Qualcomm competition
Leaked docs hint specs: colors, MagSafe, A-series chip
Website slip exposes 'MacBook Neo' name
All Other Stories
Back to Top / Tuesday, March 3, 2026, 10:21 am / permalink 20062 / 18 stories in 3 days
Apple upgrades the base M5 MacBook Pro to 1TB storage with a $100 price hike
digitaltrends - Apple has doubled the base storage on the M5 MacBook Pro, eliminating the 512GB option and making 1TB the new starting point. The updated configuration comes with a $100 price increase.The post Apple upgrades the base M5 MacBook Pro to 1TB storage with a …
- Ads and discounts: Apple touts AI speed; retailers cut prices (2)
- On the ground: Apple unveils M5 MacBook Air and Pro (5)
- Storage shakeup: MacBook Pro drops 512GB, 1TB now base (4)
- Studio Displays: Apple adds Studio Display XDR to lineup (2)
- All Other Stories
Ads and discounts: Apple touts AI speed; retailers cut prices
On the ground: Apple unveils M5 MacBook Air and Pro
Storage shakeup: MacBook Pro drops 512GB, 1TB now base
Studio Displays: Apple adds Studio Display XDR to lineup
All Other Stories
Back to Top / Tuesday, March 3, 2026, 10:21 am / permalink 20061 / 16 stories in 3 days
MacBook Pro jumps to M5 Pro and Max silicon, faster storage, and higher prices
digitaltrends - Apple has updated the 14 inch and 16 inch MacBook Pro with its new M5 Pro and M5 Max chips, delivering faster CPU and GPU performance, improved AI acceleration, quicker SSD speeds, and support for Wi Fi 7 and Thunderbolt 5, though the upgrades come with h…
- Fusion Architecture & Core Design: Apple fuses two dies for AI-focused M5 chips (14)
- MacBook Pro Refresh & Hardware: On stage: MacBook Pros gain M5 chips, faster SSDs, Wi‑Fi7 (17)
- OTHER: Unrelated deep-dive — SSD review and peripheral coverage (1)
- Pricing, Storage & Availability: Higher prices, 1TB base storage, RAM shortages bite (12)
- All Other Stories
Fusion Architecture & Core Design: Apple fuses two dies for AI-focused M5 chips
MacBook Pro Refresh & Hardware: On stage: MacBook Pros gain M5 chips, faster SSDs, Wi‑Fi7
OTHER: Unrelated deep-dive — SSD review and peripheral coverage
Pricing, Storage & Availability: Higher prices, 1TB base storage, RAM shortages bite
All Other Stories
Back to Top / Tuesday, March 3, 2026, 9:21 am / permalink 20058 / 53 stories in 3 days
Nvidia invests $2B in Lumentum lasers for next-gen AI factories
Vignesh R / techfundingnews - NVIDIA has announced a long-term strategic partnership with Lumentum Holdings to develop advanced optics technology for next-generation AI…
Back to Top / Monday, March 2, 2026, 7:21 pm / permalink 20033 / 6 stories in 4 days
Entry-level PC market to ‘disappear’ by 2028 — rising memory prices pile more strain on consumer PC market
tomshardware - A 130% surge in combined DRAM and SSD prices by the end of 2026 will push PC prices up 17% compared to 2025 levels and wipe out the sub-$500 PC market.
- AI data centers starve budget smartphones of memory chips (1)
- Gartner warns sub-$500 PCs will vanish by 2028 (6)
- Phison demands prepayments as NAND prices surge 500% (4)
AI data centers starve budget smartphones of memory chips
Gartner warns sub-$500 PCs will vanish by 2028
Phison demands prepayments as NAND prices surge 500%
Back to Top / Monday, March 2, 2026, 11:22 am / permalink 20002 / 11 stories in 4 days
ASML plans to expand beyond chip lithography into advanced packaging
Maximilian Schreiner / the-decoder - ASML, the world's sole manufacturer of EUV lithography machines used to produce advanced chips, is looking to expand beyond its core business.The article ASML plans to expand beyond chip lithography into advanced packaging appeared first on The Decoder.
Back to Top / Monday, March 2, 2026, 11:22 am / permalink 20001 / 3 stories in 4 days