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Intel’s 14A Customer Wins Would Require a Massive CapEx Boost, With Official Saying It Would Prove Team Blue Can Compete in the Chip Race
NVIDIA & Anthropic Strike a Surprising Deal Worth $10 Billion Despite Their CEOs Previously Taking Shots at Each Other Over ‘Who Does AI Better’
TSMC Ex-Executive Now Heading to Intel Allegedly Carries 2nm Secrets “Written in Notes,” Sparking Fears of a Technology Transfer
TSMC’s Arizona Facility Hit Hard by Profit Drop as Rising Operating Costs Give a Reality Check to the “Made in USA” Narrative
Faced With “Infinite” Delays From TSMC & Samsung, Elon Musk Says Tesla’s Shocking 200 Billion-a-Year Chip Demand Now Forces Him to Build His Own Fabs
If TSMC Hadn’t Invested Heavily in Arizona, the U.S. Government Would Have Been “Forced” to Back Intel, Claims Taiwanese Official
Intel’s ‘Advanced Packaging’ Attracts Attention From Apple and Qualcomm, Potentially Opening a New Frontier for the Foundry Business
Memory Markets Have Entered a “Panic Buying” Phase as Vendors Like ASUS and MSI Rush to Stock Up on RAM Inventory
Intel–OpenAI Partnership Is Possible but “Unlikely in the Near Term,” With Team Blue’s AI Chip Performance Being the Main Barrier
NVIDIA Reportedly Planning a Major Shift in Its AI Business Model, Moving to Control More of the AI Server Stack to Boost Margins
Elon Musk’s ‘Dramatic’ Chip Ambitions Have Already Started to Play Out, With an Advanced Packaging Plant Coming to the US by 2026
AMD CEO Lisa Su Speaks Out Against Fears Surrounding AI Investments, Claiming It’s the “Right Gamble”
NVIDIA’s Jensen Huang Warns It Would Be “Foolish” to Underestimate Huawei’s Rapid Rise in the AI Industry
Elon Musk’s Plan to Build Chip Fabs Isn’t About Competing With TSMC — It’s Driven by a Much Bigger Mission, Claims Analyst
Intel’s AI Chief Sachin Katti Gets Poached by OpenAI, Raising Doubts About Team Blue’s Future in the AI Industry
Intel’s Foundry Revenue This Year Was a Staggering 1000× Lower Than TSMC’s, as the Struggling American Chipmaker Bets on 18A & 14A to Survive
“There Are No Dark Fibers in AI”: NVIDIA’s Jensen Huang Rejects Dot-Com Bubble Parallels, Arguing the AI Frenzy Is Built on Real Demand
Intel Files a Lawsuit Against Former Employee Who Stole “Top-Secret” Data After Being Fired from a Position He Held for More Than a Decade
“No TSMC, No NVIDIA,” Stresses CEO Jensen Huang as He Highlights the Importance of the Taiwan Chip Giant for the AI Industry
NVIDIA’s Explosive AI Chip Demand Pushes TSMC to Boost 3nm Production by a ‘Whopping’ 50%, Preparing for Next-Gen Rubin Lineup
NVIDIA CEO Jensen Huang Pushes Back on Elon Musk’s ‘Bold Plans’ to Build a Chip Fab, Saying What TSMC Does Is “Extremely Hard”
Elon Musk Hints at a Massive Intel-Tesla Foundry Deal, Saying It’s Worth “Having Discussions” With Team Blue
AMD Has Multiple “OpenAI-Scale” Customers Lined Up for Its AI Chips, Reflecting Massive Interest in the Next-Gen Instinct Lineup
TSMC Initiates Work on the ‘World’s Most Advanced’ Chip Fab, Worth a Whopping $48.5 Billion for High-End 1.4nm Process
“China Is Only Nanoseconds Behind the U.S. in AI,” Claims NVIDIA CEO Jensen Huang as the Firm Battles a High-Stakes Business Deadlock
AMD “Surprisingly” Receives Export Licenses for China-Specific Instinct MI308 AI Chips, While NVIDIA Remains in Deadlock
China Is Actually Subsidizing Electricity to Cover Up the ‘Terrible’ Power Efficiency of Domestic AI Chips, Slashing Data Center Bills by Up to 50%
NVIDIA’s “Made in USA” Pursuit Wouldn’t Have Been Possible Without Its Taiwanese Partners Like TSMC, Says CEO Jensen Huang
Amazon Enters a Mega-Deal With OpenAI to Provide NVIDIA’s GB200 & GB300 AI Servers in a ‘Surprising’ Seven-Year Agreement
Forget China — NVIDIA’s AI Chips Are Now Heading to the UAE as Microsoft Receives ‘Pivotal’ Approval from the Trump Administration
NVIDIA’s Hopes of Reentering China Die ‘Once Again’ as President Trump Blocks Sale of Blackwell AI Chips to Beijing
TSMC Estimated to Raise Advanced Chip Prices By Up to 10%, Driven By ‘Gigantic’ Demand From Mobile & HPC Customers
Microsoft CEO Doesn’t Want to Buy NVIDIA’s AI GPUs “Beyond One Generation,” Hints at a Compute Glut Driven by Energy Constraints
President Trump Calls Himself a “Referee” in NVIDIA–China Hostilities as Blackwell Chip Is Brought to a Standstill by Beijing’s Reluctance
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