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All posts related to the industry in general.
NVIDIA’s CEO Jensen Huang ‘Scrambled’ To Rescue a Stalled Deal From Collapse With OpenAI After the AI Giant Considered Turning to Google TPU Chips
NVIDIA’s First Arizona-Made Blackwell Wafer Exposes a Hidden Weakness: The U.S. Can Build Chips, But Must Send Them Abroad to Finish the Job
NVIDIA’s ‘Cutting-Edge’ Vera Rubin AI Servers Are Already in Development by Foxconn; Mass Production to Begin in H2 2026
“Some of These AI Deals Seem a Little Bit Fishy”: Anthropic CEO Dario Amodei Says Companies May Be “Double Counting” Investments
Intel’s CEO Lip-Bu Tan Meets Saudi Official For a Potential Chip Partnership — Can Gulf Capital Power Team Blue’s Semiconductor Comeback?
NVIDIA Embraces the ‘Made in USA’ Narrative, As Jensen Huang Unveils the First Blackwell Chip Wafer Produced by TSMC Arizona
“Our Market Share Dropped From 95% to 0%,” Says NVIDIA CEO Jensen Huang in a ‘Temporary Goodbye’ to China’s AI Market
Intel’s 18A Process Witnesses Massive Optimism From The Industry, With Microsoft Now Rumored To Be In-Line For Adoption
Samsung’s HBM4E Set to Deliver 3.25 TB/s Bandwidth; Nearly 2.5× Faster Than HBM3E, Driving AI Computing to New Levels
TSMC Announces the Intent to Rapidly Expand U.S. Operations, Introducing Cutting-Edge 2nm Chips With New Facilities in Arizona
“Our Competitor Is Also Our Very Good Customer,” TSMC CEO Says, Throwing Subtle Shade at the Attention Around Intel
NVIDIA’s AI Servers Have Seen a Whopping 100x Rise in Power Consumption Over the Years — Can the World Meet AI’s Growing Energy Needs?
NVIDIA Officially Taps Samsung Foundry For Custom Silicon in AI Factories, Marking a Major Breakthrough for the Korean Giant
Intel’s Former CEO Pat Gelsinger Warns That Money From the U.S. and NVIDIA Won’t Matter If It Doesn’t “Fill the Fabs” — A Goal Still Unmet
Intel’s Panther CPU Mobile Lineup & 18A Chip Are Among the Last Traces of Former CEO Pat Gelsinger; A Dream He Didn’t Finish But Defined
TSMC Could Be Barred From Selling Chips To the U.S. Under China’s Newest ‘Rare Earth’ Export Control Measures, Disrupting the AI Industry
TSMC Dominates Global Foundry Market With a ‘Jaw-Dropping’ 71% Share, Leaving Rivals Little Room to Compete
NVIDIA’s CoWoS Demand Is Expected to See a Massive Yearly Rise, Driven By Strong Blackwell Orders & Upcoming Rubin AI Lineup
China Escalates Crackdown on NVIDIA AI Chips, Intensifying Customs Inspections of RTX 6000D & H20 Models
Intel Becomes the First to Produce the World’s Most Advanced Chips in the US; Announces Fab 52 to Be Fully Operational For Cutting-Edge 18A
NVIDIA Taps Samsung For HBM3E Supply In Blackwell Ultra GB300 AI Systems, Marking a Major Win For the Korean Giant
OpenAI CEO Sam Altman Says Tech Giants Should Rely on TSMC to Expand Chip Capacity, Rather Than Turning to Intel For Now
“Intel Was on a Mission to Kill Us For 33 Years But We Are Lovers, Not Fighters,” Says NVIDIA’s CEO Jensen Huang
“Clever, I Guess”: NVIDIA CEO Jensen Huang Reacts to AMD’s Decision to Offer OpenAI a 10% Ownership Stake For an Unfinished Product
AMD’s CEO Walks a Fine Line on Potential Intel Partnership, Highlighting TSMC Commitment While Avoiding an Outright Rejection
TSMC’s Plans For Next-Gen Chip Production Surfaces Up; 2nm To Arrive In Arizona As Soon As Next Year, A14 (1.4nm) Slated For 2028 in Taiwan
AMD’s OpenAI Partnership Signals Massive Optimism Around Next-Gen Instinct MI450 AI GPUs, Setting Up Fierce Competition for NVIDIA
NVIDIA Might Switch Up Cooling Solutions With Next-Gen Rubin Ultra as It Battles Thermal Constraints
ARM CEO Rene Haas Claims That Time Has Punished Intel For Falling Behind the Chip Race & Now Catching Up To TSMC Is “Very Hard”
Huawei Executive Says Chip Process Isn’t Key to Scaling Compute Capabilities, Claims 3× Higher Efficiency Than NVIDIA’s H20
Intel Is the “Insurance Policy” For Every US Fabless Chip Firms Like Apple, NVIDIA & AMD Against Supply Risks Around TSMC, Says Renowned Analyst
NVIDIA’s ‘Ambitious’ Plans to Build a Taiwan HQ Reportedly Stalled by Political Disputes & Ownership Concerns
‘Iconic’ Chip Expert Jim Keller Says Intel Is Being Considered For Cutting-Edge Chips, But They Have a Lot to Do to Deliver a Solid Product
AI Sparks a ‘DRAM Supercycle’ After Years of Stagnation, Driven by Massive HBM Adoption as Big Tech Rushes to Build Custom ASICs
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