Sign in Subscribe

Semiconductor

CoreWeave Volatility Highlights Risks of AI Infrastructure Boom

Shares of CoreWeave Inc., a specialized cloud provider focused on renting out high-powered Nvidia graphics processing units for artificial intelligence, have surged dramatically in recent weeks, more than doubling in May and rising over 160% since their March initial public offering. The rally is fueled by massive deals, like one

The Role of Intel Xeon 6 CPU in Nvidia's AI Hardware

Intel announced yesterday that its new Xeon 6 processors will serve as the host CPU for Nvidia’s Blackwell Ultra-based DGX B300 systems. This news might seem counterintuitive — why would Nvidia, the dominant force in AI GPUs and a rival in the broader AI hardware space, rely on Intel, a
The Role of Intel Xeon 6 CPU in Nvidia's AI Hardware

Huawei AI Servers Test Effectiveness of US Curbs

Despite stringent US export restrictions aimed at slowing its technological progress, China’s Huawei is showcasing advancements in its artificial intelligence infrastructure. Last month, Huawei unveiled a new AI server cluster in China’s Anhui province powered by its in-house Ascend chips, not the dominant GPUs from NVIDIA. This development,
Huawei AI Servers Test Effectiveness of US Curbs

Nvidia's Broadening Moat: Securing the AI Ecosystem

German chipmaker Infineon Technologies AG recently announced a collaboration with Nvidia Corp. to develop advanced power delivery chips specifically designed for the energy demands of modern artificial intelligence data centers. While Nvidia is best known for its powerful graphics processing units (GPUs) that have become the engine of the AI
Nvidia's Broadening Moat: Securing the AI Ecosystem

OpenAI's Bid for Compute Independence: Why It's Building Its Own AI Megafactories

A Texas data center, operated by Crusoe for OpenAI, has just secured an additional $11.6 billion in funding, bringing the total committed to this single project to $15 billion. For OpenAI, this massive financial commitment isn’t just about scaling up; it’s a strategic move to reduce the
OpenAI's Bid for Compute Independence: Why It's Building Its Own AI Megafactories

What's Behind Intel's Plan to Sell Its Networking and Edge Business?

Intel, the long-time titan of the semiconductor industry, is reportedly exploring the sale of its Network and Edge (NEX) unit, a business that generated $5.8 billion in revenue in 2024. The move is said to be part of a strategic shift under new leadership, aiming to sharpen the company’
What's Behind Intel's Plan to Sell Its Networking and Edge Business?

Why Xiaomi's 3nm Chip Matters for China's Tech

Earlier this week, Chinese smartphone giant Xiaomi announced that it has begun mass production of its self-designed 3-nanometer system-on-a-chip (SoC), the XRING 01, ahead of its debut in new smartphone and tablet devices. The move positions Xiaomi as only the fourth company globally to design a 3nm mobile chip for
Why Xiaomi's 3nm Chip Matters for China's Tech

Why US-Middle East AI Chip Deals Ignite Security Debate

President Donald Trump’s recent tour of the Middle East resulted in a flurry of agreements to provide advanced artificial intelligence chips from companies like Nvidia Corp. and Advanced Micro Devices Inc. to entities in Saudi Arabia and the United Arab Emirates. These deals, involving hundreds of thousands to over
Why US-Middle East AI Chip Deals Ignite Security Debate

MediaTek, Qualcomm Push into AI Markets Beyond Mobile

MediaTek, one of the world’s largest mobile chip developers, announced its plan recently to adopt TSMC’s cutting-edge 2-nanometer chipmaking technology as early as September, signaling its intent to stay competitive in the AI era by accessing the most advanced manufacturing available. This move, along with its stated ambitions
MediaTek, Qualcomm Push into AI Markets Beyond Mobile

The Shift to Custom Silicon: Why Companies Are Designing Their Own Chips

Xiaomi, the Chinese smartphone giant, recently announced its self-developed mobile chipset (XRING 01), rumored to be built on TSMC’s advanced 3nm process and aiming to rival performance levels seen in top-tier chips like Qualcomm’s Snapdragon 8 Gen 2. The move positions Xiaomi as only the fourth global smartphone
The Shift to Custom Silicon: Why Companies Are Designing Their Own Chips