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Tech Explainers

Connectivity Is the New Battleground in the AI Chip War

Qualcomm Inc., a giant in the smartphone chip market, has agreed to buy the London-listed semiconductor firm Alphawave for $2.4 billion. The move is a clear signal of Qualcomm's ambition to push beyond mobile and into the booming market for artificial intelligence data centers. But the deal
Connectivity Is the New Battleground in the AI Chip War

How Apple's Strengths Became Its AI Weakness

Apple, the world's most valuable technology company, is struggling to deliver on its ambitious artificial intelligence promises. With its stock lagging behind Magnificent 7 peers and investors growing anxious ahead of its annual developer conference, the company’s challenges in upgrading its legacy voice assistant, Siri, have come
How Apple's Strengths Became Its AI Weakness

Why Building an Nvidia-Killer Chip Is Harder Than It Looks

Broadcom, a key enabler for tech giants looking to design their own custom AI chips, has seen its market value soar past $1 trillion, fueled by the AI boom. By helping companies like Google and Meta Platforms create specialized silicon, Broadcom has carved out a lucrative niche, with its AI-related
Why Building an Nvidia-Killer Chip Is Harder Than It Looks

Why Meta Invests Billions in Labeling

Meta Platforms, the parent company of Facebook and Instagram, is reportedly in talks for a massive investment in artificial intelligence startup Scale AI that could exceed $10 billion. The potential deal, if finalized, would represent one of the largest-ever investments in an AI-related company and highlights a critical, often overlooked,
Why Meta Invests Billions in Labeling

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

Why is Meta Turning to Solar Energy to Power AI Data Centers

Yesterday, Meta signed its fourth major solar energy deal this year, securing 650 megawatts across projects in Kansas and Texas. The agreement was signed with energy provider AES Corporation, and the deal involves solar projects in Kansas and Texas that AES is bringing online in the Southwest Power Pool (SPP)
Why is Meta Turning to Solar Energy to Power AI Data Centers

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

China's AI Self-Reliance: How Domestic Chips and Software Aim to Beat US Curbs

China’s tech giants are facing an intensifying challenge from U.S. export controls on advanced semiconductors, designed to slow the nation’s progress in AI. However, Chinese companies are increasingly asserting that domestic alternatives in chips and software will provide a strong foundation for long-term innovation. Just this week,