Intel just posted its best growth in 15 years – and burned billions to make it happen
Intel posts 25% revenue growth to $16.1 billion, driven by 59% surge in Data Center and AI sales
Nvidia is challenging 20 years of datacenter CPU design with new Vera chip
Nvidia joins the battle of making the CPU interesting again
The big picture: Nvidia lifted the embargo on its Vera CPU deep dive this week, and the disclosure amounts to a direct challenge to two decades of x86 datacenter design philosophy. This is the most detail the company has shared on the chip since it first appeared on the Rubin roadmap, and it confirms something I have suspected for a while: Nvidia is not treating the CPU as an attach story anymore. It is treating it as a battleground with a lot of potential dollars at play.
Nvidia's Jensen Huang joins X, defends Chinese AI: "Open-source models that are excellent should be used"
Big quote: Jensen Huang just spent a week watching his company's valuation get hit by the threat of a Chinese open-weight model. His response was to go on the record defending it. Speaking to Axios in Fort Worth, Texas, at the opening of a new phase of the Wistron plant that builds Nvidia's AI infrastructure, the Nvidia CEO said American companies should "absolutely" be free to run Chinese models. "These Chinese models are excellent," he said. "Open-source models that are excellent should be used." Asked whether China could displace American labs, he was blunt: "Zero possibility."
Framework nearly doubles Laptop 13 Pro memory prices overnight after suppliers demand more than twice as much
Pices went far beyond Framework's predictions and threaten its ability to operate
Gig economy workers and Amazon staff are increasingly dependent on food stamps and Medicaid, says federal report
Amazon workers' reliance on the programs has tripled since 2020
Amazon, Meta, Microsoft, and other US tech giants are hiding $1.65 trillion in AI debt
Ripple effect: Amid growing talk of an AI bubble, a study by Japanese market analysts has found that five of the largest American technology companies are carrying a collective "hidden" debt of over $1.65 trillion, driven largely by massive spending on AI infrastructure. That undisclosed sum exceeds the $1.35 trillion the same companies have officially reported on their balance sheets, and it has grown eightfold over the past four years.
The Marines' new AI gun can track and target people, even though it's marketed as anti-drone
A human must approve each shot, but AI handles nearly every other part of the decision to fire
Data centers on track to consume 20% of US power by 2035
The AI-fueled data center boom could put a serious strain on the power grid
TSMC plans up to 10% price increases on advanced and mature nodes starting in 2027
Price hikes could affect 7nm chips as well as older 12nm, 16nm, and 28nm nodes
NAND shortages could finally ease in 2027, but ADATA warns the DRAM crisis may last another 10 years
TrendForce expects supply growth to overtake demand, while AI keeps pressure on DRAM
Crystal ball: Maybe we're worrying too much about the current memory crisis: according to TrendForce, NAND flash supply growth will outpace demand next year, with supply constraints easing in the second half of 2027. Or maybe we're not worrying enough: Adata's chairman says DRAM shortages will last another decade and that memory and electricity will become the world's two scarcest resources.
Samsung finally has its own credit card, seven years after Apple
The Galaxy Card offers 5% cash back on Samsung purchases, but just 1% on everything else
Refuse a data center transmission line on your property, and power companies may force it through anyway
AI's growing hunger for land and electricity is pushing eminent domain law into new, contested territory
Samsung cuts hundreds of US jobs while AI boom sends chip profits soaring
The company is relocating its US consumer electronics headquarters from New Jersey to Texas
India fined HP $14.4 million for rigging government bids and fixing ink and toner prices
WhatsApp messages allegedly show HP India and resellers splitting contracts and coordinating prices
Chinese memory maker CXMT's output has grown from 40,000 to 720,000 wafers in a few years, and it's closing in on Micron
Corsair and other brands are increasingly relying on CXMT-made DRAM chips
OnePlus confirms exit from US and European markets, will replace OxygenOS with ColorOS
Customers will continue to receive software updates and after-sales support, however
Over 4,500 Google workers demand layoff protections as Alphabet's value hits $4.3 trillion
"Make no mistake: this is a company that is enjoying massive, unprecedented success"
Researchers synchronize 105,000 tiny magnetic oscillators in 45 nanoseconds, pointing to faster, low-power computing
This computing trick skips quantum's biggest problem
TSMC plans include at least four more 2nm fabs in $100 billion Arizona expansion
The investment could eventually bring the Arizona campus to 10 fabs and two advanced packaging plants
Stripe and Advent offer more than $53 billion to buy PayPal and create a payments giant
A joint bid with Advent would combine two of online commerce's biggest platforms
Nvidia and Sega are teaming up again, 30 years after Sega saved Nvidia from bankruptcy
Virtua Fighter Crossroads is coming to Nvidia's RTX Spark
IBM's stock just had its worst day since 1968
IBM warns clients are skipping mainframes to stockpile AI chips and memory instead
SoftBank boss says the AI revolution will cost $5 trillion a year, also, there's no bubble
Reports of an AI bubble are greatly exaggerated, says the man behind WeWork's $47 billion collapse
Sarah Connor warned us: Multiple reports are routinely confirming that the alleged "AI revolution" is not going the way Big Tech and VC investors would like it to. SoftBank's founder and largest shareholder, however, still believes the revolution will come to pass. AI skeptics, in his view, are simply on the wrong side of history. Or are they?
Black Flag Resynced is a smash hit, but 51 Ubisoft Barcelona developers are still being laid off
Ubisoft even canceled the studio's launch event as workers prepared to strike over the cuts
OnePlus could be exiting the US and European markets as soon as this week
Oppo's $1.4 billion investment effort hasn't stopped the slide