
Huawei’s AI blitz rattles Nvidia
It is real competition
Nvidia boss Jensen Huang has finally admitted that Huawei is no longer just a nuisance in China’s AI arms race, it’s now a fully-fledged competitor.

US tech faces investor chill over Trump tax twist
Section 899 sparks panic as foreign cash eyes the exit
US tech giants could be staring down the barrel of another self-inflicted wound courtesy of a barely noticed clause in Donald Trump’s new budget bill.

China's AI giants scramble for chip self-sufficiency
US curbs push Alibaba, Tencent and Baidu towards Huawei's Ascend
China’s top tech outfits are scrambling to replace their dwindling supply of Nvidia chips with homegrown alternatives as US export controls tighten the screws on AI hardware, the Financial Times reports.

Social media giants still flouting GDPR
Fines fly but kid's data keeps getting mishandled
Seven years into GDPR, half of the world’s biggest social media platforms are still being slapped with fines like they never read the memo.

Infineon pushes GaN into space
DLA's top space grade for homebrew transistors
Infineon has rolled out its first in-house radiation-hardened gallium nitride transistor, flogging it as ideal for deep space, defence, Slough, and other hellish environments.

Qualcomm rubs Apple’s nose in modem flop
Study shows Jobs' Mob's C1 chip loses the 5G race in crowded cities
Qualcomm is taking a well-aimed swipe at one of its biggest ex-customers, revealing that its modem chips trounced the Fruity Cargo Cult Apple’s homemade alternative in a real-world 5G smackdown.

HP clobbered as tariffs bite into profits
Diversified supply chain fails to dodge Trump’s trade war
The maker of very expensive printer ink HP saw its shares tumble by as much as 15 per cent in extended trading after its second-quarter numbers took a kicking from Donald Trump’s tariff train wreck.

AMD buys photonics outfit Enosemi
Chipmaker eyes light-speed AI arms race against Nvidia
AMD is turning up the heat on Nvidia by snapping up photonic circuit boffin Enosemi in a bid to muscle into the next frontier of chip tech.

Musk throws a strop over OpenAI's Gulf gig
Trump's AI buddies spark drama as Elon tries to squeeze in
OpenAI’s latest scheme to slap one of the world’s biggest AI data centres in Abu Dhabi nearly came off the rails thanks to Elon Musk having a fit about being left out.

Foxconn cheers up investors with AI and EV promises
Chairman pledges 2025 growth
Foxconn appears to have sobered up after last week’s hangover, now claiming its 2025 revenue will smash past last year’s total despite an earlier downgrade that spooked the market.