US signs off on big Middle East AI chip sale
Washington hands Abu Dhabi and Riyadh a tidy win
Washington’s latest export ruling hands the United Arab Emirates and Saudi Arabia a fat slice of the AI action after months of dithering.
Nvidia shrugs off market jitters with roaring AI sales
A blowout quarter sends investors scrambling for their calculators
Nvidia lit up the market with a quarterly surge that made the cocaine nose jobs of Wall Street forget their nerves about runaway AI spending.
Nvidia smokes peace pipe with Anthropic
One-gigawatt Claude commitment shows how frantic the AI gold rush has become
Nvidia has finally smoked a peace pipe with Anthropic after years of sniping, proving that the AI boom is now so ravenous it can turn rivals into drinking buddies.
RAM crunch threatens to snuff out budget GPUs
Rising costs shove AMD and Nvidia towards culling their cheap cards
The dark satanic rumour mill has manufactured a hell-on-earth yarn claiming that AMD and Nvidia are considering winding down production of their budget-oriented GPUs because the bill of materials has ballooned as GDDR prices shoot into the stratosphere.
Intel talks up 14A progress as it cosies up to Nvidia
Claims its next node is humming
Troubled Chipzilla has been busy telling investors its 14A process is shaping up nicely and that its freshly inked partnership with Nvidia will give its CPUs and GPUs a much-needed shove.
AI fuels fresh rush into data streaming platforms
More tools, more chaos
Investment in data streaming is ballooning as firms chase AI dreams yet find themselves tangled in a growing thicket of platforms.
Oracle faces curse of OpenAI
Big Red’s grand AI punt keeps shredding its own valuation
Oracle’s market value has been sliding like a greased ferret since 10 September, when it trumpeted its $300bn deal with OpenAI and watched roughly $315bn vanish in the process.
Cloudflare stumble knocks swathes of the internet offline
Morning traffic surge sends major sites into a tailspin
A sudden Cloudflare meltdown on Tuesday morning left large chunks of the internet wheezing as sites from social media to retail and transport threw up baffling error messages.
Meta skates past FTC in monopoly fight
Judge bins antitrust bid to break up Facebook parent
A federal judge has tossed the latest swipe from the Federal Trade Commission at Meta, leaving the social networking giant looking rather smug.
TSMC discovers the American dream costs a fortune
Arizona Fab’s profits fall off a cliff
TSMC’s big Arizona adventure was supposed to be a landmark moment for the US chip industry, although it now looks more like an expensive lesson in why fabs prefer cheaper postcodes.