
Nvidia sharpens its claws for a cloud coup
Cloud giants may regret arming the AI kingpin
Cloud computing has been a licence to print money for Amazon.com, Microsoft and Google but now the gravy train faces a fresh threat from AI cloud specialists and Nvidia.

Nvidia tops global value charts
Shares soar past Microsoft
Nvidia has soared to a $3.77 trillion market cap, overtaking Microsoft after a 4.3 per cent rise in its share price, capping a dramatic turnaround from earlier setbacks this year.

Twice the bandwidth, 16k support and more marketing confusion
The HDMI Forum has finally put the HDMI 2.2 spec to bed and it is already making DisplayPort 2.1b look a bit flaccid. The new version doubles the bandwidth to 96 GB/s, thanks to the introduction of the shiny new "Ultra96" cable.

Corporates don't want Copilot
Software King of the World, Microsoft is finding out the hard way that even a decades-long grip on the enterprise world does not mean workers will touch its AI with a bargepole.

DeepSeek’s tech fuelling China’s military
Avoiding US export controls
A senior US official has accused DeepSeek of aiding the PRC’s military and intelligence operations by using Southeast Asian shell companies to sidestep US semiconductor export controls.