Leans on pricey AI servers to keep the wheels spinning

The Grey Box Shifter, Dell is surfing an AI boom that props up its headline numbers even as the rest of its empire looks like it needs a sit-down.

Tokyo tries to claw its way back into the chip big leagues

Japan has decided to pour more than a trillion yen [€6.38 billion] into Rapidus as it scrabbles to shore up its economic security through a homegrown semiconductor supply chain.

HYPERRAM is the new cheap and cheerful memory fix

Infineon decided to wave a flag today by saying AMD has put its 64 Mb HYPERRAM memory and matching controller IP through their paces for the Spartan UltraScale+ FPGA SCU35 Evaluation Kit.

Expert warns the West is missing the real contest

China’s sheer electrical muscle is about to reshape the AI race faster than many Western wonks care to admit.

Another day, another crispy cable

Nvidia’s GeForce RTX 5090 is having a troublesome launch, with yet another report of the card cooking its own power connector so thoroughly that it appears welded into place.

Job's Mob can't hide behind its walled garden for much longer

The AI boom is giving TSMC a roaring tailwind while the Fruity Cargo Cult Apple clings to its glory years and hopes no one notices it has not invented a genuinely new product in yonks.

Betting big on stockpiles as chip prices shoot skyward

Lenovo is stuffing its warehouses with memory and other vital components as the AI boom squeezes supply chains and sends parts prices soaring.

Loan me a trillion until next Friday, gov?

OpenAI is burning through cash at a staggering rate, and HSBC’s latest sums suggest the bonfire is far bigger than most expected.

A possible billion-dollar deal tests Nvidia’s grip on the AI hardware game

Meta Platforms is chatting with Google about using its tensor processing units in future AI projects as the social networking giant tries to loosen its dependence on Nvidia’s pricey gear, according to those whispering in dark corners.

Aussie survey drop shows public tech bosses bracing for a turbulent year

A new Gartner survey reckons more than half of government CIOs outside the US expect their IT budgets to climb in 2026, even as wider public finances feel the squeeze.