Trump’s stake deal was all about locking Intel into foundry
Real countries have fabs
Intel has been strong-armed into holding on to its bleeding foundry business after Donald Trump’s administration tied subsidies to an equity grab.
EU antitrust boss warns Trump not to mess with tech laws
Brussels hints trade deal could collapse
The EU’s competition chief Teresa Ribera has warned that Brussels must be ready to ditch its freshly minted trade deal with the US if Donald Trump presses ahead with threats to neuter Europe’s digital rules in favour of Google, Microsoft, Apple, and Meta.
TSMC starts building 1.4nm mega-fab ahead of schedule
Punts over a trillion yuan at it
The Taiwanese silicon giant TSMC has begun work early on its next-generation 1.4nm process fab, and it's coughing up more than a trillion yuan to do it.
Nvidia’s Rubin chips hit the fabs
More coming
Nvidia has confirmed that its next-generation Rubin AI chips are already in the fabs and ready to hit volume production in the second half of 2026.
AI PCs inch forward despite market gridlock
Vendors flog silicon dreams while punters wait for prices to drop
Despite some economic potholes and user indifference, so-called AI PCs are crawling their way into the market, with analysts predicting 143 million units will ship next year.
Japan powers up its first homegrown quantum computer
Nevermind quantum cats, this one is powered by an OQTOPUS
Japan has flicked the switch on its first quantum computer built entirely from bits designed and manufactured within the country’s borders.
Huawei wants to kill PCIe, TCP/IP and NVLink
Chinese giant pitches UB-Mesh as a single unifying protocol
Huawei has rolled out a grand plan to scrap half the data centre’s plumbing and replace it with its shiny new UB-Mesh protocol.
Tesla tanks in Europe
Europeans have had enough of Musk
Tesla has hit another bump in the road in Europe, clocking up its seventh straight month of shrinking car sales while Chinese upstart BYD floored it.
Nvidia’s profits sparkle but China chip freeze spooks traders
AI darling’s data centre growth slows as H20 blacklisting bites
Nvidia has blown past earnings expectations again, but that wasn’t enough to satisfy the cocaine nose jobs of Wall Street.
Morgan Stanley reckons Nvidia’s GB200 racks mint money
Rivals left bleeding red ink in AI factory economics
Number crunchers at Morgan Stanley have been adding up some numbers and divided by their shoe size and reached the conclusion that Nvidia’s monster GB200 NVL72 racks are the only kit worth buying if you want to turn an AI factory into a cash cow.