
TSMC 2nm orders pile up as AI boom fuels demand
Chipmaker has 15 customers, most chasing high-performance computing
TSMC’s 2nm process is pulling in orders at a cracking pace, with senior management at wafer inspection outfit KLA letting slip that 15 customers have already signed up. Ten of them are gunning for high-performance computing, showing just how much the AI craze is fattening demand for Intel and Samsung's rival.

Nvidia throws $100 bn at OpenAI
Chipmaker plans to bank roll a glut of AI data centres
Nvidia has decided to fling up to $100 billion at OpenAI in what is being dressed up as a grand AI infrastructure partnership.

Former Intel board members call for Chipzilla to go private
US government and big tech should carve up struggling giant
Troubled Chipzilla should be taken private, stripped apart, and rebuilt into a proper foundry and design house, according to four long-serving former directors writing in Fortune.

Intel needs a chainsaw, not a plaster
Nvidia’s cash will not fix Intel’s mess without a split
Troubled Chipzilla scored a temporary win when Nvidia lobbed it a $5 billion bone, but if Intel thinks that is enough to crawl back into relevance, it is dreaming, according to the Wall Street Journal.

Nvidia invests $5 billion in Intel, making it a number two shareholder
Deal will bring RTX GPU chiplets to Intel x86 SoCs
Nvidia and Intel have announced a "collaboration" to develop multiple generations of datacenter and PC consumer products. Tucked in the PR announcement is that Nvidia is investing $5 billion in Intel's common stock at a price of $23.28. Both CEOs will conduct a webcast press conference at 10 a.m. Pacific time (1 p.m. Eastern time).

Dell slaps Intel's Gaudi 3 into Poweredge servers
Mainstream firms finally offer Intel’s sluggish AI chips
The Grey Box Shifter, Dell has decided to give Troubled Chipzilla a leg up in AI by slotting the much-delayed Gaudi 3 accelerators into its PowerEdge XE7740 servers.

AMD shoves Zen 5 into the edge
EPYC 4005 rolled out
AMD has rolled out its Zen 5-based EPYC Embedded 4005 CPUs, claiming the chips will power everything from firewalls to edge servers without breaking the bank.

Intel digs up Comet Lake corpse and calls it Core i5-110
Chipzilla wants $200 for reheated 14nm leftovers
Troubled Chipzilla has decided that if it cannot impress punters with bleeding-edge innovation, it might as well re-sell the same old tat with a shinier sticker. It has released the Core i5-110, a Comet Lake processor that first saw daylight in 2020 and is inexplicably back from the dead.

Intel admits it has some desktop holes to fill
Arrow Lake refresh only a stopgap
Troubled Chipzilla has confirmed that a refresh of its Arrow Lake processors will limp out in 2026, with proper Nova Lake chips finally crawling out with the enthusiasm of a slug after a Hamburg rainfall later that year.

Intel's Arc B770 “Battlemage” inches closer to launch
Intel hauls out big silicon and hopes gamers will bite
Troubled Chipzilla is gearing up for the release of its top Battlemage GPU, the Arc B770, and if shipping manifests are to be believed, it's already packing crates.