
Broadcom rakes in VMware cash and bets big on AI
Turns out that threatening customers for using software they paid for works
Broadcom’s decision to swallow VMware and then do its best to infuriate its suppliers and customers seems to have paid off with the outfit posting $15 billion in second quarter revenue, up 20 per cent from last year.

Nvidia top boffin says US export bans boosted Huawei AI dev
Dally says US rules handed China a tech talent pipeline
Nvidia chief scientist Bill Dally [pictured] has suggested that the US export control ban on AI gear to China has helped Huawei and its mates in the Middle Kingdom rather than holding them back.

AMD snaps up Brium to loosen Nvidia’s AI iron grip
Chipmaker adds stealthy startup to its growing anti-Nvidia arsenal
AMD has snapped up a little-known AI startup called Brium in a move that looks suspiciously like an attempt to smash Nvidia’s stranglehold on the AI software ecosystem.

Morgan Stanley uses AI to modernise ancient code
And they said it could not be done
While most of Big Tech is still fumbling with AI tools that choke on COBOL, beancounters Morgan Stanley has quietly rolled out a GPT-based system to deal with the crusty legacy code clogging up its systems.

TSMC says AI chip war doesn’t matter
All roads lead to TSMC
The head of TSMC reckons it doesn’t really matter whether GPUs or ASICs win the AI chip race. Either way, the orders are heading back to his outfit.

TSMC Arizona ramps up as Nvidia preps AI chip launch
US fab nears full capacity, 2nm yields soar, and chip prices may spike
Nvidia’s next wave of AI chips is heading for mass production at TSMC’s Arizona plant before the end of the year, according to fresh reports from Taiwan.

TSMC downplays tariff threat
TSMC downplays tariff threat, touts AI boom and record profits
TSMC says it is on course for record revenue and earnings this year, with AI demand roaring ahead and tariffs posing little direct threat.

Jobs Mob’s AI flop swept under carpet as WWDC looms
Tame Apple Press tries to spin ‘nothing to see here’ into AI genius
WWDC 2025 is around the corner, but the only thing the Fruity Cargo Cult Apple seems ready to unleash is a desperate off the books PR campaign to lower expectations while pretending it still knows what it's doing.

Hyperscalers hotwire EV tech for AI data centre binge
Google, Meta and Microsoft push 1MW rack dreams with borrowed volts
Google, Microsoft, and Meta are pilfering ideas from the electric vehicle world, pushing 400VDC systems to wrestle with escalating power and cooling demands.

China's tech giants scramble for local AI chips
Nvidia ban forces pivot to homegrown silicon
China's top tech outfits are being forced to kick their dependency on Nvidia and shift to homegrown AI chips, as US export curbs and a dwindling stockpile of H20 processors squeeze their options.