TSMC races to build more 2nm fabs as demand crushes capacity
Taiwan’s chip colossus digs deeper into its pockets
The boss of the world’s biggest chip foundry has admitted that TSMC cannot churn out enough silicon to satisfy the world’s appetite.
Sovereign AI key to dodge superpower dependence
Seoul throws cash and clout at its own AI destiny
The global AI arms race between China and the US has smaller nations nervously eyeing their supply lines, fearing they will end up beholden to the whims of the superpowers.
Altman says OpenAI’s mystery gadget will look too simple
Hype continues while details stay hidden
OpenAI boss Sam Altman reckons the company’s new hardware will prompt people to mutter “that’s it?… It’s so simple” the moment they clap eyes on it.
AWS flings $50 billion at government AI push
Hefty splurge to keep federal bods swimming in compute
Amazon Web Services has decided to chuck a hefty pile of cash at new kit designed to boost AI capabilities for US government outfits.
Trump’s AI power grab angers his base
Backlash as president demands States stop policing Big Tech
Trump has kicked a hornet’s nest with a push to stop US states from tightening the screws on artificial intelligence companies.
Nvidia shrugs off market jitters with roaring AI sales
A blowout quarter sends investors scrambling for their calculators
Nvidia lit up the market with a quarterly surge that made the cocaine nose jobs of Wall Street forget their nerves about runaway AI spending.
Nvidia smokes peace pipe with Anthropic
One-gigawatt Claude commitment shows how frantic the AI gold rush has become
Nvidia has finally smoked a peace pipe with Anthropic after years of sniping, proving that the AI boom is now so ravenous it can turn rivals into drinking buddies.
AI fuels fresh rush into data streaming platforms
More tools, more chaos
Investment in data streaming is ballooning as firms chase AI dreams yet find themselves tangled in a growing thicket of platforms.
Oracle faces curse of OpenAI
Big Red’s grand AI punt keeps shredding its own valuation
Oracle’s market value has been sliding like a greased ferret since 10 September, when it trumpeted its $300bn deal with OpenAI and watched roughly $315bn vanish in the process.
Billionaires leg it from Nvidia as AI bubble jitters spike
Thiel and other mega-rich investors dump their stakes amid fraying nerves
Panic spread through trading floors after venture capitalist and Trump cheerleader Peter Thiel flogged all the Nvidia shares he held.