US customers eye local options

Advanced packaging is shaping up to be a massive prospect for Troubled Chipzilla as US chip designers start sniffing around for someone nearby to wrap their shiny silicon.

Wall Street still fears a bubble

The cocaine-nose jobs of Wall Street are not buying Nvidia's stellar results, and still fear that all that investment in AI is a bubble.

Washington hands Abu Dhabi and Riyadh a tidy win

Washington’s latest export ruling hands the United Arab Emirates and Saudi Arabia a fat slice of the AI action after months of dithering.

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.

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.

Rising costs shove AMD and Nvidia towards culling their cheap cards

The dark satanic rumour mill has manufactured a hell-on-earth yarn claiming that AMD and Nvidia are considering winding down production of their budget-oriented GPUs because the bill of materials has ballooned as GDDR prices shoot into the stratosphere.

Claims its next node is humming 

Troubled Chipzilla has been busy telling investors its 14A process is shaping up nicely and that its freshly inked partnership with Nvidia will give its CPUs and GPUs a much-needed shove.

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.

Arizona Fab’s profits fall off a cliff

TSMC’s big Arizona adventure was supposed to be a landmark moment for the US chip industry, although it now looks more like an expensive lesson in why fabs prefer cheaper postcodes.

$10,000 down the loo

A $10,000 RTX Pro 6000 Blackwell workstation card reportedly snapped under its own weight during a house move, becoming a pricey brick.