Ellison bets the farm on AI 

Oracle  stunned the cocaine nose jobs of Wall Street with a forecast that makes it look more like Nvidia than the dull database flogger it has been for decades.

Rack-sized monster to crush token counts

Nvidia has decided that building GPUs the size of small towns is the way to stay ahead in AI, and its latest weapon is the Rubin CPX which is aimed squarely at inferencing and large context models.

Cisco and Palo Alto ride the SD-WAN gravy train

The Secure Access Service Edge market has seen a 22 per cent jump in revenue year-on-year, reaching $2.7 billion in the second quarter of 2025.

Taiwanese foundry forced to plan packaging a year in advance

TSMC is finding itself on the back foot as demand for its advanced packaging tech has exploded thanks to the AI chip gold rush, with firms like Nvidia breathing down its neck.

AI is cool for Catz

Oracle has stopped sulking about being late to cloud and is banging on about how it has become a must-have for the AI set.

IDC says Datacentre growth leads the way

Beancounters at IDC have added up some numbers and divided by their collective shoe size and reckon the global semiconductor market will hit $800 billion in 2025, up 17.6 per cent from $680 billion last year.

Kissing the ring while Musk is left out in the cold

The biggest names in US tech have lined up at the White House to show how much they adore Donald and Melania Trump, apparently believing fawning public displays will save their companies from regulators.

160 TFLOPS claims and ‘AI PC’ chatter

Beijing’s homegrown silicon drive has coughed up a fresh boast from Anfu Technology and Xiangdi.

MI308 stays on ice 

AMD, chief financial officer, Jean Hu, slammed the breaks on China GPU production on 3 September 2025, even after getting licences from the Trump administration.

You can pair two at $3,999 each

Acer has unveiled its version of an AI workstation based on the Nvidia GB10 Superchip, the Veriton GN100 AI Mini Workstation. Featuring the Nvidia GB10 Grace Blackwell Superchip, it delivers up to 1 PFLOPS of FP4 AI performance and starts at $3,999.