Rivals left bleeding red ink in AI factory economics

Number crunchers at Morgan Stanley have been adding up some numbers and divided by their shoe size and reached the conclusion that Nvidia’s monster GB200 NVL72 racks are the only kit worth buying if you want to turn an AI factory into a cash cow.

ChatGPT blamed as pandemic-era boom crashes into AI reality

Canada’s once-blistering tech job market has faceplanted, with listings now 19 per cent below what they were in 2020, and analysts are pointing fingers squarely at AI.

Beijing's AI chip pipsqueak rakes in the yuan

Chinese chip upstart Cambricon is laughing all the way to the bank after netting a record profit on the back of Beijing's vendetta against Nvidia.

Uses Samsung's enhanced 7nm node with 2.5D stacking

IBM has wheeled out its Power11 server CPU at Hot Chips 2025, giving it higher clocks, AI acceleration, and a taste of Samsung’s iCube 2.5D packaging.

Chipmaker arms Jetson Thor with smarter motors

Infineon has teamed up with Nvidia to push physical AI deeper into humanoid robotics, stuffing smarter motor control into the chip designer's Jetson Thor developer kits.

Nvidia backs away as Chinese market turns sour

Nvidia appears to be winding down its H20 GPU line for China, as the economic and political winds continue to blow straight in its face.

Nguyen realises the Pixel 10 actually works

The Fruity Cargo Cult Apple’s grip on reality is slipping, and not even its favourite tame journos are buying the hype anymore. Nicole Nguyen [pictured] at the Wall Street Journal appears to have broken ranks after playing with Google’s Pixel 10.

New chips, flashy zoom and generative tricks in shiny recycled wrappers

The search giant has unwrapped its 10th generation Pixel phones, and it looks like someone finally got serious about AI on a handset.

Tech investors run scared after MIT says most AI projects are useless

Tech investors got spooked on Tuesday after the Massachusetts Institute of Technology suggested most AI projects were about as useful as a chocolate teapot.

Ramps up in-house CPU plans

Chip designer ARM has poached one of Amazon’s top silicon brains, Rami Sinno [pictured], to spearhead its in-house AI chip efforts, in a move that looks suspiciously like a direct shot at Chipzilla, AMD, and Nvidia's datacentre turf.