Gelsinger warns Intel’s big equity wins mean bugger all
Flashy deals don't fill fabs
Troubled Chipzilla’s ex-boss, Pat [kicking] Gelsinger, has waded in on the firm’s latest equity-focused bromances with the US government and Nvidia, warning that none of it matters if they don’t result in chips getting made in Intel fabs.
Intel spins out RealSense in $50 million AI push
Teams up with Nvidia to power next-gen robots
Troubled Chipzilla has cut loose its RealSense division, the long-suffering pioneer in AI-driven computer vision, which has spun out as an independent company with a $50 million Series A boost and a shiny new partnership with Nvidia.
AMD bets big on 2nm for next-gen Instinct MI450 GPUs
Lines up TSMC’s finest silicon to take a swing at Nvidia’s AI throne
AMD is preparing to go all in on advanced chipmaking with its next-generation Instinct MI450-series accelerators, built on TSMC’s brand-new N2 process.
China tightens the screws on chip imports
Beijing serious about cutting Nvidia out of its tech diet
China has gone full throttle in enforcing tighter controls on semiconductor imports, as the Middle Kingdom pushes to purge its tech sector of American hardware, particularly from Nvidia.
OpenAI cheers for TSMC
OpenAI boss warns
OpenAI, CEO, Sam Altman, has poured cold water on swapping to Intel’s foundry, saying he’d rather the Taiwan giant simply built more.
Nvidia boss surprised about AMD handing OpenAI 10 per cent
“Clever” but the deal raises funding questions
Nvidia CEO, Jensen Huang, said he is surprised Advanced Micro Devices would offer OpenAI warrants worth about 10 per cent of itself.
MSI RTX 5090 user suffers from a melted connector twice
16-pin power plug problems continue to plague Nvidia’s flagship GPUs
Another MSI GeForce RTX 5090 owner has reported the familiar smell of burning plastic, after the card’s 16-pin power connector melted not once but twice in just a few weeks.
TSMC price hikes not as brutal as feared, but still grim
Chip clients breathe a sigh of relief
It turns out TSMC’s next big price jump will not be quite the wallet-melter everyone expected.
Data centre growth saved the US economy
US economy is now running on the fumes of AI infrastructure
The cocaine nose jobs of Wall Street might want to send a thank-you card to Silicon Valley, because without data centres and AI servers, US economic growth in 2025 would have been dead in the water.
Microsoft wants to ditch Nvidia and AMD for its own silicon
Vole needs a bit of leverage
Software King of the World, Microsoft has decided it no longer wants to live under the silicon thumb of AMD or Nvidia and wants to rely more on its home brew chips.