TSMC smashes profit record again on AI chip frenzy
Monster demand for GPUs and HPC silicon
Taiwan’s semiconductor darling TSMC has once again bathed in the glow of the AI gold rush, reporting a massive 39.1 per cent jump in third-quarter profit and setting a fresh all-time record.
Blackrock’s splashes $20 billion on data centre outfit
Larry Fink’s latest bet shows AI mania still has plenty of cash to burn
Investment outfit BlackRock is throwing serious money at the plumbing behind artificial intelligence.
Apple about to lose grip over TSMC
Fruity cargo cult’s chip clout under threat
The fruity cargo cult Apple may be about to lose its long-held grip over TSMC as Nvidia muscles in with a deluge of orders for high-performance computing parts and AI kit.
Nvidia’s 800v power push jolts Mediatek and Bizlink
Vera Rubin platform ushers in power revolution for AI data centres
Graphics giant Nvidia has kicked off what it claims is a data centre power revolution, announcing its next-gen Vera Rubin platform and dragging the world into the 800-volt direct current age.
NVIDIA Blackwell-based 1 PFLOP DGX Spark arrives to developers
Elon gets a special delivery from Jensen Huang
NVIDIA has announced that it will start shipping its NVIDIA DGX Spark, a 1 PFLOP Blackwell-based world's smallest AI supercomputer. NVIDIA's CEO, Jensen Huang, made a special delivery to Elon Musk at SpaceX.
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.