Commonwealth Fusion Systems outfit trousers cash to fire up fusion reactor
Bill Gates and Nvidia back Commonwealth’s plan to bottle a star
Commonwealth Fusion Systems has hoovered up another $863 million in fresh capital to fuel its dream of turning nuclear fusion into a commercial energy business that doesn’t melt the budget.
Alibaba whips out AI chip to dodge Nvidia squeeze
China’s silicon brigade tries to fill the GPU hole with homebrew parts
Chinese cloud giant Alibaba has wheeled out a shiny new AI chip, hoping to plug the silicon hole left after Nvidia was kicked in the export rules by Uncle Sam.
Trump’s stake deal was all about locking Intel into foundry
Real countries have fabs
Intel has been strong-armed into holding on to its bleeding foundry business after Donald Trump’s administration tied subsidies to an equity grab.
Nvidia’s Rubin chips hit the fabs
More coming
Nvidia has confirmed that its next-generation Rubin AI chips are already in the fabs and ready to hit volume production in the second half of 2026.
Nvidia’s profits sparkle but China chip freeze spooks traders
AI darling’s data centre growth slows as H20 blacklisting bites
Nvidia has blown past earnings expectations again, but that wasn’t enough to satisfy the cocaine nose jobs of Wall Street.
Morgan Stanley reckons Nvidia’s GB200 racks mint money
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.
Cambricon cashes in on anti-Nvidia orders
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.
Nvidia pushes into self-driving cars as robot future looms
Chip giant sees its robot dreams on four wheels first
Nvidia has set its sights on self-driving cars as the next major cash cow for its physical AI push, hoping to ride a wave of autonomous vehicles before humanoid robots make it out of its smoke-filled labs.
Infineon links up with Nvidia for physical AI robots
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 shows off Blackwell GB200 and GB300 racks
Chipmaker talks modular MGX architecture and rack guts at Hot Chips 2025
Nvidia used Hot Chips 2025 to show how its Blackwell GB200 and GB300 systems are bolted together, highlighting its modular MGX platform and sprinkling in a bit of open compute virtue-signalling along the way.