
Geopolitics strangling AI server growth
Tariff fears and supply chain turmoil hit forecasts despite big tech spending spree
AI servers may be the backbone of today’s tech boom, but global shipment growth forecasts are slipping thanks to geopolitical headaches and tariff threats.

Mediatek’s AI chip lands big with GB10 launch
Nvidia tie-up puts Taiwanese firm at the heart of next-gen desktop AI
MediaTek’s GB10 super chip, built in collaboration with Nvidia, has officially hit the shelves in what looks like a pivotal moment for the Taiwanese firm’s expansion beyond smartphones.

China uses cut-price AI to break the US tech chokehold
DeepSeek and Alibaba muscle into markets as Western firms squabble over premiums
The Wall Street Journal reckons China is building an AI ecosystem that dodges US influence and the rest of the world seems happy to go along with it.

DRAM prices spike as OEMs bail on DDR4 and rush to AI
Old kit gets dearer as production pivots to high-end memory
DRAM prices are surging as major memory makers pull production from legacy tech to focus on high-end and AI-driven products, according to beancounters at TrendForce.

Asus touts GX10 AI arrival on 22 July
Tiny mini‑pc, massive AI
Asus is set to unveil its Ascend GX10 mini‑PC powered by Nvidia’s GB10 Grace Blackwell platform on 22 July.

Microsoft axes 9,000 staff in AI cash shuffle
Tech giant sheds four per cent of workforce to keep AI wheels turning
Software King of the World, Microsoft is slashing around 9,000 jobs globally as it shuffles cash towards its ever-growing AI empire. The move carves out about four per cent of its 228,000-strong workforce and comes hot on the heels of earlier bloodlettings in May and January.

Microsoft AI out diagnoses doctors
Mustafa Suleyman’s robo-doc squad crushes NEJM case studies
Software King of the World, Microsoft has tested a new AI medical tool that it claims is four times better than human doctors at diagnosing tricky conditions.

Nvidia tops global value charts
Shares soar past Microsoft
Nvidia has soared to a $3.77 trillion market cap, overtaking Microsoft after a 4.3 per cent rise in its share price, capping a dramatic turnaround from earlier setbacks this year.

DeepSeek’s tech fuelling China’s military
Avoiding US export controls
A senior US official has accused DeepSeek of aiding the PRC’s military and intelligence operations by using Southeast Asian shell companies to sidestep US semiconductor export controls.

BBC sues Perplexity for content theft as Apple considers buying the AI outfit
Desperate to sort out its AI mess
Fruity Cargo Cult, Apple is reportedly poking around AI startup Perplexity because it’s desperate to bolt someone else’s brains onto its failing AI plans.