Nvidia smokes peace pipe with Anthropic
One-gigawatt Claude commitment shows how frantic the AI gold rush has become
Nvidia has finally smoked a peace pipe with Anthropic after years of sniping, proving that the AI boom is now so ravenous it can turn rivals into drinking buddies.
Intel talks up 14A progress as it cosies up to Nvidia
Claims its next node is humming
Troubled Chipzilla has been busy telling investors its 14A process is shaping up nicely and that its freshly inked partnership with Nvidia will give its CPUs and GPUs a much-needed shove.
Oracle faces curse of OpenAI
Big Red’s grand AI punt keeps shredding its own valuation
Oracle’s market value has been sliding like a greased ferret since 10 September, when it trumpeted its $300bn deal with OpenAI and watched roughly $315bn vanish in the process.
Meta skates past FTC in monopoly fight
Judge bins antitrust bid to break up Facebook parent
A federal judge has tossed the latest swipe from the Federal Trade Commission at Meta, leaving the social networking giant looking rather smug.
TSMC discovers the American dream costs a fortune
Arizona Fab’s profits fall off a cliff
TSMC’s big Arizona adventure was supposed to be a landmark moment for the US chip industry, although it now looks more like an expensive lesson in why fabs prefer cheaper postcodes.