Analysts doubt rivals can really cosy up

Troubled Chipzilla’s shares jumped 7.12 per cent to $35.94 on 1 October before flattening out the next morning, as talk swirled that it might be trying to cut a deal with Supermicro.

A sign of the apoloclyse

The dark satanic rumour mill has manufactured a hell on earth yarn claiming Troubled Chipzilla is apparently in early talks with arch-rival AMD to rope it in as a foundry customer.

Parts shortage looming

Acer chairman Chen Junsheng says the second half of the year should see stronger PC demand thanks to seasonal effects, but parts shortages and rising costs are clouding the outlook.

Generative AI shoved into Echos, Fire TVs and doorbells

Amazon is rolling out Alexa+ across a pile of its hardware, effectively welding generative AI into daily life whether people want it or not.

AI outfit now the priciest start-up on the planet

Chatgpt maker OpenAI has stitched up a deal that values the artificial intelligence outfit at $500 billion, putting it ahead of Elon Musk’s SpaceX as the most expensive start-up in the world.

Age of bargain silicon ends

The days of cheap transistors are over as TSMC jacks up prices on its most advanced wafers and signals the end of Moore’s Law’s cosy promise of faster and cheaper chips.

Silicon Valley start-up wants to crash the AI chip party

Chipmaker Cerebras Systems has bagged more than $1 billion from backers including Fidelity and Donald Trump Jr’s 1789 Capital as it tries to peel customers away from Nvidia.

Nvidia DLSS 4 support coming to several new games

Nvidia has released its new GeForce 581.42 WHQL Game Ready driver, adding game optimizations for Battlefield 6 and FBC: Firebreak games, as well as fixing several bugs. Nvidia also announced several new games that will be getting DLSS support.

Both sides rejigging their offerings

Nvidia and AMD are frantically revising their next-gen AI designs in an effort to out-muscle each other, with power budgets and memory bandwidth figures spiralling upwards.

Tenfold efficiency claim

TSMC said that AI-driven design tools have lifted its AI chip energy efficiency by about ten times.