Billionaires leg it from Nvidia as AI bubble jitters spike
Thiel and other mega-rich investors dump their stakes amid fraying nerves
Panic spread through trading floors after venture capitalist and Trump cheerleader Peter Thiel flogged all the Nvidia shares he held.
Amazon and Microsoft backs chip limits as Nvidia gets squeezed
Fancy first dibs on AI silicon
Brown box shifter Amazon is standing next to the software King of the World, Microsoft, in cheering new US laws that would clip Nvidia’s exports to China.
Tachyum boasts of a 6GHz with 1,024 cores
Outfit promises cosmic performance from a chip that exists only on paper.
Tachyum has rolled out fresh specs for its upcoming Prodigy Universal Processor and the sheet reads like someone let a marketing intern loose with a calculator.
China taps Nvidia kit through a maze of middlemen
Jakarta’s server farm shows how China still reaches banned silicon.
A Jakarta data centre squeezed between a school and posh flats has become the latest reminder that US export controls leak badly.
Nvidia will not lose out from Softbank exit
SoftBank’s chip shuffle stirs the AI pot
SoftBank's theatrical exit by selling its $5.8 billion stake in Nvidia mattered far less to the chipmaker than the chatter suggested, because the holding was tiny beside a $4.8 trillion colossus and barely shifted the dial.
AMD plots Gorgon and Medusa to turn rivals to stone
Zen 5 refresh in 2026, Zen 6 in 2027, and a mysterious new GPU to bury RDNA
AMD has lifted the kimono on its next-gen client CPUs and GPUs, with new codenames straight out of Greek mythology.
SoftBank flogs Nvidia stake to bet big on OpenAI
Son's AI obsession unnerves investors despite record profits
SoftBank Group shares nosedived 10 per cent after it dumped its entire Nvidia stake for $5.8 billion, choosing to punt the lot on OpenAI instead.
TSMC squeezes chip supply as AI giants fight for N3 capacity
Fidelity’s Huang begs for wafers as fabs hit their limits
TSMC’s latest sports day turned into something of a customer summit when Fidelity boss Huang Renxun publicly pleaded for more chip supply, declaring that “without TSMC, there would be no Fidelity.”
Nvidia’s hometown data centres left powerless
Santa Clara projects sit idle as AI boom slams into an energy wall
Two massive data centre projects in Santa Clara, California, in the heart of Nvidia’s glorious green empire, are sitting empty as the city’s grid buckles under demand from the AI gold rush.
Nvidia shoves Rubin into production with HBM4 in hand
Vera Rubin superchip sprints from keynote glare to TSMC’s lines
Nvidia is racing its Rubin GPUs into production, turning the Vera Rubin superchip from stage prop into silicon while the ink on the slides is still drying.