TSMC is expanding its CoWoS outsourcing to OSAT partners due to overwhelming demand, particularly from Nvidia. Despite doubling capacity, TSMC will still fall short…
Qualcomm's aggressive 2026 strategy aims to reinvent the company amid threats from Apple's in-house chip development. They face pressures in the mobile sector while…
Qualcomm's recent agreement with the European Commission raises concerns about its suitability for Europe’s AI gigafactories, as it specializes in inference rather than training…
Qualcomm spent three years proving the Oryon cores it acquired from Nuvia were licensed under its own Arm deal. It won a final judgment…
Orange and Morrison announced a €3 billion joint venture to build data centers in France, targeting 400 megawatts of capacity. Despite its sovereign branding,…
MediaTek's board approved a $5 billion discretionary financing framework to pivot towards AI data center chips amid falling mobile chip revenues. Although CEO Rick…
Microsoft is reviving the Three Mile Island reactor under a $16 billion deal, while various tech giants are pursuing nuclear power to meet energy…
The European Union is investing ten billion euros in seven AI Gigafactories, aiming to enhance its AI computing capabilities amid competition from the US…
Hut 8 has secured a 15-year, $9.8 billion lease for 704 megawatts of data center capacity from an anonymous "high-investment-grade" tenant at its Beacon…
AMD Helios, unveiled at the Advancing AI 2026 event, is entering production, shipping with major clients like Microsoft. Corporate VP Andrew Dieckman downplayed CUDA's…
NVIDIA's data center revenue surpassed $100 billion in fiscal 2026, bolstered by innovations like the Blackwell B200, which significantly enhances performance. The acquisition of…
NVIDIA's B300 yields are stabilizing. That is not the story. The story is CoWoS: TSMC's packaging bottleneck that sits between Nvidia and the demand…
Nvidia's data center revenue surged to $115.2 billion in FY2025, reflecting a 142% year-over-year increase. The company is now financing data center projects, enhancing…
Nvidia and AMD regained export licenses for China, reviving significant revenue potential after prior restrictions. Concurrently, a Senate vote ended a federal AI moratorium,…
Apple M4 hits 38 TOPS. Google ships Gemini 1.5 Pro for the cloud. Intel's Xeon 6 tries to serve both. The AI stack is…
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