Investors choke on AI capex as valuations slide
Big Tech shares got dumped after companies laid out plans to spend $660bn this year…
Posts by Nick Farrell
Valve’s Steam Machine delayed due to RAM shortages
Valve’s Steam Machine just ran into the RAM shortage and appears to be delayed. When…
Western companies looking at Chinese memory
With DRAM shortages getting nastier, PC makers are scrambling for supply that does not come…
AMD plummets despite beating the numbers
AMD shares sank more than 17 per cent on Wednesday, despite posting better-than-expected fourth-quarter earnings and…
Qualcomm smashes Q1 but trips on memory shortage
Qualcomm just learnt that beating expectations is pointless if the guidance smells even slightly off.…
Texas Instruments goes shopping for Silicon Labs
Texas Instruments has decided the best way to keep up is to buy someone else.…
Claude spooks the data peddlers
Claude just kicked the legs out from the analysts’ cosy little data racket. For years…
Google blows the budget on AI
Google is stuffing AI into everything and setting money on fire to stay ahead. Alphabet…
Intel’s GPU fog gets a new architect
Lip-Bu Tan is pitching a return to graphics with an ex-Qualcomm hire, but the roadmap…
MediaTek hikes prices as AI demand clobbers the supply chain
The Taiwanese chip designer MediaTek said that the surge in artificial intelligence applications is straining…