Samsung’s non-memory profit hole closing
Kiwoom Securities reckons the red ink in Samsung Electronics’ non-memory business will vanish next year…
Data Center
Hyperscalers squeeze server CPU supply as client kit gets sidelined
Server demand is stretching lead times, and gaming rigs are set to take the hit.…
Google blows the budget on AI
Google is stuffing AI into everything and setting money on fire to stay ahead. Alphabet…
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…
Nvidia’s China H200 comeback is stuck in Washington red tape
Nvidia’s promised return to China with its H200 AI chip is still waiting for Washington…
Google’s Tensor dodges the memory crunch
Counterpoint thinks DRAM and NAND will squeeze 2026 shipments, with Google oddly best placed to…
Intel’s Xeon 600 workstation chips arrive with 86 cores
Intel has turned up swinging at AMD’s Threadripper 9000 with a new batch of Xeon…
Nvidia’s $100bn wobble puts Oracle in firing line
If Nvidia ends up investing far less than $100 billion in OpenAI, it raises awkward…
Microsoft locks in GPU cash before the bills land
Software King of the World Microsoft said it is “derisking” its AI build-out costs by…
Microsoft share price tanks and drags tech down with it
Software King of the World, Microsoft saw its value tank yesterday as investors took one…
Tower and NewPhotonics ship 1.6T optical engines
Tower Semiconductor and NewPhotonics have begun volume shipments of laser-integrated optical engines aimed at feeding…
GlobalFoundries and Marvell crank up AI optics production
GlobalFoundries and Marvell are expanding silicon-germanium production in Vermont as AI data centres chew through…
AI watermarking make models less safe
AI watermarking designed to identify machine-generated text can alter model behaviour and help harmful prompts…
Nvidia Rubin and AMD RDNA 5 GPUs may slip to 2028
Gamers hoping for a fresh GPU generation next year could be disappointed, with Nvidia Rubin…
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