AMD and Qualcomm sniff around Nvidia’s SOCAMM
AMD and Qualcomm have spotted Nvidia’s SOCAMM memory and decided it looks worth nicking for…
Data Center
Microsoft’s earnings still spooks the market
Software King of the World Microsoft’s earnings surge landed with a dull thud after higher-than-expected…
Meta’s AI spending binge hits $135bn
Meta says capital expenditure could almost double to $135bn in 2026 as its AI spending…
China finally waves through Nvidia’s H200 sales
China has finally approved purchases of Nvidia’s H200 AI chip, ending months of “yes, but…
Microsoft rolls out Maia 200 inference chip
Software King of the World, Microsoft, wants everyone to know it has a new inference…
Nvidia spends $2bn on CoreWeave
Artificial brains outfit Nvidia just lobbed another $2bn at CoreWeave. On 26 January 2026, the…
Investors think data storage is sexy
The boring end of IT hardware has started printing money, and memory and storage shares…
Europe prepares for US blocking access to tech
Europe is suddenly gaming out what happens if the US turns nasty and yanks the…
UK government admits it cocked up data centre approval
The UK government has admitted it made a mess of approving a £1 billion hyperscale…
Nvidia cranks Vera Rubin bandwidth with HBM4 pin-speed push
While Nvidia has apparently decided that “good enough” is for the riff raff, the dark…
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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