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.
Nvidia might scrap RTX 50 SUPER GPUs
Thanks to DDR7 shortages
It looks like Nvidia might be running out of memory, and the dark satanic rumour mill has manufactured a hell on earth yarn suggesting its long-expected GeForce RTX 50 SUPER series could be delayed or binned.
Nvidia boss says China is racing ahead in AI
Huang warns West is stuck in pessimism
US tech giant Nvidia’s supreme dalek Jensen Huang reckons China is pulling ahead in the artificial intelligence race while the Land of the Free is stuck spinning its wheels in regulatory sludge.
Qualcomm weathers tax hit but keeps punters happy
Mobile chip giant posts gains, sees AI as golden goose
Chipmaker Qualcomm managed to please the cocaine nose jobs of Wall Street despite coughing up a net loss of $3.12 billion, thanks to an income tax sting that took a chunk out of what would have been a solid quarter.
AMD can ship Instinct MI308 AI chips to China
Meanwhile Nvidia’s H20 is stuck in export limbo
AMD has received export approval for its Instinct MI308 AI chips, a move that gives it a narrow but meaningful advantage over Nvidia in the tightly restricted Chinese AI hardware market.
AMD hit by patent troll over 3d v-cache tech
Adeia dusts off patents to chase a payout on Ryzen X3D chips
Chipmaker AMD has found itself on the receiving end of a lawsuit from Adeia, a company that doesn’t make anything but claims to own the technology behind the firm’s 3D V-Cache hybrid bonding used in Ryzen X3D processors.
Super Micro boosts forecast despite earnings wobble
Server maker banks on Nvidia’s AI gold rush to lift 2026 sales
Super Micro Computer has decided to crank up its revenue outlook for fiscal 2026, betting that the world’s insatiable demand for Nvidia-powered AI servers will more than make up for a rough patch in earnings.