One-gigawatt Claude commitment shows how frantic the AI gold rush has become

Nvidia has finally smoked a peace pipe with Anthropic after years of sniping, proving that the AI boom is now so ravenous it can turn rivals into drinking buddies.

Rising costs shove AMD and Nvidia towards culling their cheap cards

The dark satanic rumour mill has manufactured a hell-on-earth yarn claiming that AMD and Nvidia are considering winding down production of their budget-oriented GPUs because the bill of materials has ballooned as GDDR prices shoot into the stratosphere.

Claims its next node is humming 

Troubled Chipzilla has been busy telling investors its 14A process is shaping up nicely and that its freshly inked partnership with Nvidia will give its CPUs and GPUs a much-needed shove.

Big Red’s grand AI punt keeps shredding its own valuation

Oracle’s market value has been sliding like a greased ferret since 10 September, when it trumpeted its $300bn deal with OpenAI and watched roughly $315bn vanish in the process.

Arizona Fab’s profits fall off a cliff

TSMC’s big Arizona adventure was supposed to be a landmark moment for the US chip industry, although it now looks more like an expensive lesson in why fabs prefer cheaper postcodes.

$10,000 down the loo

A $10,000 RTX Pro 6000 Blackwell workstation card reportedly snapped under its own weight during a house move, becoming a pricey brick.

Thiel and other mega-rich investors dump their stakes amid fraying nerves

Panic spread through trading floors after venture capitalist and Trump cheerleader Peter Thiel flogged all the Nvidia shares he held.

Fancy first dibs on AI silicon

Brown box shifter Amazon is standing next to the software King of the World, Microsoft, in cheering new US laws that would clip Nvidia’s exports to China.

Outfit promises cosmic performance from a chip that exists only on paper.

Tachyum has rolled out fresh specs for its upcoming Prodigy Universal Processor and the sheet reads like someone let a marketing intern loose with a calculator.

Jakarta’s server farm shows how China still reaches banned silicon.

A Jakarta data centre squeezed between a school and posh flats has become the latest reminder that US export controls leak badly.