Chipmakers expect next year to be a feeding frenzy
Bubble still bubbling Chipmakers are expecting to trouser billions in cash next year after pulling…
Big Tech hiding AI debt
A few trillion here, a few trillion there, and suddenly you are talking about real…
TSMC’s N-2 rule leaves US big tech snuffling around Samsung’s 2nm
Taiwan keeps the sharp stuff at home, so Texas is suddenly popular. TSMC has one…
Oracle’s AI binge rattles markets as Blue Owl flies off
Debt fears grow while Wall Street whispers about a popping bubble Blue Owl Capital has…
Baltra is just another Apple chip to feed the inference beast
Custom silicon, same old dependency The Fruity Cargo Cult Apple’s over-hyped server chip may be…
OpenAI releases GPT-5.2
Altman hopes a souped-up model will stop Google and Anthropic stealing its lunch OpenAI rolled…
Broadcom rides AI boom, but the market still flinches
Analysts moan about the margins as shares wobble Broadcom delivered another slab of AI-fuelled growth…
Brussels pokes Google over AI content grab
EU watchdog eyes whether the search giant juiced its models with other people’s graft Brussels…
TSMC’s CoWoS backlog sparks outsourcing scramble
Taiwan giant turns to local partners as packaging crunch bites TSMC is stuffed to the…
Google’s homegrown TPU muscles into Nvidia’s turf
Big Tech outfit turns its custom silicon into a serious threat Google’s custom silicon is…