Microsoft throws $9.7 billion at crypto miners for AI muscle
IREN deal gives Redmond a mountain of Nvidia GPUs
Software King of the World, Microsoft has decided that the best way to stay on top of the AI arms race is to buy its way there.
				    
				  
				  					
					China provides cheap juice for AI datacentres
Beijing cuts power bills for data centres that ditch Nvidia
China has decided that if its homegrown AI chips can’t beat Nvidia on power, it’ll just make electricity cheap enough not to care.
				    
				  
				  					
					Palantir boasts war profits while investors leg it
AI arms dealer raises forecast as global bloodshed boosts bottom line
Anti-christ fearing Peter Thiel’s spook-friendly outfit Palantir is rubbing its hands as war and instability send its sales rocketing, even if the cocaine nose jobs of Wall Street are suddenly having second thoughts.
				    
				  
				  					
					Trump shuts door on Nvidia's Blackwell chips for China
US blocks AI exports once again
Nvidia's hopes of sliding back into China’s lucrative AI market have been crushed, as President Trump confirmed that the company’s new Blackwell chips will not be cleared for export.
				    
				  
				  					
					Samsung builds AI megafactory with 50,000 Nvidia GPUs
A "new age" of AI-driven manufacturing
Samsung has decided to throw everything it has at artificial intelligence, joining forces with Nvidia to build an AI megafactory packed with more than 50,000 of the graphics firm’s GPUs.
				    
				  
				  					
					LPDDR5X price explosion as DRAM market tightens
Smartphone makers face rising costs as wafer supply shifts to AI chips
Prices for LPDDR5X, the low-power DRAM used in premium phones, are about to skyrocket.
				    
				  
				  					
					Samsung gears up for 2nm and HBM4 mass production
Korean giant profits surge
Samsung is charging ahead into 2026 with plans to begin mass production of next-generation memory and chip technologies, including its long-awaited 2nm Gate-All-Around (GAA) process.
				    
				  
				  					
					Microsoft struggles to keep up with AI and cloud demand
Redmond giant’s capacity crunch boosts profits
Software King of the World Microsoft is swimming in AI money but running short on the servers to handle it.
				    
				  
				  					
					Nvidia first company to hit $5 trillion
Huang’s outfit worth more than entire S&P sectors
Nvidia just became the first company in history to smash through the $5 trillion mark, proving that the AI hype train shows no sign of slowing down.
				    
				  
				  					
					Nvidia links quantum and GPU computing with NVQLink
17 quantum builders and nine US labs join forces
Nvidia has lifted the kimono on NVQLink, a new open system architecture that connects quantum processors directly to potentially dead or alive cat powered GPU supercomputers to power the next wave of quantum-classical research.