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.
Nvidia and Deutsche Telekom plan €1 billion AI factory in Germany
Munich data centre makeover aims to close Europe’s AI gap
Nvidia and Deutsche Telekom are teaming up to build one of Europe’s biggest artificial intelligence factories, a €1 billion ($1.15 billion) project designed to give the EU’s lagging AI sector a shot in the arm.
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.