16 articles
The era of 'bigger is better' for AI models has officially hit a wall. New data from January 2026 reveals a terrifying reality for the $1 trillion infrastructure buildout: returns on compute are collapsing.
DeepSeek's massive $1.6B Nvidia purchase in January 2026 signals the end of the 'efficiency only' narrative and the start of a brutal hardware-driven extinction event.
The UK is betting its semiconductor future on orbital manufacturing, but can Cardiff's 'Space Fabs' actually compete with Silicon Valley's billions?
The erratic U.S. chip policy of 2025 has achieved the opposite of its intent. By banning then taxing Nvidia hardware, Washington has inadvertently subsidized a Chinese semiconductor revolution.
It’s not oil, and it’s not steel. The most critical resource for modern warfare is a soft, silvery metal that melts in your hand. As China tightens its grip on 98% of the global supply, the US is turning to an unlikely ally to keep its radars running.
Broadcom crushed Q4 earnings with \$18B revenue and 74% AI growth, yet shares plunged 10.7%. This report breaks down the margin compression paradox - why booming AI chip sales can hurt profitability.
Broadcom has confirmed what industry insiders suspected: the custom silicon revolution is here. With AI chip sales doubling and a $30B target for 2026, the company is proving that Nvidia isn't the only winner in the AI infrastructure buildout.
The April 2024 Taiwan earthquake exposed a terrifying reality: 90% of the world's advanced chips come from a seismically active island under constant geopolitical threat. Here's the real contingency plan - and why it isn't enough.
President Trump has reportedly approved Nvidia H200 sales to China in exchange for a 25% revenue kickback to the US. We analyze the technical specs of the H200, the economics of this 'pay-to-play' model, and what it means for the global AI arms race.
We are hitting the physical limits of electricity. Why Nvidia and TSMC are racing to replace copper wires with silicon photonics to save the AI industry from heat death.
China is reportedly advising local companies to stop purchasing Nvidia's H20 chips, favoring domestic alternatives like Huawei and Moore Threads. Is this the end of Nvidia in China?
Moore Threads, dubbed the 'Nvidia of China,' soared in its trading debut after a $1.1 billion IPO. With 4,000x oversubscription, is this the beginning of serious competition for Nvidia?
Synopsys and Nvidia announce a historic partnership to accelerate chip design by 100x using GPU-accelerated EDA tools and AI.
Micron Technology announces a massive $9.6 billion investment to build a new AI memory chip plant in Hiroshima, Japan. Here's why this matters for the global tech economy.
Nvidia reported Q3 revenue of $57 billion and profit of $31.9 billion, beating expectations—but concerns about an AI bubble are growing despite the strong numbers.
Apple wants to run GPT-4 class models locally on your iPhone. Physics suggests that might be impossible without burning a hole in your pocket.