30 articles
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?
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.