Is the AI bubble about to burst? The question has sparked increasing concern. According to Financial Times, AI hardware poses a striking paradox — it’s extremely costly to buy but cheap to rent. The report notes that when NVIDIA’s B200 GPU debuted in late 2024, it likely sold for around $50...

According to Nikkei, major U.S. tech companies are reportedly accelerating efforts to lessen their dependence on China. Sources indicate that Microsoft aims to produce most of its upcoming products outside the country as early as next year, while Amazon Web Services is extending its supply chain div...

After unveiling its first major in-house 18A product, Panther Lake, last week, Intel is renewing its push into the AI chip market following the limited success of its earlier Gaudi series. As announced at the OCP 2025 Global Summit and reported by Tom’s Hardware and Reuters, the company’s next-g...

While NVIDIA flexed its muscle with giga-scale AI data center solutions and an expanding NVLink Fusion ecosystem, rival AMD took the stage at the 2025 OCP Global Summit with a slightly different approach. According to TechNews, CTO and EVP Mark Papermaster, speaking on “A Fully Open and Collaborat...

In a rapid series of announcements over the past month, OpenAI has unveiled three landmark hardware partnerships that together amount to a staggering 26 gigawatts (GW) of AI compute capacity. The company has struck deals to: Co-develop 10 GW of custom AI accelerators with Broadcom Invest up ...