After refreshing its AI chip roadmap with the next-gen Crescent Island data center GPU following Gaudi, Intel is reportedly eyeing its next move in AI. Bloomberg and Reuters report that the chipmaker in early talks to acquire AI chip startup SambaNova Systems, where CEO Lip-Bu Tan has served as exec...

The disruptions at Nexperia have underscored China’s leverage in global chip supply. Now, Beijing is accelerating efforts to expand its domestic auto chip ecosystem. According to South China Morning Post, China has opened a state-level testing platform for automotive chips in Shenzhen. The report ...

As hyperscalers kick off their latest earnings reports today, capex is taking center stage amid AI bubble concerns. But for now, those worries may be on hold, as Alphabet, Meta, and Microsoft all plan to ramp up spending significantly, CNBC reports. Among them, Alphabet—Google’s parent—stan...

NVIDIA is reportedly joining forces with Deutsche Telekom AG to construct a EUR 1 billion (approximately USD 1.16 billion) data center in Germany, marking a significant step in the chipmaker’s effort to strengthen its artificial intelligence (AI) infrastructure across Europe. According to sourc...

At NVIDIA’s first-ever Washington GTC from October 27-29, CEO Jensen Huang pushed back against AI bubble concerns while unveiling the next-generation Vera Rubin superchip. According to CNBC, he projected combined GPU revenue of $500 billion from the Blackwell lineup and next year’s Rubin release...