Is NVIDIA’s record-breaking AI run starting to crack? Revenue jumped 56% to $46.7 billion in the quarter ending in July, but that was its slowest growth in over two years, Bloomberg and CNBC note. Analysts cited by the reports caution that cloud giants may be easing data center expansion, while Ch...

Huawei’s first server CPU, the Kunpeng 920, was introduced in 2019, built on the Arm architecture and the 7nm process. Since then, the industry has closely tracked speculation about its successor, and details have now begun to surface. According to Wccftech, X platform user @Kurnalsalts says they ...

China’s AI chip rising star Cambricon has become the market sensation these days, with its market cap briefly hitting RMB 580 billion, surpassing SMIC and even Taiwan’s MediaTek, reports Business Today. Dubbed China’s NVIDIA, it trades at an eye-popping trailing 12-month P/E above 4,000—comp...

At Hot Chips 2025 (Aug. 24–26), Intel unveiled its next-generation Xeon processor, Clearwater Forest, which is built on 18A and scheduled for mass production in 2026, according to the Commercial Times. Notably, while Intel’s new E-core Xeon integrates 18A with Foveros Direct 3D advanced packa...

On August 21, Nikon announced plans to shut down its Yokohama Plant on September 30. According to Nikkei, the facility employed about 350 people as of the end of July. These employees will remain with the company, relocating to receiving sites as the plant’s operations are transferred to Nikon’s...