Micron locks in historically high memory prices for five years Big buyers agree to deals that will deliver historically enormous margins and profits
Qualcomm claims it's not too late for Dragonfly to land in datacenters Oh, Snap(dragon): DC chief says the mobile-chip giant sees bit barns as its next growth market
OpenAI gets chippy with Broadcom Jalapeño is the latest announcement that attempts to portray OpenAI as more than a race-to-the-bottom model maker
British Home Office seeks techie to herd nearly 1,000 engineers looking after 600 systems £120k ... but you must take ultimate responsibility for functionality of e-gates, passports and more
Datacenters dip a toe back into waterborne computing despite obvious challenges Floating or sub-surface bit barns are all the rage, but unlikely to compete with multi-gigawatt sites
Nvidia gets all agentic about supercomputing for scientific research Tireless AI agents could help scientists do research humans alone can't, says GPU giant
Tensordyne makes a big bet on log math to beat Nvidia Who needs compute-hungry multiplications when you can just add logarithms
Uncle Sam bets $500M that Alphabet spinoff's AI can dig up new semiconductor materials AI drug discovery is so last year, even though it hasn't accomplished much yet
Intel starts cooking up enhanced 18A-P silicon for would-be foundry customers Chipzilla claims 9% speed bump without extra power draw but is compatible with designs for 18A
AMD's Mext buy shows how AI could solve the RAM shortage it created Running low on memory, can't afford more? The House of Zen's latest acquisition puts an AI spin on flash-based memory expansion
There's no such thing as an agentic CPU AI agents are a general-purpose workload no different from any other
Microsoft faces down sueball, capacity problems in series of challenges Misleading statements about Copilot and AI? Surely not!
Non-x86 servers now nearly half the market, IDC says Demand for AI systems plus the shortage of DRAM and NAND are shaping the global market
Qualcomm said to be circling AI chip biz Tenstorrent in $10B RISC-V power play Potential takeover would represent significant commitment to the open instruction set architecture
SK Hynix to boost memory production 3x ... you can wait another 8 years, right? We're moving as fast as we can, says SK Group chair
Delos Data offers AI chip startups a fast track to rack scale Half the trouble of building an Nvidia NVL or AMD Helios competitor is just getting the networking out of the box
Dutch chip startup claims all-European fab flow – with help from a very American friend Satnav parts designed and manufactured in the EU, but using GlobalFoundries to produce them
Oracle's AI datacenter splurge gives investors the capex jitters Q4 sales climbed 21%, but Wall Street more interested in $70B buildout bill
SpacemiT shows off usably quick RISC-V mini desktop Actual RVA23 hardware and useful performance – for a certain price
Our systems editor flew all the way to Taiwan and still couldn't get away from AI Every show now is an AI show, and that included this year's Computex
Gigabyte packs 40 Intel Lunar Lake PCs in a pizza box Who needs one big CPU when you could have dozens of little ones?
AMD takes a third of server CPU market as shipments grow Intel still owns the room, but Epyc keeps nicking the furniture
Intel bit off more than it could chew with 18A process node CFO Zinsner insists the troubled node was a one-off as 14A stays on track
US firms still dominate chip subsidies China's support is greater relative to semiconductor industry revenue
Nvidia's Grace Blackwell superchips are officially coming to the PC with RTX Spark notebooks Forget Wintel, we're living in a Winvidia world now
If cores are what agents crave, Intel's new Clearwater Xeon 6+ might just quench their thirst Chipzilla’s first 2nm-class Xeon is finally here bristling with 288 cores
Intel Diamond Rapids to boost core counts to 192, but RIP Hyperthreading Threads on a half shell, Intel power!
Qualcomm picks bad time to pitch a $300 laptop platform Systems based on Snapdragon C to target students, families, and small businesses
Huawei's chip law looks less like Moore and more like marketing Chinese tech biz shows off clever workaround for its process node gap, but it isn't catching up with Intel and TSMC
EU's digital sovereignty boo-boo may be the best thing to ever happen to the project DIY or die. Just don't let the CIA buy it
Samsung memory workers call off strike and may score six-figure bonuses PLUS: Huawei says it’s replaced Moore’s Law; Chinese mobile plans add token allowances; Singtel slinging Optus; And more!
Datacenter builders face an impossible quandary: Demand to the left of me, protests to the right Wood Mackenzie analysts say bit barn operators are in a tough spot
UK nuclear investors get 'high' returns for lower risk than consumers, who also foot the bill Sizewell C could add £19 to yearly bills, spending watchdog says, but private investor may fail to keep costs down
Alibaba just admitted it’s struggling to keep up with rival chipmakers and AI shops Reveals decent new homegrown accelerator and tiny production volumes
SpaceX pitches itself as integrated interplanetary proto-monopolist in IPO filing Aims for the stars while burning cash and blowing deadlines on Earth
GPU behemoth Nvidia on track to be world's leading CPU supplier too, says CFO GPUzilla forecasts $20 billion in CPU revenues this year
AMD says its $4K Ryzen AI Halo workstation practically pays for itself If you spend at least eight hours a day vibe coding that is
Intel's CEO reveals early hiring challenges as bankruptcy concerns deterred top talent Recovering chipmaker looks beyond 14A to 10A and 7A process nodes in foundry comeback bid
Datacenter builds could be shielded from judicial review in UK planning reforms British government wants to ensure no hold-ups for critical energy and infrastructure projects
Uncle Sam's next big supercomputer might use something more exotic than GPUs Chip startup NextSilicon's high-performance-computing-focused accelerators get Sandia National Lab's stamp of approval
Europe built sovereign clouds to escape US control. Then forgot about the processors Intel ME and AMD PSP: The silicon layer nobody certifies
On-call techie decided job was done and hit the bottle – just before his pager went off Lazy weekend of Grand Prix fun turned into a terrifying all-nighter
Possible Samsung strike puts even more pressure on memory pricing As a senior policymaker ponders whether all South Koreans should enjoy an ‘AI dividend’
Memory godboxes could offer relief from the RAMpocalypse Amid the AI-fueled memory crunch, will Compute Express Link finally have its moment to shine?
Datacenter to become Arm’s biggest business ‘soon’ Someone other than Meta is buying $1bn of its new AGI chips
Musk has never built a wafer fab, but he wants to burn $119B on one anyway Initial phases of SpaceX's Terafab project in rural Texas are expected to cost about 1.25 Twitters
Qualcomm teases ‘dedicated CPU for agentic experiences’ and ‘agentic smartphones’ Enters the custom AI silicon business with secret silicon for an un-named hyperscaler
Fujitsu confirms mainframe biz to die in 2035, in time for quantum AI supercomputers to take over In talks with Japan, the UK, and Australia on defense tech that can ‘contribute to global stability’
Core Scientific accelerates crypto-to-AI pivot, converts Bitcoin mine to gigawatt-scale token farm They were doing it in Texas...
Meta Arms itself to the teeth by signing for 'tens of millions' of AWS Graviton cores After flubbing the Metaverse, Zuck embraces the Neoverse
AI now gobbling up power and management chips for servers Bad news for multiple general server components as vendors switch to more lucrative gear
Musk bets Tesla's AI future on Intel node that isn't finished yet EV maker leaning on still-in-development 14A process for Terafab, says it needs to build own silicon
SK Hynix’s aspirations for ’Merica-made HBM inch closer to reality New site set to begin manufacturing and testing HBM memory just in time for Nvidia's Rubin-Ultra GPUs in 2028
AMD's Ryzen 9 9950X3D2 Dual Edition tested: Gratuitous overkill with a price to match An $899 CPU? In this economy?
World's blandest man steps down from CEO job to spend more time in tastefully appointed home Tim Cook is handing the reins to John Ternus at Apple
Intel eases reliance on TSMC with 'Merica-made Core Series 3 processors Stripped-down Ultra for laptops and low-power edge boxes
A beginner's guide to GPU virtualization: passthrough, vGPU, and MIG What every IT generalist needs to know before deploying GPU workloads, and why the platform matters more than the hardware.
Orbital datacenter startup CEO admits launch economics don't fly, presses ahead regardless Needs SpaceX et al to drop prices and give competitors a ride into space to make it work
AI-powered mainframe exits are a bubble set to pop Analysts reckon 70 percent of projects will fail, and 75 percent of vendors in the field will go away
Cloud-smart strategy helps Interactive meet GenAI demands Hybrid cloud strategies emerge as the foundation for secure, AI-ready enterprises
Oracle taps Bloom for 2.8 GW of fuel cells to keep datacenter binge going With grid hookups slow and turbines scarce, on-site power is starting to look less optional
Britain gives Rolls-Royce the nod to sketch out its mini reactor future Contract kicks off design work, but SMRs unlikely to generate power before the mid-2030s
When the IBM PC and shoulder pads were big, Japan led the chip industry. It's trying to get back there now Local hero Rapidus is on track to begin production of 2nm semis next year, as TSMC expands its Japanese foothold
AWS ponders selling its home-grown chips by the rack-load, has almost sold out AI capacity Annual CEO letter reveals two customers want all Graviton servers, huge drone rollout, a million robots, and more megalomania
Nvidia's Rubin GPU is likely to be late thanks to memory shortage and technical challenges China-bound Hopper accelerators are also likely to ship in smaller volumes than previously forecast, industry watchers say
Supermicro launches probe after staff charged with China export violations Board-led inquiry follows indictment of two employees and a contractor over alleged diversion of Nvidia GPU servers
Intel gets trapped in Elon’s reality distortion field as it joins in megafab delusions Space is just the next stop on the AI hype train, right after AGI
Anthropic reveals $30bn run rate and plans to use 3.5GW of new Google AI chips Broadcom's building the silicon and is chuffed about that, but also notes Anthropic remains a risk