US Senators call for a halt to Nvidia GPU exports in the wake of the Super Micro scandal — looming Chip Security Act may put a wrench into Huang's China ambitions By Jon Martindale published 26 March 26 Premium They don't believe CEO Jensen Huang's claims, either.
The Super Micro AI accelerator smuggling scandal proves how cut-throat the global AI race has become — as global trade evolves, so does export control evasion By Jon Martindale published 25 March 26 Premium Yih-Shyan 'Wally' Liaw has since been ousted from the board, while the company's share price crashed.
Nvidia disputes allegation it is preparing a custom version of Groq inferencing chip for China [Updated] By Jon Martindale published 18 March 26 Premium According to a new report, Nvidia's Groq inferencing chips are set to head to China for export, following approval of its H200 AI accelerators.
The ongoing Strait of Hormuz blockage will impact the semiconductor and AI industries with Aluminum, Helium and LNG shortages — and with no timeline for re-opening, supply chains face significant challenges By Jon Martindale published 13 March 26 Premium If you can't make the chips and you can't run the turbines, you can't run an industry.
OpenClaw AI agent craze sweeps China as authorities seek to clamp down amid security fears — adoption surges as state-run enterprises are barred from use By Jon Martindale published 11 March 26 Premium The agentic AI boom comes under scrutiny by Beijing
New Commerce Department AI export rules could be seismic change for CSPs and data center operators — buying American GPUs at scale means committing to building American infrastructure By Jon Martindale published 9 March 26 Premium The Trump administration is considering new export controls for high-end AI chips, with the suggestion that it may start requiring investment in U.S.
AI creates jobs, data from bank survey shows — companies with wide AI deployments and investments are more likely to be hiring than those that don't By Jon Martindale published 6 March 26 Premium European data suggests the firms making the most use of AI are actively hiring more people, too.
Nvidia invests $4 billion into photonics firms in a bid to bolster data center interconnect supply chains — Lumentum and Coherent investment to fund U.S. R&D and manufacturing facilities, supports capacity rights and future access By Jon Martindale published 4 March 26 Premium Into the photonic future.
AI boosted US economy by 'basically zero' in 2025, says Goldman Sachs chief economist — 'We think there's been a lot of misreporting of the impact that AI investment had on GDP growth' By Jon Martindale published 24 February 26 Premium US companies are spending big, but most of that money goes overseas.
Trump tariff turbulence risks handing TSMC a win over American chip manufacturers — prior exemptions for onshoring manufacturing may hinder the likes of Intel By Jon Martindale published 23 February 26 Premium That's if pre-existing tariff exemptions still apply.
OpenAI aims to secure $100 Billion in latest funding round, reportedly aiming for an $800 billion valuation — Parties offering up cash include Nvidia, Microsoft, SoftBank, and more By Jon Martindale published 19 February 26 Premium OpenAI looks for more funding as it aims to fulfill spending goals
Nvidia sells off final Arm shares, but licensing deals will continue — $140 million stake sold, equating to 1.1 million shares By Jon Martindale published 18 February 26 Premium Six years on from its planned $40 billion acquisition, Nvidia is finally fully divested of its Arm investments.
OpenAI hires 'genius' OpenClaw creator, but popular AI assistant will remain open source — Sam Altman says creator will work on 'smart agents' in new role By Jon Martindale published 17 February 26 Premium OpenAI also pledges continued support for OpenClaw.
IBM triples entry-level hires for 2026 despite AI adoption, bucking industry trends — Chief HR officer says that AI can do most entry-level jobs, but work still requires a human touch By Jon Martindale published 16 February 26 Premium IBM wants to keep entry-level roles accessible.
Google reports that state hackers from China, Russia and Iran are using Gemini in 'all stages' of attacks — phishing lures, coding and vulnerability testing get AI underpinnings from hostile actors By Jon Martindale published 13 February 26 Premium Hackers from Iran, China, India, and Russia all found using the AI.
Using AI actually increases burnout despite productivity improvements, study shows — data illustrates how AI made workers take on tasks they would have otherwise avoided or outsourced By Jon Martindale published 12 February 26 Premium Often, the pressure to succeed comes from the employees themselves, which could be half the problem.
U.S. government plans tariff exemptions for TSMC, if it follows through on American investment — $165 billion already pledged to increase production capacity, but details of the deal are still murky By Jon Martindale published 11 February 26 Premium The scale of the tariff exemptions will be tied to the scale of the investment, too.
Alphabet is doubling its capital expenditure to a staggering $180 billion in 2026 — earnings suggest that the company's AI investments may be paying off By Jon Martindale published 10 February 26 Premium Google announced in its Q4 earnings call this week that it expected to more than double its capital expenditure in 2026 over 2025's already sky-high numbers, to up to $185 billion.
Claimed 1,100% increase in AI-driven layoffs in 2025 might be misleading — firms accused of exaggerating AI performance to downplay poor business performance By Jon Martindale published 9 February 26 Premium Despite layoffs attributed to surging use of AI, employers may be placating investors by using AI as an excuse for failings elsewhere.
Tesla's robotics ambitions rest on the knife-edge of US-China trade relations due to its supply chain — the majority of critical materials and suppliers are located in China By Jon Martindale published 5 February 26 Premium In a reversal of trade dynamics over cutting-edge silicon, China holds the cards in robotics manufacturing.
Intel is co-developing new Z-Angle Memory to compete with HBM used in AI data centers — vertically-stacked memory touts 2 to 3x more capacity, greater bandwidth, and half the power consumption By Jon Martindale published 3 February 26 Premium With the first prototypes expected in 2027.
Samsung, SK Hynix, and Micron work to block memory hoarding — prices might rise faster, but it could help encourage increased supply long term By Jon Martindale published 2 February 26 Samsung, SK Hynix, and Micron are teaming up to block memory hoarding.
SK hynix invests $10 billion in creating a U.S.-based 'AI solutions' company — company to restructure California-based Solidigm enterprise SSD brand to bolster American investments By Jon Martindale published 28 January 26 Premium Solidigm brand to be spun off into a new subsidiary in the process
Alibaba plans IPO for chip-arm T-Head to help bankroll ambitious AI infrastructure investments — company to go up against Cambricon and Huawei to capture domestic accelerator market By Jon Martindale published 23 January 26 Premium Alibaba fancies itself a player in the Chinese AI accelerator space
Companies are deploying high-level executives abroad to keep supply chains smooth amid memory squeeze — from CEOs to procurement experts, crucial meetings across the globe shape the industry By Jon Martindale published 22 January 26 Premium Breaking bread while brokering deals.
