Jon Martindale - 3DTested

Articles by: Jon Martindale

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.

Jensen Huang toasting the camera person with a beer.

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.

Tech CEOs at AI summit in India with President Modi.

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.

Donald Trump and TSMC CEO at press conference.

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.

U.S company Noveon Magnetics raises $215 million to expand homegrown rare earth magnet supply — $630 million spent in 2025 on American reshoring efforts to divest from Chinese reliance

By Jon Martindale published 20 January 26

Premium Rare earth metals like magnets are frequently used in HDDs and other crucial pieces of hardware.

Robotics and world models are AI's next frontier, and China is already ahead of the West — research shows almost 13,000 robots deployed in 2025 alone

By Jon Martindale published 19 January 26

Premium With the AI race showing no signs of stopping, the next great frontier is conquering the complex requirements that advanced robotics demands, and China is positioned to dominate.

Glass cloth could be the next great AI shortage, as major manufacturers scramble to secure critical material — Japanese manufacturer courted by Apple, Nvidia, Google, and Amazon

By Jon Martindale published 16 January 26

Premium Limited supply and skyrocketing demand brew a perfect storm.

Intel CEO Lip Bu-Tan getting into a vehicle.

Intel appoints Trump economic advisor as head of government affairs — announces broader leadership shakeup, new interim CTO

By Jon Martindale published 16 December 25

Intel has tightened its ties with the current US administration, appointing an economic advisor to President Trump as its new head of government affairs.

China mulls $70 billion domestic chip fabrication injection, would be largest of any government semiconductor investment — Huawei and Cambricon among candidates in push to compete with Nvidia, other U.S. firms

By Jon Martindale published 12 December 25

Huawei and Cambricon are seen as likely candidates for investment.

1
2
3
4
5
6
View Archive

Other versions of this page are available with specific content for the following regions:

Editorial Team