US–China reach trade framework that could avert 100% tariffs and pause rare-earth curbs — development comes as Trump and Xi prepare to meet this week By Luke James published 26 October 25
‘Never in your life buy a 5090 Founders Edition’ — repair tech slams Nvidia’s flagship GPU design By Luke James last updated 26 October 25 The GeForce RTX 5090 Founders Edition is Nvidia’s flagship GPU, but one repair technician says it comes with a hidden flaw that makes it one of the worst designs he’s seen.
Nexperia's China parent Wingtech declares cash-flow risk despite massive 280% profit surge - car production shutdowns loom as Dutch state tightens grip By Luke James published 26 October 25 Wingtech, the Chinese parent company of Dutch chipmaker Nexperia, has warned investors of a potential cash flow squeeze if it fails to regain operational control of its European subsidiary.
Apple's Houston-built AI servers are now shipping, according to CEO Tim Cook — custom silicon to power Private Cloud Compute By Luke James published 24 October 25 Apple CEO Tim Cook took to X yesterday, October 23, to announce that Apple’s “American-made advanced servers” have begun shipping from a new Houston facility to Apple’s own data centers.
European think tank suggests punitive DUV machine export ban following China's latest round of rare earth export controls By Luke James last updated 23 October 25 Premium Think tank suggests tighter semiconductor controls amid rare earth tensions.
Data centers turn to commercial aircraft jet engines bolted onto trailers as AI power crunch bites — cast-off turbines generate up to 48 MW of electricity apiece By Luke James published 22 October 25 Faced with multi-year delays to secure grid power, US data center operators are deploying aeroderivative gas turbines to keep AI infrastructure online.
Microsoft rushes out emergency Windows 11 patch after botched update breaks Recovery — restores USB keyboard and mouse input inside WinRE for Windows 11 versions 24H2 and 25H2 By Luke James published 21 October 25 Microsoft has issued a patch for Windows 11 after an update released on October 14 quietly broke the Windows Recovery Environment on some systems.
Nvidia's China presence hits zero, says CEO Jensen Huang, and companies are already working around it — Alibaba reduces reliance on H20 as U.S. and China division deepens By Luke James published 21 October 25 Premium Alibaba Cloud has revealed a new GPU pooling system that slashed the number of Nvidia accelerators needed for large-scale inference by more than 80%.
Alibaba Cloud says it cut Nvidia AI GPU use by 82% with new pooling system— up to 9x increase in output lets 213 GPUs perform like 1,192 By Luke James published 20 October 25 A paper presented at SOSP 2025 details how token-level scheduling helped one GPU serve multiple LLMs, reducing demand from 1,192 to 213 H20s.
Musk challenges legendary AI researcher Karpathy to an AI coding showdown against Grok 5 — gets a polite 'no' to an IBM Deep Blue-like showdown By Luke James published 20 October 25 Elon Musk has proposed a public coding contest between xAI’s Grok 5 and former OpenAI research lead Andrej Karpathy, comparing it to the 1997 showdown between Garry Kasparov and IBM’s Deep Blue.
The Intel i386 turns 40 years old — 275,000 transistors running at 16MHz changed personal computing forever By Luke James published 19 October 25 Intel's i386 brought 32-bit registers to x86 and paved the way for Windows 3.0 and Linux.
North Korean state-sponsored hackers slip unremovable malware inside blockchains to steal cryptocurrency — EtherHiding embeds malicious JavaScript payloads in smart contracts on public blockchains By Luke James last updated 18 October 25 Google says DPRK group UNC5342 is using EtherHiding to deliver backdoors and steal crypto, marking the first nation-state adoption of a tactic built for takedown-resistant attacks.
Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to zero — the Chinese market previously amounted to 20% to 25% of the chipmaker's data center revenue By Luke James published 18 October 25 Nvidia CEO Jensen Huang said last week that the company’s share of China’s advanced AI accelerator market has collapsed from roughly 95% to zero as US export controls continue to bite.
Micron is preparing to exit China’s data center memory market completely, report claims — Beijing banned company's chips from 'critical information infrastructure' in 2023 By Luke James published 17 October 25 Micron is reportedly preparing to halt sales of server memory chips to data centers in mainland China, after its business there failed to recover from a 2023 cybersecurity ban.
Amazon reveals 960 megawatt nuclear power plans to cope with AI demand — Richland, Washington site tapped for deployment of Xe-100 small modular reactors By Luke James published 17 October 25 Amazon has revealed plans to help build one of the United States’ first modular nuclear power campuses in a move designed to supply carbon-free electricity for its growing AI and cloud workloads.
Samsung joins Nvidia's NVLink Fusion program to produce custom AI chips — additional Spectrum-X platform to be deployed by Meta and Oracle for data center use By Luke James published 15 October 25 Premium The partnership brings Samsung Foundry into Nvidia’s high-speed interconnect ecosystem, expanding NVLink’s reach beyond TSMC and deepening Nvidia’s control over AI system design.
Report: Arm developing custom CPU for OpenAI's in-house accelerator — core IP would underpin 10GW of installed AI capacity By Luke James published 14 October 25 OpenAI is reportedly working with SoftBank-owned Arm on a new CPU to complement the custom AI accelerator it is co-developing with Broadcom.
OpenAI and Broadcom to co-develop 10GW of custom AI chips in yet another blockbuster AI partnership — deployments start in 2026 By Luke James published 13 October 25 OpenAI has signed a multi-year deal with Broadcom to co-develop and deploy 10 gigawatts of custom AI accelerators and rack systems.
Researchers achieve breakthrough integration of 2D materials on standard silicon chips By Luke James published 12 October 25 Researchers at Fudan University have created a working memory chip just a few atoms thick, and the first to integrate 2D materials with standard silicon circuits.
Taiwan says its chip fabs are safe from China’s rare-earth crackdown By Luke James published 12 October 25 Taiwan’s Ministry of Economic Affairs says the island’s chip sector will see 'no significant impact' from China’s newly expanded rare-earth export controls.
Cambridge University launches project to rescue data trapped on old floppy disks By Luke James published 11 October 25 On October 9, Cambridge University Library opened its doors to anyone with an old floppy disk and a question: What’s on here?
New 7-Zip high-severity vulnerabilities expose systems to remote attackers — users should update to version 25 ASAP By Luke James published 11 October 25 Two newly disclosed vulnerabilities in 7-Zip could allow attackers to execute arbitrary code by tricking users into opening a malicious ZIP archive.
China’s new rare-earth curbs target chipmaking industry in retaliation to US restrictions — rare earth curbs reach back to older 14nm process tech and 256-layer memory By Luke James published 10 October 25 China has quietly extended its rare-earth export controls into the heart of the semiconductor supply chain.
China issues port crackdown on all Nvidia AI chip imports, says report — enforcement teams deployed to quash smuggling and investigate data center hardware, targeting H20 and RTX 6000D shipments By Luke James published 10 October 25 Chinese customs authorities have launched a sweeping crackdown on unlicensed Nvidia chip shipments, with enforcement teams deploying at major ports to inspect hardware shipments.
China expands rare-earth export controls, creating risks for PC component supply — Beijing tightens grip on materials for HDDs and more to protect national security By Luke James published 9 October 25 China has expanded its export controls on rare-earth elements, adding new items to a growing list of restricted materials and processing technologies.
