Latest News Analysis
Oracle and OpenAI's Abilene expansion saga detailed: 600MW expansion gets scrapped, as larger 4.5GW agreement remains on track
Premium Oracle and OpenAI dropped plans to expand their flagship Stargate campus in Abilene, Texas, beyond its committed 1.2-gigawatt build earlier this month.
New Commerce Department AI export rules could be seismic change for CSPs and data center operators
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 European Central Bank survey shows
Premium European data suggests the firms making the most use of AI are actively hiring more people, too.
As Frank Yeary retires from Intel, the company picks an engineer to chair its board
Premium Intelās board of directors is getting a new independent chair, effective May 13, following the companyās Annual Stockholdersā Meeting.
Nvidia invests $4 billion into photonics firms in a bid to bolster data center interconnect supply chains
Premium Into the photonic future.
2026 will bring sharpest PC declines in over a decade ā PC shipments to fall 10.4%
Premium The forecast puts 2026 on track for the steepest device shipment contraction in over a decade, according to Ranjit Atwal, senior director analyst at Gartner.
ISSCC 2026: Rebellions details industry's first quad-chiplet AI solution with UCIe interconnects
Premium A sign of things to come.
Amazon invests $50 billion in OpenAI, comitting to 2 gigawatts of Trainium silicon
Premium The investment is part of a $110 billion funding round that values OpenAI at $730 billion pre-money, with Nvidia and SoftBank each contributing $30 billion.
ISSCC 2026: AMD discloses how the Instinct MI355X doubled per-CU throughput despite lower compute unit count
Premium Taking to the stage at ISSCC, AMDās Ramasamy Adaikkalavan talked through how AMD managed to fit nearly double the compute throughput into the same die area as its predecessor,
