Samsung raised memory chip prices by up to 60% since September, according to reports — AI data center build out strangles supply By Jon Martindale published 14 November 25 This could be the canary in the coal mine for much higher memory prices to come.
Google strikes massive deal to buy 1.5 terawatt hours of Ohio solar capacity — 15-year deal will see most of 50 megawatt solar farm's capacity diverted to data centers By Jon Martindale published 12 November 25 There may not be capacity left over for local communities or other businesses to benefit.
Meta's 'godfather of AI' departs the company to form his own startup — Turing award winner Yann LeCun advocates for the development of World Models over LLMs By Jon Martindale published 12 November 25 Premium The 12-year veteran of Meta and Turing award winner has focused on developing AI that learn from images and video, rather than text.
Intel's CTO and AI chief leaves for OpenAI after just seven months in role — follows another AI data center exec out the door, Lip Bu-Tan to take up the slack By Jon Martindale published 11 November 25 Will take on the role of managing OpenAI's compute infrastructure.
Explosive AI buildout brings into question water supply concerns — exploring how data centers could curb water demands By Jon Martindale published 7 November 25 Premium Explosive data center construction projects under the new AI boom may threaten to damage local water sources and compete with citizens for access to clean drinking water.
Nvidia wants China's market share to secure the future of CUDA in the region — America's trade war threatens Huang's influence, and could bolster competition By Jon Martindale published 6 November 25 Premium Misaligned goals put the U.S. and Nvidia at loggerheads.
OpenAI walks back statement it wants a government 'backstop' for its massive loans — company says government 'playing its part' critical for industrial AI capacity increases By Jon Martindale published 6 November 25 It was more a suggestion that it would be a good idea, or something that would be useful...
China and America's AI war isn't just about compute, it's about energy — energy subsidies promote homegrown chip push, amid data center energy squeeze By Jon Martindale published 5 November 25 Premium Banning Nvidia's more efficient GPUs comes at the price of power
AMD clarifies its clarifications on controversial RDNA 1 and 2 driver note — company will continue game optimization support after all By Jon Martindale published 3 November 25 So it didn't actually stop USB-C power, and it didn't actually stop driver optimizations...
Nexperia conflict spills overseas as it halts exports to China — German automotive manufacturers slow production due to semiconductor shortages from Dutch chipmaker By Jon Martindale published 31 October 25 The tussle between the Dutch and Chinese governments continues, while Trump and Xi talk trade.
Ex-Intel CEO Pat Gelsinger praises cutting-edge Nvidia chip production with TSMC on US soil, despite Intel missing out — hails manufacturing milestone of US-based supply chain By Jon Martindale published 30 October 25 Nvidia's latest-generation Blackwell chips are now in full production at its Arizona facility.
OpenAI's Microsoft contract negotiation is a necessary step toward a future IPO — Altman's goal is to build 30 gigawatts of compute infrastructure, valued at $1.4 trillion By Jon Martindale published 30 October 25 Premium Altman makes claims for the future, as OpenAI evolves
OpenAI calls on U.S. to build 100 gigawatts of additional power-generating capacity per year, increase equivalent to 100 nuclear reactors yearly — says electricity is a 'strategic asset' in AI race against China By Jon Martindale published 28 October 25 The next space race?
Scientists claim you can't see the difference between 1440p and 8K at 10 feet in new study on the limits of the human eye — would still be an improvement on the previously-touted upper limit of 60 pixels per degree By Jon Martindale published 28 October 25 Measuring the pixel-per-degree of a display, researchers found the human eye can see up to 94 PPD for grey, but as few as 53 for yellow and violet.
Researchers create world's smallest pixel measuring just 300 nanometers across — could be used to create a 1080p display measuring 1mm across By Jon Martindale published 27 October 25 Could unlock ultra-detailed, miniature displays for smart glasses and other wearables.
China wants US semiconductor companies to submit sensitive data as part of probe — 'anti-dumping' investigation requests sales and profit data By Jon Martindale published 22 October 25 No specific businesses have been named, but the probe seems designed to target Texas Instruments and Analog Devices.
Catastrophic Jaguar Land Rover cyberattack to cost UK economy at least $2.5 billion, according to estimates — 5,000 independent organizations decimated by supply chain fallout By Jon Martindale published 22 October 25 The indirect impacts make this one of the most financially consequential hacks in history.
New Deepseek model drastically reduces resource usage by converting text and documents into images — 'vision-text compression' uses up to 20 times fewer tokens By Jon Martindale published 21 October 25 Could help cut costs and improve the efficiency of the latest AI models.
Microsoft denies Mexico data center linked to water shortages, local illnesses, and power outages — stomach bugs and even hepatitis reported in region as 1.5 Gigawatt AI data center buildout looms By Jon Martindale published 20 October 25 Microsoft denies the claims, suggesting it prioritizes the needs of local communities.
Embattled Dutch chipmaker Nexperia blasts ousted CEO over false accusations — claims of unpaid salaries and independent operation in China are 'falsehoods', say company By Jon Martindale published 20 October 25 Dutch administration claims nothing has changed, and it maintains control over its Chinese facility.
Anthropic targets gigantic $26 billion in revenue by the end of 2026 — eye-watering sum is more than double OpenAI's projected 2025 earnings By Jon Martindale published 17 October 25 Premium Can the company actually pull it off?
Dutch Nexperia takeover saga partly driven by CEO misappropriating $200 million to rescue failing private interests, court records show — U.S. diplomatic pressure may also have played a role By Jon Martindale published 16 October 25 The U.S. government had reportedly been trying to oust him for months, too
S&P 500 companies totalling $20 trillion in market cap have medium-to-high AI exposure — concerns of an impending bubble collapse extend to almost half of the index By Jon Martindale published 15 October 25 If it goes, it'll take a lot of companies with it.
AMD and Oracle partner to deploy 50,000 MI450 Instinct GPUs in new AI superclusters — massive capacity expansion powered by AMD's Helios rack architecture set for 2026 By Jon Martindale published 14 October 25 That's just the start, too, with the deal set to expand in 2027 "and beyond"
China retaliates in response to Dutch seizure of Nexperia, blocking chipmaker's exports following takeover — 861,000 square foot assembly site in Guangdong affected as trade war spirals By Jon Martindale published 14 October 25 Nexperia is trying to obtain an exemption.