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Intel is co-developing new Z-Angle Memory to compete with HBM used in AI data centers
By Jon Martindale published
Premium With the first prototypes expected in 2027.

SpaceX acquires xAI in a bid to make orbiting data centers a reality
By Jowi Morales published
Elon Musk merges SpaceX and xAI to help achieve his dreams of putting AI data centers in orbit, with a goal of hitting 100 gigawatts of compute in space.

Photonics and high-speed data movement is the next big AI bottleneck
By Chris Stokel-Walker published
Premium Generative AI is pushing demand in all areas of the industry, and data interconnects, such as Silicon Photonics, may well be the next big bottleneck that hyperscalers need to be paying attention to.

Notepad++ update server hijacked in targeted attacks
By Luke James published
The Notepad++ project yesterday disclosed that its update server was covertly hijacked in a targeted supply chain attack that began in June 2025,

Apple concedes it is constrained by TSMC's supply of advanced chips; storage and memory are also in short supply
By Anton Shilov published
Premium As Nvidia is ramping up production of the Rubin platform, other 3nm-class process suffer

Samsung, SK Hynix, Micron team up to block memory hoarding
By Jon Martindale published
Samsung, SK Hynix, and Micron are teaming up to block memory hoarding.

Trump administration plans $12bn critical minerals stockpile to offset China supply risk
By Luke James published
The Trump administration will soon launch a $12 billion critical minerals stockpile designed to insulate U.S. Manufacturing from supply disruptions tied to China’s dominance of mining and refining.

AI infrastructure surge begins squeezing Apple’s component costs
By Luke James published
Apple is beginning to feel the downstream effects of the AI infrastructure boom, as surging demand for data center hardware pushes up component costs and weakens its leverage.
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