Latest posts
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Microsoft Reconsiders a UK Data-Centre Site Amid Power Constraints

A reported withdrawal from one lease highlights practical infrastructure limits facing AI expansion.
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Microsoft Pushes AI Processing Closer to the PC

Microsoft’s latest PC strategy combines local AI processing with cloud services and new security controls.
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Meta Introduces Muse AI Models as Frontier Competition Intensifies

Meta’s new model family is aimed at strengthening its position against leading AI developers.
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China’s Smartphone Market Contracts Again as Huawei Gains Share

IDC figures reported by Reuters show another decline in Chinese smartphone shipments, with Huawei outperforming the market.
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Report: Samsung May Use TSMC Process Technology for Future Nvidia Memory

A report says Samsung may use TSMC’s 3nm process for base dies in a future memory product.
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ASML Says Advanced Chipmaking Equipment Demand May Outstrip Supply Through 2028

ASML expects AI-related factory investment to keep advanced lithography systems in high demand.
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TSMC Explores a Larger Semiconductor Manufacturing Footprint in Texas

TSMC is assessing possible Texas expansion as AI-chip demand puts pressure on capacity.
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Huawei Gains Ground in China’s AI Accelerator Market

Shipment estimates point to stronger domestic competition for Nvidia in China’s data-centre market.
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Samsung Forecasts Record Profit as AI Memory Demand Surges

Samsung’s preliminary results underline how AI infrastructure is reshaping memory-chip demand.
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Amazon Opens Trainium AI Chips to More PyTorch Workflows

Amazon’s TorchNeuron tool aims to make PyTorch workloads easier to run on its in-house AI accelerators.