…Anthropic bumped up Claude's pricing, the harsh reality is that investors are growing tired of dumping money into AI companies and want to see cash inflows that are at least in…
…The letter argues that these risks are emerging despite billions of dollars of US investment intended to strengthen domestic semiconductor supply chains. The signatories acknowledged AI's importance but argue it shouldn…
…AI and data centers Photonics and high-speed data movement is the next big AI bottleneck The data center cooling state of play Massive AI data center buildouts are squeezing energy supplies…
…Chinese gaming company Tencent Holdings Limited owns 9.46% of the company, with the rest spread out across different mutual funds and ETF, retail investors, and other institutional investors. Claude Guillemot was…
…investments examined China reportedly reverse-engineers EUV tool China bets on DUV, as EUV blockade reshapes chipmaking The report claims that Qualcomm is particularly interested in Tenstorrent's RISC-V-based AI…
…The data center interconnection of tomorrow On the other hand, we’ve also seen reports coming from Europe that companies widely deploying AI tools and investing heavily in them are more likely…
Major Chinese optical fiber manufacturers have booked orders stretching into early 2027, as AI data center construction drives demand growth that the supply chain cannot match, according to a DigiTimes report. Hengtong…
Chinese grey market sells Claude API access at 90% off by using stolen credentials, model substitution, and harvesting users' prompts and outputs for resale as AI training data — 'transfer stations' operate through…
Desperate SK hynix customers offer to buy its EUV machines and fund new fabs as memory capacity hits zero amid crushing AI-driven shortages — worsening global shortages pry open wallets to the…
…That multi-generational promise is an important point of trust in Nvidia's commitment to transforming Windows PCs for the agentic AI era. Building a full product and partner ecosystem is a…