Nvidia donated a GB300 supercomputer to the Navy, to teach officers AI’s limits
Nvidia donated a GB300 supercomputer to the Navy, to teach officers AI’s limits

The Nvidia chip at the centre of America’s export fight with China has a new home: a classroom in Monterey. The Naval Postgraduate School has stood up a DGX GB300 AI supercomputer, the first in the US military, Nextgov reported. The machine runs on Nvi…

Musk thanks Micron for chips, and builds a $55bn fab to replace it
Musk thanks Micron for chips, and builds a $55bn fab to replace it

Memory chips are the oil of the AI boom, and right now they are hard to get. So when Elon Musk used Tesla’s quarterly call to publicly thank Micron, it was worth noticing. Suppliers rarely get shout-outs. Scarce ones do. Micron recently gave Tesla a “s…

China narrows the AI gap with the US to a record-low 6%
China narrows the AI gap with the US to a record-low 6%

The gap between American and Chinese AI is closing fast. Chinese models narrowed the performance shortfall to a record-low 6% in June, down from 9% in May, according to Bloomberg Intelligence. The research arm said the shift raises real questions about…

White House accuses Moonshot of distilling Anthropic’s Fable to build Kimi K3
White House accuses Moonshot of distilling Anthropic’s Fable to build Kimi K3

The model that rattled Silicon Valley last week now has Washington’s attention. A senior White House official has accused China’s Moonshot AI of breaking US export controls to build Kimi K3. It reached restricted Nvidia chips, he said, and leaned on Am…

Intel Foundry lands its first named outside customer: Fortinet
Intel Foundry lands its first named outside customer: Fortinet

The two companies announced a strategic collaboration to build the Fortinet Security Processor 6, the custom silicon inside its FortiGate firewalls. Intel will handle the chip design, advanced packaging, and manufacturing. The first name on the list Th…

This startup raised $15M to break Nvidia’s tightest grip on AI, its software
This startup raised $15M to break Nvidia’s tightest grip on AI, its software

The pitch is bold for a seed round. Infinity says it can strip away the one advantage that has kept Nvidia untouchable. It has just raised money to try. The company closed a $15 million seed round at a $100 million valuation on Monday, it announced. Ba…

Intel to co-develop and manufacture Fortinet’s next-gen firewall ASIC on Intel 4 — node gets its first named external customer
Intel to co-develop and manufacture Fortinet’s next-gen firewall ASIC on Intel 4 — node gets its first named external customer

SP6 will draw on what the companies described as Intel’s expertise in disaggregated semiconductor design and advanced packaging.

TSMC eyes price hikes of up to 25% on chip production services in 2027, report claims — plans to raise baseline prices by 5% to 10% on advanced nodes
TSMC eyes price hikes of up to 25% on chip production services in 2027, report claims — plans to raise baseline prices by 5% to 10% on advanced nodes

TSMC reportedly intends to increase prices of wafers it processes citing demand, rising costs, and increased investments in new capacity.

SMIC’s third-gen 7nm node shows smaller metal pitch than Intel 18A, higher transistor density than TSMC N6 without EUV — analysis of N+3 shows significant advancement for Chinese semi manufacturing
SMIC’s third-gen 7nm node shows smaller metal pitch than Intel 18A, higher transistor density than TSMC N6 without EUV — analysis of N+3 shows significant advancement for Chinese semi manufacturing

SMIC’s N+3 process technology can achieve transistor density comparable to TSMC’s N6 without using EUV lithography, but it fails to deliver performance or efficiency of modern production nodes.