OpenAI might be running out of cash as soon as mid-2027
Leading developers of AI models from China want Nvidia’s Rubin and explore ways to rent the upcoming GPUs in the cloud.
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Microsoft argues against unchecked AI infrastructure expansion, noting that these buildouts must support the community surrounding it. The move may be a blueprint for other AI hyperscalers to follow.
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A new report says Nvidia’s presence is about to shrink drastically in China.
The U.S. and Taiwan trade deal will reduce tariffs to 15% from 20%. It will also pour $250 billion in direct investments in U.S. chip manufacturing, as well as another $250 billion in credit guarantees to Taiwanese tech co…
One Japanese manufacturer has found itself at the center of a new AI-driven supply shortage. Glass cloth is a crucial component for many components, and with dwindling supplies, companies are looking for alternatives.
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U.S. introduces new export rules for AI and HPC accelerators developed in America that allow shipments of AMD’s MI325X and Nvidia’s H200 GPUs to Chinese entities, but only if their developers meet demand of American custom…
TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come.
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Trump allows exports of Nvidia H200 and AMD MI325X chips with 25% tariff
Amazon has struck a two-year deal to receive copper from an Arizona mine, for use in its AWS data centers in the U.S.
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