Chinese AI Giants skirt export ban with GPU rentals
Workaround sees Tencent and others tap into Nvidia Blackwell chips
While Blackwell chips remain off-limits for direct export to China, Chinese AI heavyweights have found an unexpected loophole to access Nvidia's latest silicon.
Memory maths threatens Apple’s AI clustering trick
Expiring supply deals put the squeeze on Mac-based computing
A cunning plan to use clustered Mac mini or Apple Studio boxes, wired together with Thunderbolt 5, to hoard memory for AI is coming unstuck.
Apple locks in Samsung as DRAM shortage bites
Memory crunch reshapes the iPhone supply chain
A worsening DRAM shortage has pushed Samsung into pole position as Apple races to secure memory supplies ahead of next year’s iPhone launches.
Nvidia plans deep cuts to GeForce output as memory dries up
RTX 50 supply faces heavy reductions while pricier cards get priority
Nvidia is preparing to slash GeForce GPU production in early 2026 amid memory shortages, leaving mainstream gamers squeezed while higher-margin cards get first dibs.
Intel close to scoring a packaging deal with Apple
CoWoS shortages open the door for Chipzilla’s EMIB
The dark satanic rumour mill has manufactured a hell on earth yarn claiming that the Fruity Cargo Cult Apple is weighing up Intel’s chip packaging tech as bottlenecks at TSMC threaten to slow its bespoke AI server silicon ambitions.