A blowout quarter sends investors scrambling for their calculators

Nvidia lit up the market with a quarterly surge that made the cocaine nose jobs of Wall Street forget their nerves about runaway AI spending.

One-gigawatt Claude commitment shows how frantic the AI gold rush has become

Nvidia has finally smoked a peace pipe with Anthropic after years of sniping, proving that the AI boom is now so ravenous it can turn rivals into drinking buddies.

Rising costs shove AMD and Nvidia towards culling their cheap cards

The dark satanic rumour mill has manufactured a hell-on-earth yarn claiming that AMD and Nvidia are considering winding down production of their budget-oriented GPUs because the bill of materials has ballooned as GDDR prices shoot into the stratosphere.

Claims its next node is humming 

Troubled Chipzilla has been busy telling investors its 14A process is shaping up nicely and that its freshly inked partnership with Nvidia will give its CPUs and GPUs a much-needed shove.

More tools, more chaos

Investment in data streaming is ballooning as firms chase AI dreams yet find themselves tangled in a growing thicket of platforms.

Big Red’s grand AI punt keeps shredding its own valuation

Oracle’s market value has been sliding like a greased ferret since 10 September, when it trumpeted its $300bn deal with OpenAI and watched roughly $315bn vanish in the process.

Morning traffic surge sends major sites into a tailspin

A sudden Cloudflare meltdown on Tuesday morning left large chunks of the internet wheezing as sites from social media to retail and transport threw up baffling error messages.

Judge bins antitrust bid to break up Facebook parent

A federal judge has tossed the latest swipe from the Federal Trade Commission at Meta, leaving the social networking giant looking rather smug.

Arizona Fab’s profits fall off a cliff

TSMC’s big Arizona adventure was supposed to be a landmark moment for the US chip industry, although it now looks more like an expensive lesson in why fabs prefer cheaper postcodes.

Why does it even exist?

The dark satanic rumour mill has manufactured a hell-on-earth yarn claiming that Apple is about to walk away from its Mac Pro range.