Tariff fears and supply chain turmoil hit forecasts despite big tech spending spree

AI servers may be the backbone of today’s tech boom, but global shipment growth forecasts are slipping thanks to geopolitical headaches and tariff threats.

DeepSeek and Alibaba muscle into markets as Western firms squabble over premiums

The Wall Street Journal reckons China is building an AI ecosystem that dodges US influence and the rest of the world seems happy to go along with it.

Tech giant sheds four per cent of workforce to keep AI wheels turning

Software King of the World, Microsoft is slashing around 9,000 jobs globally as it shuffles cash towards its ever-growing AI empire. The move carves out about four per cent of its 228,000-strong workforce and comes hot on the heels of earlier bloodlettings in May and January.

TPUs get a boost as soaring GPU costs force AI giants to seek cheaper hardware

OpenAI is quietly shifting parts of its workload onto Google’s custom TPU chips in what appears to be a calculated move to cut costs.

Chipmaker shifts focus from Big Tech to nation-state billions

While the cocaine nose jobs of Wall Street keep panicking over a slowdown in Big Tech’s AI spending, Nvidia boss Jensen Huang is busy shaking hands with heads of state and stacking up contracts that might make Silicon Valley look like small change.

Privacy watchdogs fume over DeepSeek’s data funnelling to Beijing

Germany’s data protection commissioner is sharpening the knives for DeepSeek, demanding that the Fruity Cargo Cult Apple and Google boot the Chinese AI outfit from their German app stores.

Cloud giants may regret arming the AI kingpin

Cloud computing has been a licence to print money for Amazon.com, Microsoft and Google but now the gravy train faces a fresh threat from AI cloud specialists and Nvidia.

Two new hyperscalers signed up as demand surges for custom silicon

Chip designer Marvell reckons it has landed two new hyperscale cloud clients and is sniffing around more than 50 other deals as demand for its customised AI silicon keeps growing.

“Google incident” forces soul‑searching at Samsung 

Google’s decision to dump Samsung for TSMC to make its Tensor chips has reportedly caused chaos behind closed doors in South Korea.

Veteran tech writer warns Mozilla is on a downward spiral

The big cheeses at Mozzarella Foundation are copping serious flak from users after months of controversial moves, technical problems and staff cuts that have left Firefox on increasingly shaky ground.