Trump's 25 per cent cut of Nvidia sales is "nuts"
Only helps China
US President Donald Trump's cunning plan to get a 25 per cent cut of Nvidia's AI chip sales to China by allowing the outfit to sell behind the bamboo curtain has been dismissed as nuts.
Broadcom rides AI boom, but the market still flinches
Analysts moan about the margins as shares wobble
Broadcom delivered another slab of AI-fuelled growth and still managed to spook the market in after-hours trading.
Intel boss tangled in deals that fatten his own portfolio
Lip-Bu Tan’s investment web puts Troubled Chipzilla in an awkward spotlight
Troubled Chipzilla’s chief Lip-Bu Tan is under fire as revelations pile up about deals that seem to bulk up his personal fortune. At the same time, he presides over a company that Washington wants to drag back to industrial prominence.
Nvidia cooks up chip-tracking tech
GPU giant moves to stop its kit wandering into banned markets
Nvidia has cooked up location-verification software that can reveal which country its chips are running in as it scrambles to stop its AI hardware from being smuggled into places where Washington has slapped export bans.
Oracle’s spending spree rattles investors
Rising bill for AI data centres spooks market
Oracle opened its books with a thud as the cocaine nose jobs of Wall Street fretted about the size of its cheques for AI-driven data centre expansion.
Beijing limits Nvidia’s H200 despite Trump’s thumbs up
Tight controls as Washington waves exports through
Beijing is poised to clip access to Nvidia’s shiny H200 kit even after Donald Trump shouted that China could have some if Nvidia gave him a 25 per cent cut.
TSMC’s CoWoS backlog sparks outsourcing scramble
Taiwan giant turns to local partners as packaging crunch bites
TSMC is stuffed to the rafters with CoWoS orders, and the AI industry is sweating over it, although the company seems to have a cunning plan.
Nvidia’s new CUDA Tile sparks chatter about the end of software lock-in
Tiling makeover could open the door to rival GPUs
Nvidia has rolled out one of the biggest updates to its CUDA software stack in years, and chip design legend Jim Keller reckons it might even spell the end of its long-guarded exclusivity.
Google’s homegrown TPU muscles into Nvidia’s turf
Big Tech outfit turns its custom silicon into a serious threat
Google’s custom silicon is giving Nvidia a proper fright as the search outfit’s tensor processing units help its Gemini 3 models overtake OpenAI’s latest efforts.
Trump extorts 25 per cent to let Nvidia into China
With fiends like that, who needs enemas
Trump will allow Nvidia to flog its H200 chip to China if he is allowed to skim 25 per cent off the top.