
Foxconn shifts gears as Nvidia's GB300 server demand explodes
AI server gold rush trumps smartphone season in Taiwan's supply chain
Nvidia's Blackwell GB300 AI servers are shaking up the production lines in Taiwan, with contract manufacturers ditching their usual priorities to chase the new silicon gravy train.

OpenAI turns to Google chips to dodge Nvidia's sticker shock
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.

Nvidia banks on governments to bankroll AI boom
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.

Insiders cash in big as Nvidia hits record highs
Share and share alike
Nvidia insiders have been cashing in their stocks and flogged off more than a $1 billion worth in the past year.

AMD slashes VRAM use with bonkers tree-rendering trick
Work graphs cut memory needs from 34.8 GiB to 51 KiB
Rendering trees in 3D has always been a bit of a memory hog, but AMD seems to have chopped down the problem with a new technique called “work graphs”.

Valve’s SteamOS now runs games better than Windows
Legion Go S testing shows Microsoft losing ground on its own turf
Valve’s SteamOS is now outperforming Windows in head-to-head gaming tests on the same hardware.

Gigabyte packs RTX 5050 into a tiny frame
Low-profile triple-fan card fits small cases without sweating
Gigabyte has quietly flung out its low-profile take on the RTX 5050, cramming three fans into a card that measures just 182mm and doesn’t scream for attention.

Nvidia sharpens its claws for a cloud coup
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.

Nvidia tops global value charts
Shares soar past Microsoft
Nvidia has soared to a $3.77 trillion market cap, overtaking Microsoft after a 4.3 per cent rise in its share price, capping a dramatic turnaround from earlier setbacks this year.

DeepSeek’s tech fuelling China’s military
Avoiding US export controls
A senior US official has accused DeepSeek of aiding the PRC’s military and intelligence operations by using Southeast Asian shell companies to sidestep US semiconductor export controls.