Super Micro boosts forecast despite earnings wobble
Server maker banks on Nvidia’s AI gold rush to lift 2026 sales
Super Micro Computer has decided to crank up its revenue outlook for fiscal 2026, betting that the world’s insatiable demand for Nvidia-powered AI servers will more than make up for a rough patch in earnings.
IBM swings the axe as AI “efficiency” drive bites
Thousands of suits to go before year’s end
Biggish Blue is swinging the axe again, with thousands of staff set to be shown the door before the year ends. The company insists it is part of “repositioning for the AI era.”
Qualcomm brews Snapdragon 8 Elite Gen 6 on 2nm
New CPU layout and juiced-up performance
Qualcomm’s next flagship chip, the Snapdragon 8 Elite Gen 6, is shaping up to be a proper kitchen-sink job. Fresh leaks suggest it will use TSMC’s swanky 2nm N2P process and feature an all-new CPU cluster design.
Microsoft throws $9.7 billion at crypto miners for AI muscle
IREN deal gives Redmond a mountain of Nvidia GPUs
Software King of the World, Microsoft has decided that the best way to stay on top of the AI arms race is to buy its way there.
China provides cheap juice for AI datacentres
Beijing cuts power bills for data centres that ditch Nvidia
China has decided that if its homegrown AI chips can’t beat Nvidia on power, it’ll just make electricity cheap enough not to care.