Dell rides an AI sugar rush
Leans on pricey AI servers to keep the wheels spinning
The Grey Box Shifter, Dell is surfing an AI boom that props up its headline numbers even as the rest of its empire looks like it needs a sit-down.
Japan flings another mountain of cash at Rapidus
Tokyo tries to claw its way back into the chip big leagues
Japan has decided to pour more than a trillion yen [€6.38 billion] into Rapidus as it scrabbles to shore up its economic security through a homegrown semiconductor supply chain.
Infineon cosies up to AMD for a slice of the edge AI action
HYPERRAM is the new cheap and cheerful memory fix
Infineon decided to wave a flag today by saying AMD has put its 64 Mb HYPERRAM memory and matching controller IP through their paces for the Spartan UltraScale+ FPGA SCU35 Evaluation Kit.
Analyst claims TSMC could leapfrog Apple by 2030
Job's Mob can't hide behind its walled garden for much longer
The AI boom is giving TSMC a roaring tailwind while the Fruity Cargo Cult Apple clings to its glory years and hopes no one notices it has not invented a genuinely new product in yonks.
Gartner claims government IT spending to rise in 2026
Aussie survey drop shows public tech bosses bracing for a turbulent year
A new Gartner survey reckons more than half of government CIOs outside the US expect their IT budgets to climb in 2026, even as wider public finances feel the squeeze.