Seagate spooks the memory circus – Fudzilla.com
…Memory chip stocks have soared in recent months as AI spending has driven demand for data centre hardware into silly territory. The chips are a key part of the AI buildout, and…
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More videosIntel–OpenAI Partnership Is Possible but “Unlikely in the Near Term,” With Team Blue’s AI Chip Performance Being the Main Barrier
…AI giant is pursuing incentives such as tax credits under the CHIPS Act or even loan guarantees for data center buildouts. Since we know that President Trump is 'fond' of micromanaging investments…
AMD announces MI350P PCIe AI accelerator card with 144GB of HBM3E — roughly 40% faster in FP16 and FP8 theoretical compute compared to Nvidia's H200 NVL competitor
…Chipmaking A deeper look at the chipmaking supply chain TSMC's $165 billion U.S. investments examined China reportedly reverse-engineers EUV tool China bets on DUV, as EUV blockade reshapes chipmaking…
Intel’s Ex-CEO Pat Gelsinger Praises NVIDIA’s US-Made Blackwell Wafer, Applauds Efforts to Revive Domestic Chip Manufacturing
…Intel, under its former CEO, invested heavily in America's chip industry, and the firm was a primary beneficiary of the CHIPS Act introduced under the Biden era. Hence, it is safe…
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Snowflake signs AWS chip deal – Fudzilla.com
…Snowflake shares jumped as much as 35 per cent after the market closed, because investors apparently still like hearing “AI” and “chips” in the same sentence. Snowflake was founded on AWS’s…
NVIDIA & AMD Are Back in China Once Again —This Time With Far More Powerful AI Chips, But Regulatory Guardrails Have Tightened Significantly
…However, in a twist of events, Beijing actually showed resistance towards the H20 AI accelerators, even launching a regulatory investigation to determine whether the chips contain a security backdoor. China enforced a…
TikTok owner ByteDance to join AI chip race with its custom in-house CPUs
…AI chips TikTok owner ByteDance to train its AI model using 100,000+ of Huawei's new Ascend AI chips Trump admin rumored to take over TikTok with Oracle, other US investors…
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AI Sparks a 'DRAM Supercycle' After Years of Stagnation, Driven by Massive HBM Adoption as Big Tech Rushes to Build Custom ASICs
…For those unaware, the AI industry is in dire need of DRAM production scaling up, as every AI cluster requires HBM capacity per chip, which in turn generates massive demand for DRAM…
Intel CEO confirms ongoing collaboration with NVIDIA on new products
…AI infrastructure platforms, as well as x86 SoCs featuring integrated NVIDIA RTX GPU chiplets targeting a range of consumer devices. NVIDIA also backed the deal with a $5 billion equity investment in…
Nvidia - Wikipedia
…export restrictions impacting AI chip sales to China, yet the company's stock rose 5% as investors remained optimistic about long-term AI demand. [ 151 ] In July 2025, it was announced that…
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