Nvidia Blackwell chips see surging demand as AI boom drives record wafer orders from TSMC

Nvidia CEO Jensen Huang speaks at a TSMC event, highlighting strong demand for Nvidia Blackwell chips amid the global AI boom.

HSINCHU, Taiwan — Nvidia Chief Executive Jensen Huang said Saturday that demand for the company’s new generation of Blackwell chips is very strong, as the semiconductor powerhouse continues to expand its reliance on Taiwan Semiconductor Manufacturing Co. (TSMC) and global memory suppliers to meet surging artificial intelligence (AI) needs. Speaking at an event hosted by … Read more

Elon Musk says Tesla chip factory may be gigantic to power self driving cars and humanoid robots

Elon Musk speaking at an event with a semiconductor chip and Tesla logo in the background, symbolizing Tesla’s plan to build a gigantic chip factory.

AUSTIN, Texas — Tesla CEO Elon Musk said Thursday that the electric vehicle maker will likely build a “gigantic” semiconductor factory to produce custom chips for its self driving cars and humanoid robots, marking one of the company’s most ambitious hardware ventures yet. Speaking at Tesla’s annual shareholder meeting, Musk said the company’s long term … Read more

Take Two stock drops 7% after Grand Theft Auto VI delay to November 2026

Computer screen showing Take-Two Interactive stock drop after Grand Theft Auto VI delay announcement.

Take Two Interactive Software’s stock tumbled 7% in after hours trading Thursday after its subsidiary Rockstar Games announced another delay in the release of Grand Theft Auto VI, pushing the long awaited launch to Nov. 19, 2026.  The setback marks the latest in a series of postponements for what is widely considered one of the … Read more

China AI chip ban targets foreign tech in state backed data centers

A close-up of advanced AI chips installed in a Chinese data center, symbolizing the impact of the China AI chip ban on foreign technology companies.

BEIJING — China has ordered data centers funded by the state to stop using foreign made artificial intelligence (AI) chips, according to two people familiar with the matter, marking one of Beijing’s most assertive steps to cut reliance on US technology.  The move, reported to have been quietly issued in recent weeks, underscores China’s push … Read more

Amazon OpenAI Deal Positions AWS for a Strong Comeback in Artificial Intelligence

Amazon and OpenAI logos displayed on sleek digital screens representing Amazon OpenAI deal and cloud partnership in artificial intelligence.

Amazon’s $38 billion cloud partnership with OpenAI is being hailed as a turning point for the e-commerce and cloud computing giant, marking its reemergence as a serious player in the artificial intelligence race.  The agreement, announced Monday, positions Amazon Web Services (AWS) as a key infrastructure provider for OpenAI, whose growing appetite for computing power … Read more

Microsoft IREN Nvidia chip deal marks $9.7B push to expand AI infrastructure

Microsoft IREN Nvidia chip deal strengthens AI infrastructure as Microsoft partners with IREN to secure Nvidia GPUs for cloud expansion

Microsoft Corp. has signed a $9.7 billion cloud services contract with Australian artificial intelligence infrastructure provider IREN, a move that will give the software giant access to Nvidia’s advanced chips amid a global rush for computing power.  The five year agreement, announced Monday, marks one of Microsoft’s largest third party technology deals and underscores its … Read more

Micron Technology to Halt Server Chip Supply to China Amid Prolonged Recovery Struggles

Micron Technology, Inc. (NASDAQ: MU) headquarters building representing the company’s decision to halt server chip supplies to China amid ongoing U.S China tech tensions.

Micron Technology, Inc. one of the world’s leading semiconductor manufacturers, plans to halt the supply of server chips to data centers in China after failing to regain market momentum following a government ban on its products.  The move underscores the continuing fallout from escalating US China tech tensions that have disrupted global semiconductor supply chains. … Read more

Global datacenter boom fuels $3 trillion AI expansion amid rising financial risks

Rows of modern servers inside a large datacenter illustrating the global datacenter boom driving AI infrastructure growth.

The world’s accelerating investment in artificial intelligence has sparked an unprecedented surge in datacenter construction, with global spending projected to reach $3 trillion by 2028.  These sprawling facilities housing the servers that power tools like OpenAI’s ChatGPT and Google’s Veo 3 are becoming the backbone of a rapidly expanding AI economy. While major technology companies … Read more

1X NEO humanoid robot brings the future home and it folds your laundry, too

1X NEO humanoid robot cleaning a kitchen counter and loading dishes into a dishwasher, demonstrating home automation capabilities.

The line between science fiction and daily life just blurred. Robotics company 1X has opened preorders for the 1X NEO humanoid robot, a consumer ready domestic assistant designed to handle everyday chores and adapt over time. From folding laundry to organizing shelves, NEO aims to transform how households approach repetitive tasks. The company described it … Read more

OpenAI’s massive spending puts spotlight on capital expenditures in Big Tech earnings

OpenAI logo representing AI innovation and capital expenditures in tech infrastructure

OpenAI’s recent surge in infrastructure spending is shifting attention to how major technology companies manage and report their capital expenditures, or capex.  Microsoft, Alphabet, Meta and Amazon are all expected to release quarterly earnings this week, and investors are paying close attention to one key question how much are these companies investing in AI driven … Read more