Chip design giant Arm is launching a new “Physical AI” business unit focused on robotics and automotive. The move comes amid a surge of hype, especially around humanoids, at CES. But turning potential into profit is the real challenge.
The U.S. government is urgently processing license applications for Nvidia to ship its advanced H200 AI chips to China. However, the company still has no clear date for when those approvals might come through, leaving a major market in limbo.
AMD is launching a new on-premises AI system called Helios, powered by its MI455X accelerators. Analysts say it’s a direct challenge to Nvidia, offering a 20-30% cheaper alternative for cost-conscious enterprises.
AMD kicked off 2026 with a slew of announcements at CES. The company is refreshing its laptop and desktop lines with higher clock speeds and more AI power, setting the stage for a battle with Intel’s upcoming Panther Lake.
Nvidia has detailed its next-generation Vera Rubin AI server platform, set to ship in H2 2026. The announcement includes a major new storage system for AI context data and claims of “zero downtime” maintenance for massive AI data center racks.
The semiconductor landscape is shifting fast. TSMC is pulling ahead in the 2nm race, while memory costs are about to make your next GPU more expensive. Meanwhile, Huawei is crowdsourcing a solution to a critical AI problem.
New kernel patches reveal Intel’s radical tile-based design for its next-gen Diamond Rapids Xeon server CPUs. The architecture separates compute and I/O functions, paving the way for massive core counts and new platform features by mid-to-late 2026.
President Trump blocked HieFo’s $2.92 million acquisition of Emcore’s chip assets, citing national security. Meanwhile, his MAGA Inc. super PAC raised $102 million in the second half of 2025, fueled by massive donations from AI and crypto figures.
The next generation of game consoles might be a year late and shockingly expensive. A major RAM crunch, fueled by AI companies, is forcing Sony and Microsoft to reconsider their timelines and pricing.
Apple’s next-generation A20 chip is expected to cost the company a staggering $280 per unit, an 80% increase over the current A19. The hike is driven by TSMC’s advanced 2nm fabrication process and high demand. This could have major implications for future iPhone pricing and performance.
