Cornell University has developed a new high-power transistor architecture designed for 5G, 6G, and defense radar. The key innovation is building it on a single-crystal aluminum nitride substrate, which drastically reduces the need for imported gallium.
The Trump administration has agreed to let Nvidia sell its H200 AI chips to approved customers in China. The deal includes a 25% U.S. cut of sales and a mandatory security review. The move follows intense lobbying by Nvidia and its allies.
In a surprising move, the US will allow Nvidia to sell its H200 AI chips to approved customers in China, but only if it pays a 25% cut of the profits. President Trump announced the deal on December 8, saying the same terms will apply to AMD and Intel. It’s a temporary truce in a much bigger tech war
NVIDIA has officially moved its older GPU architectures to legacy status. The new GeForce 590 drivers mark the end of game-ready driver updates for cards like the GTX 1080 Ti. Owners will now only receive critical security patches.
AMD CEO Lisa Su is pushing back hard against the idea that AI is a bubble. She’s betting big on data center demand, despite challenges like a $800 million hit from China export rules and the massive scale needed to compete.
Nvidia’s landmark deal to invest up to $100 billion in OpenAI hasn’t moved past the letter of intent stage. The agreement, which could see OpenAI deploy 10 gigawatts of Nvidia hardware, remains unsigned, leaving a massive potential revenue stream in limbo.
The massive push to revive U.S. semiconductor manufacturing is hitting a practical wall: the factory floor. New analysis argues that without digitizing fab operations with predictive tech, the billions in investment could be undermined by inefficiency and downtime.
In a surprising twist, Apple and Intel might be teaming up again. But this time, Intel wouldn’t be designing the chips—just building Apple’s own Arm-based silicon starting around mid-2027.
Nvidia’s Jensen Huang says his company’s versatile GPUs aren’t threatened by Broadcom’s custom AI chips, like those powering Google’s Gemini 3. Meanwhile, analysts at Morgan Stanley and Bank of America are raising price targets on both chip giants. Jim Cramer’s advice? Own them all, but diversify.
STMicroelectronics has signed a 15-year Power Purchase Agreement with French solar developer TSE Energy. The deal covers 43MW of solar capacity from three parks, set to begin delivering power in 2027.
