Intel is reportedly preparing Nova Lake-S processors with a massive 144MB cache configuration. This would significantly exceed AMD’s current X3D offerings and potentially reclaim the gaming performance crown. The move signals a major escalation in the CPU competition that benefits consumers.
Google’s Gemini 3 AI breakthrough was trained entirely on custom TPUs, not Nvidia chips. This development has investors rethinking the AI landscape and sent Nvidia stock to three-month lows. The custom chip revolution might be here.
The European Commission has approved a €450 million subsidy for Onsemi’s silicon carbide manufacturing facility in the Czech Republic. The $1.64 billion project will be operational by 2027 and represents the first comprehensive SiC production plant in the EU. Chips produced will target electric vehi
Finland is positioning itself as Europe’s specialized microelectronics hub with ambitious growth targets. The country plans to triple semiconductor sector revenue and employment within ten years through strategic EU pilot line investments. This builds on Finland’s strengths in RF technology, quantum
Foxconn is making massive moves in AI infrastructure, announcing a $1.4 billion NVIDIA-powered supercomputing center and a new hardware partnership with OpenAI. The company plans to invest $2-3 billion annually in AI development. These partnerships position Foxconn as a critical player in the global
Federal prosecutors have charged four individuals with smuggling Nvidia’s most powerful AI chips to China through an alleged front company. The scheme involved shipping 50 H200 GPUs and multiple batches of H100 chips without proper licenses. Only one suspect has been arrested so far in the ongoing i
Nvidia just delivered another blockbuster earnings report that crushed expectations. The company’s Blackwell chips are selling “off the charts” while cloud GPUs remain completely sold out. This performance suggests the AI boom is far from over.
Nvidia delivered strong quarterly results that topped analyst expectations, sending shares up 5%. However, the stock remains 8% below its all-time high from late October, and experts question whether this signals a broader AI market recovery.
Nvidia’s massive quarterly results have reignited the AI stock rally that was showing signs of fatigue. The chipmaker reported 62% revenue growth and issued guidance that smashed expectations, sending tech stocks soaring.
Nvidia’s latest earnings show the AI boom is accelerating, not slowing. The chip giant posted $57.01 billion in revenue and expects $65 billion next quarter. Investors worried about an AI bubble can breathe easier – for now.
