Qatar Helium Crisis Threatens Global Chip Supply
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A helium shutdown in Qatar threatens the global chip supply chain with a critical two-week deadline.
The MacBook Neo: Apple's $600 iPad Killer
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The MacBook Neo is a highly capable, $600 entry-level Mac that proves Apple's mobile chips are now powerful enough to anchor a mass-market laptop.
Nvidia Edges Apple for TSMC’s Leading Edge as AI Wins the Wafers
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AI-fueled demand has shifted TSMC’s leading-edge capacity toward Nvidia, sidelining Apple in the near term while TSMC expands cautiously under heavy capex risk.
AMD Lands OpenAI GPU Megadeal, Offers Penny Warrant for 10% Stake
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AMD lands a massive OpenAI GPU supply deal with a penny-per-share warrant for up to a 10% stake—transformative for AMD, but unlikely to topple Nvidia’s lead.
Microsoft Aims to Run Most AI on Maia Chips, But GPUs Still Essential
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Microsoft plans to run most AI on its own Maia chips if the next-gen delivers, but GPUs from Nvidia and AMD aren’t going away.
Alibaba Pingtouge AI Chip Rivals Nvidia H20, Wins Major China Unicom Order
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Alibaba’s new Pingtouge AI chip rivals NVIDIA’s H20 and is set for large-scale deployment in China Unicom’s Sanjiangyuan computing project.