Samsung to Begin HBM4 Chip Production for Nvidia
Samsung plans HBM4 memory chip production for Nvidia next month, targeting AI accelerator demand while competing with SK Hynix in advanced memory supply.
Cloud & Infrastructure
Analysis of data centres, chips, semiconductors, edge computing and AI infrastructure powering the digital economy. Understand how next-generation computing resources, connectivity and hardware ecosystems support growth of online services and artificial intelligence worldwide. This category tracks the unseen backbone of modern technology.
Microsoft Unveils New AI Chip With TSMC and OpenAI
Microsoft has introduced Maia 200, a new AI chip built with TSMC and designed to power GPT-5.2 and Microsoft 365 Copilot, promising faster, more efficient AI performance.
Apple Supplier Pegatron Brings AI Servers to Texas With First U.S. Factory
Taiwanese electronics manufacturer Pegatron, a supplier to Apple, is building its first U.S. factory in Texas to produce AI server products, including those using Nvidia chips.
Intel Warns of Supply Shortages, Shares Drop 14%
By
Maria Konash
• 1 min read
Intel shares fell 14% after the chipmaker issued soft guidance and warned of a supply shortage, raising concerns over its foundry business and AI competitiveness.
House Committee Moves to Expand Oversight of AI Chip Exports
By
Maria Konash
• 1 min read
A House committee will vote on the AI Overwatch Act, which would give Congress authority to review and block advanced AI chip exports to China and other adversaries.
OpenAI Launches Stargate Community Energy Plan to Offset Data Center Electricity Costs
By
Maria Konash
• 1 min read
OpenAI has unveiled the Stargate Community plan to ensure its AI data centers do not raise local electricity costs while expanding energy infrastructure.
Elon Musk Says Tesla Is Bringing Back Its Dojo3 AI Supercomputer, Now Space-Based
By
Maria Konash
• 2 mins read
Elon Musk said Tesla is restarting development of its Dojo3 supercomputer to support AI training, after previously pausing the project to focus on in-vehicle AI chips.
After Trade Deal, Taiwan Pitches Itself as a Key AI Partner to the U.S.
By
Maria Konash
• 1 min read
Taiwan plans closer AI ties with the US after a trade deal cutting tariffs and driving semiconductor and AI investment amid rising geopolitical tensions.
AWS Launches European Sovereign Cloud for Governments, AI Workloads
By
Maria Konash
• 1 min read
Amazon Web Services launched the AWS European Sovereign Cloud, a fully independent EU-based cloud designed to meet strict data sovereignty and regulatory requirements.
U.S. Clears Nvidia to Sell H200 AI Chips to China, With Limits
By
Maria Konash
• 1 min read
The Trump administration approved China-bound sales of Nvidia’s H200 AI chips under new restrictions. The move sets review and allocation limits aimed at balancing trade and security concerns.
Microsoft Promises Community-First Approach as It Expands AI Data Centers
By
Maria Konash
• 3 mins read
Microsoft outlined a community-first strategy for expanding AI data centers, promising to cover electricity costs and reduce local environmental impact. The move comes amid rising public opposition to large-scale AI infrastructure projects.
Meta Unveils Meta Compute in Major Push to Expand AI Infrastructure
By
Maria Konash
• 3 mins read
Meta has introduced a new top-level initiative, Meta Compute, to expand its AI infrastructure and energy capacity at large scale. The effort signals a long-term push to support advanced AI development and global data center growth.
Meta Secures 20-Year Nuclear Power Deals
By
Maria Konash
• 2 mins read
Meta signed 20-year agreements to purchase nuclear power from three Vistra plants and develop small modular reactors with Oklo and TerraPower, aiming to meet growing AI-related electricity demand.
Nvidia Requires Chinese Customers to Pay Upfront for H200 AI Chips
By
Maria Konash
• 1 min read
Nvidia is requiring Chinese customers to pay in full upfront for its H200 AI chips amid regulatory uncertainty. The move reflects rising political and export risks tied to advanced semiconductor sales.
Snowflake to Acquire Observe in $1 Billion Deal
By
Maria Konash
• 1 min read
Snowflake agreed to acquire observability platform Observe to strengthen telemetry monitoring and AI-scale data operations. The deal would mark Snowflake’s largest acquisition to date.
Analysis of data centres, chips, semiconductors, edge computing and AI infrastructure powering the digital economy. Understand how next-generation computing resources, connectivity and hardware ecosystems support growth of online services and artificial intelligence worldwide. This category tracks the unseen backbone of modern technology.
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