Applied Materials sees ~$600M 2026 hit from export curbs
Applied Materials says broadened US restrictions on advanced chip equipment sales — particularly involving China — may reduce its FY2026 revenue by roughly $600 million. […]
Articles by Gavin Bonshor
OpenAI asks judge to toss xAI trade-secrets case
OpenAI has filed to dismiss xAI’s trade-secrets and employee-poaching claims, calling them baseless and legally deficient. Here’s what’s in the motion, how courts look at […]
China’s “black-box” security reviews squeeze Nokia and Ericsson
China is tightening procurement for foreign radio and core-network gear — effectively pushing Nokia and Ericsson out of future build-outs by routing major purchases through […]
Qualcomm shifts more chips to Arm’s latest architecture as competition heats up
Qualcomm is moving flagship chips onto newer Arm v9-class technology to sharpen AI performance and counter Apple/MediaTek—while easing some of last year’s legal friction with […]
Report: Apple pauses major Vision Pro revamp to fast-track AI smart glasses
Apple has reportedly paused a lighter/cheaper Vision Pro follow-up to focus resources on AI-assisted smart glasses, aiming to better counter Meta’s consumer-priced wearables. What’s new […]
OpenAI hits a $500B valuation after $6.6B employee tender
OpenAI has reportedly completed a secondary sale that lets current and former employees cash out ~$6.6B, valuing the company at roughly $500 billion—vaulting it past […]
ECB taps AI startup Feedzai to fight digital-euro fraud
The European Central Bank has selected Portuguese AI firm Feedzai (with PwC) to build fraud-detection for a potential digital euro, part of a multi-year experimentation […]
Intel Panther Lake Deep Dive: Intel on 18A
Panther Lake is Intel’s first mainstream client platform expected to lean fully into the company’s post-FinFET playbook: RibbonFET transistors, PowerVia backside power delivery, heavy use […]
AMD wins fresh cloud training footprint: Zyphra × IBM Cloud (MI300X)
Zyphra says it’s rolling out a large training cluster of AMD Instinct MI300X GPUs on IBM Cloud — another real workload away from total Nvidia […]
More Nvidia GPU buildouts in Europe: Cudo × Conapto (Sweden)
Cudo Compute is leasing capacity at Conapto’s Stockholm data centers to deploy Nvidia H200 and L40S GPUs — another signal that EU GPU capacity keeps […]