Intel and AMD warn China customers of server CPU delays as AI demand squeezes compute
The AI build-out is starting to pinch parts of the datacenter stack that normally never get a headline. Intel and AMD have both warned customers […]
China
US blocks Nvidia’s B30A AI chip sales to China as export controls tighten again
The US government is moving to block Nvidia’s latest China focused AI chip, the B30A. On paper B30A is a cut down data center accelerator. […]
US committee targets Nvidia over Chinese campus ties and Huawei affiliate presence
A US congressional committee has criticised Nvidia for operating on a shared campus in China with a Huawei affiliated company that is under US restrictions. […]
Apple’s Gemini-powered Siri: 1.2T parameters, $1 billion a year, and a temporary admission of AI weakness
Apple is preparing to plug a custom 1.2 trillion parameter version of Google’s Gemini into a rebuilt Siri, in a deal worth around $1 billion […]
China’s latest chip “breakthrough” is really about building a domestic lithography stack
TrendForce reports that Chinese chipmakers and equipment firms are hailing a new “breakthrough” in chip technology that supposedly paves the way for more advanced lithography […]
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. […]
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 […]
Huawei details Ascend 950/960/970 roadmap and Atlas 950/960 “SuperPoDs” — a direct volley at NVIDIA’s data-center lead
At HUAWEI CONNECT 2025, Huawei publicly laid out a multi-year Ascend AI chip roadmap (950/960/970) and unveiled massive Atlas 950 and Atlas 960 “SuperPoD” systems […]
Beijing reportedly drops Google antitrust probe — and narrows its sights on Nvidia
In a calibrated bit of policy signalling, Beijing has reportedly terminated an antitrust probe into Google while turning up pressure on Nvidia, including accusations of […]
China reportedly orders tech giants to stop buying Nvidia AI chips
China’s top internet regulator has reportedly told the country’s largest platforms to stop buying Nvidia’s AI chips — and to cancel existing orders — in […]