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Data center

A large Nvidia logo sign with green and white colors stands outside a modern glass and stone office building, highlighting the company's role in AI chip sales like the Nvidia B30A amid discussions on export controls.

US blocks Nvidia’s B30A AI chip sales to China as export controls tighten again

November 7, 2025 Gavin Bonshor 0

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. […]

A row of dark server racks with cooling fans and a glowing Qualcomm AI250 logo illuminated on one unit, creating a high-tech, blue-lit data center environment powered by rack-scale NPUs.

Qualcomm AI200 and AI250: rack-scale NPUs that want to undercut Nvidia on inference TCO

November 3, 2025 Gavin Bonshor 0

Qualcomm has spent a decade dominating smartphone and laptop SoCs. With AI200 and AI250, it wants a piece of the data center too. These new […]

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Qualcomm jumps into rack-scale AI with AI200/AI250 to undercut Nvidia and AMD on inference

October 27, 2025 Gavin Bonshor 0

Qualcomm has announced two rack-scale AI products—AI200 and AI250—marking its first serious swing at data center inference hardware. The pitch is familiar but pointed: win […]

A solid black background with a small vertical blue rectangle on the left edge near the top, evoking the sleek minimalism of a data-center GPU. The rest of the image remains completely black.

Intel’s ‘Crescent Island’ is an inference-first data-center GPU

October 16, 2025 Gavin Bonshor 0

Intel has unveiled Crescent Island, an inference-only data-center GPU built on its new Xe3P architecture and paired with up to 160 GB of LPDDR5X. The pitch […]

Four sleek Microsoft Surface laptops in different colors and positions are arranged on a white surface, showcasing their keyboards, screens, and modern designs. One laptop displays the Windows 11 start menu.

Report: Microsoft shifting Surface and data-center hardware out of China by 2026

October 16, 2025 Gavin Bonshor 0

Microsoft is reportedly moving new-product manufacturing for Surface laptops and server gear out of China starting in 2026, pushing assembly and even component sourcing to […]

A close-up of a Micron HBM4 memory chip, labeled “micron HBM4,” sits beside an exposed view showing intricate circuitry on a gold-colored substrate—essential technology for AI accelerators—set against a black background.

Micron’s HBM4 clears 2.8 TB/s with samples shipping — HBM4E custom base die points to bespoke AI accelerators

October 3, 2025 Gavin Bonshor 0

Micron says its next-gen HBM4 already exceeds 2.8 TB/s per stack with >11 Gb/s pin speeds, and that it’s begun shipping customer samples. The company […]

OpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareOpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareNovember 7, 2025Gavin Bonshor
Landfall spyware quietly hit Samsung Galaxy phones with zero click image attacksLandfall spyware quietly hit Samsung Galaxy phones with zero click image attacksNovember 7, 2025Gavin Bonshor
Trump’s AI team rules out OpenAI bailout – what that really means for the industryTrump’s AI team rules out OpenAI bailout – what that really means for the industryNovember 6, 2025Gavin Bonshor
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