datacenter Archives | BonTech Labs

Two computer monitors labeled Intel and AMD sit on boxes in a server room, with warning signs and a large Chinese flag in the background, hinting at server CPU delays and rising AI demand among China customers amidst tech tensions.

Intel and AMD warn China customers of server CPU delays as AI demand squeezes compute

February 6, 2026 Gavin Bonshor 0

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 […]

Nvidia H200 to China: Washington swaps export bans for a 25% rake

December 19, 2025 Gavin Bonshor 0

The US is weighing whether to let Nvidia ship its H200 AI accelerators to China, and the headline hook is pure 2025 Washington. The Trump […]

A financial summary graphic for Arm’s Q2 FYE26 results displays $1.14B total revenue, $620M royalty revenue, $515M licensing and other revenue, $467M non-GAAP operating income, and $163M GAAP operating income, with related icons.

Arm Q2 FYE26: third straight billion-dollar quarter, CSS momentum, and Neoverse’s cloud AI land grab

November 5, 2025 Gavin Bonshor 0

Arm’s second quarter of fiscal 2026 was not just another AI themed earnings beat. Revenue reached 1.14 billion dollars, up 34 percent year on year […]