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GPUs

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. […]

White text AMD RADEON on a dark background with a red outline drawing of a graphics card on the right, symbolizing powerful AMD Radeon graphics technology built on RDNA 2 architecture.

AMD’s RDNA 1/2 “maintenance mode” isn’t a death sentence, but the messaging was

November 3, 2025 Gavin Bonshor 0

AMD has moved its RDNA 1 and RDNA 2 GPUs into what it calls “maintenance mode,” prompting a predictable backlash from owners of Radeon RX […]

Logos of Microsoft, Iren, and Nvidia are displayed in front of a glowing AI text, with a digital circuit board background—hinting at technology, artificial intelligence themes, and the recent Microsoft IREN deal featuring Nvidia GB300.

Microsoft’s $9.7 billion IREN deal is a prepayment for future Nvidia GB300 capacity

November 3, 2025 Gavin Bonshor 0

Microsoft has signed a five-year, $9.7 billion contract with Australian data-center operator IREN to secure access to Nvidia’s next-gen GB300 accelerators and associated infrastructure at IREN’s […]

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
Intel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must FinishIntel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must FinishNovember 12, 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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