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 […]
supply chain
Apple’s Houston AI server plant ships early after Trump’s onshoring push
Apple has begun building and shipping American-made AI servers from its new Houston facility ahead of schedule. The move advances a plan Apple outlined earlier […]
NVIDIA’s first U.S. Blackwell wafer: signal or showpiece?
NVIDIA and TSMC stood on a stage in Arizona and showed off something real: the first U.S.-made Blackwell wafer. On the surface, that’s a headline […]