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CloudNVIDIA makes move with $2 billion in xAI while OpenAI shuts down 6 GW with AMD: two plays that reconfigure the AI computing chainOct 8, 20255 read time
CloudOmdia: Cloud Marketplace Spending by Hyperscalers to Reach $163 Billion in 2030, Driven by Multi-Year Contracts and the Rise of AI AgentsOct 8, 20258 read time
CloudImec Accelerates Transition of GaN to 300mm: Toward More Advanced Power Devices with Lower Manufacturing CostsOct 8, 20258 read time
CloudSiPearl Presents Athena1, the “Sovereign” Processor for Dual-Use Purposes That Europe Wants to Defend Its Technological IndependenceOct 3, 20251 read time
CloudThe CEO of Phison warns: NAND shortage may last a decade — memory ‘supercycle’ in sight and ‘severe’ tensions in 2026Oct 3, 20258 read time
CloudOpenAI “blocks” nearly half of the world’s DRAM for its Stargate project: an agreement with Samsung and SK Hynix shakes up the entire supply chainOct 3, 20258 read time
CloudJensen Huang ignites debate: “China is only nanoseconds behind the US in chips” and calls for competing in its market to strengthen American influenceOct 3, 20258 read time
CloudWestern Digital Defends the Role of HDDs in the AI Era: 80% of Hyperscale Storage Still on Disks, and 44TB Drives with HAMR Coming in 2027Oct 2, 20259 read time
CloudCloudflare Introduces NET Dollar: A Stablecoin for Agent Web — Instant Microtransactions, New Incentives, and an Economy Designed for the AI EraOct 2, 20259 read time