Nvidia Vera Rubin Push Shows The AI Data Centre Race Is Now Full-Stack
Nvidia is positioning Vera Rubin as a full-stack AI factory platform, pushing beyond GPUs into CPUs, networking, racks and performance ...
Tag: ai chips
AMD Lands Microsoft As Helios AI Rack Customer In Nvidia Challenge
AMD has launched Helios, its first full AI rack system, and Microsoft has joined Meta, OpenAI and Oracle as a ...
DeepSeek’s Implied US$52bn Valuation Shows China’s AI Race Is Not Slowing
A Chinese filing implies DeepSeek is valued at about US$52 billion, strengthening its position as one of China’s most important ...
TSMC Posts Another Record Quarter As AI Chip Demand Keeps The Boom Alive
TSMC has reported another strong quarter as AI chip demand continues to drive semiconductor revenue, profit and capital spending expectations.
ASML Raises Its 2026 Outlook Again As AI Chip Demand Keeps Surging
ASML has raised its 2026 outlook again as AI demand keeps driving orders for advanced chipmaking equipment.
US Eases AI Chip Export Controls For The UAE As Gulf Compute Race Accelerates
The US has eased export controls for the UAE, a move that could speed up AI chip exports and data ...
DeepSeek Wants to Build Its Own AI Chip. Nvidia Should Be Paying Attention
When Chinese AI startup DeepSeek burst onto the global stage, it challenged one of Silicon Valley's biggest assumptions that building ...