AI News

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Rewriting Intel’s story: Artificial Intelligence-driven capacity constraints turn it into a strategic alternative to TSMC

2 Dec 2025

Advanced packaging bottlenecks in Artificial Intelligence chip production are elevating demand for Intel’s EMIB and foundry services. The shift could weaken TSMC’s exclusivity with major customers, but material revenue effects are not expected until mid-to-late 2027.

artificial intelligence, chip packaging, intel, semiconductors

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News roundup: chips, Artificial Intelligence and semiconductors

2 Dec 2025

A hardware busters index lists recent coverage across chips, packaging, and Artificial Intelligence compute, from AMD’s warning about an Intel-NVIDIA alliance to Intel’s packaging work for Google. Highlights include Microsoft sending 60,000 Nvidia chips to the UAE and Google’s 1.5 TWh solar deal.

artificial intelligence, chips, hardware, semiconductors

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technological evolution and evaluation of large language models in pediatric medicine

2 Dec 2025

this review examines recent advances in large language models, their specialized medical variants and multimodal architectures, and how they are being applied and evaluated in pediatric clinical settings. it highlights practical uses, evaluation metrics, and ethical and legal considerations for safe integration.

ethics, large language models, natural language processing, pediatrics

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OpenAI predicts Artificial Intelligence will make independent scientific discoveries by 2028

1 Dec 2025

OpenAI forecasts that Artificial Intelligence systems will independently solve complex research problems by 2028, shifting Artificial Intelligence from an assistive tool to a potential autonomous researcher.

autonomous ai, machine learning, openai, research innovation

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Major artificial intelligence breakthroughs: Google Ironwood, ChatGPT agent, Nvidia model

1 Dec 2025

Google unveiled Ironwood, a new Artificial Intelligence hypercomputer that links 9,216 chips into a single superpod to accelerate real-time inference. OpenAI, Nvidia and others released agent and model advances that push the industry toward inference-first compute, on-device agents and new energy strategies.

google, infrastructure, nvidia, openai

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Why observable Artificial Intelligence is the missing SRE layer enterprises need for reliable LLMs

1 Dec 2025

Observability provides the missing site reliability engineering layer that turns large language models into auditable, trustworthy enterprise systems. The article lays out a 3-layer telemetry model, SRE-style SLOs and a practical 90-day playbook to make Artificial Intelligence deployments reliable.

machine learning, observability, sre

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The hottest new Artificial Intelligence company is…Google?

30 Nov 2025

Google’s Gemini 3 release and its in-house Tensor chips have prompted public praise from rivals and a market rally, raising questions about competition in Artificial Intelligence models and chip supply.

artificial intelligence, google, semiconductors, tech

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Processors roundup: Intel, AMD, Qualcomm, Apple and China chip updates

30 Nov 2025

A roundup of recent processor, chipset and SoC developments, from China's claim that 14nm designs can match NVIDIA's 4nm chips to Intel and AMD roadmap and leak updates, and new mobile and Artificial Intelligence platform work from Qualcomm and SK hynix.

amd, artificial intelligence, intel, qualcomm

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Artificial Intelligence’s long-term infrastructure play: the semiconductor and cloud compute revolution

30 Nov 2025

Artificial Intelligence adoption is driving sustained demand for specialized semiconductors and cloud compute, creating structural investment opportunities across chips, foundries and hyperscale data centers.

cloud, investing, semiconductors

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ASUS hardware powers Taiwan’s NCHC Artificial Intelligence supercomputer, ranked No. 29 on TOP500

30 Nov 2025

ASUS and the National Center for High-performance Computing have brought a new Artificial Intelligence supercomputer online, featuring a dual-compute architecture and Taiwan's first fully liquid-cooled deployment of the NVIDIA GB200 NVL72 architecture. The Nano4 NVIDIA HGX H200 delivers up to 81.55 PFLOPS and is ranked No. 29 on the TOP500 list.

artificial intelligence, asus, supercomputing

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Intel could manufacture Apple M-series chips in 2027 with 18A-P node

30 Nov 2025

Analyst Ming-Chi Kuo reports Apple has used PDK version 0.9.1 for Intel 18AP and could have Intel produce its lowest-end M-series chips in 2027 after Intel ships 18AP PDK version 1.0 or 1.1 in Q1 of 2026.

chip manufacturing, semiconductors, supply chain

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the download: mysteries of weight-loss drugs and the economic effects of Artificial Intelligence

30 Nov 2025

Updates this week highlight unanswered questions about GLP-1 weight-loss drugs and a subscriber event exploring how Artificial Intelligence is reshaping markets and the economy.

artificial intelligence, biotech, economics, health