The hottest new Artificial Intelligence company is…Google?
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.
Processors roundup: Intel, AMD, Qualcomm, Apple and China chip updates
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.
Artificial Intelligence’s long-term infrastructure play: the semiconductor and cloud compute revolution
Artificial Intelligence adoption is driving sustained demand for specialized semiconductors and cloud compute, creating structural investment opportunities across chips, foundries and hyperscale data centers.
ASUS hardware powers Taiwan’s NCHC Artificial Intelligence supercomputer, ranked No. 29 on TOP500
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.
Intel could manufacture Apple M-series chips in 2027 with 18A-P node
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.
the download: mysteries of weight-loss drugs and the economic effects of Artificial Intelligence
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.