AMD expects 20% decline in gaming revenue from ‘higher memory and component costs’ in the second half of the year — CEO Lisa Su warns of further memory crunch

AMD is expecting the memory crunch to hit its gaming business in the second half of the year, with revenue expected to decline by “more than 20%.”

Palantir co-founder Peter Thiel backs $140M wave-powered AI data center startup — Panthalassa aims to run offshore compute nodes using ocean energy

Panthalassa raises $140M to build wave-powered offshore nodes that generate electricity and run AI workloads at sea, tackling data center energy and cooling challenges.

Google, Microsoft, and xAI agree to let US government test AI models before public release — OpenAI and Anthropic also on board after renegotiating deals with Washington

OpenAI and Anthropic, which had existing evaluation partnerships with the center dating to 2024, renegotiated their deals to align with priorities in Trump’s AI Action Plan.

Huawei braces for $12 billion in AI chip revenue driven by homegrown AI model demand — Chinese fabs can barely keep up as Nvidia’s market share craters within the region

The projection, based on orders already received from major Chinese technology firms including Alibaba, ByteDance, and Tencent, would represent growth of at least 60% year-over-year.

JSR to build first Taiwan photoresist plant to co-develop advanced resists with TSMC — multi-million dollar plant could come online as early as 2028

The facility will close a gap that has put JSR at a disadvantage relative to its two largest Japanese rivals.

Apple considering Intel and Samsung for US chip production, report claims — consumer electronics giant looks to diversify supply chain amid chip shortages

Apple is reportedly in early talks with Intel and Samsung to secure more production for its advanced chips, as the company is constrained by the limited availability of advanced nodes that its SoCs are produced on.

Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have ‘the first, the most, and the best’ when it comes to AI hardware

Nvidia’s Jensen Huang reiterates that American companies should be able to ship their products globally, but maintains that the latest AI accelerators should remain in America.

China pushes for 70% homegrown silicon wafer use as domestic firm ramps up 12-inch production — government seeking to localize critical chip supply chain amid AI boom and export restrictions

China is targeting 70% local wafer sourcing as firms like Eswin scale 12-inch production, aiming to reduce reliance on foreign suppliers and support growing AI chip demand.

Notepad++ creator threatens legal action over macOS port of open-source app — developer says port is fine, but branding is too far

Notepad++ creator Don Ho has filed a trademark complaint with Cloudflare and is threatening further legal action against the developer of a macOS port.

Intel swipes Qualcomm veteran of 25 years to lead client computing — Alex Katouzian jumps ship to oversee consumer CPUs and physical AI

Intel appoints Alex Katouzian to lead client computing and physical AI efforts and confirms Pushkar Ranade as CTO, signaling a deeper shift toward AI-driven and edge computing systems