One Japanese manufacturer has found itself at the center of a new AI-driven supply shortage. Glass cloth is a crucial component for many components, and with dwindling supplies, companies are looking for alternatives.
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U.S. introduces new export rules for AI and HPC accelerators developed in America that allow shipments of AMD’s MI325X and Nvidia’s H200 GPUs to Chinese entities, but only if their developers meet demand of American custom…
TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come.
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Trump allows exports of Nvidia H200 and AMD MI325X chips with 25% tariff
Amazon has struck a two-year deal to receive copper from an Arizona mine, for use in its AWS data centers in the U.S.
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A group of investors have filed a class action lawsuit against Oracle, contending that it made misleading statements during its initial $18 billion bond drive, resulting in potential losses of $1.3 billion.
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China tells entities to ditch U.S. and Israeli cybersecurity software
The U.S. may allow shipments of rather powerful AI processors to China on a case-by-case basis, but with the U.S. supply priority, do not expect AMD or Nvidia ship a ton of AI GPUs to the People’s Republic.
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As AI accelerators and HPC devices grow larger and more complex, advanced chip design continues to move away from the transistor and toward the package.
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