Microsoft and Dell are expected to lead the launch as Nvidia muscles into a space dominated by Intel and AMD.
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Huawei has claimed its new technology will match TSMC’s by 2028 despite US sanctions on advanced lithography.
Nvidia has beaten estimates and lifted guidance again, but the shares slipped on questions about AI’s durability.
Samsung Electronics and a trade union are holding last-ditch talks to avert a strike threatening global supply chains.
The economics of desktop computing have, for the first time in the PC’s long history, been broken by the data centre.
As the so-called Magnificent Seven pour billions into AI, the chip makers selling them hardware are getting rich.
Cloud revenue up 63% and custom AI chips winning customers – Alphabet’s surge has grabbed Wall Street’s attention.
Samsung says the global memory shortage will deepen significantly in 2027 as AI demand outpaces chip supply.
Soaring demand for AI inference workloads has seen Intel selling stockpiled CPUs once written off entirely.
SK Hynix plans to invest about $13-billion in a new South Korea plant to meet AI memory demand.