The economics of desktop computing have, for the first time in the PC’s long history, been broken by the data centre.
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As the so-called Magnificent Seven pour billions into AI, the chip makers selling them hardware are getting rich.
Intel’s Panther Lake and its 18A manufacturing node have put the US chip maker back in the fight with Apple and AMD.
ASML has ambitious plans to capture more of the rapidly growing market for AI chips.
Nvidia heads into quarterly earnings under pressure to prove AI spending isn’t a bubble as rivals close in.
ASML’s grip on EUV chip-making technology is fuelling the global AI boom – and soaring profits.
Taiwan has secured preferential tariffs as chip makers expand US production under a strategic AI partnership.
Intel has launched Panther Lake as it seeks to reassure investors about the first product made using its 18A process.
AWS is blending its own Trainium chips with Nvidia GPUs to give customers more AI hardware choice.
Intel plans to release technical details about its forthcoming chip for laptops on Thursday. The stakes are high.