AI
US intelligence sources say China's top spy agency recruited Megaspeed executive Alice Huang to collect intelligence on Nvidia CEO Jensen Huang. Three House committees now want him to testify.
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No phones and 16 stories for “AI chips”
AI
US intelligence sources say China's top spy agency recruited Megaspeed executive Alice Huang to collect intelligence on Nvidia CEO Jensen Huang. Three House committees now want him to testify.
PC
AMD says it will sell more chips than Intel this quarter for the first time in its history. The AI boom is fueling record revenue, but gaming and client sales are shrinking.
AI
Oracle has abandoned a ~$7 billion deal to lease AI chips to Tencent after pressure from the Trump administration, according to the Financial Times. The move deepens the US-China divide in AI hardware.
Security
US intelligence investigated whether a Megaspeed executive close to Jensen Huang was passing information to Beijing, according to The New York Times. Nvidia denies that sensitive data ever changed hands.
AI
High-frequency trading giants are spending billions on AI compute, backing chip startups and building their own data centers, according to Bloomberg.
Tech
Intel's CTO says the company could only double leading-edge wafer output with today's global stock of chipmaking tools, as AI compute demand keeps surging.