Deep Analysis
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PremiumAmazon and Synopsys ink multi-year billion-dollar deal in multi-year IP agreement to accelerate AI chip design effortsAmazon and Synopsys team up.
By Jon Martindale Published -
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PremiumNvidia launches Open Agent Safety Platform to physically restrain rogue AI agentsNvidia’s new Open Agent Safety Platform combines OpenShell sandboxing with BlueField-powered Sentry hardware to monitor and rapidly quarantine rogue AI agents
By Etiido Uko Published -
PremiumAnthropic claims popular Chinese AI model has Mythos-class hacking abilitiesAnthropic has released a frontier red teaming report, claiming that Zhipu AI's GLM-5.3 has weak safeguarding, and can easily be used to generate harmful content.
By Sayem Ahmed Published
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PremiumApple is taking OpenAI to court over alleged theft of trade secretsEither way, the legal profession is the biggest winner.
By Jon Martindale Published -
PremiumCXMT's DRAM ambitions could have it capture 30% of the market by 2030The time is right for CXMT to expand.
By Anton Shilov Published -
PremiumAI companies are now racing to the bottom — crashing token prices and competitive models push companies to cut costsFor the rest of us, there's now significant AI intelligence to be found in more affordable models.
By Jon Martindale Published -
PremiumLumentum CEO warns of impending bottleneck on critical material used for silicon photonicsLumentum CEO Michael Hurlston told an audience at the RAISE Summit that indium phosphide is heading into a squeeze worse than the one in memory.
By Luke James Published -
PremiumShanghai Aishengna named as the maker of China's first domestic immersion DUV chipmaking toolsAishengna has been named by a single source who declined to be named, and its shareholders, SMEE, and Yuliangsheng didn’t respond to requests for comment.
By Luke James Published -
PremiumNvidia employee implicated in escalating AI GPU smuggling scandalDespite China's push for domestic chip development, Nvidia hardware is still hot enough to be worth smuggling.
By Jon Martindale Published -
PremiumAlphabet goes cash flow negative for the first time, as AI capex surges to a staggering $44.9 billion in a single quarterOn the same day, CFO Anat Ashkenazi raised full-year capex guidance to between $195 billion and $205 billion.
By Luke James Published -
PremiumAMD splits Zen 7 into three EPYC families for 2028 and starts selling server CPUs by the agentThe company named Florence, Ferrara, and Fidenza in its launch release, extended its annual CPU, GPU, networking, and rack cadence out to 2030.
By Luke James Published -
PremiumOpenAI's HuggingFace breach heralds an unprecedented age of AI cyber warfareContemporary AI bots are far too competent at cybersecurity, and humanity may have reached a tipping point where it's hard to keep up.
By Bruno Ferreira Published
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