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Huawei Details AI Roadmap, In‑House HBM and ‘SuperPoD’ Megaclusters to Cut Reliance on Nvidia

Huawei touts scale‑first systems using SuperPoDs, proprietary HBM, UnifiedBus, reflecting Beijing’s push for domestic chips.

Nvidia Invests $5 Billion in Intel in Multi-Generation Chip Alliance

China Pushes Homegrown AI Chips as Alibaba Part Reported to Rival Nvidia’s H20

Micron Jumps as Citi Hikes Target to $175, Flags Guidance Upside on AI Memory Strength

Arm Launches Lumex to Bring On‑Device AI to Next‑Gen Phones and PCs

PsiQuantum Raises $1 Billion at $7 Billion Valuation, Partnering With Nvidia on Quantum Buildout

Google Expands Veo 3 With Vertical Video, 1080p Output and Lower Prices

Broadcom’s $10 Billion AI Order Recasts Chip Race as Analysts Trim Nvidia Outlook

AMD Driver Update Lets Radeon Users Force FSR 4 in Most DX12 FSR 3.1 Games

Microsoft’s Analog Optical Computer Debuts in Nature With Open Tools and Early Industry Trials

IREN Stock Hits New High on First Full-Year Profit and Nvidia Preferred-Partner Status

NVIDIA Says Rubin Is in Fab, Eyes H2 2026 Volume as Blackwell Ultra Hits Full Ramp

Nvidia Details GB10 for DGX Spark and Blackwell Ultra GB300, Backed by Hot Chips Disclosures and Early Deployments

Nvidia Puts Data Center-Class AI at the Edge With Jetson AGX Thor, Now on Sale for $3,499

XTX Markets Posts Record 2024 Profit as Alex Gerko Takes £682 Million Payout

IBM and AMD Team Up on Quantum-Centric Supercomputing

Spin Loss Repurposed to Drive Low-Power Magnet Switching

AMD Confirms Accidental FSR 4 Source Release as Forks Persist and INT8 Clues Emerge

Arm Hires Amazon AI Chip Veteran Rami Sinno to Drive In-House Datacenter Processors

AMD Sets Nov. 11 Financial Analyst Day in New York to Outline Strategy and Roadmaps