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Nvidia’s Jensen Huang Says China Will Win the AI Race

He points to cheaper energy, heavy subsidies, looser regulation, a dense AI talent base.

Nadella Says Power, Not Chips, Now Limits AI as GPUs Sit Idle

Investors Weigh Big-Cap AI Picks and Sub-$10 Opportunities

TSMC Pushes Into 2nm as AI Demand Lifts Results and Spending Targets

Michigan Regulators Hear Data‑Center Backlash as Energy Plan Comment Deadline Nears

Qualcomm CEO Urges Caution on Picking AI Winners as Boom Intensifies

Nintendo Today! Update 2.0.10 Adds Share Button for News Links

Alibaba Cloud’s Aegaeon Cuts Nvidia GPU Needs by 82% in SOSP Paper

TSMC Lifts 2025 Outlook, Speeds 2nm Push in Arizona After Record Quarter

OpenAI Expands Sora 2 With Longer Clips and Pro-Only Storyboards

Anthropic Says Claude Now Writes 90% of Code for Many Teams

Samsung and LG Intensify Chip R&D in India With Hiring Drive and New Local Leadership

China’s Yunqifang Unveils Two Domestic EDA Tools as Washington Threatens New Controls

TSMC Seen Posting Record Q3 Profit on AI Boom Ahead of Earnings

AI Data Center Boom Drives Local Power Price Spikes as Grids Strain

DeepSeek Open-Releases V3.2-Exp, a Sparse-Attention Model Claiming Up to 50% Lower Long-Context Costs

OpenAI Releases GDPval Work Benchmark as Claude Leads Early Results

Samsung Reportedly Clears Nvidia’s HBM3E Qualification, Turbocharging Shares and the Memory Outlook

EU Demands Anti-Fraud Details From Apple, Google, Microsoft and Booking Under Digital Services Act

Report Flags Inflated AI Power Forecasts as Utilities Push New Gas Buildout