A new report details how “neocloud” companies like CoreWeave are taking out massive loans using Nvidia GPUs as collateral, turning $1 of Nvidia investment into $5 of purchases. This creates a dangerous feedback loop that could crash if the AI boom slows.
Samsung and Elon Musk’s companies are deepening their partnership. After deals for Tesla’s AI4, AI5, and AI6 chips, a new report suggests Samsung will now make chips for Musk’s xAI.
A Japanese company, Datasection, has become a critical conduit for Chinese tech giant Tencent to access advanced Nvidia AI chips. With over $1.2 billion in contracts, this deal highlights the complex, global workarounds emerging from US export controls.
Samsung’s next flip phone might once again skip a Qualcomm chip. The Galaxy Z Flip 8 could be powered by the new, 2nm Exynos 2600 processor, according to a fresh industry report. This would bring serious performance gains, but it’s a risky strategy.
onsemi is collaborating with GlobalFoundries to manufacture gallium nitride (GaN) power products. The partnership aims to deliver 650V devices for AI data centers and electric vehicles, with customer samples planned for the first half of 2026.
Samsung has fully unveiled the Exynos 2600, the world’s first 2nm GAA smartphone chipset. It boasts huge performance gains and new AI features, but its real-world fate in the Galaxy S26 series is already telling.
A new round of benchmarks pits Intel’s Granite Rapids against AMD’s Turin in a 128-core duel. Using Ubuntu 25.10 and the Linux 6.18 kernel, the results show a significant shift from launch-day numbers. Power efficiency is a major point of contention.
Samsung is taking drastic action as memory supplies run dry. The company has reportedly doubled its DDR5 contract prices and told customers it has “no stock” left, a move that will make PCs more expensive and could cement 8GB as the new laptop standard.
Broadcom CEO Hock Tan poured cold water on the near-term hype for silicon photonics in data centers. Instead, the company is focused on delivering a massive $73 billion order backlog, driven by custom AI accelerators.
Qualcomm is acquiring RISC-V CPU designer Ventana Micro Systems. This move gives the chip giant a high-performance alternative to Arm for datacenter and enterprise chips, with silicon expected in early 2026.
