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FirstFT: Microsoft buys twice as many Nvidia AI chips as its rivals in 2024
Also in today’s newsletter, Brazil’s currency comes under pressure while carmakers Honda and Nissan hold merger talksFinancial Times - 6h -
Huawei Mate 70 Contains Similar Chips to Previous Phone, Suggesting Stalled Progress
An analysis of Huawei’s latest series of smartphones, the Mate 70, found chips that showed little progress from those used in last year’s devices.The New York Times - 1d -
Biden Prepares to Target Chinese Legacy Chips With Trade Investigation
The investigation could result in tariffs on older types of chips from China, though the decision would ultimately fall to Trump.The New York Times - 1d -
Broadcom and Marvell are a growing threat to Nvidia as AI-chip needs evolve
Both Broadcom and Marvell have talked about big potential opportunities for their custom ASIC chips.MarketWatch - 4h -
Chinese AI chip firms blacklisted over weapons concerns gained access to UK technology
Imagination Technologies had licences with two Chinese firms – but said it had not ‘implemented transactions’ that would enable the use of technology for military purposes. Chinese engineers ...The Guardian - 7h -
Microsoft acquires twice as many Nvidia AI chips as tech rivals
OpenAI’s biggest backer buys nearly half a million GPUs this year in race to build artificial intelligence systemsFinancial Times - 12h -
Geopolitics and AI will affect the chip industry in 2025 | KPMG
AI is making semiconductor leaders more optimistic about 2025, but headwinds could come from geopolitical and talent retention concerns.VentureBeat - 1d -
England chip away at New Zealand in Hamilton
England's seamers leave New Zealand 315-9 after the opening day of the third and final Test in Hamilton.BBC News - 4d -
Big Tech funds Trump's inaugural
Welcome to The Hill's Technology newsletter {beacon} Technology Technology The Big Story Trump's inauguration fund gets tech cash The leaders of multiple major technology companies are throwing ...The Hill - 4d -
Nvidia’s stock misses out on the big chip rally after Broadcom earnings
One analyst noted that the type of AI chip Broadcom makes could pick up market share relative to “costly” graphics processing units.MarketWatch - 4d -
U.S. Prepares New AI Chip Restrictions to Close China's Backdoor Access
Washington plans rules limiting semiconductor shipments to some countries accused of supplying Beijing.The Wall Street Journal - 4d -
TSMC says first advanced U.S. chip plant 'dang near back' on schedule. Here's an inside look at the Arizona fab
Apple will be the largest customer at TSMC's new Arizona chip fab, which the Taiwanese company says is 'dang near back' on schedule. Here's an inside look.CNBC - 5d -
Michigan hires Chip Lindsey as offensive coordinator: Wolverines look to improve unit ranked No. 128 in 2024
Lindsey will replace Kirk Campbell, who was fired by Michigan earlier this monthCBS Sports - 5d -
Xi prioritises consumers over chips as concerns over growth mount
Readout from key policy meeting indicates government’s realisation of economic challengeFinancial Times - 5d -
Rep. Chip Roy reacts to Trump's call for deal to protect "Dreamers"
President-elect Donald Trump says he wants a deal to protect "Dreamers," undocumented immigrants brought into the country as children. That's despite his plans to conduct mass deportations when he ...CBS News - 6d -
Google’s new Trillium AI chip delivers 4x speed and powers Gemini 2.0
Google unveils Trillium, its breakthrough AI chip powering Gemini 2.0, delivering a 4x performance boost and reshaping AI economics.VentureBeat - Dec. 11 -
Reports: Michigan set to hire North Carolina's Chip Lindsey as new offensive coordinator
Lindsey has been at North Carolina for the past two seasons.Yahoo Sports - Dec. 11 -
Alphabet shares jump 6% after Google touts 'breakthrough' quantum chip
Google shares rose on Tuesday after the company's unveiling of "Willow," its latest quantum computing chip.CNBC - Dec. 10 -
Lam Research launches collaborative robots to optimize critical maintenance in chip factories
Lam Research introduced Dextro, the chip industry’s first collaborative robot designed to optimize maintenance in chip factories.VentureBeat - Dec. 10 -
Nvidia's stock dips after China opens probe of the AI chip company for violating anti-monopoly laws
Shares of Nvidia have slipped after China said it is investigating the high-flying U.S. microchip company over suspected violations of Chinese anti-monopoly lawsABC News - Dec. 9 -
Google unveils 'mind-boggling' quantum computing chip
It solves in five minutes a problem computers now would need 10,000,000,000,000,000,000,000,000 years to work out, Google says.BBC News - Dec. 9 -
Google unveils ‘mindboggling’ quantum computing chip
Chip takes minutes to complete tasks that would otherwise take 10,000,000,000,000,000,000,000,000 years. It measures just 4cm squared but it possesses almost inconceivable speed.. Google has built ...The Guardian - Dec. 9 -
Taking on the Tyranny of the Tech Bros
Coalitions between feminist movements, minorities, and labor activists will help keep the Silicon Valley moguls in check.Wired - Dec. 9 -
How the chip war could turn under Trump
From tariffs to AI demand, US companies are pondering what comes nextFinancial Times - Dec. 6 -
AI Hits a Wall: What This Means for the Tech Industry
AI commercialization is a game of musical chairs and the music has stopped. For now.Inc. - Dec. 5 -
China’s shift to local chips gains momentum from latest US export controls
Industry associations urge companies to switch, saying US semiconductors are ‘no longer safe or reliable’Financial Times - Dec. 5 -
We're downgrading a stock on tariff risk — plus, chips and software plays stand out
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.CNBC - Dec. 4 -
Marvell’s stock skyrockets as it’s dubbed the next hot AI chip name
Wall Street is excited about Marvell’s traction in custom offerings and partnership with Amazon’s AWS.MarketWatch - Dec. 4 -
China’s ties with Saudi Arabia buoyed by green tech
Warming relations between Xi Jinping and Saudi crown prince complicate outlook for Trump administrationFinancial Times - Dec. 4 -
China bans exports of key high-tech materials, hitting back at US chip sanctions
China has announced a ban on exports to the United States of gallium, germanium and other key high-tech materials with potential military applicationsABC News - Dec. 3 -
Nvidia Rules A.I. Chips, but Amazon and AMD Emerge as Contenders
Amazon, Advanced Micro Devices and several start-ups are beginning to offer credible alternatives to Nvidia’s chips, especially for a phase of A.I. development known as “inferencing.”The New York Times - Dec. 3 -
Apple says it uses Amazon's custom AI chips
Apple is currently using Amazon Web Services' custom AI chips for services like searching and will evaluate if its latest AI chip can be used to pre-train its AI models like Apple Intelligence.CNBC - Dec. 3 -
China retaliates against latest US chip restrictions
Beijing bans export of materials used in semiconductors and batteriesFinancial Times - Dec. 3 -
China responds to US chip sanctions, banning exports of key minerals
China has banned exports of some rare minerals to the United States as tensions over trade heat up after the U.S. issued new restrictions on exports of certain semiconductor chips and equipment to ...The Hill - Dec. 3 -
These are the most in-demand tech jobs hiring right now
According to LinkedIn’s latest report, software engineer, full stack engineer and application developer are in the top 10 roles.VentureBeat - Dec. 3 -
China bans exports to the US of gallium and other key materials after the US curbs computer chip-related exports
China bans exports to the US of gallium and other key materials after the US curbs computer chip-related exportsABC News - Dec. 3 -
U.S. announces new export controls on China's chip industry
The United States on Monday launched its third crackdown in three years on China’s semiconductor industry, curbing exports to 140 companies.NBC News - Dec. 3 -
Asian chip stocks mostly rise, shrugging off new U.S. semiconductor export curbs on China
Shares of major Asian chip stocks mostly rose on Tuesday, shrugging off the U.S. announcing new emiconductor export controls on China.CNBC - Dec. 3 -
Chip war ramps up with new US semiconductor restrictions on China
Biden administration broadens limits on Chinese access to advanced microchip technology, with Donald Trump expected to go even further . The US has announced new export restrictions targeting ...The Guardian - Dec. 3 -
54 Best Cyber Monday Tech Deals (2024)
All cords lead to WIRED. Come gather to find the best Cyber Monday tech deals before they're gone.Wired - Dec. 2