DeepSeek reportedly gets China's approval to buy NVIDIA's H200 AI chips

Mariella Moon / engadget - The Chinese government has given DeepSeek its approval to purchase NVIDIA’s H200 AI chips, according to Reuters. ByteDance, Alibaba and Tencent have also reportedly received permission from Beijing to buy a total of 400,000 H200 GPUs. Reuters says Chinese…

Back to Top / Friday, January 30, 2026, 8:21 am / permalink 18562 / 4 stories in 5 wks

Apple Concedes It Entered The New Year With “Depleted Inventories” And “Less Flexibility” As Memory And Advanced Node Supply Constraints Begin To Bite

Rohail Saleem / wccftech - Apple is beginning to feel the pinch from the oncoming constraints around memory products and TSMC's choked advanced node supply lines, albeit in a managed fashion. This is the biggest takeaway from Apple's just-concluded Q1 2026 earnings call. Apple is f…

Back to Top / Thursday, January 29, 2026, 6:21 pm / permalink 18551 / 11 stories in 5 wks

(LEAD) Samsung Electronics posts record operating profit in Q4 amid AI boom

Kang Yoon-seung / co - SEOUL, Jan. 29 (Yonhap) -- Samsung Electronics Co. on Thursday said it has poste...

Back to Top / Wednesday, January 28, 2026, 11:21 pm / permalink 18519 / 11 stories in 5 wks

AMD Ryzen 7 9850X3D review: The world's fastest gaming processor, again

tomshardware - The Ryzen 7 9850X3D was never set up for success, but our testing reveals the ugly side of AMD’s latest X3D CPU: higher power consumption for minuscule performance gains.

Back to Top / Wednesday, January 28, 2026, 9:21 am / permalink 18489 / 8 stories in 5 wks

Beijing clears Nvidia’s H200 imports, ending chip uncertainty for China tech giants

scmp - Beijing has begun approving imports of Nvidia’s H200 graphics processing units (GPUs), according to two sources familiar with the matter, ending regulatory uncertainty over the US tech giant’s second most powerful artificial intelligence chip.The first ba…

Back to Top / Wednesday, January 28, 2026, 6:20 am / permalink 18479 / 9 stories in 5 wks

ASML bookings nearly double expectations on AI demand

Erik van Klinken / techzine - ASML reported record quarterly bookings of 13.2 billion euros in Q4 2025, nearly doubling analyst predictions. The Dutch chip equipment maker’s results highlight once more that the AI infrastructure buildout shows no signs of slowing down. The Veldhoven-b…

Back to Top / Wednesday, January 28, 2026, 3:21 am / permalink 18476 / 12 stories in 5 wks

SK Hynix doubles 2025 profit as AI memory shortages drive earnings beat

cnbc - South Korea's SK Hynix on Wednesday posted record quarterly revenue and profit, to beat estimates.

Back to Top / Wednesday, January 28, 2026, 3:20 am / permalink 18475 / 12 stories in 5 wks

Microsoft built a 750W AI chip to challenge Nvidia's dominance, claims 3x performance gains over Amazon

techspot - Microsoft recently announced Maia 200, a new AI accelerator specifically designed for inference workloads. According to Redmond, Maia 200 can deliver "dramatic" improvements for AI applications and is already deployed in select US data centers on the Azur…

Back to Top / Tuesday, January 27, 2026, 2:21 pm / permalink 18455 / 4 stories in 5 wks

Micron builds $24 bn Singapore chip fab as AI demand soars

techxplore - US chip firm Micron said Tuesday it was building a $24 billion plant in Singapore to help meet soaring AI-driven demand that has caused a global shortage of memory components.

Back to Top / Tuesday, January 27, 2026, 4:21 am / permalink 18430 / 9 stories in 5 wks

Ricursive Intelligence nabs $300M to speed up chip design with AI

Maria Deutscher / siliconangle - Ricursive Intelligence Inc., a startup that plans to use artificial intelligence to speed up chip development, has raised $300 million in funding at a $4 billion valuation. Lightspeed led the Series A investment. Recursive disclosed in its funding announc…

Back to Top / Monday, January 26, 2026, 10:21 pm / permalink 18429 / 5 stories in 5 wks

NVIDIA’s real moat isn’t hardware, it’s 4 million developers

/u/jpcaparas / reddit - I couldn't stop thinking about Theo's "Why NVIDIA is dying" video. The thesis felt important enough to verify. So I dug through SEC filings, earnings reports, and technical benchmarks. What I found: NVIDIA isn't dying. Its $35.1B quarterly revenue is up 9…

Back to Top / Saturday, January 24, 2026, 8:20 pm / permalink 18382 / 8 stories in 5 wks

AMD's 9850X3D locks in the $499 sweet spot for gaming CPUs

techspot - That price puts the new chip $20 above the original launch price of the Ryzen 7 9800X3D and roughly $30 higher than many current listings, leaving AMD with a modest premium for what it describes as a small uplift in frame rates rather than a generational …

Back to Top / Friday, January 23, 2026, 3:20 pm / permalink 18343 / 6 stories in 6 wks

Apple May Soon Revive Intel Partnership

Usman Qureshi / iphoneincanada - Apple is reportedly planning to partner with Intel to manufacture iPhone chips by 2028, moving some production to the U.S. to diversify its supply chain.The post Apple May Soon Revive Intel Partnership first appeared on iPhone in Canada.

Back to Top / Friday, January 23, 2026, 12:20 pm / permalink 18335 / 6 stories in 6 wks

Intel (INTC) Stock Falls After Missing Q1 Revenue and Earnings Guidance

Trader Edge / parameter - TLDR Intel stock collapsed 13% after hours following weaker-than-expected Q1 revenue and earnings guidance The chipmaker can’t produce enough AI server chips to meet customer demand due to manufacturing issues First-quarter revenue outlook of $11.7-12.7 b…

Back to Top / Friday, January 23, 2026, 9:21 am / permalink 18332 / 9 stories in 6 wks

Nvidia (NVDA) Stock Jumps as China Just Unlocked $30 Billion in H200 Chip Sales

Trader Edge / parameter - TLDR Nvidia shares rose 1.5% Friday after China reportedly gave preliminary clearance for H200 chip orders Alibaba, Tencent, and ByteDance received authorization to discuss specific purchase quantities Potential deal could generate $30 billion in revenue …

Back to Top / Friday, January 23, 2026, 9:21 am / permalink 18331 / 5 stories in 6 wks

Alibaba Preparing IPO for AI Chip Unit T-head Amid Chinese Semiconductor Listing Boom

Markus Kasanmascheff / winbuzzer - Alibaba reportedly wants to spin off and list its AI chip unit T-Head following employee restructuring, adding to a wave of Chinese semiconductor IPOsThe post Alibaba Preparing IPO for AI Chip Unit T-head Amid Chinese Semiconductor Listing Boom appeared f…

Back to Top / Thursday, January 22, 2026, 12:20 pm / permalink 18290 / 4 stories in 6 wks

AMD Officially Confirms Ryzen 7 9850X3D MSRP: $499 - Launching on January 29

techpowerup - AMD has just announced that the much-anticipated Ryzen 7 9850X3D desktop gaming CPU will launch on January 29, with a suggested retail price of $499. This newcomer will sit just above its 8-core sibling in Team Red's current-gen 3D V-Cache-augmented line …

Back to Top / Thursday, January 22, 2026, 10:20 am / permalink 18285 / 7 stories in 6 wks

Leeds-based Optalysys raises €26.4 million to accelerate always-encrypted data technology using light

Rahul Raj / eu-startups - Leeds-based photonic computing company Optalysys today announced that it has raised €26.4 million (£23 million) in a Series A extension round to accelerate the commercialisation of its proprietary photonic chips and support US expansion. The round was led…

Back to Top / Thursday, January 22, 2026, 3:20 am / permalink 18272 / 6 stories in 6 wks

“Like Selling Nuclear Weapons to North Korea”: Anthropic CEO Dario Amodei Blasts U.S. Decision to Approve NVIDIA’s H200 AI Chip Exports to China

Muhammad Zuhair / wccftech - Anthropic's CEO Dario Amodei has spoken once again about selling NVIDIA's AI chips to China, claiming that the U.S. is providing Beijing with the weapon to get ahead in the AI race. Anthropic's Amodei Argues that China Has Remained Behind in the AI Race D…

Back to Top / Tuesday, January 20, 2026, 10:21 am / permalink 18203 / 10 stories in 6 wks