Chips & Semiconductors.

TSMC, Intel, AMD and the chip race.

Graphic depicting executive leadership transition and corporate branding at Nvidia.
Hardware

Nvidia CEO Jensen Huang Departs Abruptly as Board Names Colette Kress Interim Chief

The surprise leadership succession at the world's leading semiconductor company triggers executive search while Chief Financial Officer Colette Kress assumes control.

4 min to readNov 14, 2026 · 17h
Architectural rendering of the new GlobalFoundries 300mm semiconductor manufacturing facility.
Hardware

GlobalFoundries Breaks Ground on 21 Billion Dollar US-Japan Semiconductor Fab

GlobalFoundries has officially broken ground on a new 300mm semiconductor fabrication facility in Malta, New York, marking the flagship deployment of a 21 billion dollar bilateral U.S.-Japan chip initiative.

4 min to readNov 14, 2026 · 05h
Infographic showing global AI infrastructure spending growth projections through 2027.
AI

Gartner Projects Global AI Infrastructure Spending to Reach 2.4 Trillion in 2027

Gartner forecasts that worldwide artificial intelligence infrastructure spending will surge to 2.4 trillion dollars by 2027, driven by massive enterprise investments in AI-optimized server clusters.

4 min to readNov 14, 2026 · 05h
Cerebras Systems wafer-scale hardware presentation and datacenter processor showcase.
Hardware

Cerebras Systems Stock Surges 17 Percent on Accelerating Wafer-Scale AI Chip Revenue and Expanded Microsoft Deal

Cerebras Systems shares gained over seventeen percent following accelerating revenue for its Wafer Scale Engine processors alongside an expanded deployment deal with Microsoft.

4 min to readNov 13, 2026 · 17h
CNCF leadership panel analyzing cloud-native software and open-source developer trends.
Software

Cloud Native Computing Foundation Reports Global Cloud Developers Top 21 Million Driven by AI Systems

The Cloud Native Computing Foundation and SlashData revealed that global cloud-native developers reached 21 million, fueled by artificial intelligence workloads.

4 min to readNov 13, 2026 · 05h
Applied Materials semiconductor equipment manufacturing cleanroom and logo.
Hardware

Applied Materials Posts 53 Percent Revenue Surge as Foundry AI Chip Equipment Orders Beat Projections

Semiconductor equipment leader Applied Materials posted a 53 percent revenue increase, driven by aggressive foundry spending on advanced node AI wafer fabrication.

5 min to readNov 13, 2026 · 05h
Microscopic inspection of high-density silicon die packaging and interconnect solder bumps on an advanced compute processor.
Hardware

TSMC Board Approves One Billion Dollars for OpenAI and Anthropic Equity Stakes

TSMC authorized investing up to one billion dollars across OpenAI and Anthropic while raising its quarterly cash dividend to a record NT$9 per share.

5 min to readNov 12, 2026 · 05h
Industrial rackmount Ethernet patch panel with organized network cables.
Software

Threat Actors Deploy AntiFox Autonomous AI Agents to Automate AWS Cloud Credential Theft

Cybersecurity researchers uncovered threat campaigns using AntiFox autonomous artificial intelligence agents to automate cloud credential extraction across AWS instances.

4 min to readNov 11, 2026 · 19h
Photograph of Nvidia chief executive Jensen Huang speaking at Stanford University.
Hardware

Nvidia CEO Jensen Huang Summoned to Congressional Hearing on Semiconductor Security

US House committee summons Nvidia CEO Jensen Huang to testify regarding corporate cybersecurity, semiconductor supply chains, and export compliance.

5 min to readNov 11, 2026 · 06h
Advanced semiconductor fabrication cleanroom facility producing high-performance server microprocessors.
Hardware

AMD Zen 6 EPYC Venice Benchmark Demonstrates Up to 93% Performance Leap

Comprehensive independent benchmarks of AMD's 6th-Gen Zen 6 EPYC Venice dual-socket platform confirm up to 93% integer throughput gains on TSMC's 2nm N2P process.

4 min to readNov 10, 2026 · 18h
Cleanroom technician in full protective gear inspecting a patterned silicon semiconductor wafer.
Hardware

Ardian Raises €1 Billion Dedicated Semiconductor Platform to Scale Specialty Chip Fabrication

Private equity firm Ardian secures €1 billion for a specialized semiconductor investment platform, targeting analog, power, and photonics manufacturing.

4 min to readNov 10, 2026 · 05h
Cleanroom environment with automated yellow-tinted robotic semiconductor wafer processing tools.
Hardware

Infineon Demonstrates Functional Power Semiconductor Devices on 300mm Silicon Carbide Wafers

Infineon Technologies showcases the first operational power semiconductors fabricated on 300-millimeter silicon carbide wafers, boosting per-substrate chip yield by 2.3 times.

4 min to readNov 9, 2026 · 17h
Exterior security entrance gate of the Walt Disney Studios campus in Burbank.
AI

Disney and Adobe Establish Multi-Year Alliance to Deploy Custom Firefly Generative AI Models

The Walt Disney Company partners with Adobe to integrate custom Firefly models across its entertainment studios, enabling controlled generative creation using proprietary intellectual property.

4 min to readNov 9, 2026 · 17h
Exterior of the Google Charleston Road engineering office building in Mountain View.
AI

Google Cloud Introduces TPU 8tx and TPU 8i Max for Confidential AI and Frontier Agents

Google Cloud expands its custom accelerator portfolio with TPU 8tx and TPU 8i Max, integrating AMD EPYC confidential computing to safeguard model weights and real-time agent memory.

4 min to readNov 9, 2026 · 17h
Circular patterned silicon wafer showing microscopic integrated circuit dies.
Hardware

US CHIPS Act Review of 37 Billion Dollar Intel Funding Exposes Foundry Bottlenecks

Congressional oversight panels and Commerce Department auditors scrutinized Intel 37 billion dollar federal grant package following fabrication delays and packaging constraints across domestic expansion sites.

3 min to readNov 9, 2026 · 05h
Large industrial electrical substation with high-voltage transformers and power lines.
AI

David Sacks Warns Artificial Intelligence Data Center Boom Faces Severe Power Grid Constraints

Venture capitalist David Sacks cautioned that planned artificial intelligence computing campuses face prolonged deployment delays as regional utility grids struggle with multi-gigawatt interconnection queues.

3 min to readNov 9, 2026 · 05h
Traders gathered on the bustling floor of the New York Stock Exchange.
AI

Wall Street Dumps Enterprise AI Equities Despite Record Cloud Software Revenues

Enterprise AI market leaders AMD and Palantir recorded historic quarterly revenue expansion, yet both equities faced sharp institutional sell-offs as investors reassess high software multiples.

4 min to readNov 8, 2026 · 18h
Microelectronic silicon chip with exposed internal circuitry and wire bonding traces.
Hardware

ON Semiconductor Cancels Projected Two Billion Dollar Silicon Carbide Facility Expansion

Leading automotive power chip supplier ON Semiconductor has scrapped plans for a projected two billion dollar silicon carbide manufacturing plant in the Czech Republic, curbing capital expenditure as electric vehicle adoption recalibrates.

4 min to readNov 8, 2026 · 05h
Long corridor lined with server racks and overhead power containment in a hyperscale facility.
AI

European Dirty Data Centers Coalition Stages Protests Across Eighteen Nations Against AI Facilities

A grassroots environmental and civic coalition dubbed Dirty Data Centers coordinated demonstrations across eighteen European countries, demanding immediate nationwide moratoria on hyperscale artificial intelligence computing facilities.

4 min to readNov 8, 2026 · 05h
Grand Theft Auto VI cinematic game visual featuring neon-lit open world Vice City waterfront.
Gaming

Generative AI Clones of Grand Theft Auto VI Prompt Industry Debate Over PC Port Timing

The rapid emergence of generative artificial intelligence video models capable of synthesizing Grand Theft Auto VI gameplay has ignited heated industry debate over Rockstar Games' traditional multi-year delay for official PC releases.

4 min to readNov 7, 2026 · 18h
Crusoe Energy leadership presenting infrastructure blueprints for high-density computing installations.
Hardware

Crusoe Sells Troubled Wyoming AI Supercomputing Data Center Project to Google

Crusoe Energy has finalized the sale of its gigawatt-scale Wyoming artificial intelligence data center campus to Google, highlighting the immense capital and electrical power constraints reshaping frontier compute infrastructure.

4 min to readNov 7, 2026 · 18h
Data visualization displaying corporate software spending trends and generative AI expenditure trajectory.
AI

Ramp Corporate Data Reveals Enterprise Generative AI Spending Stalls Ahead of Anthropic IPO

Transactional data from corporate card provider Ramp reveals that enterprise generative artificial intelligence expenditure growth flattened to single digits in late 2026 as corporate buyers demand verified return on investment.

4 min to readNov 7, 2026 · 18h
Prominent banking and corporate financial towers rising above an urban square in a global financial district.
Fintech

Bank of Montreal Deploys Autonomous Agentic AI to Resolve Cardholder Issues

Bank of Montreal has introduced autonomous agentic artificial intelligence across retail operations, granting algorithms authority to investigate credit card billing disputes and issue real-time remediations.

4 min to readNov 7, 2026 · 05h
Cryptocurrency market depth liquidity graph illustrating digital asset order books and blockchain trading volumes.
DeFi & Crypto

Chainalysis Confirms Severe Breach Exposing Password Hashes and Live Tokens

Blockchain intelligence leader Chainalysis has confirmed that an on-path cyberattack compromised its customer authentication systems, exposing names, password hashes, and active API session tokens.

4 min to readNov 7, 2026 · 05h