Google is making its seventh-generation Tensor Processing Unit widely available after initial testing. The Ironwood chip connects up to 9,216 units in a single pod and is already being adopted by major AI companies like Anthropic. This marks Google’s latest move to challenge Nvidia’s dominance in AI
Qualcomm reported better-than-expected quarterly results and strong guidance, sending a clear message that its AI strategy is working. The chipmaker is positioning itself as a serious competitor to Nvidia in the AI accelerator market with new products coming in 2026 and 2027.
Intel’s upcoming Xe3P GPU architecture might not be limited to data center and integrated graphics. New leaks show both Low Power Media and High Power Media variants, hinting at potential discrete GPU applications. This could signal Intel’s broader ambitions in the gaming and workstation GPU markets
AMD is scrambling to fix a serious vulnerability in its Ryzen and Epyc CPUs that could compromise cryptographic keys. The bug affects the RDSEED random number generator in Zen 5 processors. Attackers with local access could exploit the flaw to decrypt data or access credentials.
AMD’s client CPU business reached record $2.8 billion in Q3 2025, with desktop sales hitting all-time highs. The company gained nearly 10 percentage points of market share since last year, and CEO Lisa Su expects the growth to continue. Interestingly, Ryzen notebook sales also “increased sharply” du
AMD has received U.S. government approval to export its Instinct MI308 AI chips to China. This comes as Nvidia continues facing export license delays for its competing H20 chips. However, AMD isn’t including any MI308 revenue in its Q4 guidance due to ongoing uncertainty.
AMD has disclosed a high-severity security vulnerability affecting its Zen 5 processors that compromises hardware-based random number generation. The flaw could lead to predictable encryption keys, undermining security. Patches are rolling out through January 2026.
Nvidia’s massive AI chip supply agreement with South Korea represents a strategic shift as US-China trade restrictions reshape global technology alliances. The deal will more than quadruple South Korea’s AI computing capacity, creating the world’s third-largest GPU cluster.
China’s manufacturing dominance in solar, EVs, and batteries is creating both a global oversupply crisis and unprecedented cost reductions. The “new three” industries are reshaping energy markets worldwide while facing their own consolidation challenges.
The AI computing boom has transformed memory and storage companies into market darlings. Western Digital and Micron Technology have delivered staggering returns, but the real story lies in their strategic positioning for sustained growth.
