Semiconductors

NVIDIA CEO Jensen Huang unveils physical AI strategy at CES, as NVIDIA shifts from cloud AI to physical intelligence, targeting autonomous vehicles, robotics and factories as power efficiency becomes the core infrastructure constraint.

NVIDIA’s Shift to Physical AI Signals New Infrastructure Era

Jensen Huang's CES unveiling signals pivot from cloud dominance to embodied intelligence across autonomous vehicles, robotics and manufacturing infrastructure.

Tech IconsJan 6, 2026AI InfrastructureAutonomous VehiclesCES 2026Physical AI

NVIDIA AI-ready servers optimized for high-performance artificial intelligence training and data center workloads.

Nvidia's Expansion and the Battle for AI Infrastructure Dominance

How a $20 billion licensing deal and strategic acquisitions reveal Nvidia's push to control AI infrastructure from silicon to software amid geopolitical turbulence.

Tech IconsJan 2, 2026Data CentersHyperscalersSemiconductors

Render of IBM Quantum Starling.

IBM and Cisco Launch Distributed Quantum Computing Strategy

IBM and Cisco partner to build distributed quantum networks, linking processors through photonic entanglement and redefining how quantum systems scale toward commercial use.

Tech IconsNov 20, 2025AI InfrastructureQuantum ComputingSemiconductors

TSMC headquarters in Hsinchu, Taiwan, symbolizing its central role in the AI boom.

TSMC at the Core of AI Boom Delivers Record Q3 Profit

TSMC posts record $33B Q3 revenue and 39% profit jump as its central role in the AI boom drives global chip growth and $42B capex expansion.

Tech IconsOct 16, 2025AI ChipsEarnings SeasonSemiconductors

Qualcomm Wins Full Legal Victory in Arm Licensing Dispute

Read more

Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Stargate is a collaboration of OpenAI, Oracle and SoftBank, with promotional support from President Donald Trump, to build data centers and other infrastructure for artificial intelligence throughout the US. Photographer: Kyle Grillot/Bloomberg via Getty Images

Nvidia’s $100B OpenAI Bet Raises Plenty of Questions

Read more

Intel headquarters in Silicon Valley, Santa Clara, California, USA

Intel Gains Momentum on Strategic Deals Talk and Cost Reset

Read more

NVIDIA Acquires Enfabrica to Boost AI Data Center Networking

Read more

Nvidia headquarters building in Santa Clara, California, symbolizing its global chip dominance.

China Finds Nvidia's Mellanox Acquisition Violated Antitrust Laws

Read more

Taiwan Semiconductor Manufacturing Company (TSMC) plant in Hsinchu Science Park, Taiwan

US Export Curbs Put $9.9B TSMC China Revenue at Risk

Read more

AMD Data Center Revenue Climbs to $12.6B Amid AI Growth

AMD Data Center Revenue Climbs to $12.6B Amid AI Growth

Read more

US Revokes Samsung, SK Hynix Approvals for China Operations

Read more

AI Cyberattacks Surge as Deepfakes and ML Breach Defenses

Workday Reports Data Breach Through Third-Party CRM System

Security Flaw in Perplexity's Comet AI Browser Exposes User Data

DDoS Attacks Overwhelm Global Digital Networks via IoT Botnets

AI Tools Turn Hackers Into Sophisticated Cybercrime Threat

Britain’s overlooked deep tech ecosystem is coming into focus—from AI infrastructure and quantum computing to robotics, advanced materials, and battery innovation.

Beyond Silicon Valley: UK Deep Tech Startups to Watch in 2026

Read more

Renaissance painting depicting a banker counting coins beside his wife, symbolizing wealth, morality, and the origins of financial culture—echoing today’s digital banking revolution.

How Challenger Banks Are Redefining the Future of Global Finance

Read more

Two men — one older, one younger — face each other under blue light, symbolizing the architect of a system in dialogue with his own creation.

Venture Capital's Transformation: Why VCs Are Trapped in Their Own Investments

Read more