1 week ago

TSMC Helium Crisis: How the Persian Gulf War Put the World’s Chip Supply on an 1...

TLDR: TMSC holds only 11 days of LNG reserve, the least of any major semiconductor economy on Earth. Helium from Qatar powers EUV...

Mar 20, 2026

Super Micro Co-Founder Arrested Over Alleged $2.5B Nvidia AI Server Smuggling Sc...

TLDR: DOJ charges allege $2.5B in Nvidia-powered AI servers were diverted to China through covert routes. Prosecutors claim fake d...

Jan 21, 2026

Nvidia CEO Jensen Huang Predicts the Trillion-Dollar AI Revolution

TLDR Nvidia CEO Jensen Huang discusses the need for trillions of dollars in AI infrastructure investment. Huang explains AI’s five...

Jan 06, 2026

AI Growth Accelerates Global Race for Compute Power, Says Nvidia CEO

TLDR Nvidia CEO Jensen Huang confirmed AI model growth is sharply increasing global demand for computing power. Huang said AI mode...

Jan 05, 2026

Baidu and Huawei Lead GPU Cloud Market as China’s AI Chip IPOs Surge

TLDR Baidu and Huawei held a combined 70.5% share of China’s GPU cloud market in H1 2025. Baidu leads with 40.4%, leveraging its B...