Tag

Chips

All articles tagged with #chips

AI's Power Boom: Data Centers Multiply and Redraw the Tech Landscape
technology27 days ago

AI's Power Boom: Data Centers Multiply and Redraw the Tech Landscape

A global surge of AI-focused data centers is unleashing a power surge for artificial intelligence. The number of AI chips in use is expected to approach 200 million by 2028 (from about 20 million today), with hundreds of new data centers coming online and chip production accelerating to support both training and real-time inference. This shift, driven by the Scaling Laws idea that more compute yields disproportionately better AI, positions the U.S. as the current power leader while China narrows the gap and Europe lags on infrastructure. Global AI infrastructure spending is forecast to top $1 trillion by 2029, underscoring a race to dominate the underlying compute fuel for future breakthroughs—and sparking concerns about energy use, environmental impact, and the potential disruption to jobs and politics.

Untracked U.S. Equity: $27 Billion in Corporate Stakes Hidden Across Agencies
economy1 month ago

Untracked U.S. Equity: $27 Billion in Corporate Stakes Hidden Across Agencies

The Trump administration has invested roughly $27 billion across about 30 equity deals in companies from Intel to quantum startups, with stakes spread across four agencies (Commerce, Defense, DFC, Energy). There is no consolidated public ledger, and many holdings sit in opaque term sheets or agency books, making transparency a challenge. The Intel stake is the largest, valued around $42 billion, while other stakes—often in private firms—lack SEC filings. The Development Finance Corporation is the closest thing to a formal equity framework, but overall the portfolio operates with little oversight—reminiscent of past programs like TARP—leaving taxpayers with limited, hard-to-track returns.

Endangered WA Cockatoos Face a Widespread Pesticide Threat from Grain Spills
environment1 month ago

Endangered WA Cockatoos Face a Widespread Pesticide Threat from Grain Spills

Scientists tracking Carnaby’s black cockatoos in Western Australia’s Wheatbelt over three breeding seasons found pesticides in about 80% of seed samples from feeding sites near grain silos, with some samples hundreds of times above legal limits and 26 pesticides detected including neurotoxic chemicals. GPS data showed birds repeatedly visiting contaminated feeding areas, linking exposure to CHiPS (Carnaby’s Hindlimb Paralysis Syndrome). The study calls for a review of Australian pesticide regulations and suggests simple industry changes, like better grain handling and spill cleanup at silos, to reduce wildlife exposure.

US Investors Boost SK Hynix ADRs During Korea Holiday
markets1 month ago

US Investors Boost SK Hynix ADRs During Korea Holiday

SK Hynix's U.S.-listed ADRs jumped in early trading after a 14% drop the prior session, aided by Korea’s market holiday that kept the underlying stock closed and encouraged U.S. bargain-hunting. ADRs traded at roughly a 27% premium to the Seoul shares, reflecting the size of the U.S. investor base, and Barron’s notes the stock’s forward P/E is low relative to Micron, offering a cheaper way to play the memory-chip upcycle.

Meta bets big on AI, delivering its strongest weekly run in years
business1 month ago

Meta bets big on AI, delivering its strongest weekly run in years

Meta shares surged about 6% on Friday and roughly 15% for the week as optimism grows around its AI strategy, following releases of Muse Image and Muse Spark 1.1 and plans for in-house Iris AI chips; investors see potential monetization through ads, subscriptions, and a cloud offering, with capex guidance raised as Meta accelerates its push into AI infrastructure and data centers.

AI Boom Sends Gadget Prices Higher as Chip Costs Rise
business2 months ago

AI Boom Sends Gadget Prices Higher as Chip Costs Rise

Industry executives say the surge in AI-driven demand for memory and storage chips is lifting component costs, forcing price hikes on electronics. Apple’s Tim Cook warned iPhone prices will be higher, and other companies (including Dell, Microsoft's Xbox unit, Ford) have signaled rising costs for components, suggesting broader price increases across devices in the near term.

Trump’s Post Sparks Apple-Intel Chip Talk, But No Confirmed Deal Yet
business2 months ago

Trump’s Post Sparks Apple-Intel Chip Talk, But No Confirmed Deal Yet

A Trump Truth Social post claiming Apple will design and build chips with Intel in the U.S. caused Intel shares to jump about 11%, but neither Apple nor Intel has confirmed any deal or disclosed terms. The move highlights Intel’s turnaround and potential marquee foundry customers, but with no official confirmation and a lofty valuation, investors should wait for concrete news before acting.

Trump Claims Apple-Intel Pact to Bring US Chipmaking Home
technology2 months ago

Trump Claims Apple-Intel Pact to Bring US Chipmaking Home

Trump asserted on Truth Social that Apple and Intel have closed a deal to design and manufacture chips in the United States, though neither company has confirmed the news; prior reporting described a preliminary agreement for Intel to produce Apple processors at U.S. fabs in Oregon, Arizona, and Ohio, with TSMC remaining a major supplier. Production tests were expected in 2026 with full production later, and the US government reportedly holds a 10% stake in Intel tied to CHIPS Act funding.

Intel Expands AI Stack With Next-Gen Chips and Global Partnerships
technology2 months ago

Intel Expands AI Stack With Next-Gen Chips and Global Partnerships

Intel unveils an expanded AI portfolio including rack-scale inference around Xeon and SambaNova SN-50, a disaggregated setup using Xeon, SambaNova RDUs and NVIDIA Blackwell GPUs, and Vector Core Compute cloud; it also announced strategic partnerships with Foxconn, Siemens, Hitachi, Echo Neurotechnologies and Greenstone Biosciences to deliver vertical AI solutions for data-center and enterprise workloads.

Portugal Arrests Mother Over Abandoned French Boys
europe3 months ago

Portugal Arrests Mother Over Abandoned French Boys

Portuguese police arrested the boys’ mother and a 55-year-old man on suspicion of abuse, endangerment and abandonment after two French children, aged four and five and reported missing from Colmar, were found abandoned beside a main road near Comporta. The children have been taken to hospital for observation as a judicial inquiry and police investigation continue.