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news NVIDIA expects no China data center revenue even after H200 export approval

NVIDIA expects no China data center revenue even after H200 export approval

NVIDIA has received US approval to ship its H200 AI GPUs to China based customers, but the company is not counting on any revenue from those sales for now. CFO Colette Kress said during NVIDIA’s latest earnings call that the company has not generated revenue from the approved H200 shipments and remains unsure whether China will allow imports of the chips. The situation shows
news AMD invests $10 billion in Taiwan to prepare Helios AI racks with Venice EPYC and MI450X GPUs

AMD invests $10 billion in Taiwan to prepare Helios AI racks with Venice EPYC and MI450X GPUs

AMD is investing more than $10 billion across Taiwan’s technology ecosystem as it prepares to scale its next generation AI infrastructure. The investment will support advanced packaging, manufacturing partnerships, and the rollout of Helios AI racks powered by 6th Gen EPYC Venice CPUs and Instinct MI450X GPUs. This story is connected to the earlier AMD Venice news, but it is not the same update.
news AMD EPYC Venice enters volume production as the first 2nm HPC CPU

AMD EPYC Venice enters volume production as the first 2nm HPC CPU

AMD’s next generation EPYC Venice processors have entered volume production, making them the first high performance computing CPUs to reach that stage on TSMC’s 2nm process. The new server chips are based on AMD’s Zen 6 architecture and are expected to launch later this year. The milestone matters because demand for data center CPUs is rising as companies build larger AI systems. AMD is
news Intel’s Clearwater Forest Xeon 6 Plus chips enter full production on the 18A process

Intel’s Clearwater Forest Xeon 6 Plus chips enter full production on the 18A process

Intel has confirmed that its next generation Clearwater Forest Xeon 6 Plus processors are now in full production, putting one of its most important 18A products closer to launch later this year. The chips are built for data center workloads, with a focus on 6G, Edge AI, and high efficiency server deployments. Clearwater Forest is important because it brings several major Intel technologies into
news NVIDIA moves gaming revenue into new Edge Computing segment as consumer GPU demand slows

NVIDIA moves gaming revenue into new Edge Computing segment as consumer GPU demand slows

NVIDIA will no longer break out gaming revenue as a separate category in its earnings reports. Starting with fiscal 2027, gaming is being grouped under a new Edge Computing segment, which also includes PCs, game consoles, workstations, robotics, automotive, AI RAN base stations, and other client side markets. The change makes it harder to see how much money NVIDIA is making from GeForce graphics
news Former Halo Studios art director calls for third-party investigation into leadership

Former Halo Studios art director calls for third-party investigation into leadership

Glenn Israel, a former art director at Halo Studios, is asking for an independent investigation into alleged ethics violations and questionable hiring practices at the studio. Israel claims that cronyism has influenced hiring and promotions, with some positions reportedly going to personal acquaintances rather than qualified candidates. The allegations were initially posted on Israel’s LinkedIn account and have since been further explored by content
news NVIDIA Blackwell costs more than custom AI chips, but Morgan Stanley says efficiency still matters

NVIDIA Blackwell costs more than custom AI chips, but Morgan Stanley says efficiency still matters

NVIDIA’s Blackwell AI GPUs may cost far more than custom chips from Google and Amazon, but Morgan Stanley believes the higher price can still make sense for large AI data centers. The investment bank says NVIDIA’s chips deliver much stronger performance per watt, which could justify the extra capital spending over time. According to Morgan Stanley’s analysis, building a one gigawatt AI data center
news CHUWI Unibook launches at $449 with Intel Wildcat Lake to challenge MacBook Neo

CHUWI Unibook launches at $449 with Intel Wildcat Lake to challenge MacBook Neo

CHUWI has launched its new Unibook laptop with Intel’s Wildcat Lake platform, and the starting price is the main attraction. At $449, the laptop is $150 cheaper than Apple’s MacBook Neo while offering a larger screen, more ports, a bigger battery, and Windows 11 Pro. The Unibook uses Intel’s Core 3 304 processor, an entry level Wildcat Lake chip designed for everyday laptops. It
news China’s memory push could ease DDR5 prices after huge AI driven spike

China’s memory push could ease DDR5 prices after huge AI driven spike

DDR5 memory prices have climbed sharply as AI demand continues to reshape the chip market, but a former Samsung executive believes relief could arrive next year. Kye hyun Kyung, an advisor to Samsung Electronics and former head of Samsung’s Device Solutions division, says aggressive memory investment from Chinese companies could push prices down in the second half of 2027. The current problem comes from
news NVIDIA starts shipping Vera CPUs to OpenAI, Anthropic, SpaceX, and Oracle

NVIDIA starts shipping Vera CPUs to OpenAI, Anthropic, SpaceX, and Oracle

NVIDIA has started delivering its first Vera CPUs to major AI companies, marking an important step in the company’s next data center platform. The first racks have gone to Anthropic, OpenAI, SpaceX, and Oracle Cloud, with NVIDIA positioning Vera as a processor built for the agentic AI era. Vera is the successor to Grace and is NVIDIA’s first custom CPU designed around large scale
news Intel CEO says foundry business is a national treasure as 18A turnaround gains attention

Intel CEO says foundry business is a national treasure as 18A turnaround gains attention

Intel CEO Lip Bu Tan says the company’s foundry business is becoming a key part of America’s semiconductor strategy, calling it a “national treasure” as more outside customers show interest in Intel’s advanced manufacturing and packaging technologies. Tan made the comments during an interview with CNBC’s Jim Cramer, where he discussed Intel’s foundry recovery, 18A yield progress, future 14A plans, and rising demand tied
news ZOTAC celebrates 20 years with RTX 50 GPU, mini PC, and case giveaways

ZOTAC celebrates 20 years with RTX 50 GPU, mini PC, and case giveaways

ZOTAC is celebrating its 20th anniversary with a major hardware giveaway ahead of Computex 2026. The company is giving away several PC products, including RTX 50 series graphics cards, mini PCs, micro ATX cases, bags, accessories, and anniversary collectibles. ZOTAC was founded in 2006 and has become best known for its NVIDIA graphics cards. Over the years, the company has also expanded into mini
news Intel 18A push may be forcing PC makers to redesign upcoming devices

Intel 18A push may be forcing PC makers to redesign upcoming devices

Intel is reportedly pushing PC manufacturers to adopt its newer 18A based chips, even when some partners originally ordered older Intel 7 processors. The move could help Intel ramp up its advanced manufacturing node, but it may also create problems for PC makers that now have to redesign products around more expensive hardware. The report says Intel has been telling partners that supply of
news Philips 24B2D5300 puts a 1080p screen on both sides for customer facing work

Philips 24B2D5300 puts a 1080p screen on both sides for customer facing work

Philips has launched the 24B2D5300, a business monitor with a screen on both sides. The idea is simple but useful: one display faces the worker, while the other faces the customer, visitor, patient, or client. This design is made for places where two people need to view information at the same time from opposite sides of a desk. That includes hotel reception counters, banks,
news Montech TEN launches as a $69 micro ATX case with a highly modular design

Montech TEN launches as a $69 micro ATX case with a highly modular design

Montech is celebrating its 10th anniversary with a new micro ATX PC case called TEN, and the main idea is flexibility. The case costs $69 and is designed for compact builds that still need strong hardware support, including large GPUs, liquid cooling, and multiple layout options. The TEN uses a “Build to Adapt” concept with three operating modes. Each mode changes how the case
news China reportedly blocks NVIDIA’s RTX 5090 D v2 despite being made for its own market

China reportedly blocks NVIDIA’s RTX 5090 D v2 despite being made for its own market

China has reportedly blocked NVIDIA’s GeForce RTX 5090 D v2 from entering the country, even though the graphics card was designed specifically for Chinese buyers. The move is unusual because this restriction does not appear to come from the United States. Instead, reports suggest Chinese customs is refusing import permits for the card. The RTX 5090 D v2 was created after earlier export restrictions