Intel 18A Arizona Fab: Can $7.86B Break TSMC’s 70% Monopoly?
Intel's Arizona Fab 52 manufactures Panther Lake on 18A process, but yield problems and TSMC's dominance challenge the $7.86B government bailout bet.
Moore Threads Claims AI Chips Rival Nvidia Blackwell—No Proof
Ex-Nvidia exec Zhang Jianzhong claims Moore Threads' Huashan chip rivals Blackwell, but provides no specs. ...
Neuromorphic Computing Cuts AI Energy 99%
While the AI industry debates its carbon footprint, University of Surrey researchers just dropped a ...
Unconventional AI Raises $475M: Brain Chips vs NVIDIA
Naveen Rao’s new startup Unconventional AI just closed a $475 million seed round at a ...
Roomba Maker iRobot Files Bankruptcy: China Takes Control
iRobot filed Chapter 11 yesterday. Chinese supplier PICEA takes 100% control through $350M+ debt. EU ...
macOS 26.2 RDMA AI Clusters Challenge NVIDIA at $38K
Apple released macOS 26.2 Tahoe on December 12, 2025, introducing RDMA over Thunderbolt 5 that enables Mac-to-Mac AI clustering. Developers immediately demonstrated running ...
macOS 26.2 RDMA Thunderbolt 5 AI Clusters: 10x Efficiency
Apple released macOS Tahoe 26.2 yesterday (December 12, 2025), quietly introducing RDMA (Remote Direct Memory ...
Rivian Ditches Nvidia for Custom RAP1 Chip in R2 SUV
On Wednesday, December 11, Rivian unveiled the RAP1 (Rivian Autonomy Processor 1), a custom 5nm ...
Optical Computing Breaks 10 GHz: GPU Alternative in 3 Years
The GPU bottleneck narrative just got complicated. While the industry scrambles for NVIDIA’s $40,000 GPUs, ...
AWS Trainium3 Matches NVIDIA: 50% Cheaper AI Training
AWS Trainium3 matches NVIDIA GB300 at 0.36 ExaFLOPS with 50% cost savings. Anthropic's 500K chip ...