Intel set to buy AI chip specialist as it scrambles to catch up with AMD, Nvidia Intel plans to buy SambaNova but faces mounting pressure as valuation concerns shadow the sale. TechRadar · Dec 12, 2025
Nvidia weighs expanding H200 production as new China orders rush in, report claims — ByteDance and Alibaba listed as suitors for 'large orders' in the wake of sanctions lift Nvidia is evaluating whether to increase production of its H200 data center GPUs after demand from Chinese customers is expected to exceed current supply. Tom’s Hardware · Dec 12, 2025
Oracle reportedly delays several new OpenAI data centers because of shortages — tight material and labor supply frustrate expansion plans, possibly by a year or more Oracle reportedly delays some of the data centers for OpenAI from 2027 to 2028, citing labor and materials shortages. Tom’s Hardware · Dec 12, 2025
I've tested PhysX now that it's sorta supported on the RTX 50 series and I'm more convinced than ever it's a feature worth fighting for PhysX matters, ya know. PC Gamer · Dec 12, 2025
China mulls $70 billion domestic chip fabrication injection, would be largest of any government semiconductor investment — Huawei and Cambricon among candidates in push to compete with Nvidia, other U.S. firms China is considering investing up to an additional $70 billion in its domestic chip manufacturers in an effort to better compete with US firms like Nvidia. Although exact figures and investment strategies have yet to be decided, this move would be in line with China's "whole nation" approach to tackling… Tom’s Hardware · Dec 12, 2025
The Architects of AI are Time's Person of the Year – here are 3 reasons why Time’s 2025 Person of the Year celebrates the Architects of AI for reshaping the world. TechRadar · Dec 12, 2025
Michael Burry Says AI Bubble Still Has Room to Grow, No Way to Tell When It Will Burst Big Short's Michael Burry believes there is 'supply-side gluttony', implying major data centre expansion, GPU orders, and multibillion-dollar commitments without any clear end-user demand. International Business Times UK · Dec 12, 2025
Trump embraces great power cooperation with China and Russia Trump's first term launched "Great Power Competition." His second is actively working to end it. Axios · Dec 12, 2025
AI Bubble Risks: 'Is Your Nest Egg Safe?' Everyday Investors Shift to Gold, Bonds as Nvidia & Palantir Fear Mounts Retail investors are shifting from AI stocks to gold and bonds amid fears of a bubble, as Michael Burry shorts Nvidia and Palantir, signalling increasing market caution. International Business Times UK · Dec 12, 2025
Asus ROG Zephyrus G14 vs Razer Blade 14: Which gaming laptop should you buy? The Asus ROG Zephyrus G14 and Razer Blade 14 are two of the most powerful ultraportable gaming laptops around, but which should you buy? I put these machines head-to-head to help you decide. Tom’s Guide · Dec 12, 2025
The Chip Boom Is Back: 3 Stocks Positioned for Huge Gains Semiconductor expert Marc Chaikin breaks down why Credo Technology, Lam Research and Taiwan Semiconductor could benefit from strong chip demand. MarketBeat · Dec 11, 2025
Oracle Stock Hit Hard: Why Its AI Pipeline Could Drive a 2026 Rally Oracle is on track for a robust rebound as its rapidly expanding RPO is converted into revenue and profits: December price weakness is a buying opportunity. MarketBeat · Dec 11, 2025
Intel Is Reportedly Buying SambaNova Systems. What Does That Mean for INTC Stock? Intel has reportedly signed an initial deal to acquire AI chip startup SambaNova. Barchart · Dec 11, 2025
Oracle Shares Plunge 11% in Premarket, Dragging Down Major AI Stocks Oracle shares fell around 11% in premarket trading, sparking declines across multiple AI-related stocks. The drop followed the company's latest earnings update, which prompted broader investor concerns within the tech sector. International Business Times UK · Dec 11, 2025
The Conversation · Dec 11, 2025 With Nvidia’s second-best AI chips headed for China, the US shifts priorities from security to trade This week, US President Donald Trump approved previously banned exports of Nvidia’s powerful H200 artificial intelligence (AI) chips to China.
Barchart · Dec 11, 2025 Palantir Just Scored a Deal to Build Nuclear Submarines. Should You Build a Position in PLTR Stock? Palantir is a mega-cap AI stock that continues to gain traction, driven by enterprise partnerships, even as it trades at an elevated multiple.
The Independent UK · Dec 11, 2025 These are the key AI players on the cover of Time's 'Architects of AI' magazine Accompanying Time’s annual person of the year selection Thursday is a magazine cover that resembles the “Lunch Atop a Skyscraper” photograph from the 1930s showing eight of the “Architects of AI” sitting on the beam
TechRadar · Dec 11, 2025 Nvidia develops new software to help track chips following smuggling discovery Nvidia has open-sourced new GPU monitoring software, but it's not for geolocation.
Barchart · Dec 11, 2025 How Fast Does an AI Chip Depreciate, and Why Does It Matter for Nvidia Stock? Concerns over how quickly AI chips lose value have sparked a heated debate on Wall Street, as their depreciation rates directly impact hyperscaler earnings and play a critical role in Nvidia’s long-term growth trajectory.
Barchart · Dec 11, 2025 2 Defined-Risk Options Strategies to Trade Quarterly Earnings Without Gambling Even beginners can master these must-know options trades to take advantage of elevated implied volatility ahead of earnings reports.
Barchart · Dec 11, 2025 As Democrats Sound the Alarm on Palantir, How Should You Play PLTR Stock? Nine Democratic lawmakers have alleged that Palantir has “improper ties” to the Trump administration.
Tom’s Hardware · Dec 11, 2025 Asus' new 5K gaming monitor is so high-end it doesn't even officially support RTX 40-series GPUs — the XG27JCG is a 5K 180Hz beast with 330Hz 1440p dual-mode support Asus is betting on overpriced GPUs in this ultra high-res and high refresh rate pairing, dubbed the "XG27JCG," a new 5K 180 Hz monitor that can only run on Nvidia's RTX 50-series, officially, or AMD's RX 7600 and up. It supports all the gaming features you could ever want, along…
TechRadar · Dec 11, 2025 Oracle shares drop after $15bn higher AI spending revealed Oracle investors aren't happy with higher-than-anticipated Capex, despite healthy revenue growth.
LiveScience · Dec 11, 2025 Breakthrough 3D wiring architecture enables 10,000-qubit quantum processors The novel 3D wiring architecture and chip fabrication method enable quantum processing units containing 10,000 qubits to fit in a smaller space than today's 100-qubit chips.
Windows Central · Dec 11, 2025 AMD's FSR "Redstone" update is finally here, but it's not as straightforward as expected — Here's what you need to know Promised to launch in 2025 at Computex, AMD has just made it under the wire to deliver an FSR "Redstone" update for its Radeon RX 9000 GPUs. It's all a bit confusing due to some name changes, but I can explain.