Economic value accrues to those companies that allow AI models to operate at scale. This is where Australia is far more ...

The market narrative is simple: if investors want exposure to artificial intelligence, they need to go offshore. It’s a neat ...

Amazon Alexa on-device AI now runs in millions of Echo homes, but Panos Panay’s July 2026 CNBC interview reveals the split: ...

Etched is preparing to ship its first AI inference systems this summer after TSMC manufactured the startup’s initial Sohu ...

Overvalued, over-owned, piling on debt and burning through cash flow at a rate that matches the dotcom darlings in the final months of speculative blow-off in 1999.

A supply analyst is claiming that Amazon is looking to bring processor design in-house to save money.

July-August 2026 The July issue of Supply Chain Management Review explores how organizations are preparing for the future ...

Google Gemini AI compute shortage forced Meta to ration internal “token” use after Google could not supply the full capacity ...

AI chip startup Etched has raised $800M backed by Jane Street and TSMC-linked VentureTech Alliance, with one billion dollars in signed sales contracts.

Q: Are chiplets simply an evolution of multi-chip modules (MCMs) from the 1990’s? A: In many ways, yes. Early multi-chip ...

Etched, the fast-growing AI chip startup behind the transformer-specific Sohu ASIC, has locked down roughly 80,000 square ...

If you own VanEck Semiconductor ETF (NASDAQ:SMH) for AI exposure, you are betting on the same handful of chip designers ...