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During his Oval Office visit on Wednesday, Prince bin Salman claimed the country will be investing $1 trillion dollars in the United States, a substantial increase from the previously announced $600 billion investment in May. The comments surprised even President Donald Trump in the moment...
Nvidia CEO Jensen Huang at the U.S.-Saudi Investment Forum in Washington, D.C., earlier this week. He namechecked Saudi AI company Humain three times in his company's quarterly earnings call on Wednesday.
On Nvidia’s latest earnings call, CEO Jensen Huang name-checked some of the customers...
An ongoing rumor that has now tarnished his legacy.
Intel and TSMC have traded employees for many years which is common in the semiconductor industry. Taking IP however is not. Hopefully the people who started this rumor will be held accountable.
The AI bubble debate: 15 business leaders from Sam Altman to Bill Gates to Mark Cuban weigh in
https://www.yahoo.com/finance/news/ai-bubble-debate-13-business-100102674.html
I missed the announcement from Intel that Wei-Jen Lo was hired. I see announcements of other executives who joined Intel. If he did and brought secrets it will be a great shame for him and his family in Taiwan.
Elon Musk and Jensen Huang shared plans to build some of the world’s largest data centers in the Middle East as Mohammed bin Salman continues his visit to the United States.
Elon Musk listens as President Donald Trump speaks during a meeting with House Republicans at the Hyatt Regency hotel in...
$100 Billion Investment Program to be Deployed Across the Full AI Value Chain
NVIDIA and KIA Will Each Join the Fund as Investors and Founding Partners
NEW YORK, Nov. 19, 2025 (GLOBE NEWSWIRE) -- Brookfield today announced the launch of a $100 billion global AI Infrastructure program in...
Dutch government relinquishes control of Chinese-owned chipmaker Nexperia
https://www.yahoo.com/finance/news/dutch-government-says-suspending-order-100304392.html
You are absolutely correct. What would we do without EUV today? Hopefully HNA-EUV is quicker to HVM since we have many more process generations ahead. I still wonder what the EUV break even point is considering all of the R&D invested and how few customers there are today?
I heard this argument 20 years ago. That and typhoons, earthquakes, invasions, etc... The good news is that Pat G is still shooting from the hip. The bad news is that his aim has not improved. I strongly discourage technology leaders from disparaging entire countries. Especially critical supply...
Former Intel Corp. boss Pat Gelsinger. CNA photo Nov. 18, 2025
Taipei, Nov. 18 (CNA) Visiting former Intel Corp. boss Pat Gelsinger said Tuesday that concerns over Taiwan's strained energy supply justify efforts to shift more semiconductor production to the United States, despite the island's...
Intel 18A had PDK problems on launch so it was worse than a late launch and Samsung 3nm was pathetic. I am seeing a lot of 18A activity now but let's be honest, who other than Elon Musk will risk production of a high runner on Intel or Samsung while TSMC is executing flawlessly?
Back in the day...
Google CEO Sundar Pichai issued a pointed warning in an interview with the BBC: no company — not even Google — would be immune if the current AI boom turns into a bubble and bursts. He described today’s AI frenzy as an “extraordinary moment,” while also admitting there are “elements of...
Q3-25 Up 15.9% vs. Q2 …
The AI Party Refuses To Die”
Source: WSTS / Future Horizons
Industry Update Webinar
Mark Your Calendar Now … Jan 20, 2026 … 3:00pm UK GMT/UTC
(Visit Our Website www.futurehorizons.com for Further Details)
Executive Summary
Annualised growth rates accelerated...
GMI Cloud plans to build a $500 million AI data centre in Taiwan
The data centre is expected to go online by early 2026
It is much easier to build things in Taiwan! Especially since the chips are made right there.
Yes, Intel built up a big ecosystem for 18A that was unfortunately not utilized. If a big customer comes to 18A the IP ecosystem will jump at the chance to continue working with Intel, absolutely. Example: Synopsys is a close customer/partner of Intel and they are the #1IP vendor. Arm also...
GMI Cloud plans to build a $500 million AI data centre in Taiwan, marking one of the company’s most significant infrastructure investments to date. Powered by Nvidia’s newest Blackwell-generation chips, the facility is designed to meet soaring global demand for high-performance AI computing...
