Nvidia market share in China falls to less than 60% — Chinese chip makers deliver 1.65 million AI GPUs as the government pushes data centers to use domestic chips

Local chip makers take 41% of the Chinese AI semiconductor market, while Nvidia’s market share falls to 55% — down from the company’s claimed high of 95%.
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PC makers report surging prices across different components — increasing costs are going beyond memory chip and processors, now affecting PCBs, plastic materials, and more

PC manufacturers are facing surging costs from various suppliers. Price hikes affect everything from chips and processors to packaging and plastics.
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Oracle believed to have cut 10,000 positions across multiple divisions as mass layoffs begin to fuel AI investments — company is reportedly reducing headcount to fund data centers

Oracle reportedly cut over 10,000 positions based on reports from various employees. The move comes after the company has spent billions of dollars on AI infrastructure, with some saying that it will be in the red until 20…

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Hacker charged for stealing $53 million in crypto, faces up to 30 years in prison — Uranium Finance thief spent $2 million of illicit funds on Magic: The Gathering, $1 million on Pokémon cards

Jonathan Spalletta is charged with computer fraud and money laundering for stealing more than $53.3 million worth of cryptocurrency from Uranium Finance, resulting in its shut down.
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Google research suggests encryption technique used by Bitcoin will be cracked by quantum computers around 2029 — search giant says quantum attacks need to be prepared for now

New research from Google suggests that future quantum computers will develop quickly enough to pose a risk to elliptic-curve cryptography, used in cryptocurrencies like Bitcoin, as soon as 2029, and its researchers say act…

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Nvidia invests $2 billion in Marvell to deepen NVLink Fusion partnership — signs deal with one of its biggest competitors

Nvidia announced today that it has invested $2 billion in Marvell Technology and entered a partnership connecting Marvell to Nvidia’s AI factory and AI-RAN ecosystem through NVLink Fusion.
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Iran issues direct strike threat to Nvidia, Microsoft, Apple, Google, 14 other US tech companies — ‘These companies should expect destruction of their facilities in response to each act of terror in Iran’

Iran’s Islamic Revolutionary Guard Corps has issued a direct strike threat to a slew of U.S. tech companies including GPU giant Nvidia, Microsoft, Apple, Google, Meta, IBM, Cisco, and Tesla.
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Fujitsu plans dedicated 1.4nm AI chip manufactured entirely in Japan by Rapidus — AI chip to be designed and manufactured domestically

Fujitsu plans to develop an NPU fabricated on an advanced 1.4nm process by Rapidus, designed for AI inference in servers and related systems.
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The global helium shortage is a direct threat to the chipmaking supply chain — disruption impacts critical processes, high-capacity HDDs, and alternative supplies are plagued by delays

Some industry analysts expect it will take Qatar around five years to regain lost capacity.

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One of JavaScript’s most popular libraries compromised by hackers — Axios npm package hit in supply chain attack that deployed a cross-platform RAT

An attacker compromised the npm account of a lead Axios maintainer on March 30, and used it to publish two malicious versions of the widely used JavaScript HTTP client library.
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