Inside Meta and AMD’s $100 billion deal, and why AMD is giving up a slice of the company in return for GPU orders — Meta stays platform-agnostic as it develops AI compute strategy

AMD and Meta’s blockbuster deal could see the company signing away 10% of shares in the business to Meta. We examine why AMD is keen to secure AI hardware orders, and explore Meta’s AI compute strategy.

Nvidia still hasn’t sold a single H200 to China nearly three months after getting the green light from the White House — U.S. Commerce official says department hasn’t approved any sales during a House hearing

U.S. Department of Commerce Assistant Secretary for export enforcement David Peters said that his agency has not approved a single H200 export license since President Donald Trump allowed Nvidia to sell them to China.

Trump administration to use Pentagon AI to set mineral reference prices — gallium and germanium among first four targets

The Trump administration wants to use DARPA’s Open Price Exploration for National Security (OPEN), an AI tool launched in 2023, to calculate what supplies of strategically important rare earths should cost once labor, proc…

Sambanova introduces new AI accelerator, partners with Intel to deploy Xeon CPUs for inferencing and agentic workloads — Sambanova claims SN50 chip is three times more efficient than Nvidia B200

SambaNova says its SN50 AI accelerator platform is about five times faster and three times more efficient than Nvidia’s B200. In addition, the company signs a pact with Intel to offer Xeon-based AI systems to enterprises a…

The world’s first transatlantic fiber-optic cable is being ripped up after 37 years on the sea floor — TAT-8 to be removed after entering service in 1988, broke in 2002

Subsea Environmental Services is currently hauling TAT-8 off the seabed near Portugal, more than two decades after it was decommissioned.

DJI sues the FCC over its prohibition on importing new foreign-made drones into the US — Chinese firm contests its placement on the regulator’s ‘covered list’

Following the FCC’s decision last year to put DJI on its “Covered List’ of blacklisted companies, the drone firm has just sued the agency. It argues that the import ban undermines the principles of a fair market, while den…

US gov’t warned Nvidia CEO Jensen Huang, Tim Cook, and Lisa Su that China could invade Taiwan by 2027 — Apple CEO reportedly said he sleeps ‘with one eye open’

A new investigative report from The New York Times reveals that, in July 2023, senior US intelligence officials privately briefed some of the tech industry’s most powerful executives on classified assessments regarding Chi…

AI boosted US economy by ‘basically zero’ in 2025, says Goldman Sachs chief economist — ‘We think there’s been a lot of misreporting of the impact that AI investment had on GDP growth’

The U.S. economy isn’t being propped up by AI investment, despite the common narrative. According to Goldman Sachs, despite hundreds of billions in investment announcements, AI has done little to uplift American financial …