Sign in Subscribe

News

Alibaba plans IPO for chip-arm T-Head to help bankroll ambitious AI infrastructure investments — company to go up against Cambricon and Huawei to capture domestic accelerator market

Alibaba plans IPO for chip-arm T-Head to help bankroll ambitious AI infrastructure investments — company to go up against Cambricon and Huawei to capture domestic accelerator market

💡 Verdict: Alibaba's chip manufacturing division, T-Head, is reportedly preparing for an IPO to fund its domestic AI accelerator solutions and infrastructure projects. Check Price: T-Head ⚡ Quick Hits * T-Head is pursuing an IPO. * The IPO aims to fund AI accelerator development. * The company will compete with Cambricon and Huawei.
The Tech Monk
Intel shares down 13% as company only manages to shrink losses in latest earnings, demand to outpace 2026 supply — $300 million deficit comes despite more than $20 billion in outside investment from Nvidia and friends

Intel shares down 13% as company only manages to shrink losses in latest earnings, demand to outpace 2026 supply — $300 million deficit comes despite more than $20 billion in outside investment from Nvidia and friends

💡 Verdict: Despite stabilizing in 2025 and strong Q4 results, Intel anticipates supply constraints in Q1 2026, impacting investors and causing a stock dip. Check Price: Check Latest Price ⚡ Quick Hits * Intel's stock price dropped significantly (13%) following the earnings report. * The company anticipates supply issues in early 2026,
The Tech Monk
'We can't completely vacate the client market' says Intel amid wafer supply shortages — Nova Lake still on-track for late 2026 release, 14A in 2028

'We can't completely vacate the client market' says Intel amid wafer supply shortages — Nova Lake still on-track for late 2026 release, 14A in 2028

💡 Verdict: Despite facing wafer supply shortages, Intel assures it will remain competitive in the client market, with Nova Lake still slated for a late 2026 release. Check Price: Nova Lake ⚡ Quick Hits * Intel is experiencing wafer supply shortages. * The company remains committed to the client market. * Nova Lake architecture is
The Tech Monk
Companies are deploying high-level executives abroad to keep supply chains smooth amid memory squeeze — from CEOs to procurement experts, crucial meetings across the globe shape the industry

Companies are deploying high-level executives abroad to keep supply chains smooth amid memory squeeze — from CEOs to procurement experts, crucial meetings across the globe shape the industry

💡 Verdict: Tech companies are deploying high-level executives globally to navigate supply chain challenges and secure crucial resources amidst the AI-driven memory squeeze. Check Price: H200 ⚡ Quick Hits * Top executives are engaging in international diplomacy to secure supply chains. * The AI boom is intensifying competition for essential components. * The future of
The Tech Monk
Elon Musk's xAI Colossus 2 is nowhere near 1 gigawatt capacity, satellite imagery suggests — despite claims, site only has 350 megawatts of cooling capacity

Elon Musk's xAI Colossus 2 is nowhere near 1 gigawatt capacity, satellite imagery suggests — despite claims, site only has 350 megawatts of cooling capacity

💡 Verdict: Satellite imagery analysis suggests that xAI's Colossus 2 supercomputer is operating far below its claimed 1 GW scale due to cooling limitations, contradicting Elon Musk's assertions. Check Price: Colossus 2 ⚡ Quick Hits * Satellite analysis indicates Colossus 2's actual capacity is significantly lower than
The Tech Monk
Chinese semiconductor industry gears up for domestic HBM3 production by the end of 2026 — CXMT to produce chips, while Naura, Maxwell, and U-Preseason design tools for assembly

Chinese semiconductor industry gears up for domestic HBM3 production by the end of 2026 — CXMT to produce chips, while Naura, Maxwell, and U-Preseason design tools for assembly

💡 Verdict: China's semiconductor industry aims to domestically produce HBM3 memory and the necessary assembly tools by the end of 2026. Check Price: HBM3 ⚡ Quick Hits * China's semiconductor industry is striving for self-sufficiency in HBM3 memory production. * CXMT is expected to handle chip production. * Naura, Maxwell, and
The Tech Monk