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Elon Musk reveals roadmap with nine-month cadence for new AI processor releases, beating Nvidia and AMD's yearly cadence — Musk plans to have the highest-volume chips in the world

Elon Musk reveals roadmap with nine-month cadence for new AI processor releases, beating Nvidia and AMD's yearly cadence — Musk plans to have the highest-volume chips in the world

💡 Verdict: Elon Musk plans to release new Tesla AI accelerator chips every nine months, outpacing Nvidia and AMD's yearly cadence, with the goal of achieving the highest volume production globally. Check Price: Check Latest Price ⚡ Quick Hits * Musk aims for a faster AI chip release cycle than Nvidia

OpenAI cofounder's notes entered into evidence in Musk's lawsuit, seemingly point to conspiracy with Altman to oust Musk to establish a for-profit biz — ‘This is the only chance we have to get out from Elon,’ Brockman notes

OpenAI cofounder's notes entered into evidence in Musk's lawsuit, seemingly point to conspiracy with Altman to oust Musk to establish a for-profit biz — ‘This is the only chance we have to get out from Elon,’ Brockman notes

💡 Verdict: Greg Brockman's notes suggest a plan to transition OpenAI into a non-profit, excluding Elon Musk. Check Price: Check Latest Price ⚡ Quick Hits * Brockman's notes reveal internal discussions about OpenAI's future. * The notes indicate a desire to separate OpenAI from Elon Musk's

Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame

Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame

💡 Verdict: Analysts predict a significant drop in Nvidia's China market share, from 66% to 8%, due to export restrictions and increased competition from domestic alternatives. Check Price: Check Latest Price ⚡ Quick Hits * Nvidia's market share in China is projected to plummet. * Export curbs are a major

Microsoft built a ‘Community-First AI Infrastructure’ framework for its data center projects — new policy may be the blueprint for U.S hyperscalers to follow

Microsoft built a ‘Community-First AI Infrastructure’ framework for its data center projects — new policy may be the blueprint for U.S hyperscalers to follow

💡 Verdict: Microsoft is advocating for AI infrastructure development that prioritizes community support, potentially setting a standard for other hyperscalers. Check Price: AI Infrastructure ⚡ Quick Hits * Microsoft is prioritizing community support in its AI infrastructure projects. * This initiative could serve as a model for other large AI companies. * The policy addresses

AMD FSR Redstone press roundtable CES 2026 transcript — company speaks out on why AI 400 lacks RDNA 4 GPU

AMD FSR Redstone press roundtable CES 2026 transcript — company speaks out on why AI 400 lacks RDNA 4 GPU

💡 Verdict: AMD discussed their graphics technologies like FSR Redstone at CES 2026, addressing topics like the lack of RDNA 4 GPU in the AI 400 series. Check Price: FSR Redstone ⚡ Quick Hits * AMD highlighted advancements in their graphics technologies. * The discussion included details about FSR Redstone. * The absence of RDNA

Glass cloth could be the next great AI shortage, as major manufacturers scramble to secure critical material — Japanese manufacturer courted by Apple, Nvidia, Google, and Amazon

Glass cloth could be the next great AI shortage, as major manufacturers scramble to secure critical material — Japanese manufacturer courted by Apple, Nvidia, Google, and Amazon

💡 Verdict: A critical shortage of glass cloth, essential for manufacturing AI components, is causing major tech companies to scramble for supplies. Check Price: Glass Cloth ⚡ Quick Hits * Glass cloth is a critical component for AI hardware manufacturing. * Supplies are dwindling, leading to a potential shortage. * Major tech companies are vying

Analyzing Washington's new AI accelerator export rules — smaller manufacturers suffer while Nvidia and AMD will reap the rewards

Analyzing Washington's new AI accelerator export rules — smaller manufacturers suffer while Nvidia and AMD will reap the rewards

💡 Verdict: New U.S. export rules on AI accelerators favor larger manufacturers like AMD and Nvidia, potentially disadvantaging smaller companies while allowing limited shipments of MI325X and H200 GPUs to China under specific conditions. Check Price: MI325X and H200 ⚡ Quick Hits * New U.S. export rules impact the AI accelerator