Katie Tarasov / CNBC : A preview of Nvidia's 2026 GTC, which kicks off on March 16, where the company is expected to unveil new agent...
A preview of Nvidia's 2026 GTC, which kicks off on March 16, where the company is expected to unveil new agentic-optimized CPUs, a CPU-only rack, and more — Nvidia's graphics processing units have been the hottest-selling chips for years, but the sudden advent of agentic artificial intelligence …
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Drones caused a Qatari Helium-producing energy hub to shutter; crucial in chipmaking, Bloomberg says the closed hub makes up ~33% of global Helium production — It's not just oil. — The near-standstill in the Strait of Hormuz is raising fears of a price surge for commodities used …
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Kaiko: cumulative trading volume on crypto exchange Hyperliquid's perpetual oil futures surged to ~$7.3B on March 12 from $339M on February 28 amid the Iran war — A new generation of investors doesn't want to wait for the traditional market open — While traditional energy investors spent …
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Sources: ByteDance suspended the global launch of Seedance 2.0 amid copyright disputes with Hollywood studios and streamers; it was launched in China last month — ByteDance has put on hold the global launch of its latest video-generation model, Seedance 2., due to a string of copyright disputes …
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A survey of 1,000 hiring managers: 59% say they stress AI's role in layoffs or hiring freezes “because it plays better”; only 9% say AI has fully replaced roles — Whatever you think about whether artificial intelligence is coming for your job, it has already mastered one corporate skill: hogging the credit.
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TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification — TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner — Ivan Chiam, Myron Xie, Ray Wang, and 3 others
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An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more — Plus, why an H100 is worth more today than 3 years ago — Dylan Patel, founder of SemiAnalysis, provides a deep dive …
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An excerpt from the upcoming book Project Maven details how the Pentagon enlisted Silicon Valley to build AI-powered tools of war, now playing out in Iran — An excerpt from the coming book Project Maven shows how the US enlisted Silicon Valley in its vision for AI warfare, now playing out in Iran.
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Mobile internet blackouts hit Moscow as the Kremlin tightens control; Roskomnadzor data shows daily traffic down ~20% since March 5 vs. the previous month — Outages mark new phase in government campaign against internet freedom — Moscow is experiencing mass mobile internet blackouts …
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Palantir software demos and DOD records show how the military may be using AI chatbots, including the kinds of queries and the data used to generate responses — Software demos and Pentagon records detail how chatbots like Anthropic's Claude could help the Pentagon analyze intelligence and suggest next steps.
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