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The Latest Breaking News from Patrick Moorhead

Trump’s Nvidia deal lays bare the contradictions in America’s AI policy

The Trump administration is talking tough on China—but Nvidia's efforts to negotiate reveals the contradictions at the heart of U.S. AI policy.

Fortune

Tech enthusiasts brace for Trump tariff price hikes on new components

We examine the new Trump tariffs on Canada, China, and Mexico and consider their potential impacts on PCs, components, and peripherals.

Tom’s Hardware

Chinese Antitrust Investigation Into Nvidia 'All Speculative': Tech Expert

Tech experts seemed to downplay Chinese regulators' investigation into Nvidia over an alleged breach of antitrust regulations.

Benzinga

From analysis to the latest developments in health,
read the most diverse news in one place.

Intel Board Blasted For Handling Of CEO's Sudden Exit As Stock Falls Again

Intel stock fell again Wednesday prompting an industry analyst to accuse the chip giant's board of mishandling its CEO's sudden exit.

Investors Business Daily

China is "the first to train a single generative AI model across multiple data centers" with an innovative mix of "non-sanctioned" GPUs forced by US import blocks on AI tech

Chinese AI data centers are splitting their generative AI workloads across multiple data centers, potentially solving the issue of power limits and working around US-based blocks.

Windows Central

Here’s why Nvidia’s aggressive sales tactics are in the DOJ's crosshairs

“All of Nvidia’s competitors have issued grievances with me. I’m not going to name them, but you can imagine who they might be,” said Patrick Moorhead of Moor Insights & Strategy.

Fortune

Update: Intel Accelerated Ireland EUV Fab Ramp-Up as Meteor Lake Chips Were In Short Supply

Update 08/02: Patrick Moorhead has published a further tweet, clarifying that "Pat [Gelsinger] didn’t tell me l that there were yield issues. This was *my* interpretation." The text of the article has been updated accordingly to reflect this tweet, as well as Intel statements about accelerating their Ireland Fab 34…

AnandTech

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Intel to layoff more than 15% of workforce — 15,000 or more employees — encountered Meteor Lake yield issues, suspends dividend

Intel announced plans to lay off more than 15% of its workforce amid troubling results.

Tom’s Hardware

Why AMD Doesn't Have To Beat Nvidia To Be A Winner In AI Chips

In the red-hot market for AI chips, AMD finds itself in a familiar position — playing No. 2 to the leader, in this case Nvidia. Here's what investors need to know.

Investors Business Daily

Nvidia Is Walking Tall Now. But Rivals Could Trip Up The AI Chip Giant.

Nvidia has been riding high since generative AI took the tech world by storm. But its path is littered with obstacles that could halt its progress.

Investors Business Daily

Siri can't beat ChatGPT unless Apple breaks its own rules

Apple's Siri is no conversationalist and it's up for debate if it ever will be.

People

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