Geopolitics strangling AI server growth
Tariff fears and supply chain turmoil hit forecasts despite big tech spending spree
AI servers may be the backbone of today’s tech boom, but global shipment growth forecasts are slipping thanks to geopolitical headaches and tariff threats.
DeepSeek and Alibaba muscle into markets as Western firms squabble over premiums
The Wall Street Journal reckons China is building an AI ecosystem that dodges US influence and the rest of the world seems happy to go along with it.
Microsoft AI out diagnoses doctors
Mustafa Suleyman’s robo-doc squad crushes NEJM case studies
Software King of the World, Microsoft has tested a new AI medical tool that it claims is four times better than human doctors at diagnosing tricky conditions.
TPUs get a boost as soaring GPU costs force AI giants to seek cheaper hardware
OpenAI is quietly shifting parts of its workload onto Google’s custom TPU chips in what appears to be a calculated move to cut costs.
Nvidia banks on governments to bankroll AI boom
Chipmaker shifts focus from Big Tech to nation-state billions
While the cocaine nose jobs of Wall Street keep panicking over a slowdown in Big Tech’s AI spending, Nvidia boss Jensen Huang is busy shaking hands with heads of state and stacking up contracts that might make Silicon Valley look like small change.