Ali Song/Reuters Huawei Technologies said on Monday that its high-end chips will have transistor density equivalent to 1.4nm processes in five years, underscoring Beijing’s efforts to neutralise US sanctions that have made it hard for China to build advanced chips. Huawei did not provide independent performance data, but the target, unveiled at a semiconductor symposium…
Anthropic CEO Dario Amodei looks on after a meeting with French President Emmanuel Macron during the AI Impact Summit in New Delhi on February 19, 2026. Ludovic Marin | Afp | Getty Images Microsoft is in talks to supply its custom artificial intelligence chips to Anthropic, CNBC confirmed on Thursday. A deal would represent a…
The AI rally continued this earnings season. But companies building the underlying hardware powering the boom warned that the Iran war is putting pressure on their supply chains and profitability. A spiraling conflict in the Middle East has seen oil prices skyrocket and supply chains crucial to the tech sector hamstrung. Shortages of key chipmaking…
Lululemon is showing its teeth. The Vancouver, British Columbia-based athleticwear company is taking its battle with activist founder Chip Wilson public, writing in a letter to shareholders on Monday he has “outdated perspectives” and “troubling conflicts of interest” that will derail its turnaround plan, materials reviewed by CNBC show. The letter, Lululemon’s first major public…
Following more than a year of intensive negotiations, Apple has reportedly reached a preliminary agreement with Intel to produce a portion of the silicon that powers its sprawling device ecosystem. According to The Wall Street Journal, this deal marks a significant turning point for both companies, though the exact scale of production remains undisclosed. Given…
The Samsung exhibition stand features the prominent ”A new era of mobile agentic AI” slogan by the South Korean company Samsung Electronics. Joan Cros | Nurphoto | Getty Images Samsung Electronics reported an over eight-fold increase in first-quarter operating profits on Thursday, hitting a new record and beating analysts’ estimates on the explosive growth of…
Shares of companies tied to artificial intelligence infrastructure fell Tuesday after a report that OpenAI has fallen short of internal growth expectations, raising fresh questions about whether the pace of spending across the sector is sustainable. Oracle, which has a $300 billion, five-year partnership to supply computing power to OpenAI for AI operations, dropped more…
Intel has announced a strategic partnership to help Elon Musk design and construct his ambitious Terafab in Austin, Texas. The facility is a joint venture between Musk’s various enterprises, including Tesla, SpaceX, and xAI, dedicated to manufacturing the specialized hardware required for large-scale AI projects. Read: ShopriteX debuts Pixie, an AI assistant for Sixty60 First…
Increasing chip costs are starting to affect SIM cards. (Graphic by Nicola Mawson, with images from Freepik) JSE-listed MTN says it hasn’t seen the effects of a shortage of computing components due to the rapid growth of the artificial intelligence (AI) industry’s demand for chipsets – yet. AI companies’ ramp-up of data centres to cater…
Apple has officially unveiled the long-awaited successor to its flagship over-ear headphones. The AirPods Max 2 will be available for pre-order on March 25, with shipping slated for early April. While the external design remains virtually unchanged, retaining the iconic large, colourful earcups and mesh headband, the internal hardware has received a massive overhaul. Read:…
