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The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond Every major hyperscaler now designs its own AI silicon, and the collective investment is accelerating. Nvidia still holds approximately 70% of the AI chip market share, but that share is

MOST POPULAR EVENTS - The Hardware Crunch: How Supply Chain Turbulence Is Forcing a New IT Playbook Infrastructure teams are facing a perfect storm: extended hardware lead times, rising costs driven by AI demand, and accelerated platform timelines. - Overcoming the trade-offs in

This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. The Memorial Day travel period got off to a bumpy start yesterday: Flyers at New York's LaGuardia Airport faced delays after a sinkhole — yes, a sinkhole — shut down

MOST POPULAR EVENTS - The Hardware Crunch: How Supply Chain Turbulence Is Forcing a New IT Playbook Infrastructure teams are facing a perfect storm: extended hardware lead times, rising costs driven by AI demand, and accelerated platform timelines. - Overcoming the trade-offs in

AMD begins production ramp of 256-core EPYC Venice — first 2nm HPC chip claims 70% performance leap Intel's competing P-core Xeon won't arrive until 2027 at the earliest. AMD has announced that its 6th Gen EPYC processor, codenamed Venice, has entered production ramp on TSMC's N2

MOST POPULAR EVENTS - The Hardware Crunch: How Supply Chain Turbulence Is Forcing a New IT Playbook Infrastructure teams are facing a perfect storm: extended hardware lead times, rising costs driven by AI demand, and accelerated platform timelines. - Overcoming the trade-offs in

Tom's Hardware Verdict The MSI MPG 322UR X24 is a standout monitor, not just for gaming but for anything you want to do. It has a colorful and bright picture with premium video processing and a solid build. Aside from a lack of internal speakers, it has no real flaws. Pros - + St

Lenovo G02 retro handheld allegedly comes preloaded with thousands of copyrighted games, including Nintendo ROMs — company confirms that it’s an officially white-labeled device meant for the Chinese market What will Nintendo do? A Lenovo-branded G02 retro handheld launched in Chi

Audi enthusiast upgrades 2001 A4 gear shift with old smartwatch in 3D-printed housing — vide-coded WearOS app displays gear selection, can be used to control in-car media Vibe coded WearOS app prevented the old smartwatch from becoming eWaste. An electronics, automobile, and DIY

Pick up an $1100 discount on this RTX 5080-powered HP Omen Max gaming laptop — 32GB of DDR5 RAM and powerful Intel 275HX CPU help to crush the competition in-game RTX 5080 gaming on a portable laptop HP is embracing Memorial Day this year with some excellent deals across its rang

MOST POPULAR EVENTS - The Hardware Crunch: How Supply Chain Turbulence Is Forcing a New IT Playbook Infrastructure teams are facing a perfect storm: extended hardware lead times, rising costs driven by AI demand, and accelerated platform timelines. - Overcoming the trade-offs in

Quantum computing shares popped in premarket trading on Thursday, following reports that the U.S. government will award $2 billion in grants to nine firms operating in the space. The Wall Street Journal first reported on the deals, which will see the U.S. government take equity s

Save over $1,120 on this 4K-ready RTX 5070 Ti gaming PC with 32GB DDR5 and a 2TB SSD — score a big discount on this ABS Kaze II rig from Newegg with a 24-core Intel CPU and powerful Nvidia GPU Get ready for 4K gaming with this rig You should take advantage of this brilliant disco

Beauty and wellness booking marketplace Fresha has announced an $80 million investment from KKR’s Next Generation Technology Growth fund, valuing the London-based company at more than $1 billion. The investment is notable for coming from KKR’s growth equity arm, which targets com

New Flipper One computing multitool bristles with network, GPIO, and M.2 connectivity — new keychain device is also a fully open Arm Linux computer But the devs admit there's still a lot of work to be done to get the Flipper One market-ready, and they are looking for contributors

Intel leans on LPDDR5X to dodge global HBM crisis, leaked Crescent Island AI GPU pics reveal massive Xe3P core — chip sidesteps HBM shortage with 160GB of cheaper memory Intel is going with one massive GPU for its next-generation Xe3P AI GPU, and LPDDR5X memory rather than HBM. P

MOST POPULAR EVENTS - The Hardware Crunch: How Supply Chain Turbulence Is Forcing a New IT Playbook Infrastructure teams are facing a perfect storm: extended hardware lead times, rising costs driven by AI demand, and accelerated platform timelines. - Overcoming the trade-offs in

ASML CEO says Elon Musk is 'very serious' about TeraFab chipmaking megaproject, confirms direct talks — Musk targets $119 billion Texas semiconductor facility First High NA EUV chips expected within months. ASML CEO Christophe Fouquet said on Wednesday that he has spoken directly

MOST POPULAR EVENTS - The Hardware Crunch: How Supply Chain Turbulence Is Forcing a New IT Playbook Infrastructure teams are facing a perfect storm: extended hardware lead times, rising costs driven by AI demand, and accelerated platform timelines. - Overcoming the trade-offs in

Don't settle for less and grab one of the finest Chromebooks for $699 — a 30% discount on the only Chromebook you'll ever need No two Chromebooks are made the same. While some target cost-conscious buyers, others aim to deliver the most premium experience that a Chromebook can of

China's new homegrown gaming GPU flops in performance and price — flagship $485 LX 7G100 can't keep pace with Nvidia's older RTX 4060 Lisuan Tech’s LX 7G100, China’s first real attempt at a serious gaming graphics card, falls significantly short of competing with the best graphic

Securing Your Gemini and Google API Keys Leonid Yankulin Senior Developer Relations Engineer Today, AI services rely heavily on API keys. To run AI agents, users provide API keys that signify paid tokens, subscriptions, or paid accounts. While API keys are easy to use, it is just

MOST POPULAR EVENTS - The Hardware Crunch: How Supply Chain Turbulence Is Forcing a New IT Playbook Infrastructure teams are facing a perfect storm: extended hardware lead times, rising costs driven by AI demand, and accelerated platform timelines. - Overcoming the trade-offs in

Angry tiny Texas town council member proposes total ban on cellular and GPS devices in protest over AI dispute — says 'Let’s take Bandera back to 1880' after town votes to dump AI-powered license plate reader Throwing tantrums. Bandera, Texas, a small town of around 900 residents

An interview with Parallel founder Parag Agarwal about valuing content and incentivizing its creation in a world of agents (plus questions about Twitter). Subscribe to Stratechery Plus for full access. Already subscribed? $15 / month or $150 / year With Stratechery Plus you get a

The CEO of one of France's biggest engineering groups told CNBC that Europe mustn't rely on U.S. infrastructure, warning of "dangerous" over-reliance on infrastructure like Elon Musk's Starlink. "There [are] two things for the future where we need [Europe to] realize how big it i

Save hundreds of dollars on these fantastic Best Buy Memorial Day PC deals — Nvidia RTX 50-series laptops and OLED gaming monitors, among hefty hardware discounts Find a fantastic deal on tech via Best Buy this Memorial Day weekend Best Buy is currently hosting its Memorial Day 2

Nvidia no longer reports sales of graphics solutions as a separate segment — posts eye-watering $81.6 billion Q1 profit thanks to AI boom But sales of graphics hardware continue to set records for Nvidia. Nvidia announced its financial results for the first quarter of its fiscal

Korean funeral services company lost $33 million of its customers' money over a bad crypto bet — firm was secretly investing client funds into leveraged crypto ETFs It wasn't even the only company siphoning customer funds. Last year, a funeral services company in Korean called Bu

Meta has reportedly notified thousands of employees that they’ve been laid off as the company attempts to compensate for its hefty AI investments. In an email from Meta management shared by Business Insider, impacted staffers were told that the planned headcount reduction was par