5GW: Weapons of Mass Deception

What had been a smoldering issue within the tech world burst into plain view this week after Moonshot AI, a Chinese startup, unveiled an AI model with the technical prowess of many American ones — but which can be accessed at a fraction of the cost. Subscribe to read this story ad-free Get unlimited access…

Semiconductors Austrian company expands Malaysia operations as AI demand outpaces substrate capacity Michael Mertin, chief executive of Austrian substrate supplier AT&S, says AI chips have increased the complexity of vendor-supplier relations. “You have to cooperate, you have to think, you have to have a joint roadmap.” (Source photos by Norman Goh and AT&S Facebook page)…

NEW YORK—Drops for computer chipmakers and other winners of the artificial-intelligence boom dragged down stock markets worldwide on Thursday. The S&P 500 fell 0.5%, even though more stocks rose within the index than fell. The Dow Jones Industrial Average dipped 105 points, or 0.2%, and the Nasdaq composite sank 1.5%. Nearly three out of every four stocks…

AMD has agreed to invest up to $5 billion in Anthropic under an infrastructure agreement covering tens of billions of dollars’ worth of AI systems. Anthropic will deploy up to two gigawatts of capacity using AMD’s Instinct MI450-series accelerators, with deployment of the first gigawatt beginning in the first half of 2027. AMD’s investment will…

The Play Store on your Android TV or Google TV may look like the whole story. It isn’t. You don’t have to limit your TV experience to what Google has approved for your model and region. You can try almost every app made for Android TV, including those that aren’t available officially. And no, I’m…

Asian semiconductor shares suffered another sharp sell-off on Tuesday, 28 July, as investors cut exposure to companies that had benefited most from the artificial-intelligence spending boom. South Korea’s Kospi dropped 10.8%, its largest one-day decline since the early stages of the US-Iran conflict in March. Samsung Electronics fell 13.4%, its worst session in almost two…