A hub for independent voices and hard truths
BREAKING: DDR5 memory prices crash up to 30% after Google unveiled TurboQuant. Google TurboQuant cuts AI memory usage to 1/6, raising concerns about memory demand. Memory prices are up 106% since 2024 lows, but are now falling. 32GB DDR5 on …
Farmers are sounding the alarm. Fertilizer prices have jumped 77 percent in just twelve days of the Iran conflict. Thirty percent of global fertilizer flows through the Strait of Hormuz. Crops cannot grow without fertilizer. Corn, soy, wheat, and other …
At today’s House Judiciary Committee hearing, Rep. Chip Roy (R-TX) questioned former Special Counsel Jack Smith.
JUST IN: Amazon launches its new Trainium3 AI chip to rival Nvidia and Google, and says it’s more "cost effective" than Nvidia's. The Trainium3 chip has up to 4.4× higher performance and 4× more memory bandwidth. byu/TonyLiberty inFluentInFinance Amazon stock …
Memory chip shortage accelerating as AI demand consumes supply, threatening price hikes. Samsung quietly hiked memory chip prices up to 60% in November amid supply constraints Consumer electronics and automotive industries face production bottlenecks as chipmakers prioritize lucrative AI demand …
Taiwan Semiconductor Manufacturing Co. reported slowing growth in monthly revenue, highlighting uncertainty over the sustainability of the AI boom even as industry behemoths including Nvidia Corp. chase more chip supplies. The company posted a 16.9% rise in sales for October, …
If the AI revolution is real, why are companies changing the way the books are counted? 2–3 year hardware lifespan suddenly becomes 5–6, profits magically rise. $NVDA AI chip demand is built on lies apparently… according to Michael Burry. pic.twitter.com/Vc93KNWmGK …
Something ugly is happening inside America’s car market. The same people who turned chip shortages into record profits are now watching their own credit machine seize up. Automakers kept prices high, banks kept pushing loans longer, and everyone pretended buyers …
All these deals being announced and it comes back to just one company…TSMC $TSM. — Mosaic Asset (@MosaicAssetCo) October 13, 2025 careful coz openai is shady pic.twitter.com/RusZw9Cojn — Dimitrios Paolo (@dimitriospaolo) October 13, 2025 pic.twitter.com/2n1rkvj68T — PeterK (@PeterKi97) October 13, …
NVIDIA is not just selling GPUs to Musk’s xAI. They own a stake in the company. Every dollar xAI spends on hardware flows back to NVIDIA through sales and equity growth. Every time xAI succeeds, NVIDIA’s valuation rises. This is …
Generative AI Traffic Share.. 12 months ago: 1) ChatGPT ➔ 84.7% 2) Gemini ➔ 8.1% 3) Claude ➔ 2.2% 4) Perplexity ➔ 1.6% 5) Copilot ➔ 0.8% 6 months ago: 1) ChatGPT ➔ 79.7% 2) DeepSeek ➔ 9.2% 3) Gemini …
https://finance.yahoo.com/news/taiwan-not-agree-50-50-002030899.html Taiwan will not agree to a deal with the United States for half of all semiconductor production to take place in the country, the island’s top tariff negotiator said on Wednesday after returning home. U.S. Secretary of Commerce Howard …
🚨 BREAKING: Trump admin is weighing a 1:1 semiconductor rule: for every chip US firms import, they must match with domestic output—or face ~100% tariffs. Policy could benefit firms expanding US production (TSMC, Micron, GlobalFoundries) but challenge tech companies with …
The $5.7 billion investment will see the US government take a 10% stake in Intel, with the Commerce Department said to be ironing out the details. Intel’s chief financial officer has confirmed the company has received $5.7 billion from the …
Alibaba’s chip announcement isn’t an upgrade. It’s a message. “China’s Alibaba has developed a new chip that is more versatile than its older chips and is meant to serve a broader range of AI inference tasks” (US News). The design …
“We don’t sell them our best stuff, not our second-best stuff, not even our third-best… You want to sell the Chinese enough that their developers get addicted to the American technology stack, that’s the thinking” https://www.msn.com/en-us/news/technology/china-reportedly-discouraged-purchase-of-nvidia-ai-chips-due-to-insulting-lutnick-statements/ar-AA1KX76p According to FT, China’s …
Trump didn’t deregulate Big Tech. He sold them immunity. “At the beginning of Trump’s second term, at least 104 technology sector corporations faced at least 143 federal investigations and enforcement actions. So far, 47 of those enforcement actions (against 45 …
The US government is no longer warning, it’s wiring. Reuters confirms federal agencies are embedding tracking devices in AI chip shipments to catch illegal diversions to China. https://www.reuters.com/technology/us-embeds-trackers-ai-chip-shipments-catch-diversions-china-sources-2025-08-13/ If this is in the news it means the FBI likely already …
Nvidia’s Jensen Huang offered the White House $500 billion to keep China’s market open. Trump pushed for even more. That shows just how high the stakes are for both sides in this tech standoff. https://www.wsj.com/articles/nvidia-ceo-jensen-huang-white-house-china-chip-sales-500-billion-investment-4f3a2b7a $NVDA – From WSJ REPORT: …
Intel’s CEO is under fire. But the real story isn’t what’s being said, it’s what’s missing. Tan’s China ties, Cadence’s criminal plea, and $8B in taxpayer subsidies are all on record. But no one’s asking how Intel passed vetting. Or …
AMD just pulled the pin. The MI350 chip, previously priced at $15,000, is now selling for $25,000. That’s a 67% jump. HSBC analysts say the chip now rivals Nvidia’s Blackwell B200 in performance. The MI355X variant, launched in June, is …
Billions in chip projects scrapped in Europe. INTEL TO LAY OFF 15% OF WORKERS, CANCEL BILLIONS IN PROJECTS IN BID FOR REBOUND-WSJ — First Squawk (@FirstSquawk) July 25, 2025 INTEL EMPLOYEE COUNT BY YEAR 2022: 131,9002023: 124,8002024: 108,9002025: 75,000 INTEL …
Europe faces economic paralysis if Asia crisis erupts due to rare earth and chip blind spot. https://twitter.com/MichaelAArouet/status/1947539673095774419
GROK FINISHES HIS SENTENCES, NEURALINK READS HIS MIND – YES, REALLY Bradford Smith lost the ability to move or speak due to ALS. Now? He’s got a Neuralink chip that lets him think his texts into existence. Grok steps in …
Right now, the House proposal fails to meet the moment. It does not meaningfully change spending (Medicaid expansion to able bodied, IRA subsidies). Plus many of the decent provisions and cuts, don’t begin until 2029 and beyond. That is swamp …
Senator Tom Cotton’s legislation seeks to “prevent advanced American chips from falling into the hands of adversaries like Communist China.” Last week, a U.S. congressman announced a plan to introduce a bill that would mandate producers of high-performance AI processors …
The Trump administration plans to rescind Biden-era AI chip curbs as part of a broader effort to revise semiconductor trade restrictions that have drawn strong opposition from major tech companies and foreign governments, according to people familiar with the matter. …
Nvidia (NVDA) stock fell as much as 4% Wednesday as news from Wall Street and Washington spurred fears of moderating AI demand and tightening chip trade rules from the Trump administration. Nvidia customer Super Micro Computer (SMCI), which makes servers …
Amazon $AMZN CEO Andy Jassy: "AI does not have to be as expensive as it is today, and it won’t be in the future. Chips are the biggest culprit. Most AI to date has been built on one chip provider …
China’s tech sector is quietly building its own solutions to one of its biggest challenges, replacing the advanced chipmaking tools that it currently sources from U.S. and European companies. SiCarrier Technologies, a Chinese chip equipment firm closely linked to Huawei, …