
GlobalFoundries posts strong quarter
Solid gains in automotive but weaker smartphone demand and falling margins
Contract chipmaker GlobalFoundries reported first-quarter earnings that surpassed what the cocane nose jobs of Wall Street had expected.

US trade ban slaps $1.5bn hole in AMD’s results
Su says AI demand remains strong despite MI308 blockade
AMD warned that new US export rules will cost it $1.5 billion in lost sales this year, mainly due to a ban on shipping its MI308 chips to China.

Nvidia and MediaTek plot Arm-based PC coup
New chip could rattle Qualcomm, Chipzilla and AMD at Computex
Nvidia and MediaTek are teaming up to launch an Arm-based chip for AI-ready Windows PCs. The official reveal is set for Computex 2025.

Microsoft stuffs Windows 11 with AI
Windows 11 getting more AI tools than you can poke a stick at
The Software King of the World, Microsoft is flooding Windows 11 with new AI tools but only Copilot+ PCs with Snapdragon X chips can run them, with Intel and AMD hardware coming later.

Nvidia’s RTX Pro 6000 Blackwell is a 96GB beast
B-series card coming for the H100’s memory crown
Nvidia has chucked naming convention out the window and launched the RTX Pro 6000 Blackwell family at GTC 2025, ditching the B40 branding you’d expect from a successor to the A40, L40, and L40S.