News-analysis archive

May 2026

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13 articles

May 27
- AI costs begin to bite as agents may increase token demand by 24 times, says Goldman Sachs report — Uber and Microsoft among companies feeling the bite of tokenized billing
May 26
- IBM spins off America's first quantum chip foundry with $2 billion in federal and private funding — newly-minted 'Anderon' foundry to offer 300mm quantum wafer fab and manufacturing services
May 25
- Imec builds world's first High-NA EUV-fabricated quantum dot qubit device — breakthrough could pull quantum computing onto the same manufacturing roadmap as next-gen AI processors, compressing timelines
May 22
- Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4 million Vera CPUs in FY2027
May 20
- Memory makers brace for hydrogen fluoride pricing shock as Hormuz blockade impacts supply chain — key etching and cleaning material faces sharp cost increase amid trade disruption
May 19
- SMIC founder and AMEC CEO urge Chinese fabs to test domestic chipmaking tools on active production lines — equipment makers post record revenue but falling margins
May 15
- Musk's Colossus 1 AI supercomputer's inefficient mixed-architecture design couldn't be used to train Grok, so Anthropic's using it for inference instead — Musk readies unified Blackwell-only Colossus 2 for frontier training and potential IPO
May 13
- Japanese chemical giant JSR expands to Taiwan for EUV photoresist production near TSMC — plant to fill missing chemical link to scale EUV materials
May 11
- Arm's $2 billion in AGI CPU sales are still not enough to penetrate 5% of overall market share, analyst reveals — at least $90 million worth of CPUs to be shipped before FY2027
May 7
- White House reportedly considers mandatory government vetting of AI models before release — executive order under discussion
May 6
- Survey shows that nearly half of Americans don't want new data centers built near their homes — 47% oppose the construction of new AI data centers in their neighborhood
May 5
- Huawei braces for $12 billion in AI chip revenue driven by homegrown AI model demand — Chinese fabs can barely keep up as Nvidia's market share craters within the region
May 1
- Skyrocketing component prices push Big Tech capex to record $725 billion — Microsoft alone attributes $25 billion of AI budget to increased memory and chip costs