AWS signs a two-year supply deal with Rio Tinto to access its Arizona copper mine, the US' first new source in 10+ years, as AI data centers create huge demand
AWS signs a two-year supply deal with Rio Tinto to access its Arizona copper mine, the US' first new source in 10+ years, as AI data centers create huge demand
The copper, which is being produced in Arizona by Rio Tinto with bacteria and acid, will be used for data-center construction
Jensen Huang says its Blackwell GPUs are now in full production in Arizona, after being solely manufactured in Taiwan previously
Turning Enterprise Data Into Dynamic Decision Intelligence Julia Shapero / The Hill : Nvidia becomes world's first $5 trillion company Reuters : Trump says may speak to China's Xi about Nvidia's ‘supe...
Elon Musk says Tesla's AI5 chip will be made by Samsung in Texas and TSMC in Arizona, with the “oversupply” of chips not used by Tesla going to his data centers
Elon Musk, on the AI5 chip, which is 40x better than the AI4 chip [image] Ed Ludlow / @edludlow : Musk's clarification on Samsung seems important. He's saying Samsung is involved in the AI5 process. P...
At TSMC Arizona, Nvidia and TSMC unveil the first Blackwell chip wafer made in the US, representing that Blackwell has reached volume production
chips still need to be shipped back to Taiwan to complete the final product NVIDIA : The Engines of American-Made Intelligence: NVIDIA and TSMC Celebrate First NVIDIA Blackwell Wafer Produced in the U...
Inside Intel's 700-acre Fab 52 in the Arizona desert, which cost $32B and is starting large-scale 18A chip production, as the company seeks to impress customers
the Arizona mega foundry building the future of 2nm chips Ian King / Bloomberg : Over three days in Arizona, Intel executives repeatedly asserted that its 18A process is the most advanced chip product...
At a White House event, Apple commits to spending another $100B on US manufacturing and aims to bring more of its supply chain to the US to avoid iPhone tariffs
Made In USA iPhone Still Off The Table Snaggy / The Joy of Tech : The Joy of Tech comic... Tim and Trump! MarketWatch : Dow Jones Top Markets Headlines at 11 PM ET: U.S. Trading Partners Race to Secur...
Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years
Nvidia opens first US factories Reuters : Nvidia to produce AI servers worth up to $500 billion in US over four years Taiwan News : Nvidia to invest NT$16 trillion in US AI infrastructure with Taiwane...
Commerce Secretary Gina Raimondo says TSMC has begun producing advanced 4nm chips “on par in yield and quality with Taiwan” for US customers in Phoenix, Arizona
yield and quality reportedly on par with Taiwan fabs Denver Post : Arizona's Tiny Taipei: How a Taiwanese chip factory seeded a community Ben Schwan / heise online : TSMC board meets in Arizona Naomi ...
Sources: TSMC is in discussions with Nvidia to make its Blackwell AI chips at TSMC's new Arizona plant starting in early 2025, expanding on production in Taiwan
Taiwan Semiconductor Manufacturing Co (2330.TW) is in discussions with Nvidia Corp (NVDA.O) to produce its Blackwell artificial …