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Jon Swartz
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8 articles
AI-Driven Chip Shortage Triggers Washington Lobbying War as Apple Seeks Chinese Supplier Relief
An explosion in artificial intelligence (AI) development has ignited a severe global memory chip crunch, igniting an aggressive lobbying campaign on Capitol Hill as non-AI sectors scramble to secure critical components and protect failing supply pipelines. Driven by data centers vacuuming up massive volumes of high-bandwidth memory and dynamic random-access memory (DRAM) to train advanced […]
Jon Swartz · Aug 10, 2026 · 2 min
TSMC Signals Broad Price Hikes Across Advanced Chip Portfolio, Threatening Tech Margins: Report
Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s dominant contract chipmaker, […]
Jon Swartz · Jun 25, 2026 · 3 min
Trump Announces Blockbuster Apple-Intel Chip Deal as ‘RAMmageddon’ Hits Tech Industry
President Donald Trump announced early Thursday that Apple Inc. has agreed to partner with Intel Corp. to design and manufacture its semiconductor chips domestically – a potentially big win for the White House’s aggressive campaign to reshore critical technology manufacturing to the U.S. through targeted tariffs and state-backed investments. Writing on Truth Social, Trump criticized […]
Jon Swartz · Jun 18, 2026 · 3 min
Amazon Lands $6B Cloud Deal from Snowflake in Massive AI Hardware Push
Amazon Web Services (AWS) has secured a $6 billion, five-year […]
Jon Swartz · May 28, 2026 · 3 min
NVIDIA CEO Huang Urges Super Micro to Tighten Export Compliance Amid $2.5B AI Chip Smuggling Scandals
NVIDIA Corp. CEO Jensen Huang landed Saturday in Taiwan ahead of the Computex 2026 trade show, smack dab in the middle of a high-stakes geopolitical storm involving record corporate earnings, tight supply chains, and a major international hardware smuggling scandal. Upon landing at Taipei’s Songshan Airport, Huang immediately called on long-time server manufacturing partner Super Micro
Jon Swartz · May 25, 2026 · 4 min
NVIDIA’s China Ambitions Stall as Beijing Pivots to Homegrown Tech
Despite a high-profile appearance by NVIDIA Corp. CEO Jensen Huang during President Trump’s state visit to China this week, the world’s leading chipmaker remains locked out of its most critical growth market. As the summit between Trump and President Xi Jinping concluded on Friday, the future of NVIDIA’s advanced artificial intelligence (AI) hardware in China remains
Jon Swartz · May 15, 2026 · 3 min
AI in the Backyard: How NVIDIA, Span Are Turning American Suburbs into Decentralized Data Centers
As Silicon Valley grapples with a burgeoning energy crisis and fierce community pushback over massive, warehouse-sized data centers, a California startup believes the solution to the artificial intelligence (AI) revolution lies in your backyard. Span, a smart-home technology firm, is pivoting away from the traditional centralized model of computing infrastructure. In a strategic partnership with AI
Jon Swartz · May 7, 2026 · 2 min
NVIDIA Raises AI Bet with $2 Billion Investment in Cloud Provider Nebius
NVIDIA Corp. announced a $2 billion investment in Nebius Group NV, a sizable expansion of its strategy to bankroll the infrastructure providers that buy its chips. The deal, announced Wednesday, sent Nebius shares surging 10% as the two companies enter a strategic partnership to build hyperscale artificial intelligence (AI) factories. The collaboration is to develop a
Jon Swartz · Mar 11, 2026 · 2 min