Semiconductor News & Analysis Feed

US technology advisor David Sacks has raised concerns about the biggest risk to NVIDIA's $500 billion AI financing plan, identifying an oversupply of computing capacity as the primary threat. Following NVIDIA's announcement that GPUs are now being treated as a financial asset class, Sacks highlighte

Recent revelations by former AI czar David Sacks expose that the U.S. government warned Anthropic about a jailbreak in its Fable 5 AI model, yet the company refused to patch or remove it. The vulnerability allowed unauthorized access to the underlying Mythos model, which is considered a powerful, un