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  tech 5

  Intel CEO embraces its 18A node for external customers as 18A-P gets 'inbound interest' — company cites increasing yields

  (Latest from Tom's Hardware / 2026-03-05 11:21)

  Intel's CEO, Lip-Bu Tan, initially considered making the 18A manufacturing node for internal use only but has now changed course due to inbound interest from external customers for its enhanced version, 18A-P. Despite this interest, Intel acknowledges that the 18A node continues to suffer from process variability and yield volatility, though improvements are being made.

  The company made progress on yields in late 2025, enabling low-volume production, but expects to reach industry-standard yield levels only by 2027. This variability creates supply planning challenges, which had originally fueled internal debate about promoting the node externally.

  While several major fabless chip designers have evaluated Intel's 18A and 18A-P technologies, no public commitments to use the node have been announced. However, geopolitical factors may drive some U.S. chip developers to use Intel's foundry services for non-core products in the future.

  Main Topics: Intel's 18A/18A-P fabrication node, external customer interest, yield challenges and progress, foundry business strategy.

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  tech 4

  Nvidia reportedly working on RTX 5050 with 9GB of VRAM on a 96-bit bus, featuring 28 Gbps GDDR7 modules — RTX 5060 with cut-down GB205 GPU also planned

  (Latest from Tom's Hardware / 2026-03-05 11:40)

  Nvidia is reportedly developing an RTX 5050 GPU with 9GB of VRAM, utilizing a narrower 96-bit memory bus but faster GDDR7 modules, resulting in a slight bandwidth increase over previous designs.

  The company is also planning a new RTX 5060 variant that would use a cut-down version of the higher-end GB205 GPU, typically used in the RTX 5070, due to a shortage of its intended GB206 dies.

  These product adjustments are presented as responses to ongoing component shortages and supply constraints within the consumer graphics card segment.

  Main Topics: Nvidia's upcoming RTX 5050 and RTX 5060 GPU specifications, component shortages impacting product design, and memory configuration changes.

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  tech 6

  Anthropic makes last-ditch effort to salvage deal with Pentagon after blowup

  (The Verge / 2026-03-05 11:46)

  Anthropic CEO Dario Amodei is engaged in last-ditch negotiations with the Department of Defense to salvage a contract, aiming to prevent the company from being designated a "supply chain risk." This designation would severely damage Anthropic by forcing other defense contractors to sever ties.

  The dispute centers on the Pentagon demanding unrestricted access to Anthropic's AI for "any lawful use," while Anthropic refuses to compromise on its red lines prohibiting mass surveillance of Americans and lethal autonomous weapons. Rivals like OpenAI and xAI have reportedly agreed to the Pentagon's terms.

  Anthropic's CEO alleges the relationship collapsed due to the company's lack of political donations or praise for President Trump, unlike some rivals. A leaked internal memo shows Amodei criticized the Pentagon's negotiations and OpenAI's deal, further inflaming tensions.

  The main topics covered are the contract negotiations between Anthropic and the Pentagon, the ethical dispute over military AI use, the potential consequences of a "supply chain risk" designation, and the alleged role of political favoritism.

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  tech 6

  Middle powers forge new tech alliances as global power rivalry intensifies

  (Tech-Economic Times / 2026-03-05 11:55)

  Australia, Canada, and India are forming a strategic technology partnership to navigate a fragmented global order and reduce dependence on dominant powers. This "tech triangle" aims to cooperate in areas like AI, semiconductors, and clean energy to build resilient supply chains and shape technology governance.

  The initiative exemplifies how middle powers are creating flexible coalitions in response to weaponized economic interdependence and strategic competition. Its success hinges on sustained political commitment, policy coordination, and investment in research and development.

  Main topics: Geopolitical fragmentation, middle-power alliances, technology cooperation, supply chain resilience, and the specific Australia-Canada-India Technology and Innovation (ACITI) Partnership.

• 
  tech 5

  OpenAI building GitHub alternative after frequent platform outages and disruptions — a public OpenAI code repository would directly compete with one of its biggest investors

  (Latest from Tom's Hardware / 2026-03-05 12:00)

  OpenAI is developing its own internal code repository platform, prompted by frequent and disruptive outages on GitHub that have hindered its engineers' work. The project is in early stages and could either remain an internal tool or be sold as a commercial product to customers.

  If launched commercially, the platform would put OpenAI in direct competition with Microsoft, a major investor that owns GitHub. This follows a pattern of OpenAI encroaching on Microsoft's product territories.

  The article notes GitHub's reliability has declined following its ongoing infrastructure migration to Microsoft Azure, leading to a significant year-over-year increase in service incidents and outages.

  Main Topics: OpenAI's development of a GitHub alternative, GitHub's reliability issues and Azure migration, and the potential competitive conflict with investor Microsoft.

• 
  tech 6

  China ramps up 'high stakes' tech race with US as economic imbalances deepen

  (Tech-Economic Times / 2026-03-05 12:00)

  China has unveiled a five-year strategic plan prioritizing technological breakthroughs and widespread AI adoption across its industries, framing this drive as a national security imperative in its rivalry with the US. The plan aims to develop "new productive forces" to counter economic challenges like the middle-income trap and US export controls, while acknowledging domestic imbalances and setting a slightly lower growth target.

  The government announced increased spending on defense and R&D, but offered only a vague pledge to boost household consumption, dampening expectations for a significant rebalancing away from its investment-led model. The strategy explicitly focuses on maintaining supply chain dominance, particularly in areas like rare earths, and advancing sectors such as quantum computing and AI-powered robotics.

  Analysts note the plan represents a high-stakes bet on technology and advanced manufacturing to build a new economic foundation, as China manages a "controlled glide" in growth amid property sector risks and trade tensions.

• 
  tech 5

  Nintendo Switch 2 users buying fewer games because of AI storage crisis, report claims — game demand under threat as titles get bigger and storage gets more expensive

  (Latest from Tom's Hardware / 2026-03-05 12:00)

  A report indicates that Nintendo Switch 2 users are purchasing fewer games on average than owners of the original Switch did at a similar sales milestone. This is attributed to larger game file sizes consuming the console's limited 256GB onboard storage, coupled with rising costs for external microSD Express cards due to a storage chip shortage.

  The high price of expanding storage is causing gamers to be more selective, which threatens Nintendo's software sales—a primary source of profit as the hardware itself is sold with thin margins. In response, Nintendo is offering its own branded 256GB storage cards at a subsidized price to alleviate the issue for consumers.

  Main topics: Nintendo Switch 2, game sales decline, storage capacity limitations, rising storage costs, impact on Nintendo's business model.

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  tech 4

  Paytm's ESOP spends relatively low compared to other new-age tech companies: Report

  (Tech-Economic Times / 2026-03-05 12:04)

  A BofA Global Research report highlights that Paytm has one of the lowest employee stock ownership plan (ESOP) costs among listed new-age technology companies. Its ESOP expense was 1.6% of revenue in H1 FY26, significantly lower than peers like PhonePe (46%), Pine Labs (7.5%), and Urban Company (6.4%).

  This lower stock compensation burden contributes to a leaner cost structure, which has coincided with Paytm's return to profitability and positive cash flow. The report also notes Paytm's strategic shift towards higher-margin revenue segments like financial services, further strengthening its earnings profile.

  The main topics covered are Paytm's low ESOP costs compared to industry peers, the financial benefits of this cost structure, and the company's broader business model shift towards profitability.

• 
  tech 3

  For under $1000, land the fastest gaming CPU, motherboard, and 32GB of RAM — AMD's Ryzen 7 9850X3D, MSI MAG X870, and Corsair Vengeance RAM saves you $196 in today's Newegg combo deal

  (Latest from Tom's Hardware / 2026-03-05 12:05)

  Newegg is offering a combo deal featuring the AMD Ryzen 7 9850X3D CPU, an MSI MAG X870 Tomahawk WiFi motherboard, and 32GB of Corsair Vengeance DDR5-6400 RAM for $999.99. This bundle represents a savings of approximately $196 compared to purchasing the components separately.

  The article details the specifications of the components, noting the 9850X3D is currently the fastest gaming CPU and that the bundle helps mitigate high individual prices, particularly for the RAM. The deal also includes two free gifts: an Asus gaming mouse and a copy of the Crimson Desert video game.

  This bundle provides the core components for a high-end gaming PC build at a discounted total price under $1,000.

  The main topics covered are a PC hardware bundle deal, the specifications of the included components (CPU, motherboard, RAM), and the context of high component pricing.

• 
  tech 3

  M4 MacBook Air with 24GB of RAM plunges to lowest-ever price following M5 announcement — $300 off is a steal on Apple's highest-spec RAM configuration

  (Latest from Tom's Hardware / 2026-03-05 12:08)

  Following the announcement of the M5 MacBook Air, the previous-generation 15-inch M4 MacBook Air with 24GB of RAM and 512GB of storage is available at a record-low price of $1,299. This represents a significant discount, making it $200 cheaper than a comparably spec'd new M5 model.

  While the M5 chip offers performance improvements, particularly in AI tasks, the real-world performance gap for general computing is described as not "seismic." The two models share many core features like the display, design, ports, and battery life.

  The article presents this deal as a strong value for those who do not require the latest chip, as the M4 model remains highly capable for day-to-day tasks and offers substantial savings over the new generation.

  Main Topics: M4 MacBook Air price drop, comparison with M5 MacBook Air, specifications and value analysis.

• 
  tech 5

  Broadcom rallies as it touts more than $100 billion in AI chip sales in 2027

  (Tech-Economic Times / 2026-03-05 12:15)

  Broadcom's stock rose after forecasting its AI chip sales will exceed $100 billion in 2027, fueled by major tech companies planning massive infrastructure spending. The company has secured significant deals to supply AI chips to Anthropic and OpenAI, bringing its order volume closer to rivals Nvidia and AMD.

  Despite this optimism, investor concerns persist over whether massive AI investments will yield adequate returns, contributing to recent declines in tech stocks, including Broadcom's. Broadcom provided strong near-term financial guidance, projecting Q2 revenue and AI chip sales above estimates, and announced a $10 billion share buyback program.

  Main topics: Broadcom's AI chip sales forecast and major deals; massive AI infrastructure spending by Big Tech; investor concerns about returns on AI investments; Broadcom's financial performance and stock repurchase.

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  tech 5

  Zopper expects to exit FY26 with gross written premium of Rs 1,000 crore, aims IPO in FY29

  (Tech-Economic Times / 2026-03-05 12:19)

  Insurance technology firm Zopper projects its Gross Written Premium will exceed Rs 1,000 crore this financial year and is targeting an IPO in 2028-29. The company has sustained 35% annual growth, driven by its device protection, health/life insurance distribution, and Bancassurance SaaS platform.

  Zopper reports improving unit economics and has facilitated over 1.5 million claims in three years, highlighting its platform's scale. It has raised $125 million and is integrating AI across its operations to reduce costs and enhance service.

  The company plans to deepen its Indian market penetration while pursuing global expansion and strategic acquisitions.

  Main Topics: Financial performance and projections (GWP, growth rate, IPO plans); Business drivers and segments; Technology integration (AI); Operational scale and future strategy (expansion, acquisitions).

• 
  tech 6

  TSMC targets 2028 completion for new Tainan fab amid AI-driven expansion

  (Tech-Economic Times / 2026-03-05 12:22)

  TSMC plans to complete a new chip fabrication plant in Tainan Science Park by 2028, with construction expected to begin later this year. The project, currently undergoing environmental review, is part of an aggressive capacity expansion driven by global AI chip demand.

  The facility will occupy a 15.46-hectare site, with most land allocated for production, infrastructure, and green space. While the specific chip manufacturing technology for the Tainan fab was not disclosed, the expansion aims to bolster domestic manufacturing for the AI sector.

  Once operational, the new plant is projected to create approximately 1,400 direct jobs and support around 500 additional positions in the supply chain.

  Main Topics: TSMC's new Tainan fabrication plant; construction timeline and environmental review; facility layout and land use; job creation; expansion driven by AI chip demand.

• 
  tech 5

  Meta to allow AI rivals on WhatsApp in bid to stave off EU action

  (Tech-Economic Times / 2026-03-05 12:26)

  Meta will allow rival AI chatbots to access WhatsApp in Europe for a fee over the next year, following pressure from EU antitrust regulators. This move aims to head off potential interim measures after the European Commission opened an investigation into Meta's initial decision to block competitors from the messaging service.

  The company had previously barred rival AI services in January, allowing only its own Meta AI assistant, citing system strain. A complainant, The Interaction Company, criticizes the new fee-based access as an anti-competitive restriction that replaces an outright ban.

  The European Commission is analyzing Meta's proposed changes as part of its ongoing antitrust investigation. Similar regulatory actions and policy changes are also applying in Italy and Brazil.

  Main Topics: EU antitrust investigation, Meta's policy change on AI chatbot access to WhatsApp, competitor complaints, regulatory actions in Europe, Italy, and Brazil.

• 
  tech 5

  TCS is in ‘advanced’ talks for more AI data centers in India

  (Tech-Economic Times / 2026-03-05 12:33)

  Tata Consultancy Services (TCS) is aggressively expanding into AI infrastructure, with a recent deal to build data centers for OpenAI in India and advanced discussions with other major tech firms. The company's CEO is very bullish on India's AI demand, estimating a need for 10 gigawatts of data center capacity by 2030, and sees this investment as a way to transform TCS's business model and offer end-to-end AI services.

  The move comes as TCS faces pressure from shifting client IT budgets toward AI and competition, which has impacted its stock price. However, the CEO believes AI presents a major advisory opportunity, akin to past tech shifts, and that complex corporate systems will not be wholly replaced by large language models.

  TCS's data center strategy involves significant partnership investments, with the company and partner TPG each contributing $1 billion toward a total infrastructure cost of $7-8 billion, the rest financed by debt. The goal is to secure attractive returns and differentiate TCS by providing scarce AI infrastructure and expertise to corporate clients.

  Main Topics: TCS's AI infrastructure expansion and partnerships; Business model transformation and market pressures; Investment strategy and financial outlook for AI data centers.