China’s Chips Manhattan Project And The Semiconductor Skills Race

China’s covert effort to build an extreme ultraviolet lithography (EUV) system, described as a Manhattan Project and leveraging Chinese nationals with experience from key Dutch EUV manufacturer ASML, is not interesting because it appeared suddenly or because it surprised intelligence agencies. It is interesting because it exposed how industrial capability actually accumulates over time. EUV lithography […]

Meta lines up massive supply of nuclear power to energize AI data centers

Meta has cut a trio of deals to power its artificial intelligence data centers, securing enough energy to light up the equivalent of about 5 million homes. The parent company of Facebook on Friday announced agreements with TerraPower, Oklo and Vistra for nuclear power for its Prometheus AI data center that is being built in New Albany, […]