Solid 20Y Auction Stops Through With Above Average Foreign Demand

Qualcomm To Design China-Specific Data Center Chip In Compliance With US Export Curbs Qualcomm unveiled its data center chip lineup on Wednesday, becoming the latest chipmaker to enter the AI processor race in an attempt to challenge market leader Nvidia. CEO Cristiano Amon told Nikkei Asia the company is eyeing the China market for its data center products, including designing chips specifically for Chinese customers that are in compliance with U.S. export controls. The mobile chip giant is revamping the design of data center processors, which is traditionally powered by graphic processing...

The US Shows A Way Out Of Germany's Energy Trap Submitted by Thomas Kolbe Big developments are underway in Tennessee and Alabama. Over the next five years, the joint Japanese-American project will bring several so-called small modular reactors (SMRs) of the BWRX-300 type online. Almost one percent of U.S. electricity production—slightly more than three gigawatts—will be added to the existing energy mix by reactors designed by Hitachi and GE Vernova. A caveat for purists of market economics: this is a hybrid project. While the majority is privately financed, export support from Japan...

Russia Launches Springtime Offensive On Ukraine, As "That Other War" Drags On Just days after we reported that trilateral peace negotiations between Russia, Ukraine, and the Trump administration had been suspended -  likely indefinitely - thanks to Washington's escalating involvement in the Iran war, Reuters is now confirming the inevitable: Moscow is pressing ahead with a fresh springtime offensive while Kiev scrambles to hold the line. As we reported before, from the collapse of talks in Geneva and Miami to Putin's envoy shuttling back for what turned out to be fruitless...