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Micron finds a way to make more DRAM with $1.8bn chip plant purchase
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Bond, debt bond: Investors shaken, not stirred by Oracle’s borrowing spree sue Big Red
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OpenAI to serve up ChatGPT on Cerebras’ AI dinner plates in $10B+ deal
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Ignore rosy datacenter expansion projections – there isn't enough power
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Memory shortage could push PC shipments to pre-pandemic lows
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PC shipments set to hit the buffers as AI guzzles memory
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The world is one bad decision away from a silicon ice age
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AMD threatens to go medieval on Nvidia with Epyc and Instinct: What we know so far
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Luggable datacenter: startup straps handles to server with 4 H200 GPUs
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Mem-ageddon: AI chip frenzy to wallop DRAM prices with 70% hike
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Baby's got clack: HP pushes PC-in-a-keyboard for businesses with hot desks
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AMD clocks in with higher CPU speeds, leaves architecture untouched
| 11 |
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Nvidia says it's more than doubled the DGX Spark’s performance since launch
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Every conference is an AI conference as Nvidia unpacks its Vera Rubin CPUs and GPUs at CES
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Qualcomm is determined to cut a slice out of Intel's PC pie with latest Snapdragon chips
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Google snaps up datacenter power biz Intersect while xAI plans more capacity
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Nvidia DMs TSMC: Please sir can I have some more? The Chinese are starved for H200s
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Everybody has a theory about why Nvidia dropped $20B on Groq - they're mostly wrong
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Nvidia spends $5B on Intel bailout, instantly gets $2.5B richer
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Imagine there's no AI. It's easy if you try
| 40 |
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AMD Strix Halo vs Nvidia DGX Spark: Which AI workstation comes out on top?
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Nvidia wasting no time to flog H200s in China
| 13 |
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AI has pumped hyperscale capex, capacity – but how long can it last?
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Micron says memory shortages are here for the foreseeable future
| 16 |
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India unveils a homegrown dual-core 1GHz RISC-V processor, the DHRUV64
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Intel hires ex-Trump fixer as Washington whisperer
| 7 |
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Silicon photonics won’t matter ‘anytime soon’ says Broadcom CEO
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Chinese tech giants Hygon and Sugon call off merger, say they're still besties
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Nvidia's unreleased infrastructure management service isn't for tracking GPUs, but it can
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Letting Nvidia sell H200s to China is closing the door after the horse has bolted
| 27 |
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Feds bust nefarious plot to ship Nvidia H200s to China and hurt US
| 5 |
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HPE's server and hybrid cloud revenue go into reverse amid historical hardware splurge
| 2 |
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Server prices set to jump 15% as memory costs spike
| 16 |
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Pat Gelsinger's EUV lithography gig gets $150M wink from Uncle Sam
| 14 |
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Nvidia plows $2B into Synopsys to make GPUs a must-have for design, simulation customers
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SK hynix wants you to bond with HBM, so it coated corn in banana chocolate
| 16 |
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Tenstorrent QuietBox tested: A high-performance RISC-V AI workstation trapped in a software blackhole
| 10 |
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Dell says Windows 11 transition is far slower than Win 10 shift as PC sales stall
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Makers slam Qualcomm for tightening the clamps on Arduino
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Eleven years after Lenovo acquired IBM’s x86 server biz, profits are still elusive
| 12 |
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It's a good time to be the arms dealer for the AI boom
| 18 |
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US pumps $1B into Three Mile Island nuclear plant reboot to keep AI datacenters fed
| 16 |
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Commodity memory prices set to double as fabs pivot to AI market
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Microsoft is building datacenter superclusters that span continents
| 28 |
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China warns Dutch away from Nexperia as it lets chip exports resume
| 16 |
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Supermicro admits building AI infrastructure is a tricky, low-margin business ... for now
| 4 |
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Datacenter biz and nuke startup join forces for Texas AI ranch
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Bolt Graphics unveils Zeus GPU built on RISC-V and path tracing tech
| 9 |
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Supermicro warns it will miss revenue forecast by a lazy billion bucks or more
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Intel says server CPUs will be hot again – in a good way, to power AI workloads – any year now
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Biting the hand that feeds IT
