Ayar Labs Gets $500 Million To Ramp Photonics Into 2028 AI Systems
… All of these component suppliers need money – lots of money – if they are to ramp up production. …
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AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026
… Here are the feeds and speeds for the Helios rack: In the SemiAnalysis report, which we saw because we subscribe to the publication, the authors made this statement: “ Engineering samples and low volume production of AMD’s first rack scale MI455X UALoE72 system will be in H2 2026, while due to manu… …
We Need A Proper AI Inference Benchmark Test
… Shenanigans with the DebitCredit and RAMP-C benchmark tests compelled Jim Gray to come up with the Transaction Processing Performance Council, for some reason abbreviated the TPC instead of the TPPC, in 1989. …
The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion
… In the case of those two deals, Nvidia is making sure Lumentum and Coherent can ramp up production of lasers used in co-packaged optics CPO components as Nvidia is adding this technology to its Quantum-X InfiniBand and Spectrum-X Ethernet scale out switches, which are used to lash GPU-accelerated s… …
AI Eats The World, And Most Of Its Flash Storage
… As with DRAM, capacity at the foundries that make flash – Kioxia, Micron Technology, Samsung, SanDisk fab partner to Kioxia , Solidigm, and YMTC if you want to count the indigenous Chinese supplier – cannot be ramped up quickly. They rebalance their production to chase the most money when they can. …
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
… Perhaps more importantly, operating income for the Data Center group was up 51.4 percent to $1.75 billion, representing a very healthy 32.6 percent of revenues. The Instinct MI355X ramp as well as healthy sales of both “Genoa” and Turin Epyc server processors are were the main drivers of sales. …
The Memory Crunch Pinches Cisco’s Profits
… In the quarter, Cisco brought in $15.35 billion in sales, up 9.7 percent year on year and up 3.1 sequentially. …
Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
… During the quarter, Mehrotra said that Micron started sampling the future LPDDR5 memory based on its 1-gamma DRAM, which is etched using its first extreme ultraviolet EUV lithography technique. “The node provides a 30 percent improvement in bit density, more than 20 percent lower power and up to 15… …
AI-Driven CPU Shortage Saves Intel’s Financial Cookies
… As we said, thanks to product mix and what we presume are aggressive pricing tactics when demand exceeds supply, Intel’s DCAI group had revenues of $5.05 billion, up 22.4 percent year on year and up 6.6 percent sequentially. …
Broadcom May Become The Biggest Counterbalance To Nvidia
… If margins are not particularly high on AI accelerators and probably even lower on the AI rackscale systems that Broadcom is now ramping up for one of its six AI infrastructure customers, then they must be pretty damned good on a whole bunch of other things. …