…Modern gaming requires a GPU vendor to conduct ongoing investment in a multi-part software stack encompassing upscaling, frame generation, and RT denoising, and to effectively evangelize that stack to developers and…
…CEO Hock Tan told investors the company has "line of sight to achieve AI revenue from chips in excess of $100 billion in 2027," backed by a disclosed $73 billion AI backlog…
…The UNU Environmental Cost of AI's Energy Usage report from earlier this year highlighted how global data center electricity consumption required just under a trillion gallons of water in 2025. AI…
…This was largely a byproduct of how fast xAI assembled the cluster, with different GPU generations coming online as supply allowed, rather than a deliberate design choice. For AI training, the heterogeneous…
…The situation is a bit ironic considering Microsoft is one of the biggest constituents of the AI boom, and a central player in the AI phenomenon that is driving up storage and…
Samsung and its largest labor coalition are sitting down for government-mediated negotiations over the next two days, the Korea Herald reported, with just 10 days remaining before a planned general strike…
…JPMorgan analyst Sandeep Deshpande argued that ASML can deliver more than 110 low-NA EUV systems without adding new building capacity, well above the roughly 90 units investors had previously cited as…
…memory for AI accelerators because HBM carries far higher margins than commodity DRAM, and the conventional memory supply has tightened as a direct result of this. HP told investors in February that…
…While 50 MW is definitely a lot of power, it's not anywhere in the same ballpark as that required by the vast majority of AI datacenters. This could mean the Nashville…
…Customers are just starting to understand their own AI deployment models, and a lot of them still aren't quite there yet. Many started by investing in GPUs and are now realizing…