…At least initially, it’s a product that looks like it will appeal to a relatively small (but growing) market of AI developers, not dissimilar to Strix Halo. AMD’s upcoming Gorgon…
…Sber's existing infrastructure relies on a combination of stockpiled Western GPUs, Chinese alternatives, and domestic Russian production that hasn’t yet reached competitive capability for frontier AI workloads. If Sberbank wants…
Amazon is the latest hyperscaler where employees have been caught inflating AI token consumption to hit internal usage targets, following similar behavior documented at Meta and Microsoft last month, the Financial Times…
…TSMC has been reallocating 40-90nm production capacity toward CoWoS advanced packaging and silicon interposer fabrication for AI accelerators, reducing the available mature-node wafer supply from the world's largest foundry…
…Semiconductors China is targeting 70% local wafer sourcing as firms like Eswin scale 12-inch production, aiming to reduce reliance on foreign suppliers and support growing AI chip demand. Semiconductors Premium ASML…
…Semiconductors China is targeting 70% local wafer sourcing as firms like Eswin scale 12-inch production, aiming to reduce reliance on foreign suppliers and support growing AI chip demand. Semiconductors Premium ASML…
…Meanwhile, server CPUs are being tightly squeezed by the shift of AI workloads from training toward inference and agentic execution. Agentic AI leans heavily on host processors for tool calls, code execution…
…Hyperscale, which includes hyperscale cloud providers and large internet companies (AWS, Google , Meta, Microsoft , etc.), and ACIE (AI Clouds, Industrial, and Enterprise), which covers enterprise AI factories, industrial deployments, sovereign AI deployments…
…8 (802.11bn) products. Go deeper with TH Premium: Taiwan, trade, and tariffs China's latest round of rare-earth export controls explained Analyzing Washington's new AI accelerator export rules U…
Microsoft has unveiled Project Solara, a chip-to-cloud platform designed to power a new generation of "agent-first" enterprise devices — hardware designed to run AI agents instead of traditional apps. Announced…