TensorWave has announced a new round of investments towards the procurement of AMD's AI solutions to address its growing compute requirements. TensorWave Goes After AMD's Instinct MI355X GPUs With A…
…AI Goes In Hyperdrive Mode This collaboration complements Intel’s existing data center GPU commitments and does not alter its path forward to competing in AI. The company continues to invest across…
Investment bank Morgan Stanley believes that even though building a data center with NVIDIA's Blackwell GPUs costs twice as much as building one with AI application-specific integrated circuits (ASICs), the…
The growth in agentic AI software will lead to high demand for CPUs in the AI era, believes investment bank UBS. In an investment note, the bank explains that agentic AI increases…
The massive AI cycle has prompted semiconductor giants such as TSMC to invest billions into infrastructure, but even that won't be enough to keep up with demand. TSMC Says It Won…
…Amazon Is Investing Over $20B in Anthropic, While Also Supplying 6GW of Trainium Chips To Anthropic Last week, Anthropic launched its Claude Opus 4.7 models, bringing faster AI capabilities such as…
…Well, Intel's CEO Lip-Bu Tan has 'indirectly' been a part of SambaNova since the firm's early stages, and his investment firm, Walden International, has invested in the AI firm…
The Japanese government is eager to expand onshore production, and one way to attract investment is to offer incentives to giants like SK hynix and Samsung. Japanese Government's Support & Incentives Reportedly…
…investing in the AI segments in niches like "physical AI" and "agentic AI," and committing entirely to the foundry division. It's interesting to see how optimistic Intel leadership is about the…
…Given the AI buildout, companies are rushing to secure LTAs with the likes of Micron, and at the same time, demand from the consumer sector isn't slowing down, which means the…