…Since memory is directly tied to the productivity of an AI GPU, hyperscalers have placed long-term orders for capacity. KIS believes that even if this time period elapses, the impact of…
…using CPUs for agentic AI computing. As per the analysts , at Computex, NVIDIA will showcase the advantages of its Vera CPUs. They add that the potential impact of inferencing workloads on the…
…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…
…Aside from a direct impact on hardware companies, I think this will cause some general industry concern about what the broader impact will be on market activity ." Harding-Rolls continues by pointing…
…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…
…As Shortages Impact 2.5D Packaging Supply Chain Intel's EMIB packaging technology is reportedly growing to become quite popular in the industry as the demand for memory and AI chips continues…
…Do note that Apple's unified memory architecture has spurred demand for Mac Studio and Mac mini devices for edge AI workloads. Also, the inventory of M4-based Mac mini is already…
…NVIDIA expects to fully capitalize on the transition to AI-focused computing, and with the increase in recognition that AI will require higher financial resources, Team Green expects to see revenue levels…
A few days ago, alongside its quarterly financial report, Sony revealed that it has already embraced AI tools to empower the game development of its own first party studios. More information about…
…the astronomical increase in memory chip prices over the past year, largely driven by the AI-led cornering of global DRAM capacity for high-bandwidth memory (HBM), as well as the ongoing…