Intel–OpenAI Partnership Is Possible but “Unlikely in the Near Term,” With Team Blue’s AI Chip Performance Being the Main Barrier
OpenAI has managed to partner with almost every major computing firm, except for one notable exception: Intel. …
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AMD Lands Anthropic In 2GW Instinct MI450 Deal, Backing It With A $5 Billion Equity Bet
… Helios AI Racks With Instinct MI450 GPUs See Major 2GW Partnership AMD Bags Anthropic As Strategic Partner A few months ago, we reported that AMD was in talks with a major AI firm to secure them as a customer for the upcoming Instinct MI450 series GPUs, the chips powering the Helios AI rack-scale s… …
NVIDIA & SK Hynix Sign Blockbuster "Multi-Year Technology" Partnership: Will Co-Develop Next-Gen Memory For AI Factories
… The energy that Jensen carried along with him was unmatched, and showed why every major partner wanted to see Jensen visit their company's booth at the showfloor. …
Samsung’s Advantage Over TSMC As A Foundry Rival Expands Beyond The 2nm Process, Helping It Ink Multi-Billion-Dollar Agreements; Has Potential To Outgrow Its Competitor
… From the design stage to optimization, packaging, and finally volume production, Samsung is expected to perform a ton of hand-holding for Broadcom, but that’s where the majority of the payout likely comes from. …
CXMT’s Capacity Woes Likely Mean Its Partnership With Apple Won’t Blossom To The Same Heights As Korean Rivals; DRAM May Be Limited To Product Testing Only
… The company reportedly has plans to raise its production limit to 600,000 monthly wafers , the majority of which will, again, be reserved by AI customers. …
CXMT Could Give Apple One More Reason To Pursue A DRAM Partnership, As Chinese Firm Is Working On A Game-Changing High-Density Memory Without Using EUV
… What’s more important is that while Samsung and SK hynix control the majority of the world’s DRAM supply, it’s China and its 119 patents that can close the gap in 3-5 years, at least, according to the report. …
Intel Has Secured a Massive Deal With India’s Tata On Semiconductor Grounds, Strengthening Its Global Strategy
… For a struggling company, the $14 billion deal with Tata marks one of the most significant partnerships in recent times, and it will defintely boost internal momentum, at a time when the firm is involved in the 18A ramp-up and development of the 14A process. …
Micron Becomes Automobile Sector’s Guardian Angel During DRAM Supply Crunch, Secures Long-Term Deals To Prevent Potential One Million Layoffs In The U.S. Alone
… As the majority of readers know, Micron has been named one of the perpetrators in a U.S. federal class-action lawsuit that claims the memory manufacturer purposely manipulated the supply shortage to create the “RAMpocalypse.” Apart from forming strategic partnerships with several business segments,… …
Intel Doubles Down on 14A as Cadence Signs Multi-Year Pact to Co-Optimize the Foundry's "Crown Jewel" Process Tech
… Although 14A is seeing major traction, Intel has yet to name any major customers. …
Elon Musk Commits SpaceX Exclusively To NVIDIA GPUs Citing "They're The Best", With 10GW Of AI Compute Coming By 2027
… SpaceXAI also believes that an orbital compute installation will address some of the major bottlenecks of terrestrial-based systems, such as Power, Land, and Cooling. With unlimited power and cooling, AI chips will then become a major bottleneck . …