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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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. …
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. …
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 . …
Micron Ships Industry's Fastest 11 Gbps HBM4 Modules, Talks TSMC Partnership For HBM4E & Over 40 Gbps GDDR7 Memory
… We have pricing agreements with almost all customers for a vast majority of our HBM3E supply in calendar 2026. …
SpaceXAI Gives Anthropic A Fresh Injection of 220,000 NVIDIA GPUs While Also Planning on Multi-GW "Orbital" AI Compute Capacity
… The company also announced a partnership with Amazon for a 6GW Trainium chip capacity for its Claude AI models, among several other partnerships. …
OpenAI Is Set to Be the Biggest Customer for the Upcoming NVIDIA-Groq AI Chip, Allocating 3GW of Dedicated ‘Inference Capacity’
… OpenAI has agreed to become one of the largest customers of the new processor, some of the people said, representing a major win for Nvidia. …
AMD Asserts Its Strategy Is To Keep GPU Prices As Low As Possible Amid The Ongoing DRAM Shortage
… David said that they have been able to maintain strategic partnerships with the major DRAM manufacturers for years to ensure they receive adequate DRAM supply, but at the moment, they can't predict the future. …
NVIDIA's Next-Gen Rubin GPUs Have Reportedly Entered Production, Also Secures HBM4 Samples From All Major DRAM Manufacturers
NVIDIA's next-generation Rubin GPUs have entered production, and the company has also secured samples of HBM4 memory from all major suppliers. …
NVIDIA Looks to Intel’s 18A/14A Process and EMIB Packaging for Next-Gen Feynman AI Chips, Signaling a Major Foundry Shift Beyond TSMC
… Read all comments on NVIDIA Looks to Intel’s 18A/14A Process and EMIB Packaging for Next-Gen Feynman AI Chips, Signaling a Major Foundry Shift Beyond TSMC