War in the Gulf could tilt the cloud race toward China
…expects AI to contribute around 12% of GDP by 2030, while the UAE aims to generate roughly $96 billion from AI over the same period. The region’s data center market is…
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Ask HN: Did we witness the "Trinity moment" for AI?
I don’t know if it’s just me, but yesterday’s US decision to ban access to the Fable model feels like an epochal shift in the “AI race,” something on the scale of the Trinity test.It is hard to count how many boxes were …
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Anthropic just got 220,000 GPUs from the man who called Claude "misanthropic and evil" Three months ago....
The compute is real. The implications are stranger than the headline suggests. Colossus 1 which is 220,000 Nvidia GPUs, 300+ megawatts, is now running Claude inference. Anthropic moved fast: Claude Code limits doubled ov…
DDR6 development starts with Samsung, SK Hynix, and Micron aiming for shipments by 2028
…DDR5 memory is being gobbled up by AI data centers, with DDR5 accounting for 80% of server memory market share right now, expected to reach 90% by the end of the year…
Amazon hopes to challenge Nvidia more directly by selling its AI chips | TechCrunch
…a $50 billion market that would put elbow more directly into Nvidia’s world. Topics AI , AI chips , Amazon , AWS , Enterprise , nvidia , trainium When you purchase through links in our articles, we…
Crescent Island could be Intel's big move into AI
Under the leadership of Pat Gelsinger, Intel tried to compete against Nvidia and AMD in the AI market with its Gaudi series of GPUs. However, with little in the way of sales…
The AI-designed car is taking shape
…In reality, the AI-generated pictures barely looked like the real thing. Marketing missteps aside, the goal of the moment is speed. The AI injections into GM’s design process are…
The SSD Markets Are About to Get Hammered With NAND Shortages & Price Hikes, And There's Probably Nothing We Can Do
…Related Story Samsung’s Memory Business Alone Is Now More Profitable Than Amazon, Meta, And Microsoft, Quietly Becoming One of the Biggest Winners of the AI Race Given that NAND chip prices…
ARM Partners With SK Telecom & Rebellions To Power Agentic AI & Telcom With It's Brand New AGI CPU
…AI data center environment before expanding to global markets. Related Story AMD’s EPYC Venice Becomes Industry’s First 2nm HPC CPU To Achieve Volume Ramp As It Races Towards Agentic AI…