Amazon is making waves with Trainium3, but already attention is moving to Trainium4 In sum – What we know: Amazon Web Services used its re:Invent 2025 conference to unveil a …

GPU-as-a-Service eliminates the need to own the hardware, but what are the trade-offs? The race to build and deploy AI has created an infrastructure bottleneck that’s reshaping how organizations think …

In sum – what to know: Meta explores a major TPU shift – Talks with Google could see Meta rent TPUs in 2026, signaling a meaningful move to diversify beyond …

In sum – what to know: Trainium3 marks a major generational jump – AWS’ new 3nm accelerator delivers over 4x gains in compute, and is designed to scale from 144-chip …

Telcos are taking a focused, low-risk approach to AI by prioritizing deployments in OSS/BSS and enhancing data correlation through generative models, while maintaining a clear line of sight on ROI. …

AI compute isn’t one thing. It’s two. Under the umbrella of “AI workloads,” training and inference represent distinct computational worlds with different goals, hardware profiles, and economics. They often get …

It’s been a big week for AI infrastructure as a whole, but especially for semiconductors. Increasingly more companies are joining to race to power future AI data centers, while there’s …

For decades, compute has scaled faster than memory. Processors can execute more operations every year, but the speed at which data moves in and out of memory has lagged behind. …

The semiconductor industry is changing quickly, especially as it relates to AI. As AI workloads grow ever more demanding, old monolithic chips are giving way to new chiplet-based designs. But …

Artificial intelligence has reshaped the semiconductor industry, driving an endless chase for better performance and efficiency. But as transistor scaling slows and Moore’s Law fades, the gains from smaller nodes …