Analyst reports 168 GB of HBM4, standalone racks, and 2027 production In sum – what we know: Nvidia’s Rubin CPX accelerator is apparently back from the dead. According to supply-chain …

Cerebras packs three WSE-3 Turbo wafers into one rack In sum – what we know: Cerebras has begun rolling out its CS-4 wafer-scale AI system in a fundamentally different package than anything …

SK Hynix expects the AI memory shortage to last through 2030 In sum – what we know: SK Hynix has broken ground on a more than $4 billion advanced packaging facility at …

OpenAI’s Jalapeño Intelligence Processor targets cheaper token serving and Nvidia independence In sum — what we know OpenAI is offering some more details about its “Jalapeño” custom AI chip, or what it …

Foundry hikes prices up to 15% as AI demand strains 4nm, 5nm, and 8nm capacity In sum – what we know: Samsung Foundry has raised prices for some of its advanced contract …

Google gets a Marvell stock warrant worth up to $12.2 billion In sum – what we know: Marvell Technology and Google have agreed to co-design custom semiconductor products for Google’s tensor processing …

Feynman could make Nvidia A16’s first major customer In sum – what we know: Nvidia is reportedly designing its next-generation “Feynman” GPUs to debut on TSMC’s A16 node — a 1.6nm-class process …

Reported AMD tie-up pairs Google TPU matrix engines with x86 CPU cores In sum – what we know: Google has settled into a pretty quick cadence when it comes to …

Taalas chips run one model each, but claim vastly faster inference In sum – what we know: AMD is buying its way deeper into AI inference. The company has announced …

The move shifts from rumor to a dedicated in-house silicon effort In sum – what we know: Anthropic is officially building an in-house team to design custom AI chips for …