Will ASICs completely take over from the GPU workhorses? The world’s largest technology companies are doing something that looks, at first glance, like a bit of a contradiction. Amazon, Google, …

Multi-year Broadcom partnership bypasses cloud intermediaries to lock in massive AI scale In sum – what we know: Anthropic has made a relatively large AI infrastructure, locking in $21 billion worth …

It’s the latest in a series of major OpenAI deals In sum – what we know: OpenAI has inked yet another deal with a chip provider. The company has partnered …

New architecture proposes shifting static pattern storage to cheaper memory types In sum – what we know: Billions have flowed into GPU infrastructure over the past few years, and high-bandwidth memory has …

The chip’s huge memory could offer a unique niche for AI inference workloads In sum – what we know: Nvidia’s leadership on AI silicon has looked pretty much unshakeable for …

Nvidia Vera Rubin is technically a big improvement — but potential customers are still working on their own hardware In sum – what we know: Nvidia CEO Jensen Huang took …

One stop at a time Author’s note: I’m one of those AuDHD people you encounter in tech, media and tech media. CES and Las Vegas are exhausting, but I wanted …

You don’t have to own the hardware for AI. But should you? Every organization building with AI eventually has to decide whether to own the hardware or rent it. This …

Will open-source chips democratize the industry? In the early 1990s, a Finnish student named Linus Torvalds released a free operating system kernel called Linux. This new operating system, together with …

Non-exclusive agreement transfers key talent and technology while Groq remains independent In sum – what we know: Nvidia and chip startup Groq have announced a non-exclusive licensing agreement reportedly worth around $20 …