The deal could see OpenAI train its new models on Amazon silicon In sum – what we know: Amazon is reportedly in early discussions to invest as much as $10 …
Semiconductor News
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The prototype shows how vertically stacked logic and memory could unlock major AI performance gains In sum – what we know: A collaboration between Stanford, Carnegie Mellon, University of Pennsylvania, and …
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Chipmaker outlines strategy for electrical and optical AI infrastructure to capture growing market share In sum – what we know: Marvell Technology is going through some changes. Shifting focus from …
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The software that supports the hardware is just as important as the hardware itself The artificial intelligence revolution has created unprecedented demand for specialized computing hardware, but today’s AI systems …
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AI infrastructure demands massive amounts of energy — is there anything we can do about it? The race to build more powerful AI models has sparked an energy crisis. While …
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A new class of GPU providers have risen up in the era of AI The rise of AI has created an unprecedented hunger for GPU compute — and traditional cloud …
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Nvidia’s investment in Synopsys continues the company’s march towards vertical integration — or at least vertical influence Nvidia has made no secret of its ambitions to extend its reach far …
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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 …
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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 …
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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 …