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Juan Pedro TomásA joint task force from the South Korean government and U.S. asset management firm BlackRock will be created to advance a new AI hub initiative In sum – what to know: AI hub project – a memorandum of understanding between South Korea and BlackRock sets a framework for building a hyperscale AI data center hub powered by renewable energy. APAC AI leader – Korean officials …
Microsoft launched its first AI-focused chip, the Azure Maia accelerator, and the Cobalt CPU in 2023, and is working on next-generation versions In sum – what to know: Microsoft plans chip self-reliance – CTO Kevin Scott said the firm ultimately wants its own silicon to power AI data centers, reducing reliance on Nvidia and AMD. End-to-end system design focus – …
OpenAI also signed a MoU with the Ministry of Science and ICT to assess opportunities for data center facilities outside the Seoul metropolitan area In sum – what to know: Expanded chip capacity in Korea – Samsung and SK hynix aim to scale memory production to 900,000 DRAM wafer starts per month to meet growing AI model demands. New data …
KT plans to roll out the model first within its consumer services, before expanding to enterprise clients following stability checks In sum – what to know: Korea-tailored AI model – KT introduced SOTA K, built on GPT-4o with Microsoft, designed to reflect Korean language, grammar, and cultural context. Outperforms global models in benchmarks – SOTA K exceeded GPT-4o in Korean-specific …
Christian de LooperTaiwanese startup Tranxform builds low-power edge processors for on-device AI In sum – what we know: Stephen Huang has spent decades building chips for some of the biggest names in Silicon Valley. He worked on GPUs at MediaTek, contributed to Apple’s Face ID technology, and later joined Amazon’s Alexa team. Now, in his mid-50s, he’s betting that experience on a …
Oxmiq’s CUDA-compatible architecture targets sovereign computing customers Oxmiq Labs, the AI semiconductor startup founded by former Intel chief architect Raja Koduri, has raised $35 million in a Series A round co-led by Fundomo and Samsung Catalyst Fund. The round brings the company’s total capital to $60 million, including $20 million in earlier seed funding. Other backers include MediaTek, Pegatron Venture Capital, Darwin …
The Anthropic chip would use Samsung’s advanced 2nm process In sum – what we know: Anthropic is in exploratory talks with Samsung Electronics about manufacturing a custom AI processor, according to reporting from The Information. The project is still nascent — no detailed chip design has been finalized, no tape-out has occurred, and Anthropic is reportedly consulting with multiple chip design …
Samsung’s 2029 target represents a two-year delay from original plans In sum – what we know: Samsung Foundry has officially resumed commercialization and R&D work on its 1.4nm (SF1.4) process node, with mass production now formally targeted for 2029. That’s a notable restart after a period in which the node looked like it might be scaled back, mothballed, or scrapped altogether. The …
Fifteen years after forecasting a 1,000-fold surge in mobile broadband traffic, WiseHarbor founder Keith Mallinson revisits the numbers, arguing his prediction largely captured the economics of the mobile era, despite …
From the newsletter: Ericsson’s latest mobility trials with AT&T and MediaTek suggest faster, more reliable 5G handovers could become a key enabler for critical IoT, private 5G and emerging physical …
The smartwatch market isn’t slowing down. Standalone cellular smartwatches already account for over 45% of total revenue, and OEMs like Apple, Samsung, Google and Huawei keep raising the bar on …
How do you cut BOM costs by 10% and hit zero SIM failures across 65,000+ IoT deployments? ATEC did it by pairing the SIMCom A7682 module with SoftSIM integration from …
