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Juan Pedro TomásFujitsu and Nvidia will co-develop an AI agent platform focused on sectors such as healthcare, manufacturing, and robotics In sum – what to know: AI collaboration – the partnership will deliver sector-specific AI agents and computing infrastructure built on Monaka CPUs, Nvidia GPUs, and NVLink Fusion interconnect. Industry apps – a joint AI platform will target manufacturing, healthcare, and robotics, with agents …
In May, the UAE committed to make investments in the U.S. in return for access to several hundred thousand Nvidia AI chips on an annual basis In sum – what to know: Chip deal stalled – a multibillion-dollar agreement between Nvidia and the UAE government for AI chip exports remains frozen nearly five months after its announcement. Commerce approval – the US …
A 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 – …
Christian de LooperMore than 40 vendors join Storage-Next, but Nvidia owns the stack In sum – what we know: Nvidia has formally launched its Storage-Next initiative at the Future of Memory and Storage event, an effort to establish open, interoperable standards for GPU-driven storage in large-scale AI systems. The launch put a name and a membership figure on work that had been simmering since …
Marvell’s four-tier KV cache architecture spans SSDs, CXL pooling, and optical fabric In sum – what we know: Marvell Technology has unveiled a new AI memory and storage infrastructure portfolio at the “Future of Memory and Storage” (FMS) event. The portfolio spans CXL-based memory expansion, PCIe 6.0 SSD controllers, and an optical shared memory fabric — all aimed at hyperscalers and cloud …
The London startup pairs photonic interconnects with on-chip SRAM to rethink AI inference In sum – what we know: New AI chip companies seem to have been popping up a fair bit, but few get as much financial attention as Olix. The London-based AI chip startup has raised a $312 million Series B, the largest semiconductor venture raise in Europe to …
The foundry has tapped substrate maker Kinsus to scale its silicon-bridge quasi-EMIB In sum – what we know: TSMC is reportedly building its own answer to Intel’s EMIB. According to a recent report from The Information, the foundry is developing a packaging technology internally described as “quasi-EMIB” — a silicon-bridge approach designed to simplify manufacturing compared with CoWoS, cutting cycle times …
From the newsletter (sign-up if you want it sooner): APAC telcos are accelerating into the AI infrastructure market, building sovereign compute platforms alongside global technology partners – with initiatives from …
Blue Planet’s configuration management platform is only the starting point. As telcos pursue autonomous networks, the challenge is not simply deploying AI agents, but giving them the data, context and …
The telco’s chief executive officer Mirko Bibic told investors that the Bell AI Fabric continues moving from planning to execution, with construction advancing at the company’s flagship AI campus in …
Ericsson set to deploy AI-RAN at KG Mobility under South Korea’s AI Highway plan In sum – what we know: Ericsson has been named the sole global technology partner in an SK …
