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 …

The Nvidia H200 chip provides substantially higher memory bandwidth than the H20 — supporting faster AI data processing In sum – what to know: U.S. clears Nvidia’s H200 China sales …

CEO Lisa Su said AMD will expand its AI data center revenues at a CAGR of more than 80% in the next three to five years In sum – what …

Lisa Su, AMD chair and CEO, said that a recent partnership with OpenAI will significantly accelerate the firm’s data center AI business In sum – what to know: Data center …

It’s been a big week for AI infrastructure as a whole, but especially for semiconductors. Increasingly more companies are joining to race to power future AI data centers, while there’s …

Under the terms of the agreement, Cisco will power, connect, and secure a large-scale AI cluster operated by G42 In sum – what to know: Expanded AI cooperation – Cisco …

The companies will also evaluate adaptive AMD technologies for edge AI in telecom and enterprise environments In sum – what to know: Strategic partnership – e& UAE and AMD will …

There might be movement from vendors like Nvidia and AMD, but supply issues run a whole lot deeper A few short years ago, it would have been hard to predict …

AMD’s 2nm leap is real, but Nvidia’s dominance runs deeper than silicon In sum – what to know: AMD jumps to 2 nm first – The Instinct MI450 will be …

Today’s top stories focus predominantly on the big players: OpenAI, AMD, Nvidia, et al. They highlight a major trend in AI semiconductors – Nvidia is the reigning champ right now, …