Chips, GPUs, and AI infrastructure — 768 articles
Hackaday · May 9
A creator demonstrates how to run V100 GPUs on consumer motherboards via SXM2-to-PCIe adapters for ~$200 total—beating RTX 3060 performance at a fraction of retail cost. The catch: this is a fleeting
Techi · May 9
Micron controls the memory supply bottleneck powering NVIDIA's AI dominance—HBM and advanced DRAM are essential for training and inference, making Micron a gatekeeper in the AI hardware ecosystem.
CNBC Tech · May 8
Intel and AMD stocks surged while Nvidia retreated as Wall Street signals a potential power shift in AI semiconductors. The move reflects growing competition in AI chips and changing investor sentimen
Bloomberg Tech · May 8
TSMC posted 17.5% sales growth driven by hyperscalers' continued spending on AI chips, confirming extended momentum in the AI infrastructure buildout cycle.
Bloomberg Tech · May 8
Baidu's Kunlunxin chip division plans simultaneous IPOs on Shanghai's STAR Market and Hong Kong exchange, capitalizing on investor demand for AI semiconductors as China accelerates domestic chip devel
The Verge AI · May 7
SpaceX plans to invest at least $55 billion into Terafab, an AI chip fab in Texas, with potential expansion to $119 billion total. The facility aims to produce chips supporting 200+ gigawatts of annua
Tom's Hardware · May 7
AMD's MI350P delivers 144GB HBM3E memory and 40% faster FP16/FP8 compute than Nvidia's H200, fitting standard PCIe slots for drop-in server upgrades without liquid cooling.
Tom's Hardware · May 8
Hard drive shortages and soaring prices driven by AI demand are crippling internet preservation efforts—the Internet Archive and Wikimedia are barely treading water, while individual archivists have l
Geekwire · May 7
Allen Institute for AI is building a large-scale computing cluster with $152M in funding from Nvidia and NSF, expanding research infrastructure for the broader AI community.
Motley Fool · May 8
Nvidia faces mounting competitive pressure from AMD, Intel, and custom chips from major cloud providers, though the company maintains significant market share lead in AI accelerators.
The Register · May 7
AMD launched the MI350P, a dual-slot PCIe GPU with 144 GB HBM3e and 4.6 petaFLOPS FP4 performance that slots into standard air-cooled servers—the first such card since 2022, aimed at enterprises build
NY Times · May 7
SpaceX plans a $55 billion investment to manufacture AI chips, marking Musk's push to reduce reliance on external suppliers and compete with Nvidia in the high-stakes semiconductor market.
The Verge AI · May 7
Apple's AirPods Pro 3 are moving toward mass production with low-res cameras designed for visual AI queries—asking Siri what to cook based on ingredients in view or getting navigation help. Prototypes
Bloomberg Tech · May 7
Apple has advanced camera-equipped AirPods to late-stage testing, positioning the device as its first AI-native wearable. The cameras suggest on-device vision processing, though Apple hasn't detailed
Simply Wall St · May 7
Marvell Technology is scaling AI data center chip ambitions through partnerships with Nvidia, Alphabet, and Polariton, positioning itself as a key supplier in the competitive race to build custom sili
Financial Times · May 6
Arm is projecting $2 billion in sales from its new AI chip starting next year, signaling a serious push into the accelerator market dominated by Nvidia. The projection suggests material uptake from cl
Latimes · May 6
Tech giants including Meta, Google, and Microsoft are aggressively developing proprietary AI chips to reduce dependence on Nvidia's GPUs, potentially fragmenting the AI hardware market and forcing the
NVIDIA AI · May 6
NVIDIA Spectrum-X Ethernet fabric now supports Multipath Reliable Connection (MRC), an RDMA protocol that distributes traffic across multiple network paths to boost throughput and reliability in gigas
Costar · May 6
Nvidia and Corning partnered on fiber optic technology for AI datacenters as the race to build training infrastructure intensifies—addressing bottlenecks in interconnect capacity that limit GPU cluste
Investing.com · May 6
AMD shares hit record highs on surging AI chip demand, triggering a broader rally across global semiconductor stocks. The move reflects growing momentum for AI processors beyond Nvidia's dominance.