Latest News Analysis
The Super Micro AI accelerator smuggling scandal proves how cut-throat the global AI race has become — as global trade evolves, so does export control evasion
Premium Yih-Shyan 'Wally' Liaw has since been ousted from the board, while the company's share price crashed.
Pentagon formalizes Palantir's Maven AI as a core military system with multi-year funding
Premium The Pentagon intends to designate Palantir's Maven Smart System as an official program of record, locking in multi-year funding for the AI-enabled targeting platform.
How Nvidia's $20 billion Groq 3 LPU deal reshapes the Nvidia Vera Rubin Platform
Premium Nvidia unveiled the Groq 3 language processing unit at GTC 2026 in San Jose on Monday, marking the first chip to emerge from its $20 billion licensing and talent deal with Groq.
With H200s set to flow into China, Groq is reportedly set to follow soon after
Premium According to a new report, Nvidia's Groq inferencing chips are set to head to China for export, following approval of its H200 AI accelerators.
Examining Nvidia's 60 exaflop Vera Rubin POD — how seven chips underpin company's 40 rack AI factory supercomputer
Premium Nvidia announced seven chips in full production at GTC 2026 on Monday, composing the Vera Rubin platform that the company intends to ship in the second half of this year.
Meta's new MTIA lineup joins hyperscalers' unified push for dedicated inferencing chips
Premium Google, AWS, Microsoft, and Meta have all independently reached the same conclusion.
The ongoing Strait of Hormuz blockage will impact the semiconductor and AI industries with Aluminum, Helium and LNG shortages
Premium If you can't make the chips and you can't run the turbines, you can't run an industry.
IBM and Lam's new partnership paves the way toward sub-1nm logic using High-NA EUV
Premium Under the new agreement, the focus will shift to validating full process flows for nanosheet and nanostack device architectures and backside power delivery.
