Deep Analysis
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PremiumHot Chips 2026: Cerebras lays out the future of wafer-scale AIYou're gonna need a bigger chip.
By Jeffrey Kampman Published -
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PremiumHot Chips 2026: OpenAI's Jalapeño AI ASIC unpackedHow OpenAI used AI to build its AI ASIC.
By Anton Shilov Published -
PremiumHot Chips 2026: Nvidia presents Groq 3 LPX architecture and unveils its first third-party inference benchmarkIgor Arsovski, now Nvidia's VP of hardware, presented the Groq 3 LPX rack's architecture and published the first third-party benchmark of the hardware.
By Luke James Published
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PremiumOver 70% of Americans oppose AI data centers; US protests intensify as more arrests are being madeThe public pushback against data center construction projects is only growing stronger, even as some protesting local residents have been arrested in the process.
By Jon Martindale Published -
PremiumAnthropic co-designing custom AI inference chips to bypass costly Nvidia GPUsIt joins Amazon, Meta, OpenAI, and Google with its new "multi-chip" strategy.
By Jon Martindale Published -
Free Premium ArticleSamsung debuts three next-generation memory technologies for AI data centersSamsung uses FMS to unveil three next-generation memory technologies — zHBM, zNAND-O, and BV-NAND — that target different markets, but all rely on advanced wafer-bonding techniques.
By Anton Shilov Published -
PremiumApple is taking OpenAI to court over alleged theft of trade secretsEither way, the legal profession is the biggest winner.
By Jon Martindale Published -
PremiumCXMT's DRAM ambitions could have it capture 30% of the market by 2030The time is right for CXMT to expand.
By Anton Shilov Published -
PremiumAI companies are now racing to the bottom — crashing token prices and competitive models push companies to cut costsFor the rest of us, there's now significant AI intelligence to be found in more affordable models.
By Jon Martindale Published -
PremiumLumentum CEO warns of impending bottleneck on critical material used for silicon photonicsLumentum CEO Michael Hurlston told an audience at the RAISE Summit that indium phosphide is heading into a squeeze worse than the one in memory.
By Luke James Published -
PremiumShanghai Aishengna named as the maker of China's first domestic immersion DUV chipmaking toolsAishengna has been named by a single source who declined to be named, and its shareholders, SMEE, and Yuliangsheng didn’t respond to requests for comment.
By Luke James Published -
PremiumNvidia employee implicated in escalating AI GPU smuggling scandalDespite China's push for domestic chip development, Nvidia hardware is still hot enough to be worth smuggling.
By Jon Martindale Published
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