Deep Analysis
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PremiumHot Chips 2026: Micron warns HBM wafer penalty is widening with every generationMicron Fellow Raghu Sreeramaneni told the Hot Chips 2026 conference that the silicon penalty HBM carries against DDR5 is growing with every generation.
By Luke James Published -
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PremiumHot Chips 2026: Nvidia breaks down 88-core Vera CPUNvidia has provided more color on its Vera CPU for agentic data centers at Hot Chips 2026, showcasing the benefits of spatial multithreading and the power benefits of the LPDDR5X memory system.
By Jake Roach Published -
PremiumHot Chips 2026: Intel Xeon 7 'Diamond Rapids' comes with up to 256 P-cores, 1.28 GB of last-level cacheIntel has pulled back the curtain on its next-gen Diamond Rapids Xeon CPUs, packing up to 256 P-cores and 1.28 TB of last-level cache.
By Jake Roach Published
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PremiumExecutives are cutting jobs for an AI future that hasn't fully arrived yet, even as productivity gains remain difficult to proveA growing number of CEOs expect AI-driven layoffs, but economic data paints a more complex picture as companies cut junior roles before proving AI delivers meaningful productivity gains.
By Etiido Uko Published -
PremiumJensen Huang says 'every edge device will become autonomous'"There's a new computing pattern," the Nvidia CEO told reporters at a press gaggle the day after his GTC Taipei keynote.
By Luke James Published -
PremiumAMD's Helios MI455X AI platform breaks cover, initial systems use UALink-over-Ethernet interconnectsAMD’s first rack-scale AI machine is incoming.
By Anton Shilov Published -
Liquid CoolingFrore shows off LiquidJet Nexus coldplate for Nvidia Vera Rubin, other AI acceleratorsFrore’s LiquidJet Nexus promises to enable 10% more token generation on Blackwell Ultra when compared to existing liquid-cooling solutions.
By Anton Shilov Published -
PremiumThe rise of local agentic computing faces a brutal reality: rising DRAM pricesDRAM contract prices are forecast to climb another 58% to 63% this quarter.
By Luke James Published -
PremiumAstera Labs showcases 320-lane PCIe 6.0 switch for vendor-agnostic scaling in data centersAstera Labs has shown off the Scorpio X-Series 320-lane PCIe switch that promises to enable vendor-agnostic scale-up capability for AI infrastructure and disaggregated data center infrastructure.
By Anton Shilov Published -
PremiumAI costs begin to bite as agents may increase token demand by 24 times, says Goldman Sachs reportMicrosoft and Uber are both considering refining their AI strategies as costs mount.
By Jon Martindale Published -
PremiumIBM spins off America's first quantum chip foundry with $2 billion in federal and private fundingHeadquartered in Albany, New York, Anderon will operate a 300mm quantum wafer fab and offer its manufacturing services to competing quantum hardware vendors.
By Luke James Published -
PremiumImec builds world's first High-NA EUV-fabricated quantum dot qubit deviceImec may have revealed quantum computing’s clearest path to industrial-scale manufacturing
By Etiido Uko Published
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