Anton Shilov

An enthusiast blogger published annotated die shots of Intel Panther Lake-H CPU: 16-core mobile processor with 12 Xe3 clusters and two Thunderbolt 5 ports examined.

Financing terms and swinging OpenAI capacity forecast collapse a major expansion of a Stargate data center. Yet, Meta could take the yet-to-be-expanded space.

$4.2 per unit? Or something to say about the reputation?

Nvidia strengthens its position on the market of discrete GPUs as AMD's market share continues to dive, whereas Intel fails to gain traction.

What about real-world workloads?

The U.S. Commerce confirms work on new export regulations for AI accelerators, but implies they will not resemble the ill-fated AI Diffusion Rule.

The Trump administration is working on sweeping export regulations over AI hardware that will make large AI clusters a topic of intergovernmental talks.

Intel sees 'inbound interest' for 18A-P process technology despite 18A process variability.

The man who tried to split Intel retires from the board of directors.

Seagate has begun shipping its 44TB Exos HDDs based on its HAMR technology to two hyperscale customers as others qualify the all-new Mozaic 4+ hard drive platform.

Intel formally announces Xeon 6+ CPUs with up to 288 cores that are made on 18A process technology.

Increased oxygen concentration during the EUV lithography post-exposure bake step can increase photoresist performance by 15% - 20%, according to Imec's findings.

Changing of the guard at Intel Foundry

Jensen Huang expects the supply of gaming hardware to be insufficient in the next two quarters and has limited visibility beyond that.

As sales of gaming GPUs drop quarter-over-quarter, Nvidia enjoys record results amid massive AI craze and lack of rivals for the Blackwell platform.

Nvidia begins to ship samples of its Vera Rubin platforms for AI to partners, on track for revenue shipments in the second half of the year.

Chinese foundries looking to increase 7nm and below capacity to 100,000 wafer starts per month in one or two years, says Nikkei.

ASML to use a new CO2 laser system and tin droplet generator to increase EUV light source performance to 1000W and lithography tool productivity to 330 wafers per hour in 2030 and beyond.

Anthropic claims DeepSeek, Moonshot, and MiniMax made 16 million exchanges using 24,000 fraudulent accounts to advance their models using Claude.

Intel's confirms 'Unified Cores' project in a job listing, but actual CPUs with these unified cores could be years away.

Contrary to what Elon Musk and Jeff Bezos say, orbital data centers will not make sense any time soon, believes Sam Altman.

Prices of some 32 GB DDR5 memory kits in Europe are dropping.