Anton Shilov

Samsung to remain primary HBM memory supplier for AMD's AI accelerators as the companies look into possible foundry relationship.

Nvidia intends to build a multi-billion-dollar CPU business with its Vera processors, but only plans to offer one SKU.

Nvidia publishes 2026 – 2028 data center roadmap with Rosa CPU, Feynman GPU, optical NVLinks and Groq LPUs with NVFP4 and NVLink.

Nvidia shows off its next-generation Kyber rack-scale solution to be powered by Rubin Ultra GPUs with four compute chiplets and 1 TB of HBM4E memory per package.

Nvidia's slides at GTC lack any mentions of Rubin CPX, but praise Groq LPUs instead.

Nvidia believes it earn $1 trillion by selling AI hardware, says co-founder and chief executive Jensen Huang.

As cheap Chinese chips threaten to invade various sectors of the economy in Europe, STMicroelectronics is on track to improve the efficiency of its own fabs

Elon Musk plans to start his 'Terafab Project' semiconductor production venture in a week.

AMD, Nvidia, other suppliers of AI accelerators may now celebrate.

Russia-based Tramplin Electronics obtains samples of Loongson's LS3C6000 processors with Cyrillic inscriptions, claims these are its own CPUs.

Nvidia says it is permissible for ByteDance to use AI clusters outside of China to develop its AI prowess as long as these clusters are built in compliance with the U.S. export controls.

IDC expects unit shipments of PCs in 2026 to be down 11.3% year-over-year, but the whole market value will increase 1.6% due to higher prices.

AMD, Broadcom, and Nvidia team up with Microsoft, Meta, and OpenAI to develop protocol-agnostic optical scale-up interconnects for AI clusters.

No decryption occurs inside the processor, eliminating entire classes of attacks.

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.