Latest News Analysis
ISSCC 2026: Rebellions details industry's first quad-chiplet AI solution with UCIe interconnects
Premium A sign of things to come.
Amazon invests $50 billion in OpenAI, comitting to 2 gigawatts of Trainium silicon
Premium The investment is part of a $110 billion funding round that values OpenAI at $730 billion pre-money, with Nvidia and SoftBank each contributing $30 billion.
ISSCC 2026: AMD discloses how the Instinct MI355X doubled per-CU throughput despite lower compute unit count
Premium Taking to the stage at ISSCC, AMD’s Ramasamy Adaikkalavan talked through how AMD managed to fit nearly double the compute throughput into the same die area as its predecessor,
Inside Meta and AMD's $100 billion deal, and why AMD is giving up a slice of the company in return for GPU orders
Premium Deal mirrors OpenAI agreement from 2025.
Sambanova introduces new AI accelerator, partners with Intel to deploy Xeon CPUs for inferencing and agentic workloads
Premium Intel teams up with a new kid on the block.
AI boosted US economy by 'basically zero' in 2025, says Goldman Sachs chief economist
Premium US companies are spending big, but most of that money goes overseas.
OpenAI couldn’t finance its data centers, so it took control of the hardware instead
Premium OpenAI spent much of 2025 trying to build its own AI data centers, only to find that it couldn’t secure financing on competitive terms.
Trump tariff turbulence risks handing TSMC a win over American chip manufacturers
Premium That's if pre-existing tariff exemptions still apply.
