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PremiumSMIC posts record $3B quarter and hikes wafer pricesSMIC posted its first $3 billion quarter earlier this month, with revenue up 36.1% year on year, net profit nearly tripling to $479.2 million.
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PremiumAjinomoto reportedly cuts critical chip packaging film supply to China by 30% as domestic substitutes race to qualifyJapanese chemical maker Ajinomoto has reportedly told customers in mainland China that it will cut the supply of ABF.
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PremiumChina's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggestChina could become almost self-sufficient in high-end AI accelerators in 2026 as Chinese IHVs led by Huawei expected to supply 90% of AI processors used domestically.
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PremiumMarvell details vision of optically-interconnected data centers spanning across thousands of kilometresMarvell shares its vision for optically connected data centers, connecting devices across hundreds of kilometers, and the company already has hardware to build them.
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PremiumNvidia's high-speed AI data center storage servers break cover, touting 2.9 petabytes of storage and extreme PCIe 6.0 performanceWiwynn is among the first to demonstrate Nvidia SCADA server that promises to offer AI systems petabytes of ultra-fast storage thanks to GPU-accelerated storage acceleration.
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PremiumAI is set to consume up to 600 billion gallons of water by 2030As GPU power demands almost double with every generation, most water usage will come where the power is generated.
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PremiumGoogle reportedly books Intel for packaging more than 3 million TPUs in 2028Google has placed an order for Intel to build more than 3 million of its TPUs in 2028 after months of testing Intel's advanced packaging.
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PremiumAnthropic's warning over AI self-improvement has a hidden messageThe company that just a few weeks ago told us that its Mythos model was much too powerful to be released is now saying that we might need to hit the pause button.
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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.
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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.
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PremiumAMD's Helios MI455X AI platform breaks cover, initial systems use UALink-over-Ethernet interconnectsAMD’s first rack-scale AI machine is incoming.
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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.
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