Deep Analysis
-
PremiumUS and China propose hotline to de-escalate AI threats ahead of Washington summitA red telephone for the 21st century.
By Jon Martindale Published -
-
PremiumDetails about Intel's next-gen Nova Lake CPUs keep leakingOver the past two weeks, we've seen an uptick in leaks and rumors about Intel's upcoming Nova Lake CPUs. Here, we piece together what we've heard to try and establish a plausible release timeline.
By Jake Roach Published -
PremiumUS frontier AI companies warn authorities over sophisticated distillation attacksDirect attacks may be simple enough to stop, but buying up third-party conversations remains an elusive vector.
By Jon Martindale Published
-
-
-
PremiumAI data center optical interconnect market to hit $144 billion by 2030A new CIC forecast projects that the data center optical interconnect market will grow from $13.7 billion in 2024 to $144.4 billion by 2030, with silicon photonics accounting for 63.7% of revenue.
By Etiido Uko Published -
PremiumNear-packaged optics (NPO) gains ground as the industry hedges against CPO's growing painsSemiAnalysis calls NPO the interim step between pluggable transceivers and true CPO.
By Luke James Published -
PremiumThe current state of PCIe 6.0 SSDs and controllersMicron and Samsung already have actual SSDs
By Anton Shilov Published -
PremiumFCC proposes import ban on Chinese optical transceiversThe FCC is drafting a proposal that would expand its list of equipment and services covered by the Secure Networks Act to include imports of new-model optical transceivers manufactured in China.
By Jon Martindale Published -
PremiumHyperscalers commit nearly $2 trillion to secure AI hardware and memoryAs hyperscalers increase their long-term purchase commitments, the high-tech industry faces a tectonic shift as CSPs overwhelm consumer electronics companies.
By Anton Shilov Published -
PremiumOver 70% of Americans oppose AI data centers; US protests intensify as more arrests are being madeThe public pushback against data center construction projects is only growing stronger, even as some protesting local residents have been arrested in the process.
By Jon Martindale Published -
PremiumAnthropic co-designing custom AI inference chips to bypass costly Nvidia GPUsIt joins Amazon, Meta, OpenAI, and Google with its new "multi-chip" strategy.
By Jon Martindale Published -
Free Premium ArticleSamsung debuts three next-generation memory technologies for AI data centersSamsung uses FMS to unveil three next-generation memory technologies — zHBM, zNAND-O, and BV-NAND — that target different markets, but all rely on advanced wafer-bonding techniques.
By Anton Shilov Published -
PremiumApple is taking OpenAI to court over alleged theft of trade secretsEither way, the legal profession is the biggest winner.
By Jon Martindale Published
-