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PremiumExamining Nvidia's 60 exaflop Vera Rubin POD — how seven chips underpin company's 40 rack AI factory supercomputerNvidia announced seven chips in full production at GTC 2026 on Monday, composing the Vera Rubin platform that the company intends to ship in the second half of this year.
By Luke James Published -
PremiumMeta's new MTIA lineup joins hyperscalers' unified push for dedicated inferencing chipsGoogle, AWS, Microsoft, and Meta have all independently reached the same conclusion.
By Luke James Published -
PremiumThe ongoing Strait of Hormuz blockage will impact the semiconductor and AI industries with Aluminum, Helium and LNG shortagesIf you can't make the chips and you can't run the turbines, you can't run an industry.
By Jon Martindale Published -
PremiumIBM and Lam's new partnership paves the way toward sub-1nm logic using High-NA EUVUnder the new agreement, the focus will shift to validating full process flows for nanosheet and nanostack device architectures and backside power delivery.
By Luke James Published -
PremiumOpenClaw AI agent craze sweeps China as authorities seek to clamp down amid security fearsThe agentic AI boom comes under scrutiny by Beijing
By Jon Martindale Published -
PremiumOracle and OpenAI's Abilene expansion saga detailed: 600MW expansion gets scrapped, as larger 4.5GW agreement remains on trackOracle and OpenAI dropped plans to expand their flagship Stargate campus in Abilene, Texas, beyond its committed 1.2-gigawatt build earlier this month.
By Luke James Published -
PremiumNew Commerce Department AI export rules could be seismic change for CSPs and data center operatorsThe Trump administration is considering new export controls for high-end AI chips, with the suggestion that it may start requiring investment in U.S.
By Jon Martindale Published -
PremiumAI creates jobs, data from European Central Bank survey showsEuropean data suggests the firms making the most use of AI are actively hiring more people, too.
By Jon Martindale Published -
PremiumAs Frank Yeary retires from Intel, the company picks an engineer to chair its boardIntel’s board of directors is getting a new independent chair, effective May 13, following the company’s Annual Stockholders’ Meeting.
By Luke James Published
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