AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
668 articles
Importance:Policychip export restrictions
Commentary: US chip security act ends China's special AI chip supply
The US House Committee on Foreign Affairs passed the Chip Security Act, signaling a decisive move to restrict high-performance computing exports amid rising... Source: digitimes.com
Importance:NewsArm data center chips
Arm's AI Data Center Chip & 5-Year Growth Plan After 200% Stock Surge - News and Statistics
Arm Holdings outlines an ambitious five-year plan to increase revenue fivefold, fueled by its new AI-optimized data center chip, following a 200% stock... Source: indexbox.io
Importance:NewsAMD HBM memory supply
AMD And Samsung Partnership Adds New Piece To AI Supply Story
AMD (NasdaqGS:AMD) and Samsung signed a new memorandum of understanding to supply next generation HBM4 memory for AMD Instinct AI GPUs. Source: finance.yahoo.com
Importance:Newsdata center power infrastructure
Data Centers Are Transitioning From AC to DC
Last week's Nvidia GTC conference highlighted new chip architectures to power AI. But as the chips become faster and more powerful, the remainder of data... Source: spectrum.ieee.org
Importance:NewsCompetitive chips
Huawei Targets Nvidia's Turf With New AI Chip
Alibaba Group Holding Limited and other Chinese tech firms are accelerating a shift toward domestic AI chips as U.S. restrictions on Nvidia Corp. reshape... Source: aol.com
Importance:NewsPower architecture
800 VDC Architecture for AI Data Centers
NVIDIA 800 volts direct current (VDC) has emerged as the optimal architecture for next-generation power distribution. It decreases conversion and routing... Source: nvidia.com
Importance:NewsAlternative AI chips
Alibaba’s Huawei Chip Move Tests AI Growth And Margin Resilience
Alibaba Group Holding, NYSE:BABA, is reported to be adopting Huawei's domestically produced 950PR AI chips after positive internal testing. Source: simplywall.st
Importance:NewsSpace data centers
Nvidia Just Announced Hardware for AI Data Centers in Space. Here Are the Very Real Implications.
Orbital data centers could become a reality, and Nvidia is leading the charge. Source: fool.com