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All posts related to the industry in general.

Executives participate in a groundbreaking event in front of a sign featuring 'Coherent' and 'NVIDIA' logos with the text 'Reindustrializing America: Manufacturing for the AI Era.'

Coherent’s New Texas Plant Replaces Copper With Light, Powering NVIDIA’s 576-GPU Vera Rubin Data Centers & The Silicon Photonics Era

A close-up view of a server rack with multiple Nvidia hardware components stacked vertically.

Datacenters Are Outstripping the Power Grid, Forcing NVIDIA and Google Into a Radical 800V DC Overhaul by Q3 2026

AI Chip Frenzy Drags Foundry Revenue Up 3.7% in Q1, Yet Wafer Prices Are About to Hit Customers Next

Intel & AMD Laptop CPU Roadmap Leak: Arrow Lake-HX In 2025, Refresh In 2026 With Panther Lake, Fire Range With 16-Cores & X3D In 2025

MSI Chairman Warns Memory & GPU Shortages Will Drag Into 2026, But Says CPU Supply Will Get Better By Q3

NVIDIA Pivots to CPUs to Salvage China Revenue After GPU Restrictions, As Several Customers Show Interest In Vera CPUs

NVIDIA Pivots to CPUs to Salvage China Revenue After GPU Restrictions, As Several Customers Show Interest In Vera CPUs

SK Hynix Races Samsung to 400+ Layer NAND, but Must Abandon Tungsten Entirely as Stacking Hits a Material Wall

AMD's Instinct MI355X Snags a $350 Million Customer as TensorWave Doubles Down Ahead of the MI455X vs Vera Rubin Showdown

AMD’s Instinct MI355X Snags a $350 Million Customer as TensorWave Doubles Down Ahead of the MI455X vs Vera Rubin Showdown

A Micron DDR5 RCD06 module positioned with glowing lines and the large text '9200 MT/s' in the background.

China’s Montage Technology Starts Sampling 9200 MT/s DDR5 Clock-Drivers For RDIMM Memory, Powering Next-Gen Datacenters

A server rack filled with numerous yellow fiber optic cables prominently features text stating, Lambda's first look at NVIDIA co-packaged optics.

NVIDIA’s First Co-Packaged Optics Switch Lands at Lambda, Cutting 3kW Per Rack and Freeing Power for 3,137 Extra GPUs

Bernstein Warns NVIDIA’s Vera Rubin Racks Will Hit $9.1 Million as HBM4 Prices Triple to $53 Per Gigabyte

NVIDIA & SK Hynix Sign Blockbuster “Multi-Year Technology” Partnership: Will Co-Develop Next-Gen Memory For AI Factories

A display model features 'HBM5 Architecture with HPB' emphasizing 'Core Die' and 'Heat Path Block.'

Samsung Teases HBM5 With a New ‘Heat Block Path’ Tech, Mirroring SK Hynix’s iHBM Cooling Play

A close-up of an HBM4E chip next to the text 'HBM4E 48GB' and '32Gb, up to 10 AI at Scale.'

SK Hynix Previews HBM4E Memory at Computex, Cramming 48GB Into a 12-Hi Stack and Pushing Bandwidth to a Record 4 TB/s

YMTC 128L QLC 3D NAND chip resting on an orange circuit pattern background.

NAND Revenue Explodes 3.5x to a Record $46 Billion in a Single Quarter as Agentic AI Starves the PC Market

An Intel Xeon 6+ processor is depicted with the text 'Intel Xeon 6+' and 'intel 18A' on a blue background.

Intel’s 288-Core Clearwater Forest Xeon 6+ Lands on 18A, Claiming 30% Performance & 50% Efficiency Lead Over AMD’s 192-Core EPYC

NVIDIA Confirms Vera Rubin Launch In Q3 With Volume Ramp by Q4, As Blackwell Continues To See Massive Demand

NVIDIA Vera Rubin Enters Full Production, Ready To Bring The Full Force of NVIDIA’s AI Might To Agentic AI Factories

Intel Foundry's Rio Rancho Facility To Become Its Crown Jewel In Production of Next-Gen Glass Substrates

Intel Foundry’s Rio Rancho Facility To Become Its Crown Jewel In Production of Next-Gen Glass Substrates

AMD's Next-Gen Zen 7 "Grimlock" CPUs To Utilize TSMC 1.4nm Process Tech & FOPLP Packaging, Launching in 2028

AMD’s Next-Gen Zen 7 “Grimlock” CPUs To Utilize TSMC 1.4nm Process Tech & FOPLP Packaging, Launching in 2028

NVIDIA's Jensen Huang & AMD's Lisa Su Touch Down in Taipei as Computex Showdown Looms, Showcasing Next-Gen Technologies

NVIDIA’s Jensen Huang & AMD’s Lisa Su Touch Down in Taipei as Computex Showdown Looms, Showcasing Next-Gen Technologies

Intel Clearwater Forest "Xeon 6+" CPUs Deep-Dive: Up To 288 Darkmont E-Cores, 576 MB Cache, 18A With Foveros D3D + EMIB 2.5D

Intel Xeon 6+ “Clearwater Forest” Enters Mass Production on 18A With 288 Darkmont E-Cores, & 576 MB Cache

AMD's EPYC Venice Becomes Industry's First 2nm HPC CPU To Achieve Volume Ramp As It Races Towards Agentic AI Leadership

AMD’s EPYC Venice Becomes Industry’s First 2nm HPC CPU To Achieve Volume Ramp As It Races Towards Agentic AI Leadership

AMD Has Begun Sampling MI450 GPUs & Also Engaged With Customers On MI500, Largest AI Deployments Are For Inference

AMD Invests $10 Billion In Taiwan as Helios AI Racks With Venice EPYC & MI450X Head Toward Multi-Gigawatt Deployments

A presenter in a black leather jacket holds a large computing board with visible components and circuitry.

NVIDIA’s Vera Rubin Rack Hit With 435% Memory Price Surge, Pushing HBM4 & LPDDR5X Bill to $2M of $7.8M Total

Two smiling men holding a large computer chip with dark circuitry, standing against a colorful cosmic background.

NVIDIA To Become The Worlds Leading CPU Supplier With Vera Hitting $20 Billion Revenue This Year

NVIDIA Confirms Vera Rubin Launch In Q3 With Volume Ramp by Q4, As Blackwell Continues To See Massive Demand

NVIDIA Confirms Vera Rubin Launch In Q3 With Volume Ramp by Q4, As Blackwell Continues To See Massive Demand

Intel CEO Lip-Bu Tan Threatens to Fire Anyone Whose Chip Exceeds B0 Stepping, as 14A's 'Holy Grail' PDK 0.9 Lands October 2026

Intel CEO Lip-Bu Tan Threatens to Fire Anyone Whose Chip Exceeds B0 Stepping, as 14A’s ‘Holy Grail’ PDK 0.9 Lands October 2026

A person in a suit stands on stage with a large semiconductor wafer image displayed behind them, and the word 'Welcome' visible on a screen.

Intel CEO Lip-Bu Tan Calls Foundry a “National Treasure” as External Customers Knock on His Door After 18A Yield Turnaround

NVIDIA Pivots to CPUs to Salvage China Revenue After GPU Restrictions, As Several Customers Show Interest In Vera CPUs

NVIDIA Hand-Delivers First Vera CPUs to Anthropic, OpenAI, SpaceX and Oracle as Grace’s Successor Powers the Agentic AI Era

LPDDR Memory Demand For NVIDIA Rubin In AI To Exceed The Combined Demand of Samsung & Apple In 2027

NVIDIA’s Rubin AI Platform Alone Will Devour More LPDDR Memory in 2027 Than Apple and Samsung Combined, Starving Smartphone Supply

A display featuring CXMT LPDDR5X and DDR5 chips highlights specifications such as '12/16Gb' capacity and '10667 Mbps' speed.

Chinese Memory Makers Accelerate DDR5 Development, Reaching 8000 MT/s DRAM Speeds As They Near Samsung, SK Hynix & Micron Levels

Intel Returns To The F1 Racing Pits, Powering McLaren Racing As Its Official Compute Partner

Intel Returns To The F1 Racing Pits, Powering McLaren Racing As Its Official Compute Partner

NVIDIA To Claw Back Lost China Market With H200 Approval After US Curbs Crushed Its 95% Share Down To Nothing

AMD’s EPYC Steamrolls the Server Market With Record 46.2% Revenue Share, Now Commands 30% of the Entire CPU Segment

Multiple yellow cables connected to the back of an NVIDIA server/network device with several ports and connectors visible.

NVIDIA Drains Foxconn’s Entire CPO Rack Supply Ahead of Schedule, Forcing the Assembler to Skip Showcase at Computex This Year