… "Together, we are co-developing the next generation of memory for AI factories and applying AI to how we design and manufacture semiconductors—work that will shape the future of AI infrastructure." News of the expanded partnership comes on the heels of SK hynix vowing to double wafer capacity to co… …
… The report goes on to say that, according to supply chain sources, the partnership will allow ByteDance to turn an already completed, in-house chip architecture into a production-ready semiconductor built at scale. …
Anthropic Leases SpaceXAI’s 220,000 NVIDIA GPU Colossus Cluster in Surprise Partnership by Tim Sweezy — Thursday, May 07, 2026, 11:15 AM EDT In a surprise move, SpaceXAI and Anthropic have announced a strategic partnership that grants the latter access to the former's Colossus supercluster. …
… Huang explicitly justified the financial deluge by declaring Taiwan the "epicenter of the AI revolution," noting that it is the birthplace of advanced chips, complex packaging, server systems, and AI supercomputers. …
… While most of the details have yet to be revealed, Huang reportedly told press at the time that it's designing the chip in partnership with MediaTek and that it will feature "low power consumption but excellent performance." Our suspicion is that N1/N1X will be based on the same design as teh GP10 … …
… Built in partnership with MediaTek, the chip codenamed N1X is reportedly NVIDIA's first system-on-chip designed from the ground up for Windows on Arm small form factor PCs and laptops. …
… "Our close collaboration with AMD reflects the importance of pairing leadership process technology with advanced design innovation to enable the next era of high-performance and AI computing." AMD's 6th Gen EPYC processors will debut on the company's Zen 6 architecture, the same that will underpin … …
… If the astronomical spending by tech giants fails to generate matching software revenues, or if high-profile AI partnerships continue to show signs of strain, the AI bubble could pop, instantly vaporizing the artificial "projected" demand that caused the RAM shortage in the first place. …
… So will Intel ship discrete graphics cards again? It likely depends on the progression of the PC market and the AI craze. …