… 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. …
… "Through our advanced manufacturing capabilities and preemptive infrastructure investments, we will continue to drive the growth of the global AI memory market." The announcement comes amid a feeding frenzy by big tech to capitalize on AI demand. …
… Memory and storage chips are in high demand, and the high-margin data center market has caused a modern day gold rush for component makers. It's the main reason why Micron pulled its Crucial brand from the consumer market, and it's also largely responsible for multiple rounds of console price hikes. …
… Plug those coordinates into Google Maps and they point straight to the Taipei Music Center, the venue where Jensen Huang is scheduled to deliver his GTC Taipei keynote on June 1, at 11am Taiwan time. …
… The simple answer is supply chain reality. During recent earnings calls, soon-to-be-'former' CEO Tim Cook explicitly blamed a lack of advanced chip availability for Apple's inability to meet customer demand for iPhones. …
… Two Chips, Two Jobs: TPU 8t and TPU 8i For the first time, Google is splitting its TPU architecture into two purpose-built chips rather than a single unified design. The TPU 8t is optimized for large-scale pretraining, delivering nearly three times the raw computing power of the previous generation. …
… As part of that deal, Amazon committed an additional $5 billion in investment, with up to $20 billion more possible in the future. At the center of this deal is Colossus 1, a massive AI supercomputer built by SpaceXAI in record time to handle frontier-scale workloads. …
… Biwin is a Chinese company—from the mainland, not from Taiwan—and that can make it difficult to do business with the US and its allies due to the countries' on-again / off-again relationship. …
… Dell’s industrial design remains characteristically restrained and premium. …