… The rumors are that AI custom ASIC customer 4 is ByteDance and customer 4 is Apple. Customer six is, of course, OpenAI, which is using Broadcom to shepherd its “Titan” AI XPU through manufacturing and assembly. Tan said that OpenAI would install over 1 gigawatt of Titan capacity in fiscal 2027. …
… This is why SambaNova Systems and the first generation of AI hardware startups are still in the game, despite the hegemony of the Nvidia GPU in the AI datacenter, and it is also why the company was able o raise $350 million in Series E funding to help build and push its new “Cerulean 2” SN50 reconf… …
… We don’t have a lot of data points on such things, mind you, but now we have the third one with the very big deal announced between the social network and AI model maker and AI hardware juggernaut Nvidia. …
… This amounts to a discount on the hardware paid for with stock funny money instead of real cash. Getting AMD shares to more than triple in five years might be a challenge, but it is certainly doable. …
… Considering that Amazon Web Services is the biggest custom AI chip customer that Marvell has, and that AWS already has an NVLink Fusion partnership with Nvidia, and that AWS has said that the future Trainium 4 XPU will support both UALink and NVLink protocols , it stands to reason that the main par… …
… AMD refuses to believe that the world needs synonyms when it comes to GPUs. epyc venice rackscale pensando oracle oci mi450x mi450 helios gpu volcano compute altair ai world Enhanced Performance For Server Consolidation With Intel Xeon 6+ June 4, 2026 Compute HPE Catches Its First GenAI Wave With E…
Compute Taalas Etches AI Models Onto Transistors To Rocket Boost Inference Adding big blocks of SRAM to collections of AI tensor engines, or better still, a waferscale collection of such engines, turbocharges AI inference, as has been shown time and again by AI upstarts Cerebras Systems, SambaNova … …