AI-pilled Arm CEO teases mystery products for $1T TAM
…To Haas' credit, at launch Arm's AGI CPU has already secured big-name customers like Meta, OpenAI, SAP, Cloudflare, and SK Telecom, all of whom intend to deploy the chip when…
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Raspberry Pi leans into semiconductors as sales climb
…is still there, but DRAM inflation – Dynamic Random Access Memory (DRAM) chips, driven up by overwhelming demand from AI – and cloudy second-half visibility remain the key things investors will worry about…
Nvidia GTC: We predict an agentic AI enterprise hype fest
…seems to have decided renting cloud rigs to them is better than selling consumer hardware, small companies looking for AI chip compromises will be excited, and agentic AI is gonna be so…
Digital sovereignty isn't just a buzzword – it's the future
…Such schemes include Microsoft's EU Data Boundary , AWS European Sovereign Cloud , and Google Cloud Sovereign Cloud . Europeans aren't buying it. They're becoming increasingly skeptical of US hyperscalers' "sovereign cloud…
HPE adds Blackwell, Rubin systems to Nvidia-backed AI push
…and Connect-X NICs, and also incorporate Nvidia's software, CUDA-X libraries, blueprints, confidential computing, Multi‑Instance GPU (MIG), and virtual GPU (vGPU) technologies with HPE chip‑to‑cloud security and…
Arm says AI agents need a new CPU. Intel doesn't buy it
…Arm's chip features a pair of 128-bit wide vector units, compared to the 512-bit wide vectors supported on most Intel and AMD server chips. Awad went out of his…
India tests whether AI can stop trains hitting elephants
…SAP expands Japanese cloud; SK hynix close to shipping LPDDR6; Lenovo's biggest ever IaaS deal; and more ASIA IN BRIEF India’s Ministry of Environment, Forest and Climate Change last week…
Amazon rejects AWS climate disclosure proposal
…Amazon Web Services (AWS) cloud division. Earlier this year, CEO Andy Jassy told investors that Amazon had added 3.9 gigawatts of compute capacity during 2025, and he expects to double that…
Memory crunch threatens to kneecap Chromebook shipments
…Say goodbye to budget PCs and smartphones – memory is too expensive now Read more Why? For readers with their heads in the clouds, an AI-driven memory shortage is plaguing the entire…
Unpacking the deceptively simple science of tokenomics
…And it might explain why Nvidia burned $20 billion on Groq's intellectual property and talent. The chip designer's SRAM-heavy AI accelerators excelled in the kind of latency sensitive applications…