…As for the interchangeable compute, that leaves the platform open to whichever vendor ships the most competitive AI silicon, rather than locking it to a single supplier. This interchangeability is no doubt…
…The company expanded its Nvidia partnership in February for "millions of AI chips," including Grace Blackwell and future Vera Rubin platforms, in a deal reportedly worth tens of billions. Custom silicon handles…
…Lisa Su said AMD is seeing significantly higher CPU demand because AI workloads increasingly require CPUs for orchestration, data movement, head-node operations, and agentic AI execution. As a result, AMD now…
…Another noted that many users are already discussing moving to alternate platforms like Lattice and Altera due to these changes. AMD's forum representative confirmed they were "collecting all the feedback received…
…Agentic AI and CPU demand Journalist 2: What are customers telling you about this agentic AI wave, how they're dealing with it, and how Intel plays into that going forward? Kira…
…Nvidia's recent AI PC direction shows that the PC paradigm is changing. These systems need much more efficient data movement to feed their processors. From my point of view, the market…
…xAI products increasingly feed into Musk’s wider platform strategy. The deal also hints at another possibility: Musk could be positioning SpaceX/xAI as more of an AI cloud infrastructure provider. That…
…Google and Amazon were reported to be in active discussions for their custom AI processors back in April, but the remarks from these sources move those “discussions” to a solid unit figure…
…AI and data centers Photonics and high-speed data movement is the next big AI bottleneck The data center cooling state of play Massive AI data center buildouts are squeezing energy supplies…
…county passes data center ban for rural areas for a year, move comes in wake of AI data centers moving to remote areas to skirt regulations By Jowi Morales Published 16 May…