…While the valuations of core companies are typically associated with consumer hardware, today, Nvidia, AMD, and even Intel’s profits are skyrocketing on the back of a ceaseless march to build infrastructure…
…The increases have been driven by the memory and chip shortages stemming from the AI infrastructure build-out, but Sweeney wasted no time criticizing Valve on X for the much higher price…
…And if usage drops because of rising costs, the AI companies are never going to find the short-term profit they need to offset the enormous infrastructure spending they're still trying…
…But until AI hyperscalers can earn back the trust of the people and prove that they can build infrastructure without increasing costs for everyone else and hoarding the resources that communities need…
…The PCIe 6.0 switch with 320 lanes can be used to build large multi-GPU scale-up clusters, large shared KV-cache memory pools, and disaggregate data center infrastructure using custom…
…Suggesting this was a "wake-up call," moment, politicians and prominent figures in the UK, Canada, France, and the Netherlands, among others, said that frontier AI model access was now "critical infrastructure…
…Meanwhile, the four largest hyperscalers are on course to spend more than $650 billion on AI infrastructure this year. Whether compute ultimately puts a lid on any out-of-control, self-improving…
…Enterprise GPU and CPU Roadmap AI accelerator Roadmap Desktop GPU Roadmap 3D NAND Roadmap Confidential computing exists to address a fundamental trust problem in cloud infrastructure: tenants often have no way to…
…This is a big deal for consumer systems, but it's a much bigger deal for AI data center operators who are currently struggling with build-outs because the power infrastructure worldwide…
FBI dismantles Chinese phishing service that coached buyers to generate scam sites using AI —$88 cybercrime product linked to $1.9 billion in losses, 3.87 million stolen cards