Nvidia buys Hugging Face for $13B
Betting on open AI’s distribution layer.
Memory efficiency becomes AI’s constraint
Microsoft frames AI infrastructure around useful yield.
Xiaomi expands XRing into AI silicon
O3 leads broader in-house processor strategy.
Google accelerates TPU cadence for AI
Custom silicon pushes infrastructure beyond GPUs.
AMD builds physical AI around balanced compute
Ryzen AI Embedded X100 combines x86, GPU, NPU.
PC GPU shipments increased 10.4% Q-Q, up 1.1% Y-Y
The second quarter is typically down—not this time.
DLSS 5 moves AI into rendering
Nvidia shifts AI from reconstruction toward generation.
Nvidia invests $3.5B in MediaTek
Another slice of Nvidia’s cake.
Redwood tests AI-designed silicon
Autonomous flow targets physical AI inference.
Iluvatar CoreX turns demand into profit
China’s GPGPU market funds a roadmap.
SambaNova scales dataflow for AI inference
SN50 targets agentic workloads at scale.
IBM unveils dual-architecture mainframe chip
One core runs Arm and IBM Z.