More money poured into AI processors and data centers
Data centers and AI LLM companies aren’t the only ones raising cash.
Fujitsu joins the AIP crowd with an NPU
Targeted at inference servers using advanced Japanese semi production.
AI processor architectures are evolving almost as fast as LLMs are
AGI will not be realized with just more clever software.
Local opposition, not ROI, will determine AI’s build-out pace
Legislation won’t stop it.
SemiFive NPU plus SoC design
SemiFive is a custom AI ASIC platform house.
AMD FSR-powered rendering gets sharper
Redstone SDK 2.2: ML available now.
Alibaba’s RISC-V CPU runs AI natively
Using vector engine rather than NPU.
Terafab—Tesla and SpaceX semiconductor factory
Tesla et al. becomes more vertically integrated.
Supply, the growth limiter, not circular investment
Supply chain management is as important today as design.
Remember optical computing? It’s here
Q.ANT goes into mass production with their photonic processor.
Nvidia is (re)-proving the Jevons paradox
The more you buy, the more you save.
Nvidia leads and shapes the AI industry
No corner of the market is left untouched.