Supply, the growth limiter, not circular investment
Supply chain management is as important today as design.
AMD to deliver 6 GW of AIPs to Meta
How many is 6 GW, and where will Meta put them?
AMD and Meta announce $60B, 6 GW AI partnership
Another circular deal, knotting together supplier and customer.
Meta plays hybrid AI
While investors read tea leaves, hoping for insight.
GPUs vs. ASICs—the threat from within
Some of AMD’s and Nvidia’s biggest customers are building their own AIPs.
Meta swallows Rivos—now what?
Lots of hints, rumors, and leaks to suggest Meta’s ambitions for Rivos may go beyond adding to Meta’s technology portfolio.
Meta’s next-generation MITA Training and Inference AIP
MTIA complements and strengthens Meta’s AI infrastructure investments.
Is Meta’s acquisition of Rivos a YANK?
How many AIPs does it need to quit Nvidia?
Metaverse? Metaverse? I’ve heard that somewhere…
When does a buzzword become a thing?
Pair of industry titans unite on stage
Huang and Zuckerberg to hold joint tech discussion at Siggraph.
Zoom, how passé
The future is calling, is Meta answering?
Meta’s failure is a success
Enormous losses but establishment of association.