SK Hynix bets HBM, wins Nvidia jackpot
A decade-long memory gamble reshapes the AI silicon supply chain.
Nvidia enters PC chip market
RTX Spark integrates AI, graphics, and Arm architectures.
Alibaba’s T-Head builds China’s Nvidia alternative
The Zhenwu M890 ships at scale—and a two-generation roadmap follows behind it.
FuriosaAI scales inference beyond chips
Broadcom partnership targets hyperscale AI inference clusters.
Anthropic is the supershopper for AI processors
Nvidia, SpaceX, Microsoft, Amazon, and Google are all in the game.
Second best not good enough, says China
Rejects scaled-down RTX 5090 AIB.
Nvidia results for the first quarter and Fiscal 2027
Another record-breaking quarter.
Part III: The evolution to AI GPUs
CUDA, Tensor Cores, and NPUs rewrote computing history.
Part II: The long, windy trail of Intel GPUs
The evolution of Intel discrete graphics: A strategic pivot.
Is a paradigm change needed to realize AGI?
Architectures are evolving as fast as LLMs.
Bolt brings photorealism to tape
Offers new meaning to the term “tape-out.”
Taalas bets on hard‑wired models to beat GPUs at inference
Toronto start-up Taalas fixes trained LLMs directly in silicon.