The neocloud shakeout is coming, and Nvidia has the most to lose
SourcesThe Decoder
Compute
The chips, data centers, energy and supply chains that decide who can train and run large models.
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Arm says its AGI CPU delivers nearly 2X the performance per rack of AMD EPYC 9755 in new agentic AI CPU tests
SourcesTom’s Hardware
Inside the long, bitter fight over one man’s quest to build the biggest AI datacenter in California
SourcesThe Guardian
Ricursive Intelligence is betting on AI-designed chips to help solve the compute crisis | TechCrunch
SourcesTechCrunch
Microsoft plans multi-gigawatt rollout of next-gen Azure Maia AI accelerator racks
SourcesThe Register
Exclusive: Volta’s $5 billion debt deal is a pulse check on the AI-financing boom
SourcesSemafor Business
Flox Intelligence is building AI to keep wildlife away from trains, airports, and roads | TechCrunch
SourcesTechCrunch
Chinese AI companies buy 1 million Nvidia GPUs in a single year, report claims — export control-compliant chips flood the market to bridge gap in compute demand
SourcesTom’s Hardware
Intel's Crescent Island AI Server GPU Gets a Name and Specs: Meet the Intel GPU D-Series
SourcesServeTheHome
Intel's Crescent Island AI accelerator officially powers new GPU D-Series products — chip delivers 1.3 peak PFLOPS of FP8 compute and 1.5 TB/s of memory bandwidth
SourcesTom’s Hardware
OCP Global Summit: Amid Ecosystem Adoption, NVIDIA Opens Vera Rubin Architecture to Help Scale AI Factories Worldwide
SourcesNVIDIA Newsroom
Intel to phase out SGX after Xeon Diamond Rapids in favor of TDX — confidential computing pivot adds trusted I/O and post-quantum crypto for agentic AI
SourcesTom’s Hardware
Microsoft to expand Azure Maia system to multi-gigawatt deployments - The Official Microsoft Blog
SourcesMicrosoft AI
AMD debuts Helion reference design for agentic AI servers with up to 32,768 Zen 6 ‘Venice’ cores — rack design ships next year in CPU-only and all-in-one configurations
SourcesTom’s Hardware
Senate probe accuses Big Tech of misleading public on AI data centers — massive 100 MW sites create only 100 jobs while securing lucrative GPU tax breaks; Senators question the number of permanent jobs, but companies refuse to divulge data
SourcesTom’s Hardware
Nvidia found $1B under the couch to help secure American scientific computing dominance
SourcesThe Register
Firmus pulls biggest ASX float since Telstra amid investor doubt about datacentre company
SourcesThe Guardian
AMD seeks 'broader partnership' with Samsung as it looks to secure memory supply — Samsung reportedly 'hopes to turn its memory supply relationship with AMD into foundry' orders for logic chips
SourcesTom’s Hardware
AMD's EPYC Verano AI host CPU will reportedly use a special SB1 socket — Zen 6 chip pairs 72 cores with a 24-channel LPDDR5X memory subsystem
SourcesTom’s Hardware
SpaceX reportedly seeking $40 billion debt package for Nvidia AI hardware — massive raise could fund roughly 360,000 Vera Rubin GPUs across 5,000 NVL72 racks
SourcesTom’s Hardware
Microsoft N1Xes Intel in favor of Nvidia's shiny new SoCs in Surface Laptop Ultra
SourcesThe Register
Datacentre company Firmus’s high flying valuation may be coming back down to earth ahead of expected ASX debut
SourcesThe Guardian
Spending on U.S. data center buildings hits record $85 billion annual pace, up 73% in a year — and Census doesn’t count the servers and racks inside
SourcesTom’s Hardware
Wall Street banks launch record $60bn chip deal for Broadcom and AnthropicPaywalled
SourcesFinancial Times
AMD attempts to get ahead of expected RTX Spark launch with Gorgon Halo AI benchmarks — company says it has shipped 'over half a million agentic PCs' to date
SourcesTom’s Hardware
Altman-backed Volantis reveals plan to vault the memory wall by baking photonics into AI accelerators
SourcesThe Register
Tencent scores 100,000 offshore AI chip deal with Oracle for $7 billion despite climbing prices
SourcesTom’s Hardware
Amazon ends secret data center pacts and pledges $1 billion to host towns — AWS promises 30,000 home efficiency retrofits amid 100 proposed bans
SourcesTom’s Hardware
Amazon warns $68 billion in blocked data centers threatens US AI lead — AWS CEO decries 100 proposed bans, pledges $1B community fund
SourcesTom’s Hardware
‘Enough to go around’: Brookfield’s bullish on AI investing, even if it has to share it with rivals
SourcesSemafor Business
Rural Queenslanders have seen gas projects come and go – but a 725-hectare datacentre poses a whole new level of ‘stupidity’
SourcesThe Guardian
Microsoft using wetlands and native gardens to 'camouflage' 20-plus data center sites by blending them into nature — critics blast the 'biomimicry' effort as 'lipstick on a pig' amid a 20-year gas power deal
SourcesTom’s Hardware
Elon Musk confirms discussions with TSMC about Terafab chipmaking collaboration — Intel is the only other named partner, Terafab to exclusively supply Tesla, SpaceX, and xAI
SourcesTom’s Hardware
The coming futures market in AI computePaywalled
SourcesFinancial Times
‘These guys are just coming from nothing’: questions over multibillion-dollar Firmus float amid datacentre backlash
SourcesThe Guardian
Amazon and Synopsys ink multi-year billion-dollar deal in multi-year IP agreement to accelerate AI chip design efforts — Synopsys to adopt Amazon Bedrock to deploy AI agents, harnessing AWS compute and storage capabilities
SourcesTom’s Hardware
OpenAI’s Jalapeño ASICs are deployed alongside AMD EPYC ‘Turin’ CPUs as hosts — Hardware VP says Nvidia’s Vera standalone is ‘a little bit behind… on that maturity level’
SourcesTom’s Hardware
Nvidia debuts $4,999 DGX Spark with half the RAM and storage, amid memory crunch
SourcesThe RegisterTom’s Hardware
NetApp Eliminates Metadata Bottleneck for Zettascale Storage with New Novus Architecture
SourcesHPCwire
Google thinks SpaceX's Starship has to launch 1,600 times before space data centers get off the ground | TechCrunch
SourcesTechCrunch
Satlyt, founded by a former Google and SpaceX product manager, raises $8M to run AI on satellites | TechCrunch
SourcesTechCrunch
OpenAI and Synopsys team up to build an AI model that designs chips like a seasoned engineer
SourcesThe DecoderTom’s Hardware
China's AI industry closes ranks as Deepseek ships open-source software for Huawei's Ascend chips
SourcesThe Decoder
‘This is how AI should be used’ — OpenAI head of hardware breaks down the AI-assisted design of its Jalapeño ASIC
SourcesTom’s Hardware
Nuvacore reveals unconventional Core First CPU IP design strategy — chip startup led by Apple and Nuvia legends plans to delay ISA selection for as long as possible
SourcesTom’s Hardware
Intel patent embeds MicroLEDs in chip packaging — technology may enable embedded optical interconnects through TGVs
SourcesTom’s Hardware
Synopsys debuts Autopilot platform for developing chips autonomously using AI — New AgentEngineer platform is poised for 'general availability' by the end of 2026
SourcesTom’s Hardware
Early AMD 'Gorgon Halo' AI mini-PC packs 192GB RAM for an eye-watering $7,099 — super early bird deal cuts down price of GMKtec Evo-X5 with Ryzen AI Max+ Pro 495 by $425
SourcesTom’s Hardware
OpenAI's custom Jalapeno AI inference ASIC is for OpenAI’s internal use, but company leaves the door open to broader rollout — firm says it will have its ‘hands full’ with Jalapeño for ‘a good long time’
SourcesTom’s Hardware
Modders bring Nvidia’s DLSS 5 Neural Rendering to AMD Radeon GPUs — latest build delivers 74% performance boost in just 24 hours, new launcher automates install process
SourcesTom’s Hardware
South Korea’s AI chip giants are fighting for a bigger role in America’s AI boom
SourcesRest of World
Ahead of US IPO, British AI neocloud Nscale secures $3.36B in convertible financing | TechCrunch
SourcesTechCrunch
Elon Musk's SpaceXAI to add another 660,000 AI GPUs this year, nearing a total of 1.44 million in operation — firm is building 1.2-gigawatt power plant to bring systems fully online
SourcesTom’s Hardware
Tower Semiconductor to invest $4 billion in Japanese ops to set up massive optical connectivity hub
SourcesTom’s Hardware
Google's Suncatcher project aims to put AI data centers in orbit powered by solar energy
SourcesThe Decoder
Oracle sends force majeure notice on its New Mexico Stargate data center | TechCrunch
SourcesTechCrunch
Micron discontinues 2GB GDDR7 chips for gaming GPUs as it pivots toward higher-density memory for AI — chipmaker reportedly pivots to high-margin 3GB silicon for AI GPUs
SourcesTom’s Hardware
WiCi One unveils wireless Wi-Fi 7 eGPU with built-in 4TB SSD for local AI — $1,999 box leverages WiFi 7 to present a remote card as local
SourcesTom’s Hardware
Huawei shelves global AI chip rollout as China's own demand outstrips supply — 15,488-chip Atlas clusters leverage optical networking to counter Nvidia, scales to 120 EFLOPS
SourcesTom’s Hardware
China puts AI compute into orbit with Supercomputing-1 satellite — onboard processing aims to cut Earth-observation data processing from hours to minutes
SourcesTom’s Hardware
Alibaba unveils Zhenwu V900 AI accelerator, claims it's 'the most powerful AI chip in China' — accelerator supports 500,000 chip supercluster with a 10T-parameter Qwen model on the roadmap
SourcesTom’s Hardware
China's ByteDance gained access to over 2,000 Nvidia B200 chips through Norway data center
SourcesTom’s Hardware
An Epyc trip to Venice: Everything we do and don't know about AMD's 256-core monster chip
SourcesThe Register
OpenAI and Anthropic scramble for smaller data centers as massive gigawatt projects lag — 20-30 MW facilities to provide capacity as mega structures undergo construction
SourcesTom’s Hardware
From Test Compression To Hierarchical Connectivity: Scaling SoC Test For AI And HPC Devices
SourcesSemiconductor Engineering
Memory chips are now more expensive to make than compute chips on a per-area basis — AI demand drives DRAM die value past leading-edge silicon
SourcesTom’s Hardware
Alibaba Cloud plans six-year stroll to 20GW of datacenters, reveals chip to power them
SourcesThe Register
Nvidia's next-gen RTX 60 GPUs might not be released until 2028, prominent leaker claims — gaming takes a back seat as company focuses on delivering data center products
SourcesTom’s Hardware
Open Benchmark Evaluates AI Thermal Models for 2.5D and 3D ICs (UTS, TU Munich, ShanghaiTech)
SourcesSemiconductor Engineering
Reinforcement Learning Cuts Routing Violations in Dense Chip Layouts (NYU)
SourcesSemiconductor Engineering
Chiplet Co-Design Framework Reduces Energy and Design Costs for AI Accelerators (University of Michigan)
SourcesSemiconductor Engineering
Elon Musk's Terafab hits a roadblock before making a single chip, receives cease-and-desist order — firm files trademark lawsuit, has sold Tera-Fab-branded lithography tools for over a decade
SourcesTom’s Hardware
AI developer vibe codes DLSS 5 onto Intel CPU's integrated graphics — Intel Arc 140T runs neural rendering in 360p at 10 frames per second
SourcesTom’s Hardware
AMD shares first official benchmarks for EPYC 'Venice' CPUs, targets Nvidia — company claims 256-core chip is more than twice as fast as Nvidia Vera, 96-core model 20% faster per-core
SourcesTom’s Hardware
NOR Flash and SLC NAND production are under threat as capacity gets routed to more profitable products — 'severe undersupply' threatens everyday electronics
SourcesTom’s Hardware
Crusoe raises $3.9B to build massive data centers and small modular 'AI factories' | TechCrunch
SourcesTechCrunch
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