What Can Go Wrong In 800VDC AI Data Centers
SourcesSemiconductor Engineering
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Enterprises put non-Nvidia chips 14 points ahead of Nvidia's next-gen GPUs on their evaluation lists
SourcesVentureBeat AI
India's richest man now wants to turn aging computers into AI-ready PCs | TechCrunch
SourcesTechCrunch
Samsung teases new HBM5 with twice the performance of HBM4E —ambitious data transfer rates could hint at 4,096-bit interface
SourcesTom’s Hardware
GoPro to expand into AI data centers after $285 million merger with optical-photonics company — move to solve camera maker’s financial woes, move manufacturing back into the US
SourcesTom’s Hardware
Data center market faces all-time low vacancies despite record-breaking construction
SourcesConstruction Dive
Tape companies ship 160 exabytes of storage in 2025, AI data demands drive 'unprecedented data growth' — capacity shipped in Q1 2026 rose 57% YOY driven by AI, LTO‑9 momentum, and early LTO‑10 uptake
SourcesTom’s Hardware
Startups want to rent your idle gaming PC for AI tasks — Startups pitch an 'Airbnb for AI inference,' but profitability remains unproven
SourcesTom’s Hardware
AI data center investment projected to hit $32 trillion by 2050 — infrastructure spending estimated to exceed capital requirements for railways, electrification, or the internet
SourcesTom’s Hardware
Sequoia-incubated Empirik launches with $21M to predict outages before they happen | TechCrunch
SourcesTechCrunch
Nvidia's top-end RTX 5090 gaming GPU now costs at least $5,000 — Blackwell cards continue to endure drastic price hikes
SourcesTom’s Hardware
Samsung reveals three-phase HBM roadmap that puts logic and compute inside memory — zHBM ultimately stacks DRAM directly on top of the processor
SourcesTom’s Hardware
CXMT reportedly begins risk production of HBM3E memory in breakthrough for Chinese DRAM production — company could be in mass production in 2027
SourcesTom’s Hardware
Advancing The CFET-Based Device Roadmap: Novel Integration Modules And Standard Cell Configurations
SourcesSemiconductor Engineering
Workload-Driven HBF Substrate For Capacity-Scalable LLM Inference (Huawei, ETH Zurich, HUST)
SourcesSemiconductor Engineering
Nvidia’s $3.5B MediaTek bet reveals its plan for tackling Big Tech's AI chip buildout | TechCrunch
SourcesTechCrunchTom’s Hardware
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