TSMC chip capacity is ‘fierce’ battleground for AI customers, amid record quarter
SourcesCNBC
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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
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