Google has reportedly chosen Intel’s EMIB-T over TSMC’s CoWoS-L for its next-generation TPU, codenamed Humufish. But will Google be alone in its alleged decision?
Reflection AI has locked in more computing power. The US startup signed an AI compute deal worth more than $1bn with Nebius, the Amsterdam-based cloud provider, according to Bloomberg. The agreement runs through 2029. It gives Reflection access to Nvid…
Apple is in early talks with PrismML, a startup that shrinks large AI models to run directly on a phone. The company’s on-device AI pitch could help Apple keep more of Siri’s work off the cloud. PrismML chief executive Babak Hassibi told CNBC that Appl…
Running until 2035, the $250 billion spending target is attached to a goal of making 40% of Micron’s DRAM in the U.S. by the mid-2030s.
Cutting the West’s reliance on China would carry a staggering price. A new study puts the cost of decoupling from China at $23.6tn over 25 years, and warns the bill would land hardest on the industries building Europe’s tech future. The West has spent …
Intel has unveiled Starfire, a space-grade system-on-chip designed for the U.S. government.
The AI boom has broken the memory market’s oldest rule. Prices that should be falling are soaring instead, and the AI memory crunch will not ease until 2028. The hangover, when it comes, could be brutal. Memory is meant to be boring. For decades DRAM a…
Apple’s planned M7 Ultra chip is being designed to support up to 1.5 TB of unified memory and to push AI performance toward the class of Nvidia’s Blackwell accelerators.
The AI chip boom just produced its biggest Wall Street moment yet. Now SK Hynix and Samsung are being asked to build U.S. factories.
SK hynix raised $26.5 billion in a record-breaking Nasdaq IPO, as it plans to channel the windfall from surging AI demand and sold-out HBM supply to fund new fabs.