GW Under Construction, SemiAnalysis Leading Indicators, 1.3T of Lease Contracts Signed YTD, The Shortage Could Move to Chips ...
ASML has not announced anything yet, but its patent filings, a news report and its own roadmap all suggest so. We believe it ...
Subscription plans are still the primary way consumers and small businesses pay for AI. These plans are highly subsidized—as we previously explained in June—but can still make economic sense as ...
Engram extends standard token embeddings with learned multi-token lookups. Recurring local patterns retrieve vectors directly, reducing the need to reconstruct them through attention and feed-forward ...
The Qualcomm-Arm saga is epic and there is a new massive update in the case. This update contains evidence that Arm is changing its entire business model and moving to require licenses from OEMs. It ...
When we published our first AMD software article, we gave AMD a 0% chance of closing the gap with Nvidia in AI accelerators. Software was broken, progress was unexciting, and we were the top bug ...
The past two months have been a breakout period for open source AI. Yes, there was the “DeepSeek moment” back in January 2025, but no one actually used R1 to do any economically valuable work. In ...
Huawei is making waves with its new AI accelerator and rack scale architecture. Meet China’s newest and most powerful Chinese domestic solution, the CloudMatrix 384 built using the Ascend 910C. This ...
OpenAI’s ChatGPT took the world by storm, quickly amassing over 100 million active users in January alone. This is the fastest any application has ever grown to this size, with the prior two record ...
At GTC, Nvidia announced 8+ different SKUs and configurations of the Blackwell architecture. While there are some chip level differences such as memory and CUDA core counts, most of the configurations ...
Over the last few months, there have been a number of headlines raising concerns about Microsoft's reduction in datacenter leasing activities including a few datacenter leasing cancellations. We ...
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