AMD announced it achieved an estimated 4x increase in AI energy efficiency from 2024 to 2026, ahead of its 3x projected target, and is on track to deliver a 20x increase in rack-scale efficiency for A…
Core Scientific (CORZ) is billing customers for nearly 440 megawatts of AI computing capacity ahead of schedule, marking a successful pivot from Bitcoin mining to AI infrastructure. The company comple…
Nvidia Corp.'s aggressive share buyback program is yielding a negative spread of five percentage points against its 8.5% weighted average cost of capital, with the implied earnings yield at roughly 3.…
NVIDIA (NASDAQ:NVDA) has become the load-bearing wall of the AI buildout, with OpenAI's 10GW commitment and hyperscalers like Anthropic, Meta, and AWS queuing for its Blackwell and Vera Rubin silicon.…
Cerebras Systems introduced the WSE-3 Turbo processor, doubling the performance of its predecessor to 250 PFLOPS sparse FP16, and the new CS-4 rack-scale system that enables multiple WSEs to work toge…
AMD's Radeon AI PRO R9700 x2 graphics cards fail with Windows error Code 31 under Adrenalin drivers 26.5.1, 26.6.1, and 26.7.1, but remain stable for over 20 hours with driver 26.3.1, according to a L…
Samsung Foundry is raising chip manufacturing prices by up to 15% for new customers, targeting its 4nm, 5nm, and select 8nm nodes, as its division achieved monthly profitability for the first time in …
After one week of running local AI on AMD's Strix Halo hardware in mid-August 2026, the user reports that the hardware is fine but the software stack is far from ready, with crashes and performance is…
Cerebras Systems unveiled its rack-scale CS-4 platform powered by three WSE-3 Turbo chips, claiming performance up to 30 times faster than GPU-based rivals. The CS-4 delivers 750 petaflops of sparse F…
Cerebras Systems unveiled its next-generation Wafer Scale Engine WSE-3T and Nexus rack systems on Tuesday, claiming twice the compute, memory fabric, and I/O bandwidth of the two-year-old WSE-3 by pus…
Qualcomm open-sourced its Modular AI software platform at ModCon 2026, making the Apache 2.0-licensed code available on GitHub. The move aims to create a cross-platform AI stack that runs on various h…
PantheonGPU, a new GPU health-check tool, runs 45+ targeted tests on NVIDIA CUDA and AMD ROCm hardware to detect stability issues and configuration bottlenecks that telemetry tools miss. The tool stre…
Google is reportedly partnering with AMD to design a next-generation Tensor Processing Unit (TPU) that integrates CPU cores into the processor package, targeting reinforcement learning and agentic AI …
Enterprise SSD prices rose another 5 percent in July 2026, leaving flash pricing about 6.5 times higher than in Q3 2025, according to VDURA's Flash Volatility Index, which prices a 30TB TLC SSD at $22…
AMD reported a 4x improvement in AI energy efficiency from 2024 to mid-2026, exceeding its projected 3x target, and remains on track for its 20x rack-scale goal by 2030. The company's 20x30 initiative…
AMD reported on August 18 that its rack-scale AI systems achieved a 4x energy-efficiency improvement from its 2024 baseline through mid-2026, surpassing its previously projected 3x gain. The company, …
Micron Technology shares fell more than 8% on July 28, 2026, as a sector-wide semiconductor selloff erased over $1 trillion in combined market capitalization from major chipmakers including SK Hynix, …
AMD, Spectro Cloud, and Supermicro launched AMD Instinct Coder, a turnkey on-prem AI coding appliance that runs inference locally on AMD Instinct GPUs, claiming up to 95% cost savings and 70% lower co…
Velaura AI, a startup focused on chip design for data centers, has crossed the $1 billion valuation threshold after closing a $110 million Series A round led by Seligman Ventures, with participation f…
A developer built a team of three AI agents using the Hermes Bot Mode desktop plugin, creating a Researcher → Risk Analyst → Thesis Editor pipeline that hands off work automatically. The test demonstr…