Meta has developed MetaRoCE, a custom RDMA transport protocol that sprays packets out of order to boost AI throughput on Ethernet-based scale-out networks, maintaining around 86% throughput at 1% pack…
Amazon has cut up to $800 off TCL's 2026 QM7L Google AI Smart TVs, with the 85-inch model dropping to $1,697.99, an all-time low, ahead of the fall release of Grand Theft Auto VI. The TVs feature 144H…
Raymond James upgraded Advanced Micro Devices (AMD) to Strong Buy with a price target of $641, up from $565, citing AMD's server CPU market share gains and the growth of agentic AI workloads. Analyst …
Bridgewater Associates, the world's largest hedge fund with roughly $97 billion in assets under management, sold 1.8 million shares of Nvidia in Q3 2024, a 27% reduction, while adding 364,292 AMD shar…
TSMC's yield issues in advanced HBM packaging, affecting InFO and CoWoS processes, threaten AI accelerator supply and expose risks of over-reliance on Taiwan, creating an opportunity for Intel Foundry…
Privacy-preserving AI techniques such as homomorphic encryption, trusted execution environments, and differential privacy are moving cloud AI beyond the 'just trust us' model, enabling mathematical gu…
AMD detailed the system architecture of its MI400 series Instinct accelerators at Hot Chips 2026, centering on the Helios rack-scale platform built from the 96-core EPYC Venice CPU, Instinct MI455X GP…
AMD detailed the Instinct MI400 series GPU architecture at Hot Chips 2026, highlighting the MI455X silicon with 432 GB of HBM4 memory, 23.3 TB/s bandwidth, and a peak MXFP4 performance of 40.26 petafl…
Hybrid bonding, a bump-less chip connection technology, is becoming foundational for improving semiconductor performance, with Cu–Cu hybrid bonding shrinking pitch to below 1µm compared to solder bump…
AMD and Robotec.ai demonstrated a fully local physical AI agent for robot control by combining the RAI framework, O3DE simulation, ROS 2 Jazzy, and the Lemonade SDK, enabling a robotic arm to pick, pl…
A developer concluded a learning exercise on converting a data center GPU for desktop use, using an LLM to write a C++ fan-control program based on exact knowledge of the Linux AMD GPU driver. The pro…
Xiaomi's new Xring O3 CPU matches Apple's cores in single-threaded performance and is much faster in multithreaded tasks, scoring 3,945 in Geekbench single-core and 15,221 in multi-core. The chip feat…
A new setup guide from Minisforum details running ROCmFP4-quantized models with Multi-Token Prediction (MTP) on the N5 Max AI NAS, powered by the AMD Ryzen AI MAX+ 395 (16C/32T) with Radeon 8060S (gfx…
RUM Group, the company behind Truth Social, has signed a $13.7 billion contract to supply AI chips to an unnamed U.S. cloud customer, sending shares up more than 8% in premarket trading. The deal mark…
Nvidia faces rising competition in the AI data center processor market as AMD, Google, Cerebras, Amazon, Meta, and Microsoft invest in alternatives, with AMD securing 6 GW deployment commitments each …
Microsoft's Azure AI revenue relies on OpenAI for roughly 70% of its AI revenue, prompting the company to diversify through in-house MAI models, new chip deals with AMD, and partnerships with Mistral …
Stanley Druckenmiller's Duquesne Family Office sold all of its Intel, Micron, and Broadcom shares in the second quarter, and used the proceeds to build a new 72,900-share stake in AMD and positions in…
Samsung Electronics and SK Hynix are pursuing divergent HBM4 designs, with Samsung introducing an active base die using 4nm logic processes while SK Hynix focuses on packaging and heat management, for…
Largan Precision, the Taiwanese optical component maker known for iPhone lenses, has partnered with TSMC to develop co-packaged optics (CPO) technology for AI data centers, targeting bandwidth bottlen…
SemiAnalysis announced AgentX 1.0, the world's first fully open source multi-turn agentic coding inference benchmark at 1 million context, released under Apache 2.0, after spending more than $3M build…