AI chip stocks are correcting as the market realizes a widening gap between infrastructure build-out and monetization, according to an analysis of the AI workflow. Key pressure points include capex fa…
Core Scientific has signed a deal with AMD to provide up to 2.5 gigawatts of data center capacity for AMD's AI systems, marking a major pivot from bitcoin mining to AI infrastructure. The agreement, a…
Core Scientific announced a strategic partnership with AMD on July 28, giving AMD access to over 2.5 gigawatts of data center capacity across Core Scientific's US facilities, with an initial 500 megaw…
Moonshot AI released the open weights for Kimi K3 on July 27, a 2.8 trillion parameter Mixture-of-Experts model with 50 billion active parameters per forward pass, requiring a minimum of 8x H100 80GB …
Zane Hamilton's Booth compiler now compiles Fortran 'do concurrent' kernels to GPU machine code, supporting AMD RDNA 2/3/4, CDNA, Nvidia PTX, Tenstorrent, and Apple (WIP), with its own CPU backends fo…
Moonshot AI's release of the 2.8 trillion parameter open-source Kimi K3 model on July 17 triggered a 10% weekly decline in the PHLX Semiconductor Index (SOXX), its steepest since April 2025, pushing t…
AMD's next-generation CDNA5 architecture focuses on aggressive memory bandwidth and capacity improvements to reduce latency for large AI model training and inference, targeting a 2026 release. The har…
A Hacker News user asks about experiences running local AI models on AMD Ryzen AI MAX+ 395 (Strix Halo) systems with 128GB unified memory, seeking practical parameter limits, use cases, and compatible…
Moonshot AI released Kimi K3, an open-source large language model with 2.8 trillion parameters and a 1-million-token context window, in July 2026. It is the first open-source model to surpass Claude a…
Intel reported its highest growth in server CPUs in fifteen years during the second quarter of 2026, driven by demand for AI host CPUs and agentic AI sandboxes that execute work on CPU clusters. CEO L…
At AMD's Advancing AI event, CEO Lisa Su claimed outright leadership across CPUs, GPUs, rack-scale performance, memory capacity, network bandwidth and tokens per dollar, raising the stakes beyond the …
OpenAI, Google, and Anthropic are absent from the Open Secure AI Alliance, a new industry group led by Nvidia aimed at improving AI security. The alliance includes over 20 founding members such as AMD…
Tesla is rolling out a major integration of xAI's Grok AI assistant into its vehicles via the 2026.26 over-the-air software update, giving drivers voice-activated control over Spotify playback, phone …
AMD Corporate Fellow and Chief Architect for Datacenter GPUs Alan Smith revealed at the Advancing AI 2026 event that the new CDNA5 architecture, powering the MI455 and Helios, has been rebased from th…
AMD and Cerebras Systems announced a partnership at AMD's Advancing AI 2026 event to create a disaggregated inference platform combining AMD's Helios rack-scale systems with Cerebras' Wafer-Scale Engi…
Nvidia stock fell 4% on Monday, leading chip stocks lower amid renewed concerns about circular financing after reports that the company may backstop $250 billion in funding for OpenAI to lease computi…
AMD CEO Lisa Su announced new data center GPUs and CPUs at the Advancing AI conference, including the Helios 72-GPU rack system with MI455 GPUs delivering up to 18× more tokens per dollar versus MI355…
Synopsys on July 27 announced that its autonomous debugging and physical implementation workflows for chip design are available for evaluation through Microsoft Discovery, with AMD testing their use o…
Micron Technology shares fell 8% to around $903.50 on July 15 as Chinese memory chip rival ChangXin Memory Technologies (CXMT) captured 8% of the global DRAM market in Q1 2026, up from 3% a year earli…
ASUS announced a new server portfolio based on 6th Gen AMD EPYC 9006 processors built around the efficiency-optimized SP8 socket, including dual-socket RS700A/720A systems for high-density compute and…