Public Bitcoin mining companies have signed over $70 billion in AI and high-performance computing contracts, with some firms potentially deriving up to 70% of revenue from AI by end of 2026, according…
Bernstein projects the global server market will exceed $1 trillion by 2028, driven by accelerating AI infrastructure spending, according to its Q2 2026 AI tracker report released on August 3, 2026. T…
AMD will report Q2 earnings on Tuesday as chip stocks have dropped 20% since mid-June. AMD stock is up 194% in the last 12 months, driven by AI demand for CPUs. The company launched its Helios racksca…
MiniMax AI released MiniMax-H3, an open video generation model, with day-0 serving support in SGLang Diffusion, matching Seedance 2.0 at one-third the cost or free locally on 2x RTX 5090 or 1 RTX Pro …
Linux 7.2-rc6 was released with an unusually large number of patches, which Linus Torvalds described as 'huge' and the biggest rc6 in years by commit count. The release includes heavy fixes in sound, …
Amazon, Alphabet, Meta, and Microsoft spent $170 billion on data centers in a single quarter, a 72% increase year-over-year, and are on track to spend $1.5 trillion by end of 2027, according to Wall S…
Benchmarking by an unnamed engineer shows AMD's MI355X GPU delivers lower cost per million tokens than Nvidia's B300 for serving Kimi K3, due to memory bandwidth and quantization fitting the model on …
Wafer, an AI infrastructure provider founded by Emilio Andere and Steven Arellano, reported that running Kimi K3 on eight AMD MI355X GPUs delivered 48 tokens per second per dollar, outperforming Nvidi…
AMD's MI355X GPU achieved 48 tokens/sec per dollar running the 2.8T-parameter Kimi K3 model, outperforming Nvidia's B300 (33 tokens/sec) and B200 (7 tokens/sec), according to benchmarks from Wafer. Th…
India's Union Electronics and IT Minister Ashwini Vaishnaw announced that the Semicon India programme has attracted 12 semiconductor units with nearly $20 billion in investments, three of which are al…
AMD's Instinct MI355X GPUs now run Moonshot AI's 2.8-trillion-parameter Kimi K3 model at 952 tokens per second per node, undercutting Nvidia's B300 on cost per token despite Nvidia's 1.65x raw through…
Anthropic admitted that engineering missteps caused a monthlong decline in Claude Code performance, affecting paying users who reported the tool as less capable and more expensive to use. The company'…
Wafer's benchmark shows AMD's MI355X GPUs deliver 952 tok/s/node on Kimi K3, outperforming NVIDIA's B300 on performance per dollar at 48 tok/s/$ versus 33 tok/s/$, despite B300's higher aggregate thro…
AMD launched the Ryzen Embedded AI X100 series, a new line of processors designed for physical AI applications such as robotics and edge computing, marking a significant step in the company's strategy…
Taiwan Semiconductor Manufacturing Co. reported Q2 2026 revenue of $40.2 billion, a 36% year-over-year increase, and net profit of NT$706.56 billion ($21.99 billion), up 77.4%, while raising its 2026 …
The European Commission has launched a call for tenders to establish up to 7 AI Gigafactories across the EU, backed by up to €10 billion in combined EU and national funding, with the goal of attractin…
AMD released Instella-MoE-16B-A3B, a fully open Mixture-of-Experts language model with 16B total parameters and 2.8B active per token, trained from scratch on Instinct MI300X and MI325X GPUs. The mode…
Intel Corp. now expects a profitable year as early as 2025 or 2026, ahead of its previous 2028 target, driven by a 59% surge in Data Center and AI revenue. The company reported Q2 2026 revenue of $16.…
A cost analysis across 24 providers and 378 GPU rental rates found that the price of one million output tokens ranges from $0.09 on a single AMD MI355X to $290.12 on eight NVIDIA H100s, with the gap d…
PCIe Gen6 servers will begin shipping in the second half of 2026, doubling per-lane transfer rates over Gen5 and enabling 800Gbps network bandwidth from a single x16 slot, but Gen5 storage will remain…