Analyst estimates from BofA Global Research and Morgan Stanley project an NVIDIA Rubin Ultra rack costing nearly $21 million, with HBM4e memory alone accounting for about $1.5 million per rack. The fi…
NVIDIA's next-generation Rosa CPU may use TSMC's A16 process with back-side power delivery for a 2028 data-center platform, according to TrendForce and Wccftech reports. The technology could improve p…
Nvidia canceled a planned quad-die version of its Rubin Ultra AI accelerator, shifting to a dual-die design due to manufacturing execution concerns. The change moves from highly integrated CoWoS-L pac…
Epic Games CEO Tim Sweeney criticized Valve's mandatory AI disclosure tags for the Steam storefront, calling the requirement "irresponsible" and arguing it harms game developers. Valve updated its pol…
Foxconn Chairman Young Liu estimated that building a 1-gigawatt AI datacenter using NVIDIA's Vera Rubin architecture could cost up to $47 billion, with 3,557 racks at $9.1 million each and an annual e…
Qualcomm is reportedly deepening ties with Amazon Web Services around its AI200 accelerator, which supports up to 768GB of memory per chip and is slated for a 2026 rollout, according to a Wells Fargo …
Marvell has been selected to design a custom networking chip for Google's TPUv8e accelerators, with production expected on Intel's 18A or 18AP process and volume manufacturing slated for the end of 20…
NVIDIA's RTX Spark N1x SoC will force a minimum PC price of approximately $2,899, while the N1 variant will start at $1,799, according to a Morgan Stanley analyst tabulation reported by Wccftech. The …
Intel Foundry’s facility in Rio Rancho, New Mexico, is advancing toward becoming the world’s first factory to achieve mass production of glass substrates, a next-generation chip packaging technology c…