South Korea Commits $518B to Samsung and SK Hynix Fabs
South Korea announced an 800 trillion won chip investment plan to build four new fabs with Samsung and SK Hynix in the country's southwest, targeting AI memory dominance through 2035.
Articles Tagged "Hardware"
Apple's Vision Pro Chief Joins OpenAI Hardware Unit
Paul Meade, Apple's VP for the Vision Pro and smart glasses, is joining OpenAI's io hardware division - the most senior hardware engineering defection yet in a two-year talent war that is reshaping who builds the next computing platform.
Qualcomm Bets $14B to Shatter Nvidia's AI Lock-In
Qualcomm confirmed a $3.9B acquisition of AI software startup Modular and is in advanced talks to buy RISC-V chip designer Tenstorrent for up to $10B, betting that open hardware and a portable compiler can dislodge Nvidia from the data center.
OpenAI Ships Jalapeño - Its First Custom AI Chip
OpenAI and Broadcom unveiled Jalapeño, a custom ASIC on TSMC's 3nm node with eight HBM stacks, targeting 50% cheaper inference than current GPU-based alternatives.
Anthropic Locks In Micron as HBM Defines the AI Race
Micron and Anthropic signed a multi-year HBM supply deal on June 22, with Micron also investing in Anthropic's Series H as memory bandwidth becomes the rate-limiting constraint for frontier AI.
US Confronts ASML Over Suspected EUV Exports to China
US Commerce Secretary Howard Lutnick told ASML executives that the Trump administration believes EUV-related chipmaking gear may have reached China in violation of export controls. ASML denies any such transfer and says it has never shipped EUV equipment to China.
AMD Instinct MI450 - 2nm, 432 GB HBM4, 40 PFLOPS
AMD's CDNA 5 accelerator on TSMC 2nm with 432 GB HBM4 memory - the GPU behind OpenAI's 1GW deployment and Oracle's 50,000-chip supercluster.
Orbital Plans 10,000 GPU Satellites for AI Inference
a16z-backed Orbital wants to run AI inference from low Earth orbit using NVIDIA Blackwell GPUs, targeting 10,000 satellites and 1 GW of compute at full scale.
Meta Deploys Tent Data Centers to Halve AI Build Time
Meta is building tent-style rapid deployment structures at its Ohio Prometheus facility, cutting construction timelines roughly in half and bypassing grid delays with off-grid gas power.
Nvidia Enters the PC Market With RTX Spark Superchip
Nvidia's RTX Spark packs 20 Arm CPU cores and a Blackwell 2.0 GPU with 6,144 CUDA cores into a 45-80W Windows laptop chip, targeting Apple Silicon head-on.
AMD Instinct MI350P - CDNA 4 PCIe Inference Card
AMD Instinct MI350P brings CDNA 4 to a standard PCIe slot: 144GB HBM3E, 4 TB/s bandwidth, 2.3 PFLOPS MXFP8, and 600W passive cooling for air-cooled servers.
NVIDIA RTX Spark - ARM Blackwell Superchip for AI PCs
NVIDIA RTX Spark is a 20-core ARM + Blackwell GPU superchip delivering 1 petaFLOP FP4 and 128GB unified memory for AI-first Windows laptops and desktops.
