News Bytes 20251013: AMD’s Big OpenAI Deal, Intel’s New 2nm Server CPU from Fab 52

A good mid-October day to you! As news weeks go in the HPC-AI world last week was quite something, led by what may come to be regarded as one of the biggest news ….

What the OpenAI Deal Means for AMD in AI Factory Compute

Of all the days since the last “AMD winter” (i.e., sometime before Lisa Su took over as CEO in 2014), yesterday is among the most memorable and, the company believes, significant ….

News Bytes 20250922: NVIDIA’s Intel Stake and the APUs to Come, NVIDIA’s $900M Enfabrica ‘Acqui-Hire’

Happy vernal equinox to you! Developments in the world of HPC-AI last week exceeded its high standard for news value, here’s a fast (6:54) run-through of major headlines, including ….

News Bytes 20250818: DeepSeek Model Training Troubles; RISC-V GPU Startup Seeks Funds

A good August morning to you! It was a geopolitically-weighted week in the world of HPC-AI, here’s a quick (8:29) overview of recent developments, including: US government to invest in Intel?; training trouble for Chinese AI ….

News Bytes 20260811: Espionage at TSMC, Intel CEO Told to Quit, Dojo AI Is Done, GenAI and Geopolitics

A good mid-summer morning to you! There have been scandalous news reports of late in the world of HPC-AI, along with other developments of interest, including: TSMC employees accused of 2nm espionage charges, Trump calls for Intel CEO to resign ….

TSMC to Add Chip Design Center in Germany for AI, Other Sectors

TSMC announced today it will open a new chip design center in Munich by the third quarter of this year, something viewed as European Union victory as it pursues self-reliance in chip production. According to an article on the MarketScreener (with Reuters) ….

News Bytes 20250428: TSMC’s A14 Fab, Intel’s New CEO: ‘We Need to Change’

Good end-of-April to you! Here’s a quick (8:05) review of recent doings in the world of HPC-AI, including: the Salishan Conference takes on HPC-AI divergence and FugakuNext zettascale, TSMC’s A14 fab, Intel’s 18A fab and AmKor CoWoS packaging in Arizona, Intel’s earnings, new AI compute and Lip Bu Tan’s warning ….

News Bytes 20250421: Chips and Geopolitical Chess, Intel and FPGAs, Cool Storage, 2nm CPUs in Taiwan and Arizona

Good April morning to you! It’s been an active week in the world of HPC-AI, here’s a quick (8:43) rundown of recent industry news: Nvidia, AMD and China export rules, Intel sells part of FPGA business, storage investments soar, 2nm coming to Taiwan and Arizona

News Bytes 20250407: Tariffs and the Technology Industry, Intel-TSMC Deal?, DARPA Taps Wafer Scale, Sandia and Laser-Based Cooling, Optical I/O News

Good April day to you! It was a wild week for more than the HPC-AI sector last week, here’s a brief (7:39) look at some key developments: U.S. tariffs, the technology sector and advanced chips, Intel-TSMC ….

@HPCpodcast: Dr. Ian Cutress on the State of Advanced Chips, the GPU Landscape and AI Compute, Global Chip Manufacturing and GTC Expectations

…. we welcome special guest and high-powered chip industry analyst Dr. Ian Cutress, Chief Analyst at More Than Moore and host of the popular YouTube ….