One of the biggest stories this week in the HPC-AI world involves — surprise! — NVIDIA. Actually, make that two or three of the biggest stories. One is NVIDIA’s stellar quarterly earnings announcement in the ….
TSMC to Add Chip Design Center in Germany for AI, Other Sectors
May 27, 2025 by
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) ….
MiTAC Computing Unveils AI and Cloud Infrastructure Partnership with AMD at COMPUTEX
May 27, 2025 by
MiTAC Computing Technology Corporation, a server platform designer and manufacturer, will showcase its strategic collaboration with AMD at COMPUTEX 2025 (Booth M1110).The companies said the partnership highlights their shared vision to provide cutting-edge, scalable, and energy-efficient solutions for AI, HPC, cloud-native, and enterprise applications. Together, MiTAC and AMD will present a range of next-gen server […]
News Bytes 20250421: Chips and Geopolitical Chess, Intel and FPGAs, Cool Storage, 2nm CPUs in Taiwan and Arizona
April 21, 2025 by
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 20250401: Oracle’s Big AMD GPU Buy, ASML in China, Quantum in the News, the Award Winning Hoefler
April 1, 2025 by
Happy April Fool’s Day to you! Here’s a quick (8:42) review of recent news from the world of HPC-AI, including: AMD MI355X to debut with a 30,000-GPU Oracle cluster, in the face of U.S. trade policy, ASML to open repair hub in China, EuroHPC-JU’s ….
AI Factory: AMD in $4.9 Billion Acquisition of ZT Systems
March 31, 2025 by
On the heels of winning a 30,000 GPU cluster deal with Oracle, AMD (NASDAQ: AMD) today announced a move into the AI infrastructure arena, reflecting a trend toward integration — or verticalization — of chip makers and the AI factory, defined by at least one company (data center company Vertiv) the AI “unit of compute.” […]
Report: Oracle to Deploy AI Cluster with 30,000 AMD MI355X Accelerators
March 28, 2025 by
Nvidia, hot off the festivities of its big GTC conference last week in San Jose, dominates the GPU market with a roughly 95 percent share. But the question remains whether and how other chip suppliers will make inroads ….
@HPCpodcast: Dr. Ian Cutress on the State of Advanced Chips, the GPU Landscape and AI Compute, Global Chip Manufacturing and GTC Expectations
March 13, 2025 by
…. 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 ….
TSMC to Invest $100B in 3 New U.S. Fabs, Packaging, R&D
March 4, 2025 by
TSMC (TWSE: 2330, NYSE: TSM) today announced its intention to expand its investment in advanced semiconductor manufacturing in the United States by an additional $100 billion. Building on the company’s ongoing $65 billion investment in its advanced chip fabs in Phoenix, TSMC’s total investment in the U.S. is expected to reach US$165 billion. The expansion […]
News Bytes Podcast 20250303: GPUs vs. ASICs for AI Compute, DOGE and Fears at U.S. Science Agencies, Cat Qubits for AWS Quantum
March 3, 2025 by
A happy start to March to you! We offer a quick (8:28) run through recent news from the world of HPC-AI, including: GPUs versus ASICs for AI accelerated compute, DOGE-led government layoffs ….
