Tesla's CEO is highly optimistic about the prospect of computing in space, as Musk believes Earth's energy constraints hinder the advancement of AI. Tesla's CEO Claims Energy Is a Problem On Earth, But in Outer Space, Chips Will Be the Next Constraint As the world of AI infrastructure advances, many experts argue that the 'dot-com' moment for this buildout will come when hyperscalers realize there isn't enough energy on the grid to sustain datacenter development, which would ultimately lead to a compute glut. Energy is a massive constraint that the AI bandwagon currently witnesses, given that it is argued that […]

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NVIDIA's plans for this year's consumer GPU launches are unclear, but a new report says the RTX 50 SUPER series won't launch at all. NVIDIA's Consumer GPU Plans Are Currently Under Jeopardy, Driven by Memory Supply Constraints The DRAM supply shortage has forced GPU manufacturers to revise their roadmaps, leading to significant disruptions in many future launches. At this year's CES, we saw no talk about next-gen consumer GPUs at all, and the main reason is simply that getting the necessary chips has become difficult. Now, according to The Information, NVIDIA has "no plans" to launch a new GPU this […]

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TSMC is now looking to expand its fab operations in Kumamoto, Japan, as the chip giant now plans to introduce 3nm production lines, a massive upgrade from the previous plans. TSMC's Japan & US Projects Will Be On Par In Terms of Process Technologies Being Produced Within the Same Timeline The Taiwan chip giant has realized that expanding production in Taiwan alone won't do the job, given the gigantic node demand from the AI sector. More specifically, it is the advanced processes that are in significant demand by HPC customers, which is why production lines responsible for nodes like 3nm […]

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Well, it appears the prospect of integrating Chinese memory into consumer products is becoming a reality, as major manufacturers are now exploring this route. HP, Dell, Acer & ASUS Are Currently Validating CXMT's DDR5 Modules, Rushing to Adopt Chinese Memory Memory shortages have grown massively in severity, and with that, OEMs on the client side have few options left to satisfy consumer demand. DRAM contract pricing is rising by triple-digit percentages each quarter, making it no longer feasible to buy DDR5/DDR4 modules in spot without passing the increased costs directly onto consumers. However, Nikkei Asia reports that major PC manufacturers […]

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The memory shortage has become so severe that consumers are now looking to Chinese suppliers like CXMT and YMTC as their 'saviour', hoping to get cheap DDR5/DDR4 modules, but that might never be the case. The retail situation in the RAM market is worsening by the day, with price hikes across the board, especially for higher-capacity modules. Mainly driven by DRAM shortages, it has become tough for gamers to access any memory, and given that the supply situation isn't looking to improve anytime soon, many of us have set our hopes on Chinese memory manufacturers coming to the rescue. Consumers […]

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AMD's CEO, Lisa Su, has given her outlook on the PC industry, and it appears Team Red isn't very confident about the client segment's growth this year. AMD's Lisa Su Hints Towards Focusing More On Enterprise Within the Client Segment, Through Edge AI Products The PC industry has been in turmoil over the past few quarters, primarily driven by ongoing memory shortages and by companies like NVIDIA, AMD, Dell, and others shifting their focus to enterprise/AI businesses. IDC projections indicate a decline in shipments, further raising pressure on AMD and how it will proceed in the client industry. AMD's CEO, […]

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Intel's GPU business has always been a mystery, not just on the consumer front, but also in the datacenter segment, but it appears Tan has a plan in mind. Intel's CEO Reveals Recent Efforts to Hire Qualcomm Executive Were a Part of the GPU Business Strategy Intel has been in a struggling position ever since Lip-Bu Tan took over, given that the company still hasn't defined a clear roadmap for where it is heading with AI. When you look at Team Blue's accelerator plans, the only thing we know about is the 'inference-focused' Crescent Island, since progress around Jaguar Shores […]

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NVIDIA and OpenAI are all that's being talked about in the AI world, not because there have been changes in their commitments, but because the scale of the partnership is so immense that it captures all the market spotlight. Before we dive into the ongoing NVIDIA-OpenAI fiasco, it's important to note the fundamentals that underpin the partnership. Team Green is currently the world's largest AI infrastructure provider, and almost all hyperscalers are dependent on the company, not just for hardware, but also for financial commitments in the form of "collaborations" or whatever you call it. At the same time, NVIDIA […]

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Intel is now looking to capitalize on the ongoing DRAM demand by partnering with a SoftBank subsidiary to launch a new "ZAM" memory technology. Intel's ZAM Memory Modules Now Bring In Higher Power Efficiency Through Innovative Interconnect & EMIB Well, with the AI infrastructure buildout being at its peak this year, there has been a gigantic rise in DRAM demand, driven by the adoption of hyperscalers and chip manufacturers. And more importantly, given that memory suppliers are limited worldwide, the supply chain bottleneck is immense right now, underscoring the need for new competitors to enter, which is why Intel is reported […]

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