SoftBank's latest initiative focuses on making the AMD Instinct AI chip much more powerful with AI workloads, through a "GPU partitioning" mechanism that sounds really interesting. SoftBank Has Deployed a Self-Built Orchestrator For AMD's Instinct GPUs, Dividing Hardware & Memory Pools AMD's AI infrastructure hasn't been the go-to option for hyperscalers in recent times, given all the attention towards NVIDIA, especially after the debut of the Blackwell series. When we talk about AMD's core customers, SoftBank is a name that pops up on several occasions, and this time, their technological wing has pushed out something pretty interesting. According SoftBank's recent […]

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NVIDIA's Blackwell Ultra is the modern-day computing option for hyperscalers, and in newer benchmarks, the GB300 NVL72 shows immense performance in low-latency and long context workloads. NVIDIA's Blackwell Ultra AI Racks Now Feature Top-Tier Agentic Performance, Driven By NVLink Upgrades The AI industry has evolved across multiple layers since its original boom back in 2022, and right now, we are seeing a major shift towards agentic computing, driven by applications/wrappers built on frontier models. At the same time, for infrastructure providers like NVIDIA, it has become increasingly important to have ample memory bandwidth and performance onboard to meet the latency […]

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The situation in the memory industry has become mainstream, to the point that companies are now reconsidering their product strategies to minimize the impact of supply constraints. Memory Shortages Are Forcing 'Consumer-Focused' Big Tech to Either Slash Production or Raise Prices Aggressively The DRAM shortage has been discussed on this website for several months now, and if you want to see the timeline of events leading to the current situation, I suggest you check out our post here. Interestingly, Bloomberg pushed out a report on supply issues in the memory segment, and the discussion centered on how Big Tech is […]

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Intel's Nova Lake (NVL) CPU lineup is set to be one of the company's next big offerings in the desktop CPU segment, and given its market position in the client CPU segment, it is indeed necessary for Intel to nail this release. Nova Lake has been discussed for several years now, even by former CEO Pat Gelsinger, so we do know the company is making significant efforts with the lineup. When we talk about discussions around Nova Lake, it appears that Intel plans to completely revamp the architectural design by changing tile configurations in a way that the company has […]

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We have talked extensively about memory shortages, guiding gamers throughout the buildup to the situation, but when it comes to markets influenced by them, well, one of the most influential is, of course, the GPU industry. This isn't the first time we have seen the consumer GPU industry directly influenced by a so-called technological buildup, as crypto-mining brought a similar situation, but with AI, the dynamics are entirely different. Gamers are curious about how the AI buildout directly affects consumer GPU supply, given that several elements of the PC supply chain haven't yet been discussed. We'll dive deep into the […]

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HDD capacity from one of the world's largest manufacturers has started to run dry, according to Western Digital's CEO, as major LTAs have been signed out. Western Digital's Consumer Share Drops to 5%, as Enterprise Demand Gobbles Up the Supply Well, the ongoing AI supercycle has disrupted supply chains, and we have talked about DRAM and NAND before, but it appears HDDs are also in significant demand: according to WD's CEO, Irving Tan, the manufacturer's entire capacity for this year is booked out. Speaking at the Q2 earnings call, Tan revealed that the focus has been on developing products that […]

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The US and Taiwan have now agreed on an extensive trade framework, and by the looks of it, one of the major aspects of the agreement is to bolster supply chain expansion measures in America. TSMC & Other Taiwanese Suppliers Could See Tariff Exemptions Moving Ahead, Potentially Lowering Expansion Costs The semiconductor buildout in the US is probably the 'largest' ever by foreign entities in modern times, driven by TSMC and others' desire to diversify the chip supply chain to cater to their US customers. At the same time, tariffs have been a major concern for Taiwanese companies' investments, as […]

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