NVIDIA has started to feel the aftermath of the ongoing DRAM shortages with its gaming business, as it witnesses a double-digit percentage QoQ decline, with supply remaining tight in the coming quarters. NVIDIA's Consumer GPU Business Is Suffering As Memory Allocation Becomes a Lot More Difficult The consumer GPU industry is indeed in rough times, and with the start of this year, we have seen significant changes in the segment, including availability and launch plans. Memory shortages have intensified to the point that it has become difficult for companies to acquire supplies for their consumer products, and it appears that […]

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The debate over the future of Taiwan's chip industry has resurfaced, but for those who haven't noticed, fabless manufacturers have already begun preparing for the worst. Taiwan's Chip Production Shift Is Driven By the Worries of Big Tech CEOs Amid Their Dependency On the Region We have extensively discussed the topic of US-Taiwan and the grand shift of supply chains from the East to the West, but the NYT's latest report has revealed aspects that indicate the geopolitical constraints on Taiwan's chip industry are being taken much more seriously. But one of the more important events to spot in the […]

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NVIDIA's next-gen Vera Rubin is currently under full production, and the company has provided us with an extensive overview of the rack architecture, diving into individual components. NVIDIA's Vera Rubin Features Six New Upgraded Chips, Enhanced Liquid Cooling, and High-End NVLink 6 Spine When we talk about rack generations, NVIDIA is set to feature major upgrades with Vera Rubin, which we'll discuss in depth, but based on a recent video by CNBC diving into the Vera Rubin architecture, we saw an extensive look at multiple components, ranging from the main compute node to networking and cooling elements. More importantly, NVIDIA's […]

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NVIDIA's GTC 2026 keynote plans are looking far beyond Vera Rubin, according to a new report, which says the company could showcase next-gen Feynman chips. NVIDIA's Feynman Chips Might Also Mark the First Instance of the Adoption of Groq's LPU Units We already know that Team Green plans to set the tone for the next decade of computing at this year's GTC, and, according to Jensen himself, the world will see technology "never unveiled before" in his keynote. While we did speculate back then that the showcase would be dedicated to Feynman, it appears the Korean media outlet Chosun Biz […]

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Intel's SambaNova acquisition was seen as a way to spearhead the company's AI strategy in inference, but it appears Team Blue has settled for much less. Intel's CEO Now Intends to Invest Directly in SambaNova's Funding Round After Previously Backing It Through Walden Capital When we talk about Intel, the company is one of the only compute providers that hasn't managed to capitalize on the AI frenzy at all, and this has been a persistent problem for several quarters. Intel's former CEO, Pat Gelsinger, has acknowledged the lack of intent in AI, and it appears that missing out on the […]

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Fortnite gamers have acquired computing power that rivals that of some of the world's largest hyperscalers, and that is just from gaming PCs and consoles. Fortnite Gamers Have Contributed Significantly Towards Modern-Day Hardware Advancements In today's world, computing power is a major bottleneck, which is why hyperscalers are investing "hundreds of billions" in the AI frenzy to build their capabilities. One recent deal we discussed was the AMD-Meta agreement, which involved compute commitments worth up to 6 gigawatts. Interestingly, when talking about the deal, Epic Games' CEO Tim Sweeney revealed that Fortnite gamers alone consume up to 30 gigawatts of […]

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AMD has signed a major agreement with Meta, which involves the deployment of customized infrastructure that could be worth 'hundreds of billions'. AMD To Provide Next-Gen Venice & Verano CPUs to Meta, Alongside MI450 GPUs In a 6GW Commitment The race for next-gen AI infrastructure is more competitive than ever, with manufacturers like AMD/NVIDIA rushing to enter exclusive partnerships to secure customer capacity for their upcoming product lineups. A few days ago, we reported on NVIDIA's agreement with Meta for Vera Rubin AI racks, and the headline then was that Team Green snagged one of AMD's biggest customers. However, AMD […]

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The Japanese government is eager to expand onshore production, and one way to attract investment is to offer incentives to giants like SK hynix and Samsung. Japanese Government's Support & Incentives Reportedly Reduce TCO of Memory Fabs by More than 50% The global semiconductor dynamics have evolved rapidly since nations like Japan and the US have made chip production a matter of national security. Incentives like the CHIPS Act have contributed significantly to the growth of American manufacturing, and the current Japanese administration is now looking to attract private investment as well. A report by Chosun Biz reveals that memory […]

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