Tag: xpu

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Only A Few AI Platforms Can Survive

Upscale AI Nabs Cash To Forge “SkyHammer” Scale Up Fabric Switch

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TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers

By Decade’s End, AI Will Drive More Than Half Of All Chip Sales

Everybody But Nvidia And TSMC Has To Make It Up In Volume With AI

With Celestial AI Buy, Marvell Scales Up The Datacenter And Itself

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With Trainium4, AWS Will Crank Up Everything But The Clocks

More Upward Revisions On AI Infrastructure Spending

How Qualcomm Can Compete With Nvidia For Datacenter AI Inference

TSMC Is Running Ahead Of Forecasts On AI Growth

Dell Says It Can Finally Make Some Big Money On GenAI

Micron Humming Along On All Memory Cylinders

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OpenAI Lays Out The Principles Of Global-Scale Computing

Broadcom Lands Shepherding Deal For OpenAI “Titan” XPU

Marvell’s Custom XPU Pipeline Is A Declaration Of AI Independence

How Long Before Half Of TSMC’s Sales Are Driven By AI?

Even AI Can’t Predict How Much Accelerated Iron The World Will Buy

Broadcom At The Crossroads Between Merchant And Custom Silicon

Marvell Is Saved By The AI Boom, But Every Deal Is Tough

Broadcom And Marvell Ride The Compute Engine Independence Wave

Bechtolsheim Outlines Scaling XPU Performance By 100X By 2028

Microsoft Stargate: The Next AI Platform Will Be An Entire Cloud Region

How To Build A Better “Blackwell” GPU Than Nvidia Did

Intel Pushes Out Hybrid CPU-GPU Compute Beyond 2025

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Aurora In A Socket: What Intel’s “Falcon Shores” XPU Might Do

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