Micron Ships Its First 512-Gigabyte Memory Module as Taiwan Pay Talks Break Down
The module doubled the number in a single move. On September 16, Micron unveiled the world’s first 512-gigabyte DDR5 server memory module, built with stacked DRAM technology that packs twice…
Aschenbrenner’s Fund Returns to Options After a Summer Collapse
The fund that nearly came apart in July is placing new bets on the same AI-infrastructure thesis, this time with options. Situational Awareness, the hedge fund run by Leopold Aschenbrenner,…
Intel’s Altera Prepares a Confidential IPO Filing
The chipmaker Intel has been shedding assets to raise cash for its turnaround, and its programmable-chip subsidiary is next in line. Altera is preparing to file confidentially for an initial…
Nvidia’s Grace Blackwell Shipments Climb as AI Demand Holds
The number that reached the market Friday is a measure of how fast the AI buildout is still running. Nvidia’s Grace Blackwell platform shipments rose 27 percent month over month,…
AMD-Backed Upstage Weighs a Pre-IPO Round
Hwalsuk Lee was careful about the numbers he would not give. The co-founder and chief technology officer of Upstage, the South Korean AI startup backed by Advanced Micro Devices, said…
Intel Prepares Another 10 Percent Price Increase on PC Processors
The letter has not gone out yet, but the number is circulating through the supply chain. People familiar with the plans say Intel is preparing to raise prices on its…
AMD Pushes a Desktop Workstation Built to Run a Trillion-Parameter Model
The machines that train the largest AI models fill buildings, consume megawatts and cost more than most companies’ annual budgets. AMD’s newest product is designed to fit under a desk.…
AMD Wins Finland’s National AI Supercomputer
The Finnish agency running Europe’s most storied supercomputer has made its choice. LUMI-AI, the country’s national AI supercomputer, will run on AMD hardware, with deployment planned for the second half…
Cathie Wood Adds Broadcom and Cerebras, Trims AMD and CrowdStrike
The daily disclosure file showed the shift before the market opened: ARK Invest funds had bought more Broadcom and Cerebras, and trimmed positions in AMD and CrowdStrike. The trades, disclosed…
Intel Details Xeon 7 “Diamond Rapids”: 256 Cores and 1.28GB of Cache
On Aug. 26, Intel published the full specifications of its next-generation Xeon 7 server processor, code-named Diamond Rapids, a chip with up to 256 performance cores, 16 compute tiles, and…
