Positron: we don’t need no fancy HBM to compete with Nvidia’s Rubin Pleb-tier LPDDR5x apparently good enough for Arm-backed AI startup's next-gen Asimov accelerators Systems04 Feb 2026 | 5
Anthropic CEO: Selling H200s to China is like giving nukes to North Korea This is totally not because China is giving away its best models away for free, right? AI + ML20 Jan 2026 | 27
TSMC sees no signs of the AI boom slowing for at least two or three years 2nm process will go large this year, and bring inevitable price rises AI + ML16 Jan 2026 | 7
China's Z.ai claims it trained a model using only Huawei hardware Hasn’t revealed how much kit did the job, so Nvidia can probably rest easy AI + ML15 Jan 2026 | 9
Trump administration sets GPU export rules that put Chinese buyers at the back of the queue America first, for sales and access to foundries Public Sector14 Jan 2026 | 15
AMD threatens to go medieval on Nvidia with Epyc and Instinct: What we know so far AMD boasts 1000x higher AI perf by 2027 and pulls the lid off Helios compute tray ahead of 2H 2026 launch Systems07 Jan 2026 | 14
AMD clocks in with higher CPU speeds, leaves architecture untouched New chips same as the old chips Systems06 Jan 2026 | 11
Nvidia says it's more than doubled the DGX Spark’s performance since launch Just maybe not in the way you're thinking Systems05 Jan 2026 | 1
Every conference is an AI conference as Nvidia unpacks its Vera Rubin CPUs and GPUs at CES Teasing the next generation earlier than usual Systems05 Jan 2026 | 3
Everybody has a theory about why Nvidia dropped $20B on Groq - they're mostly wrong El Reg speculates about what GPUzilla really gets out of the deal Systems31 Dec 2025 | 25
When the AI bubble pops, Nvidia becomes the most important software company overnight Want to survive the crash? Find another way to make money with GPUs AI + ML30 Dec 2025 | 90
Nvidia wasting no time to flog H200s in China Shipments still waiting on approval from Beijing Systems22 Dec 2025 | 13
Delays? What delays? Oracle insists its $300B cloud contract with OpenAI is on track And don't sweat the debt either, we've got plenty of capital at our disposal The Future of the Datacenter15 Dec 2025 | 7
Silicon photonics won’t matter ‘anytime soon’ says Broadcom CEO Chips ’n’ code giant sitting on $50bn of custom AI accelerator orders, sees more to come Systems12 Dec 2025 | 6
AI superintelligence is a Silicon Valley fantasy, Ai2 researcher says The dream of electric sheep gets a reality check from Moore’s Law AI + ML11 Dec 2025 | 73
Chinese tech giants Hygon and Sugon call off merger, say they're still besties Blame changed market conditions and attitudes, not the return of Nvidia's H200 to China Systems11 Dec 2025 | 3
Nvidia's unreleased infrastructure management service isn't for tracking GPUs, but it can updated If you opt in to the paid service that is Systems10 Dec 2025 | 2
Feds bust nefarious plot to ship Nvidia H200s to China and hurt US As Trump gives green light to ship Nvidia H200s to China and boost US Systems09 Dec 2025 | 5
Trump says Nvidia can sell H200s to China – if Washington gets a 25 percent cut Blackwell and Rubin kit remain off limits Public Sector09 Dec 2025 | 29
Nvidia plows $2B into Synopsys to make GPUs a must-have for design, simulation customers You could do that on a CPU, but who can say no to a 30x GPU speed boost? Systems01 Dec 2025 | 1
GPUs aren't worth their weight in gold – it just feels like they are Nvidia's accelerators look pricey, but bullion still wins on cost per ounce Supercomputing Month28 Nov 2025 | 38
Rent-a-GPU neoclouds need to adapt or die as the AI market evolves McKinsey points out the quandary facing companies like CoreWeave PaaS + IaaS25 Nov 2025 | 6
Nvidia's green500 dominance continues as France's Kairos super takes efficiency title SC25 Nvidia CPUs and GPUs dominate the bi-annual leaderboard, but FP64 performance regressions leave its long term prospectives in doubt SC2521 Nov 2025 | 3
Nvidia pushes out hotfix after Windows 11 October update tanks gaming performance Quick and dirty driver aims to undo slowdown introduced in OS patch Personal Tech20 Nov 2025 | 12
It's a good time to be the arms dealer for the AI boom Bubble? Nvidia CEO Jensen Huang doesn't see one Systems19 Nov 2025 | 18
Chinese web giant Tencent can't buy all the GPUs it wants Getting by with a meager $2 billion quarterly capex – vastly less than rivals, but still cashing in on AI PaaS + IaaS14 Nov 2025 | 4
Bolt Graphics unveils Zeus GPU built on RISC-V and path tracing tech Ubuntu Summit Onboard cores use a Linux stack based on Ubuntu Systems29 Oct 2025 | 9
Qualcomm announces AI accelerators and mysterious racks they’ll run in House of the Snapdragon promises – without much detail – this kit will enable coolly efficient inferencing The Future of the Datacenter28 Oct 2025 | 1
Dropping Nvidia for Amazon's custom chips helped gene therapy startup Metagenomi cut AI bill 56% It's not the size of your accelerator, it's how you use it AI + ML22 Oct 2025 | 8
Alibaba reveals 82 percent GPU resource savings – but this is no DeepSeek moment Better scheduling and resource-sharing for inferencing workloads using multiple models, not a training breakthrough Off-Prem21 Oct 2025 |
Decomposed dinosaurs make Texas a top destination for AI bit barns Datacenter hopefuls looking to cash in on AI craze are setting up shop in Lone Star State in search of cheap power AI + ML16 Oct 2025 | 27
18 zettaFLOPS of new AI compute coming online from Oracle late next year New clusters to feature 800,000 Nvidia Blackwell and 50,000 AMD Instinct MI450X GPUs Systems14 Oct 2025 | 7
DGX Spark, Nvidia’s tiniest supercomputer, tackles large models at solid speeds hands on This relatively affordable AI workstation isn’t about going fast; it’s about doing everything well enough AI + ML14 Oct 2025 | 12
Nvidia's GB10 workstations arrive with 1 petaFLOPS of compute, 128GB of VRAM, and a $3K+ price tag Systems from Nvidia, Dell, and others available starting Oct. 15 Systems13 Oct 2025 | 13
China probes Qualcomm's Autotalks deal amid rising US trade tensions Beijing insists it's business as usual – Washington might see it differently Systems13 Oct 2025 | 1
CoreWeave bets on serverless agent builder to woo penny-pinching enterprises Because what enterprises really love are vague consumption-based pricing models AI + ML08 Oct 2025 | 2
Stargate is nowhere near big enough to make OpenAI's tie-ups with AMD and Nvidia work Comment Since revealing Stargate in January, Altman and friends have brought about 200 MW online - they'll need at least 16 GW to claim their red and green prize AI + ML06 Oct 2025 | 19
Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips Pivot will hinge on success of next-gen Maia accelerator Systems02 Oct 2025 | 26
Alibaba unveils $53B global AI plan – but it will need GPUs to back it up Analysis Chinese giant maps out datacenters across Europe and beyond, yet US chip curbs cast a long shadow AI + ML27 Sep 2025 | 1
Intel and Nvidia sitting in a tree, NVLink-I-N-G But still no hero customer for Chipzilla's Foundry biz Systems18 Sep 2025 | 7
Huawei lays out multi-year AI accelerator roadmap and claims it makes Earth’s mightiest clusters On the same day that fellow Chinese giant Tencent says its overseas cloud clientele doubled Systems18 Sep 2025 | 3
AMD tries to catch CUDA with performance-boosting ROCm 7 software House of Zen promises 3.5x improvement in inference and 3x uplift in training perf over last-gen software Systems17 Sep 2025 | 5
Cadence invites you to play with Nvidia’s biggest iron in its datacenter tycoon sim Using GPUs to design better bit barns for GPUs? It’s the circle of AI AI + ML10 Sep 2025 |
Nvidia's context-optimized Rubin CPX GPUs were inevitable Analysis Why strap pricey, power-hungry HBM to a job that doesn't benefit from the bandwidth? Systems10 Sep 2025 | 2
Microsoft inks AI infra deal with Yandex cofounder's biz for nearly $20B Netherlands based Nebius Group to deliver capacity from facility in New Jersey On-Prem09 Sep 2025 | 3
If Broadcom is helping OpenAI build AI chips, here's what they might look like Analysis Whatever happened to that Baltra thing Tan and crew were helping Apple cook up? AI + ML05 Sep 2025 | 3
AI arms dealer Nvidia laments the many billions lost to US-China trade war China would be a $50 billion a year market for Nvidia if Uncle Sam would let us sell competitive products, says Jensen Huang Systems27 Aug 2025 | 7
Nvidia details its itty bitty GB10 superchip for local AI development Hot Chips Starting at $2,999, tiny doesn't mean cheap AI + ML27 Aug 2025 | 3
Tinker with LLMs in the privacy of your own home using Llama.cpp Hands on Everything you need to know to build, run, serve, optimize and quantize models on your PC AI + ML24 Aug 2025 | 7
Japan’s Fugaku supercomputer follow-up adds Nvidia GPUs Fujitsu doesn’t have the project all to itself any more HPC22 Aug 2025 | 2
DeepSeek's new V3.1 release points to potent new Chinese chips coming soon Point release retuned with new FP8 datatype for better compatibility with homegrown silicon AI + ML22 Aug 2025 | 4
Pot calls kettle black as China dubs US 'surveillance empire' over chip tracking Comment Spy vs spy in the chips Security18 Aug 2025 | 12
Boy riding bubble realizes what he's on, asks for more air Sam Altman, busily planning to spend 'trillions' more on datacenters, admitted yesterday that AI is a bit inflated AI + ML15 Aug 2025 | 70
Tencent doesn’t care if it can buy American GPUs again – it already has all the chips it needs Sees AI costs rising but not certain revenue will match them Off-Prem15 Aug 2025 | 11
CoreWeave CFO: $25B raised in debt and equity in 18 months Reliant on two mega customers? Who says GPU-for-rent kingpin is a not a sustainable biz model? Cloud Infrastructure Month13 Aug 2025 | 5
Beijing doesn't want Nvidia's H20s anywhere near sensitive government workloads Don't need to give Uncle Sam any more reason to think kill switches are a good idea Public Sector12 Aug 2025 | 13
Arm juices mobile GPUs with neural tech for better graphics Designs scheduled for launch in 2026, developer kit for programmers out today Systems12 Aug 2025 | 2
Nvidia gives its tiniest workstation GPUs a Blackwell boost 70W TDP means the new RTX Pro 4000 SFF and RTX Pro 2000 won't blow power budgets Systems11 Aug 2025 | 5
Nvidia and AMD reportedly chipping in to Washington’s coffers with 15 percent fee for China sales Trump administration’s licenses come with an IOU Public Sector11 Aug 2025 | 21
AMD’s AI datacenter revenue dived due to US ban on China GPU exports Worry not, the rest of the business is EPYC and demand is RYZEN Cloud Infrastructure Month06 Aug 2025 |
Altman embraces inner Viking, raids Europe with 100K GPU supercluster in Norway Facility to be built with $1 billion investment from Nscale and Aker On-Prem31 Jul 2025 | 5
Zuck tries to justify AI splurge with talk of 'superintelligence' for all You get a superintelligence and you get a superintelligence. Everybody gets a superintelligence AI + ML30 Jul 2025 | 44