DRAM makes leading-edge silicon look cheap
Some DRAM now has a higher nominal value per square millimetre than a wafer processed…
ai-infrastructure
Apple’s AI lag is being spun as a feature
The Fruity Cargo Cult Apple has turned years of AI lag and missed opportunities into…
Tower and NewPhotonics ship 1.6T optical engines
Tower Semiconductor and NewPhotonics have begun volume shipments of laser-integrated optical engines aimed at feeding…
GlobalFoundries and Marvell crank up AI optics production
GlobalFoundries and Marvell are expanding silicon-germanium production in Vermont as AI data centres chew through…
Intel warns memory crunch will get worse
Intel chief executive Lip-Bu Tan warned that the memory shortage battering PCs and smartphones could…
Delos Data tries to loosen Nvidia’s networking grip
Delos Data has unveiled a new interconnect architecture designed to keep AI builders from becoming…
Unigen stuffs 122TB into AI storage
Unigen has launched two PCIe 5.0 enterprise SSD families designed to feed increasingly storage-hungry AI…
Oracle appears to be getting back on track
Oracle’s AI cloud business has gone into orbit, with infrastructure revenue more than doubling while…
Pentagon planning $5 billion loan to AI outfit Fluidstack
The Pentagon is considering a $5 billion loan to AI cloud outfit Fluidstack as Washington…
Google’s Finn end of the wedge
Google is chucking at least €13 billion into Finnish AI infrastructure as the data centre…