Tag: AI accelerators
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The Register: Nip chip smugglers by building trackers into GPUs, US Senator suggests
Source URL: https://www.theregister.com/2025/05/09/senator_fights_chip_smuggling/ Source: The Register Title: Nip chip smugglers by building trackers into GPUs, US Senator suggests Feedly Summary: AI phone home Despite stiff export controls on the legitimate sale of AI accelerators to China, stemming the flow of gray market GPUs streaming into the Middle Kingdom remains a point of concern for American…
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The Register: Lightmatter says it’s ready to ship chip-to-chip optical highways as early as summer
Source URL: https://www.theregister.com/2025/04/01/lightmatter_photonics_passage/ Source: The Register Title: Lightmatter says it’s ready to ship chip-to-chip optical highways as early as summer Feedly Summary: AI accelerators to see the light, literally Lightmatter this week unveiled a pair of silicon photonic interconnects designed to satiate the growing demand for chip-to-chip bandwidth associated with ever-denser AI deployments.… AI Summary…
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The Register: Cerebras to light up datacenters in North America and France packed with AI accelerators
Source URL: https://www.theregister.com/2025/03/11/cerebras_dc_buildout/ Source: The Register Title: Cerebras to light up datacenters in North America and France packed with AI accelerators Feedly Summary: Plus, startup’s inference service makes debut on Hugging Face Cerebras has begun deploying more than a thousand of its dinner-plate sized-accelerators across North America and parts of France as the startup looks…
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Hacker News: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle
Source URL: https://www.theregister.com/2025/03/07/broadcom_q1_fy2025/ Source: Hacker News Title: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle Feedly Summary: Comments AI Summary and Description: Yes Summary: Broadcom’s acquisition of VMware has led to impressive financial results, with a significant increase in revenue attributed to the bundling of VMware products into its Cloud…
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The Register: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle
Source URL: https://www.theregister.com/2025/03/07/broadcom_q1_fy2025/ Source: The Register Title: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle Feedly Summary: Now working with seven hyperscalers for custom AI silicon. Not working on acquiring bits of Intel Broadcom’s acquisition of VMware appears to be a big success, on the balance sheet at least, after…
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The Register: Who’s afraid of DeepSeek’s impact on AI hardware sales? Not AMD CEO Lisa Su
Source URL: https://www.theregister.com/2025/02/05/amd_q4_fy2024/ Source: The Register Title: Who’s afraid of DeepSeek’s impact on AI hardware sales? Not AMD CEO Lisa Su Feedly Summary: Predicts more efficient ML architectures will drive adoption, see Instinct sales accelerate, shares dive AMD’s chief exec Lisa Su has predicted the chip designer’s Instinct accelerators will drive tens of billions of…
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The Register: Intel has officially missed the boat for AI in the datacenter
Source URL: https://www.theregister.com/2025/02/01/intel_ai_datacenter/ Source: The Register Title: Intel has officially missed the boat for AI in the datacenter Feedly Summary: But it still has a chance at the edge and the PC Comment Any hope Intel may have had of challenging rivals Nvidia and AMD for a slice of the AI accelerator market dissolved on…
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The Register: TSMC plans to have 1.6nm chips in ‘volume production’ by 2026
Source URL: https://www.theregister.com/2025/01/16/tsmc_says_16nm_chips_volume_2026/ Source: The Register Title: TSMC plans to have 1.6nm chips in ‘volume production’ by 2026 Feedly Summary: You’ve got to spend money – like $36 billion+ – to make, er, AI chips TSMC is bumping capital expenditure in 2025 to between $38 billion and $42 billion in anticipation of scooping up more…