Tag: hardware market
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The Register: SK Hynix cranks up the HBM4 assembly line to prep for next-gen GPUs
Source URL: https://www.theregister.com/2025/09/12/sk_hynix_hbm4_mass_production/ Source: The Register Title: SK Hynix cranks up the HBM4 assembly line to prep for next-gen GPUs Feedly Summary: Top AI chipmakers count on faster, denser, more efficient memory to boost training AMD and Nvidia have already announced their next-gen datacenter GPUs will make the leap to HBM4, and if SK Hynix…
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The Register: If Broadcom is helping OpenAI build AI chips, here’s what they might look like
Source URL: https://www.theregister.com/2025/09/05/openai_broadcom_ai_chips/ Source: The Register Title: If Broadcom is helping OpenAI build AI chips, here’s what they might look like Feedly Summary: Whatever happened to that Baltra thing Tan and crew were helping Apple cook up? Analysis OpenAI is allegedly developing a custom AI accelerator with the help of Broadcom in an apparent bid…
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Slashdot: Nvidia Hits $4 Trillion Market Cap, First Company To Do So
Source URL: https://slashdot.org/story/25/07/09/149217/nvidia-hits-4-trillion-market-cap-first-company-to-do-so?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Nvidia Hits $4 Trillion Market Cap, First Company To Do So Feedly Summary: AI Summary and Description: Yes Summary: Nvidia’s recent stock surge to a $4 trillion market cap highlights its pivotal role in the generative AI landscape, making it the most valuable company globally. This development signals the…
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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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Hacker News: The impact of competition and DeepSeek on Nvidia
Source URL: https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda Source: Hacker News Title: The impact of competition and DeepSeek on Nvidia Feedly Summary: Comments AI Summary and Description: Yes **Summary:** The text presents a comprehensive assessment of the current state and future outlook of Nvidia in the AI hardware market, emphasizing their significant market position and potential vulnerabilities from emerging competition…
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The Register: Screwed by the cloud: Hardware vendors looking for that raison d’refresh
Source URL: https://www.theregister.com/2025/01/02/cloud_hardware_research_hpe/ Source: The Register Title: Screwed by the cloud: Hardware vendors looking for that raison d’refresh Feedly Summary: 40% of world’s servers are 6 years +, drink 66% of DC energy, provide 7% of compute. Please refresh, says HPE Four in ten of the servers currently residing in datacenters across the globe are…