Tag: semiconductor
-
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…
-
Slashdot: Goldman Sachs: Why AI Spending Is Not Boosting GDP
Source URL: https://slashdot.org/story/25/03/06/0619224/goldman-sachs-why-ai-spending-is-not-boosting-gdp Source: Slashdot Title: Goldman Sachs: Why AI Spending Is Not Boosting GDP Feedly Summary: AI Summary and Description: Yes Summary: The text discusses increasing revenues from AI infrastructure build-out, with significant implications for understanding AI investment’s real contribution to the US GDP. The disparity between reported AI-related revenue and actual investments raises…
-
Slashdot: TSMC Pledges To Spend $100 Billion On US Chip Facilities
Source URL: https://news.slashdot.org/story/25/03/03/2135222/tsmc-pledges-to-spend-100-billion-on-us-chip-facilities?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: TSMC Pledges To Spend $100 Billion On US Chip Facilities Feedly Summary: AI Summary and Description: Yes Summary: TSMC plans to invest at least $100 billion in U.S. semiconductor manufacturing, emphasizing the production of AI chips to support advancements in artificial intelligence. This investment is part of a broader…
-
The Register: Three charged in Singapore in case linked to illicit shipments of Nvidia GPUs to China
Source URL: https://www.theregister.com/2025/02/28/singapore_arrest_server_fraud/ Source: The Register Title: Three charged in Singapore in case linked to illicit shipments of Nvidia GPUs to China Feedly Summary: Accused face up to 20 years in prison The authorities in Singapore have charged three men with fraud, reportedly in connection with the shipment of Nvidia GPUs into China in violation…
-
Slashdot: OpenAI Set To Finalize First Custom Chip Design This Year
Source URL: https://tech.slashdot.org/story/25/02/10/162234/openai-set-to-finalize-first-custom-chip-design-this-year?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: OpenAI Set To Finalize First Custom Chip Design This Year Feedly Summary: AI Summary and Description: Yes Summary: OpenAI is actively working on developing its own AI chips to reduce reliance on Nvidia, with the intention of entering mass production by 2026. This move is viewed internally as a…
-
The Register: France, UAE to drop €50B on AI mega-datacenter. Still nowhere near America’s $500B bet
Source URL: https://www.theregister.com/2025/02/08/uae_france_dc_ai/ Source: The Register Title: France, UAE to drop €50B on AI mega-datacenter. Still nowhere near America’s $500B bet Feedly Summary: Oh look, a mini Stargate, how quaint The United Arab Emirates (UAE) and France this week announced plans for a one-gigawatt AI datacenter campus dedicated to advancing development of artificial intelligence.… AI…
-
The Register: Los Alamos lab to research next-gen chip technologies
Source URL: https://www.theregister.com/2025/02/05/los_alamos_lab_to_research/ Source: The Register Title: Los Alamos lab to research next-gen chip technologies Feedly Summary: Radiation-hardening for space environments and energy efficiency tweaks for above and below Los Alamos National Laboratory (LANL) is leading a project to transform how chips are designed and manufactured, to make them more energy efficient and able to…
-
The Register: Intel sinks $19B into the red, kills Falcon Shores GPUs, delays Clearwater Forest Xeons
Source URL: https://www.theregister.com/2025/01/31/intel_q4_2024/ Source: The Register Title: Intel sinks $19B into the red, kills Falcon Shores GPUs, delays Clearwater Forest Xeons Feedly Summary: Imagine burning through $72B in one year Intel capped off a tumultuous year with a reality check for its product roadmaps.… AI Summary and Description: Yes Summary: The text provides an overview…