Chiplets Are Pulling Apart the AI Hardware Moat
Chiplets and UCIe are unbundling AI hardware the same way Modular unbundles CUDA. Why the moat doesn't vanish, it just relocates to TSMC's packaging…
Chiplets and UCIe are unbundling AI hardware the same way Modular unbundles CUDA. Why the moat doesn't vanish, it just relocates to TSMC's packaging…
MIT's 2024 reasoning model and AMD's Ryzen AI chips proved on-device AI code generation could work. Two years later, the shift is complete, and…
128 GB of unified memory, a 40-core RDNA GPU, and local LLM inference nobody can revoke. The GMKtec EVO-X2 is the hardware argument for…
Intel 18A brings RibbonFET and PowerVia backside power to Panther Lake, a genuine leadership feature, just as the CEO who bet everything on it…
Jensen Huang's presence in Beijing coincided with the U.S. Commerce Department's lifting of a chip ban, allowing Nvidia and AMD to resume shipments to…
Nvidia and AMD regained export licenses for China, reviving significant revenue potential after prior restrictions. Concurrently, a Senate vote ended a federal AI moratorium,…
Gerard Williams III, former Apple architect, founded Nuvia to adapt Apple’s microarchitecture for a broader market, leading to Qualcomm's Oryon chip. The architecture features…
OpenAI makes GPT-4 Turbo with Vision generally available while AMD launches the MI300X AI accelerator, expanding options for developers building multimodal AI applications and…
Intel 3 marks a pivotal point in Intel's strategy, serving as its first foundry node designed for external customers. As the company aims to…
Intel 7 renamed the 10nm node, Alder Lake brought Intel back, and Gelsinger's IDM 2.0 turned the company that disdained foundry work into a…
Synamedia, the world’s largest independent video software provider, today announced it has achieved 8K real-time encoding and streaming with ‘zero compromise’ on its VIVID Compression platform…
In Far Cry 6, you will fight to liberate the island nation of Yara from its oppressive dictator, Antón Castillo. Ahead of the game’s…
The PlayStation 5 and Xbox Series X share similar hardware, utilizing AMD components and SSDs for enhanced performance. However, they diverge in strategy: Sony…
TSMC's N7+ brought 7nm EUV into volume for the first time, ironically inside a Huawei chip, proving extreme ultraviolet in production ahead of full…
Intel 10nm arrived four years late after the 14nm purgatory, and in the delay TSMC passed Intel for good. The node where Intel lost…
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