Hardware
With 100,000 H100s and 50,000 H200s incoming, xAI can deliver Grok 3 by Xmas says NVIDIA rep in now-deleted post.
Gelsinger “recognizing the importance of prioritizing liquidity” as AMD set to outstrip Intel on data centre revenues
"We delivered strong second-quarter financial results... driven by higher-than-expected sales of our Instinct, Ryzen, and EPYC processors."
“We are at the iPhone moment of AI..."
The latest from London’s Technology & Construction Court as companies clash over mainframe migration software.
Rampant AI demand "supplemented by the start of a recovery of traditional compute and storage infrastructure demand"
Global semiconductor sales expected to hit a record $611.2 billion in 2024
So far in 2024, Arm has highlighted eight vulns affecting its Bifrost GPU and 10 impacting Valhall.