AI and HBM to Power Half of TSMC Revenue
AI compute and networking plus HBM controllers will soon drive a third of TSMC’s revenues. And it won’t be long before it is half. $TSM https://t.co/8qSbTnKWqk
XPO Marks Final Surge Before Co‑Packaged Optics Dominate
Don’t count pluggable optics out just yet in the datacenter. XPO looks like the last hurrah before co-packaged optics takes over. $ANET $NVDA $AVGO https://t.co/HDdUEtWkup
Meta's New AI Models: Unavailable and Closed Source
Two shiny new AI models: One you can’t have and the other you can’t have open source. $META https://t.co/LO4uYysJIT
Meta's MTIA AI Compute Engine Roadmap Unveiled
I finally had time to circle back to the Meta MTIA AI compute engine roadmap. $META $NVDA $GOOG $AMD https://t.co/0K4g5DFB3P
Nvidia's Marvell Stake Hides Deeper Strategic Value
Nvidia’s investment in Marvell could be a lot more interesting than it looks. $NVDA $MRVL https://t.co/4t8pd9Sl2W
Quarterly $125B Server Sales Become New Normal
Selling $125 billion of servers in a quarter is nothing special. It’s the new normal. $DELL $HPE $NVDA $ARM $AMD https://t.co/MRnXrTrjjz
Arm Unveils Its First Full‑scale Datacenter CPU
A deep dive into Arm’s first full-fledged datacenter CPU. $ARM $NVDA $TSMC $AMD $INTC https://t.co/2LhQgo6i3s
Nvidia Unveils 2028 Rosa‑Feynman AI Hardware Roadmap
Nvidia has spiced up its 2028 AI hardware roadmap with reveals about the future Rosa-Feynman systems. $NVDA https://t.co/vLAotJHTKh
Agentic AI Demands Diverse Compute Engines: CPUs, GPUs
Agentic AI will require all kinds of compute engines, including CPUs, GPUs, DPUs, and now LPUs. $NVDA $GOOG $AMD $INTC https://t.co/WVnnc36X2U
Eridu May Be
Is AI networking upstart Eridu working on a high radix, waferscale switch ASIC? Maybe. Just maybe. $NVDA $AMD $AVGO $MRVL https://t.co/4337xttDy2
Ayar Labs to Power 2028 AI with Silicon Photonics
How Ayar Labs is going to ramp silicon photonics into the 2028 generation of AI systems. $NVDA $AMD https://t.co/5PdPsFHxqX
Nvidia Considers Optical Circuit Switches for AI Infrastructure
Is Nvidia looking to add optical circuit switches to its AI infrastructure? $NVDA $LITE $COHR https://t.co/IG3DZZ6QcK
SambaNova Claims SN50 Outperforms Nvidia GPUs for AI
SambaNova says its SN50 systems can best the tokenomics of Nvidia GPUs for agentic AI $NVDA $AMD $GOOG $AWS https://t.co/Ut5ZXqsIqZ
Meta's GPU Spend Now Split Between AMD and Nvidia
It looks like Meta is going to spend almost as much money on AMD GPUs as it does for Nvidia GPUs. $META $AMD $NVDA https://t.co/1gQI8giGK1
Meta Secures Access to Millions of Nvidia GPUs
Meta Platforms is getting access to millions of Nvidia GPUs – don’t assume it is buying all of them. $NVDA $META https://t.co/Zvqz4CbFlP