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Explore English articles about AI Semiconductor.
An examination of KIOXIA's CXL-based memory expansion module XL1, based on September performance simulations and August shipment plans, clarifies how it divides roles with the GP1 and CM10 product lines.
Bloomberg reports that DeepSeek plans to deploy at least 160,000 Huawei Ascend 950DT chips at a 1GW-class data center in Inner Mongolia. The chips will be used for inference only; training remains on NVIDIA. The 160,000 figure represents roughly 30% of Huawei's published cluster configuration, with component supply—not compute capacity—constraining delivery.
Anthropic has released a reference implementation for e-commerce AI agents. While the design excludes payment processing and locks write operations behind two-stage human approval, questions remain about adoption barriers like dynamic pricing and liability for fraudulent orders.
Microsoft's Project Zenith is a developer PC concept built around 64GB or more of shared memory. This article separates the settings that can be replicated on existing PCs from the still-immature MXC feature to examine what it actually delivers.
A sharp rise in NAND prices has expanded the market, allowing Samsung to keep its lead. Two charts compare vendor revenue shares and enterprise SSD demand, and explain how the trend is spilling over into PC pricing.
NVIDIA has agreed to acquire Hugging Face, a cornerstone of the open AI ecosystem, for $12.9303 billion. The deal extends the chipmaker's reach beyond semiconductor supply into the upstream distribution of AI models, positioning it to champion open, neutral infrastructure as rivals push custom ASICs.
This article compares Micron's proposed GPU-adjacent NAND with the company's HBM4, PCIe 6.0 SSDs, and the OCP HBF standard, examining the performance and implementation requirements needed for productization.
Broadcom's AI chip revenue now accounts for more than half of total company sales. Drawing on primary sources, we examine the growth in custom XPUs and networking, the terms of its rack financing deals, customer concentration, and supply constraints.
Google is pulling DDR4 memory out of retired servers and reconnecting it to new-generation AI servers via a dedicated interface, turning component recycling into a supply-defense strategy amid a memory shortage.
Google has introduced a new method for Gemini that selects and examines parts of a video based on the question asked. This piece explains the conditions behind the up to 88% token savings, and why static processing remains necessary for short videos or full-video review.
