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Monday 27 April 2026
DIGITIMES: Enterprise AI shifts toward inference as computing architectures undergo structural realignment

As enterprise adoption of generative AI accelerates, a new phase of infrastructure demand is beginning to take shape. According to...

Monday 27 April 2026
Meta signs deal for AWS's Graviton CPUs as inferential and agentic AI enter the scene
Meta and Amazon announced on April 24 that Meta will use Graviton5 CPUs made by Amazon Web Services (AWS). The deal illustrates the growing importance of CPU chips for increasingly...
Monday 27 April 2026
Column: Where does robot training data come from?
Across both sides of the Pacific, robot startups and leading laboratories have reached a consensus over the past year that model architecture is no longer the sole focus. Data has...
Sunday 26 April 2026
Nvidia and OpenAI both make US$20 billion bets on AI chip startups: what's the common factor?
2026 has become a major year for IPO fundraising among leading AI players. At the end of 2025, Nvidia CEO Jensen Huang spent US$20 billion to acquire the IP and talent of AI chip startup...
Sunday 26 April 2026
Samsung bets its HBM leverage can hold Nvidia's LPU orders — but TSMC is pushing back
The AI era has officially shifted from training to inference and agent-centric computing, prompting Nvidia's strategic acquisition of Groq to integrate LPUs into its own platform....
Saturday 25 April 2026
Chinese AI firms push into deployment, shift focus to inference at GITEX Asia

Chinese artificial intelligence companies are reshaping global AI deployment strategies, accelerating a shift toward inference-driven,...

Friday 24 April 2026
Google splits AI chips into training and inference TPUs, signaling shift toward workload-specialized AI infrastructure
At Google Cloud Next 26, Google Cloud announced a strategic shift in its AI hardware approach by introducing two distinct eighth-generation Tensor Processing Units: the TPU v8t for...
Friday 24 April 2026
Exclusive: Google ramps new TPU servers, Taiwan suppliers gain share

Google's unveiling of its eighth-generation tensor processing unit (TPU) at Cloud Next 2026 is expected to drive the next wave of growth...

Friday 24 April 2026
Intel bets on CPUs as backbone of AI growth
Intel executives are expressing growing confidence in the company's long-term outlook, arguing that a fundamental shift in artificial intelligence toward real-world deployment aligns...
Thursday 23 April 2026
Shenzhen launches China's first full-stack domestic 14,000P AI cluster
Shenzhen has brought online what project materials describe as China's first 14,000P, 10,000-card AI computing cluster built around a fully domestic technology stack, marking a new...
Thursday 23 April 2026
Google debuts TPU 8t and 8i as AI workloads diverge
Google Cloud Next 2026 kicked off on April 22 in Las Vegas, with Google Cloud CEO Thomas Kurian declaring that the experimental phase of artificial intelligence is over. Nearly 75%...
Wednesday 22 April 2026
Focus: South Korea builds a semiconductor talent pipeline

South Korea's long-running experiment with job-guaranteed semiconductor education is entering a more consequential phase, with the first...

Tuesday 21 April 2026
Samsung plans NAND expansion at P5 on AI-driven price gains
Surging demand for NAND flash, fuelled by artificial intelligence workloads and data centre expansion, is pushing memory makers into a new investment cycle, with Samsung Electronics...
Tuesday 21 April 2026
Google's AI chip push targets inference boom as battle with Nvidia enters new phase

Google is accelerating its push into the AI chip market, positioning its custom tensor processing units (TPUs) as a viable alternative to...

Monday 20 April 2026
SK hynix Begins 192GB SOCAMM2 Mass Production for AI

 SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has begun mass production of the 192GB SOCAMM2, a next-generation memory module standard...