infrastructure
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NVIDIA Blackwell Ultra supply chain shifts toward memory and substrate constraints
NVIDIA’s Blackwell supply chain faces new bottlenecks in organic substrates from Ajinomoto and Ibiden following TSMC yield recoveries. While TSMC reports stable…
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The Stargate $500 billion AI infrastructure buildout
Sam Altman, Larry Ellison, and Masayoshi Son announced the Stargate joint venture to invest $500 billion in US AI infrastructure. The project…
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The physical reality of xAI’s Memphis expansion
xAI’s Colossus 2 facility has reached 1GW of compute capacity using 100,000 Nvidia H100 GPUs. This massive expansion creates significant grid pressure…
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Scaling inference with Positron and Intel hardware
Positron AI’s Atlas hardware delivers 70% faster inference and 66% lower power consumption than H100 setups. The upcoming Titan system utilizes Asimov…
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Lightmatter scales AI interconnects with Passage M1000
Lightmatter’s Passage M1000 photonic interposer overcomes electrical I/O bottlenecks in AI clusters by delivering 114 Tbps of aggregated bandwidth. This 3D photonic…
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Rain Neuromorphics analog chip deal and Sandisk audio strategy
Rain Neuromorphics secured a $75M analog chip deal with Sandisk to enhance edge AI audio processing. This strategic shift into neuromorphic technology…
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Fine-tuning Llama 3.3 70B on Together AI
Together AI provides an OpenAI-compatible API for fine-tuning Llama 3.3 70B using LoRA or full fine-tuning methods. Developers can access serverless endpoints…
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Glean vs Microsoft and Google enterprise AI deployment facts
Glean reached a $7.2 billion valuation by providing a managed enterprise knowledge layer, but faces competition from Google Vertex AI and Microsoft…
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The Scale AI pivot from data labeling to defense infrastructure
Scale AI evolved from a 2016 data-labeling startup into a critical defense infrastructure provider, securing major contracts like the Thunderforge project. Meta…
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The history of Google’s TPU v1 and the custom AI accelerator race
Google’s TPU v1 achieved 92 trillion 8-bit operations per second using a systolic array design. This specialized hardware powered the AlphaGo series…
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Why your ARM migration fails to beat Graviton4 performance-per-dollar
Improper machine-native code porting can negate the 45 percent cost advantage of AWS Graviton instances. Engineers also face significant budget leaks from…
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Fujitsu’s Monaka chip and the FugakuNEXT zetta-scale targets
Fujitsu is developing the 288-core Monaka CPU using 2nm technology to drive the FugakuNEXT supercomputer. This $740 million project targets zetta-scale AI…