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1.
China's AI accelerator supplier Biren posts 2,000% year-over-year revenue growth — US export controls benefit homegrown chips as Nvidia and AMD exit market (tomshardware.com)
2.
The state of ABF substrates in data center silicon in 2026 — solving the supply crunch and material wall beneath every AI accelerator (tomshardware.com)
3.
Arm's new Mali G2-Ultra NX GPU adds neural accelerators for sub-1-watt AI graphics on mobile (techspot.com)
4.
OpenAI says its next-generation processors could be made at Samsung — double-sourcing with TSMC hints at massive volume requirements [Updated] (tomshardware.com)
5.
Arm Mali G2-Ultra NX GPU: desktop-class mobile gameplay with AI-native graphics (news.ycombinator.com)
6.
Samsung Debuts zHBM Prototype, Stacking Memory Directly on AI Accelerators (news.ycombinator.com)
7.
AMD unveils Threadripper Halo Station, an AI workstation packing 96 cores and dual liquid-cooled MI350P accelerators — 'the most powerful workstation in the world' can run trillion-parameter models, says AMD (tomshardware.com)
8.
Nvidia acquires Hugging Face for $12.93 billion — company gains control of major AI model distribution platform (tomshardware.com)
9.
All CERN accelerators now on the road to HiLumi (news.ycombinator.com)
10.
Nvidia posts another record quarter, predicts explosive AI-driven growth will last through 2028 (techspot.com)
11.
Apple Introduces New Mac Studio with M5 Max and M5 Ultra (news.ycombinator.com)
12.
Apple unveils new Mac Studio with M5 Max and M5 Ultra (9to5mac.com)
13.
Apple Mac Mini M6 and Mac Studio M5 Ultra: Specs, Price, Release Date (wired.com)
14.
Marvell's stock pops 10% on AI chip deal that lets Google buy up to $12.2 billion in shares (cnbc.com)
15.
Marvell pops 8% on AI chip deal that lets Google buy up to $12.2 billion in shares (cnbc.com)
16.
Samsung raises advanced foundry prices by up to 15% as AI demand fills its 4nm lines, report claims — Chinese customers accepting the largest hikes (tomshardware.com)
17.
Marvell pops 6% on AI chip deal that lets Google buy up to $12.2 billion in shares (cnbc.com)
18.
Build the world we want: Solutions for the next decade (feeds.feedburner.com)
19.
China's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggest — Cambricon and Huawei expected to be the biggest winners in the shift away from Nvidia and AMD (tomshardware.com)
20.
AMD acquires Taalas to boost inference performance by etching models in silicon (news.ycombinator.com)
21.
Google could build more AI accelerators than Nvidia sells in 2028, analyst claims — could push the company to use Intel Foundry to meet its goals (tomshardware.com)
22.
Intel just posted its best growth in 15 years – and burned billions to make it happen (techspot.com)
23.
MacBook Neo 2: Here’s everything we know so far (9to5mac.com)
24.
Meta to use custom AMD Instinct MI400 accelerators with 144GB of HBM4 for select workloads, report claims — could dramatically reduce cost at the expense of versatility (tomshardware.com)
25.
TSMC plans include at least four more 2nm fabs in $100 billion Arizona expansion (techspot.com)
26.
China’s Huawei to enter South Korean AI chip market with new Atlas SuperPods, clusters pack 8,192 Ascend 950 accelerators per deployment — reportedly challenges Nvidia dominance with 'tripled inference performance' of H20 at one-quarter the cost (tomshardware.com)
27.
OpenAI unveils its first custom chip, built by Broadcom (news.ycombinator.com)
28.
OpenAI unveils its first custom chip, built by Broadcom (techcrunch.com)
29.
Quake changed gaming forever 30 years ago today — seminal title established online multiplayer culture and made 3D graphics accelerators essential PC components (tomshardware.com)
30.
Qualcomm mulls taking over Jim Keller's Tenstorrent, report claims — deal for AI chipmaker would value the company at between $8 billion and $10 billion (tomshardware.com)
Today's top topics: openai anthropic chatgpt berkshire hathaway warren buffett android authority artificial intelligence microsoft claude new york times
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