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61.
TPUs vs. GPUs and why Google is positioned to win AI race in the long term (news.ycombinator.com)
62.
Chinese startup founded by Google engineer claims to have developed its own TPU chip for AI — custom ASIC reportedly 1.5 times faster than Nvidia's A100 GPU from 2020, 42% more efficient (tomshardware.com)
63.
Nvidia sales are 'off the charts,' but Google, Amazon and others now make their own custom AI chips (cnbc.com)
64.
Nvidia is king in AI chips, but Google and Amazon want to catch up by making their own (cnbc.com)
65.
AMD's Linux kernel patches suggest enablement of next-gen Instinct MI400-series AI GPU accelerators (tomshardware.com)
66.
Four Americans charged with smuggling Nvidia GPUs and HPE supercomputers to China face up to 200 years in prison —$3.89 million worth of gear smuggled in operation (tomshardware.com)
67.
Feds charge four with illegally smuggling Nvidia AI chips to China (theverge.com)
68.
GPU depreciation could be the next big crisis coming for AI hyperscalers — after spending billions on buildouts, next-gen upgrades may amplify cashflow quirks (tomshardware.com)
69.
Arm joins Nvidia's NVLink Fusion ecosystem — Arm's Neoverse CPUs to get access to Nvidia GPUs (tomshardware.com)
70.
Arm joins Nvidia's NVLink Fusion ecosystem — Arm's clients to get access to Nvidia GPUs (tomshardware.com)
71.
Nvidia's Vera Rubin platform in depth — Inside Nvidia's most complex AI and HPC platform to date (tomshardware.com)
72.
OpenAI’s colossal AI data center targets would consume as much electricity as entire nation of India — 250GW target would require 30 million GPUs annually to ensure continuous operation, emit twice as much carbon dioxide as ExxonMobil (tomshardware.com)
73.
AI Bubble Is Ignoring Michael Burry's Fears (slashdot.org)
74.
RAM shortages could derail Nvidia's RTX 50 Super series launch plans (techspot.com)
75.
Nvidia wants China's market share to secure the future of CUDA in the region — America's trade war threatens Huang's influence, and could bolster competition (tomshardware.com)
76.
Cooling system for a single Nvidia Blackwell Ultra NVL72 rack costs a staggering $50,000 — set to increase to $56,000 with next-generation NVL144 racks (tomshardware.com)
77.
Membrane evaporative cooling tech achieves record-breaking results, could be solution for next-generation AI server cooling — clocks 800 watts of heat flux per square centimeter (tomshardware.com)
78.
Membrane evaporative cooling technology achieves record-breaking results, could be a solution for next-generation AI server cooling — clocks 800 watts of heat flux per square centimeter (tomshardware.com)
79.
China and America's AI war isn't just about compute, it's about energy — energy subsidies promote homegrown chip push, amid data center energy squeeze (tomshardware.com)
80.
Echoing Trump's sentiments, America's finance chief Bessent says the most advanced AI GPUs are restricted to home soil - China can have Blackwell chips once they're outdated (tomshardware.com)
81.
After confusing driver release, AMD says old GPUs are still actively supported (arstechnica.com)
82.
AMD clarifies that RDNA 1 and 2 will still get day zero game support and driver updates — discrete GPUs and handhelds will still work with future games (tomshardware.com)
83.
Trump says no Blackwell chips to be sold to China — Nvidia re-entry into Beijing nixed despite temporary trade truce (tomshardware.com)
84.
AI Model Growth Outpaces Hardware Improvements (spectrum.ieee.org)
85.
Microsoft inks $9.7B deal with Australia’s IREN for AI cloud capacity (techcrunch.com)
86.
Samsung is using NVIDIA chips to build its new AI chip factory (engadget.com)
87.
Alibaba Cloud claims to reduce Nvidia GPU use by 82% (news.ycombinator.com)
88.
Nscale inks massive AI infrastructure deal with Microsoft (techcrunch.com)
89.
Sony teases new GPU tech for the PS6 (theverge.com)
90.
Wall Street analysts explain how AMD’s own stock will pay for OpenAI’s billions in chip purchases (techcrunch.com)
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