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1.
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)
2.
China drafts $295 billion plan to build national AI data center grid running on 80% homemade silicon — projected 2028 timeline could run into limits of local chip production (tomshardware.com)
3.
AMD's Helios MI455X AI platform breaks cover, initial systems use UALink-over-Ethernet interconnects — AMD's Vera Rubin rival surfaces, but the downsides of Ethernet could hamstring performance (tomshardware.com)
4.
Astera Labs showcases 320-lane PCIe 6.0 switch for vendor-agnostic scaling in data centers — up to 80 accelerators can be scaled up using PCIe alone (tomshardware.com)
5.
Nuclear shell structure governs short-range nucleon pairing (feeds.nature.com)
6.
Intel details long-awaited Crescent Island AI GPU at Computex, boasts up to 480 GB of LPDDR5X to combat memory shortages — company shares more details of its Xe3P inference accelerator at Computex (tomshardware.com)
7.
Jensen says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired' (tomshardware.com)
8.
Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten (tomshardware.com)
9.
TSMC's details next-gen CoWoS roadmap: over 14-reticle packages and 48x leap in compute power expected by 2029 — massive size enables 24 HBM5E stacks and additional memory bandwidth jump (tomshardware.com)
10.
SpaceX says it is going to begin manufacturing GPUs — $1.75 trillion IPO listing reportedly includes in-house GPU production (tomshardware.com)
11.
Esther and Anne Wojcicki back new healthcare accelerator, fund (techcrunch.com)
12.
Now Meta will track what employees do on their computers to train its AI agents (theverge.com)
13.
Meta To Start Capturing Employee Mouse Movements, Keystrokes For AI Training Data (slashdot.org)
14.
Shipping Antimatter by Truck to Understand the Universe (cnet.com)
15.
Broadcom to supply Meta with custom silicon through 2029 — Broadom CEO Hock Tan departs Meta's board (tomshardware.com)
16.
Meta commits to 1 gigawatt of custom chips with Broadcom as Hock Tan decides to leave board (cnbc.com)
17.
Meta commits to 1 gigawatt of custom chips with Broadcom as Hock Tan agrees to leave board (cnbc.com)
18.
Meta commits to one gigawatt of custom chips with Broadcom as Hock Tan agrees to leave board (cnbc.com)
19.
Intel's EMIB-T packaging technology set for fab rollout this year — as TSMC CoWoS capacity remains limited,EMIB-T is preparing for advanced AI accelerator designs (tomshardware.com)
20.
Intel and SambaNova team up on heterogenous AI inference platform — different hardware performs different workloads (tomshardware.com)
21.
High-precision measurement of the <i>W</i> boson’s mass lends weight to the standard model (feeds.nature.com)
22.
Memory will consume 30% of hyperscaler AI data center spending this year, a 4X increase over 2023 — Nvidia gets preferential supply terms well below standard market rates, says analyst firm (tomshardware.com)
23.
Why Nvidia just poured $2 billion into AI ASIC competitor Marvell — NVLink Fusion turns into soft ecosystem lock-in (tomshardware.com)
24.
IBM Announces Strategic Collaboration with Arm (news.ycombinator.com)
25.
Ollama adopts MLX for faster AI performance on Apple silicon Macs (9to5mac.com)
26.
Antimatter has been transported for the first time ever — in the back of CERN’s truck (feeds.nature.com)
27.
How Nvidia's $20 billion Groq 3 LPU deal reshapes the Nvidia Vera Rubin Platform — Samsung 4nm process serves as bedrock for SRAM-based AI accelerator chip (tomshardware.com)
28.
US gov't revokes controversial AI hardware export rule that would mandate investments from foreign companies — new export rules are still in the works, though (tomshardware.com)
29.
Substack launches a built-in recording studio (techcrunch.com)
30.
FLASH radiotherapy's bold approach to cancer treatment (news.ycombinator.com)
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