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1.
Jensen says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired' (tomshardware.com)
2.
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)
3.
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)
4.
SpaceX says it is going to begin manufacturing GPUs — $1.75 trillion IPO listing reportedly includes in-house GPU production (tomshardware.com)
5.
Meta commits to 1 gigawatt of custom chips with Broadcom as Hock Tan decides to leave board (cnbc.com)
6.
Meta commits to 1 gigawatt of custom chips with Broadcom as Hock Tan agrees to leave board (cnbc.com)
7.
Meta commits to one gigawatt of custom chips with Broadcom as Hock Tan agrees to leave board (cnbc.com)
8.
Intel and SambaNova team up on heterogenous AI inference platform — different hardware performs different workloads (tomshardware.com)
9.
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)
10.
Why Nvidia just poured $2 billion into AI ASIC competitor Marvell — NVLink Fusion turns into soft ecosystem lock-in (tomshardware.com)
11.
Ollama adopts MLX for faster AI performance on Apple silicon Macs (9to5mac.com)
12.
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)
13.
FLASH radiotherapy's bold approach to cancer treatment (news.ycombinator.com)
14.
UALink roadmap plots course to optimized AI data center interconnects — examining the open standard designed to combat vendor lock-in while offering cost and performance optimization (tomshardware.com)
15.
Furiosa: 3.5x efficiency over H100s (news.ycombinator.com)
16.
AMD touts Instinct MI430X, MI440X, and MI455X AI accelerators and Helios rack-scale AI architecture at CES — full MI400-series family fulfills a broad range of infrastructure and customer requirements (tomshardware.com)
17.
Here’s why visiting museums between Christmas and New Year’s makes me a better leader (feeds.feedburner.com)
18.
Huawei's AI chip capabilities still pale in comparison to American silicon — report from U.S. council details that despite fears, Nvidia continues to lead by a wide margin (tomshardware.com)
19.
The RAM pricing crisis has only just started, Team Group GM warns — says problem will get worse in 2026 as DRAM and NAND prices double in one month (tomshardware.com)
20.
AMD and Eviden unveil Europe's second exascale system — EPYC 'Venice' and Instinct MI430X powered system breaks the ExaFLOP barrier (tomshardware.com)
21.
AMD's Lisa Su confirms 2026 arrival of 2nm Venice Epyc CPUs and Instinct MI400 accelerators (techspot.com)
22.
Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips (news.ycombinator.com)
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