GoKawiil - Tech News

1.

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)

2026-07-30 | by Anton Shilov | tags: google, tpus, nvidia

2.

Intel just posted its best growth in 15 years – and burned billions to make it happen (techspot.com)

2026-07-24 | by Rob Thubron | tags: intel, data center, ai accelerators

3.

MacBook Neo 2: Here’s everything we know so far (9to5mac.com)

2026-07-23 | by Chance Miller | tags: macbook neo, a19 pro chip, apple

4.

TSMC plans include at least four more 2nm fabs in $100 billion Arizona expansion (techspot.com)

2026-07-16 | by Rob Thubron | tags: tsmc, 2nm fabs, arizona expansion

5.

OpenAI unveils its first custom chip, built by Broadcom (news.ycombinator.com)

2026-06-24 | by Russell Brandom | get Broadcom Custom AI Chip → | tags: openai, broadcom, jalapeño

6.

OpenAI unveils its first custom chip, built by Broadcom (techcrunch.com)

2026-06-24 | by Russell Brandom | get Broadcom Custom AI Chip → | tags: openai, broadcom, jalapeño

7.

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)

2026-06-16 | by Anton Shilov | get Qualcomm AI Development Kit → | tags: qualcomm, tenstorrent, jim keller

8.

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)

2026-06-10 | by Luke James | get AI Data Center Kit → | tags: accelerators, china, chips

9.

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)

2026-06-04 | by Anton Shilov | get AMD Ryzen 9 7950X → | tags: accelerators, ethernet, helios

10.

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)

2026-06-03 | by Anton Shilov | get PCIe 6.0 Switch → | tags: accelerators, astera, astera labs

11.

Jensen says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired' (tomshardware.com)

2026-05-03 | by Anton Shilov | get Nvidia GeForce RTX 4090 → | tags: nvidia, jensen huang, china

12.

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)

2026-04-30 | by Etiido Uko | get Samsung 32GB DDR5 RAM → | tags: samsung, sk hynix, hbm

13.

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)

2026-04-27 | by Anton Shilov | get High-Performance Computing Memory Kit → | tags: tsmc, cowos, hbm5e

14.

SpaceX says it is going to begin manufacturing GPUs — $1.75 trillion IPO listing reportedly includes in-house GPU production (tomshardware.com)

2026-04-23 | by Anton Shilov | get NVIDIA GeForce RTX 4090 → | tags: spacex, gpus, tesla

15.

Meta commits to 1 gigawatt of custom chips with Broadcom as Hock Tan decides to leave board (cnbc.com)

2026-04-14 | by Katie Tarasov Jordan Novet | get Broadcom Chip Development Kit → | tags: meta, broadcom, ai accelerators

16.

Meta commits to 1 gigawatt of custom chips with Broadcom as Hock Tan agrees to leave board (cnbc.com)

2026-04-14 | by Katie Tarasov Jordan Novet | get Broadcom Custom Chip Kit → | tags: meta, broadcom, ai accelerators

17.

Meta commits to one gigawatt of custom chips with Broadcom as Hock Tan agrees to leave board (cnbc.com)

2026-04-14 | by Katie Tarasov Jordan Novet | get Broadcom Chip Development Kit → | tags: meta, broadcom, ai accelerators

18.

Intel and SambaNova team up on heterogenous AI inference platform — different hardware performs different workloads (tomshardware.com)

2026-04-08 | by Anton Shilov | get Intel Xeon Processor → | tags: intel, sambanova, xeon 6

19.

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)

2026-04-03 | by Luke James | get Nvidia GeForce RTX 4090 → | tags: nvidia, hyperscaler, dram

20.

Why Nvidia just poured $2 billion into AI ASIC competitor Marvell — NVLink Fusion turns into soft ecosystem lock-in (tomshardware.com)

2026-04-02 | by Luke James | get Nvidia NVLink Bridge → | tags: nvidia, marvell, nvlink

21.

Ollama adopts MLX for faster AI performance on Apple silicon Macs (9to5mac.com)

2026-03-31 | by Marcus Mendes | get MLX AI Developer Kit → | tags: apple silicon, mlx, hugging face

22.

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)

2026-03-14 | by Anton Shilov | get AI Hardware Export Kit → | tags: ai accelerators, u.s. commerce department, nvidia gb300

23.

FLASH radiotherapy's bold approach to cancer treatment (news.ycombinator.com)

2026-03-07 | by Tom Clynes | get Radiation Therapy → | tags: cancer treatment, linear particle accelerators, cern

24.

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)

2026-02-20 | by Anton Shilov | get Optimized AI Data Center Interconnects → | tags: accelerators, ethernet, hardware

25.

Furiosa: 3.5x efficiency over H100s (news.ycombinator.com)

2026-01-15 | get GPU → | tags: accelerators, furiosa, nxt rngd

26.

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)

2026-01-06 | by Anton Shilov | get AI accelerator → | tags: accelerators, helios, instinct

27.

Here’s why visiting museums between Christmas and New Year’s makes me a better leader (feeds.feedburner.com)

2025-12-25 | get Art Museum → | tags: accelerators, accelerators techstars, awards

28.

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)

2025-12-18 | by Luke James | get GPU → | tags: accelerators, advanced, ascend

29.

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)

2025-12-01 | by Anton Shilov | get Memory → | tags: accelerators, commodity, dram

30.

AMD and Eviden unveil Europe's second exascale system — EPYC 'Venice' and Instinct MI430X powered system breaks the ExaFLOP barrier (tomshardware.com)

2025-11-18 | by Anton Shilov | get EPYC Venice → | tags: accelerators, alice, alice recoque