GoKawiil - Tech News

1.

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

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)

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

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)

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

4.

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

5.

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

6.

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

7.

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

8.

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

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)

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

10.

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

11.

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

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)

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

13.

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

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)

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

15.

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

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

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)

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

17.

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

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)

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

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)

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

20.

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

21.

AMD's Lisa Su confirms 2026 arrival of 2nm Venice Epyc CPUs and Instinct MI400 accelerators (techspot.com)

2025-11-07 | get Nanobook → | tags: accelerators, accelerators upcoming, ai infrastructure

22.

Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips (news.ycombinator.com)

2025-10-31 | by Tobias Mann | get travel guide book → | tags: accelerators, ai, chips