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1.

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

2.

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

3.

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

4.

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

5.

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

6.

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)

2026-04-09 | by Luke James | get Intel EMIB-T Packaging Kit → | tags: intel, emib-t, tsmc

7.

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

8.

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

9.

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

10.

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)

2026-03-19 | by Luke James | get Nvidia Vera Rubin Platform Kit → | tags: groq, vera rubin, samsung 4nm

11.

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

12.

Microsoft built a 750W AI chip to challenge Nvidia's dominance, claims 3x performance gains over Amazon (techspot.com)

2026-01-27 | get AI chip → | tags: accelerator, accelerator specifically, according redmond

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