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.

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

4.

Nvidia reportedly cancels quad-die Rubin Ultra GPU in favor of dual-GPU design, report claims — complex design purportedly scrapped over 'manufacturing execution concerns' (tomshardware.com)

2026-06-30 | by Anton Shilov | get Nvidia GeForce RTX 4090 → | tags: nvidia, rubin ultra, amd

5.

Jalapeño is the first AI chip from OpenAI and Broadcom (engadget.com)

2026-06-24 | by Anna Washenko | get Broadcom AI Chip Kit → | tags: openai, broadcom, jalapeño

6.

Broadcom stock needs a win. The new OpenAI co-designed Jalapeno chip might do the trick (cnbc.com)

2026-06-24 | by Zev Fima | get Broadcom BCM5900 Chip → | tags: broadcom, openai, jalapeno

7.

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

8.

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

9.

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

10.

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

11.

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

12.

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

13.

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

14.

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

15.

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

16.

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

17.

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

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.

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

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.

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