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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 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

7.

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

8.

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

9.

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

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