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1.
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
2.
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
3.
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
4.
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
5.
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
6.
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
7.
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
8.
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
9.
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
10.
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
11.
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
12.
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
13.
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
14.
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
15.
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
16.
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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