The Mesh argues that the semiconductor industry must prioritize power efficiency over die area in next-generation edge GPU design. This power-first approach is essential to meet the strict constraints...
Northern Data’s recent report of 85% GPU allocation efficiency highlights a pivotal shift in AI infrastructure economics in 2026. This analysis explores how improved GPU utilization enhances profitabi...
Luma’s introduction of Unified Intelligence models, integrating multiple AI modalities into cohesive creative agents, marks a pivotal shift demanding a fundamental overhaul of AI infrastructure. The M...
Seven major AI hyperscalers recently pledged to invest in new power generation and grid upgrades, signaling a major shift in how AI data centers will scale sustainably. This commitment ties closely to...
Marvell Technology’s first-quarter revenue beat highlights the surging demand for AI-focused data center chips in 2026. Beyond GPUs, Marvell’s strength in AI interconnects and networking ASICs positio...
Major hyperscalers recently signed a White House-backed pledge to fund new power generation and grid upgrades for AI data centers, signaling a shift toward sustainable AI infrastructure. Combined with...
In 2026, AI infrastructure is undergoing a strategic transformation driven by power-centric semiconductor design, network scaling via 25G Ethernet, and industry realignments emphasizing AI integrity. ...
Recent advancements in GPU utilization, hyperscaler investments in power infrastructure, and the adoption of 25G Ethernet are reshaping AI data center efficiency. This integrated approach addresses lo...
Major AI hyperscalers, backed by the White House, are investing in their own power generation and grid upgrades to support AI’s massive electricity demands. This shift highlights nuclear energy’s pote...
Seven leading AI hyperscalers have committed to jointly funding power generation and grid upgrades to address the growing electricity demands of AI data centers. This analysis explores how this invest...