Oklo announced the development of micro nuclear reactors aimed at powering global data centers with reliable, carbon-free energy. These compact reactors promise to address the growing electricity dema...
The integration of multi-silicon inference clouds and disaggregated LLM deployments is reshaping AI infrastructure by addressing inference bottlenecks with heterogeneous hardware and cloud-native orch...
AMD's stock rose 55% following a quarterly report showing record data center revenues and strong GPU sales. The company's growth reflects hyperscalers' shift toward multi-vendor strategies to enhance ...
Marvell Technology unveiled Celestial AI, a photonic fabric designed to address memory and interconnect bottlenecks in AI systems. Utilizing silicon photonics, it offers higher bandwidth and lower lat...
Tesla and SpaceX’s announcement of Terafab, a $25 billion semiconductor fab targeting 1 terawatt of AI compute annually, signals a potential paradigm shift in AI chip manufacturing. While the scale pr...
Cerebras Systems filed for an IPO in March 2026 to fund expansion of its wafer-scale AI processors designed for large-scale AI training and inference. The company aims to scale manufacturing and softw...
Broadcom has secured a long-term supply deal with Google for next-generation AI chips through 2031, while Marvell is in talks to develop complementary custom AI silicon. These moves highlight intensif...
Marvell Technology Group's stock price has rallied in early 2026 due to its strategic focus on custom AI chips and optical networking hardware. However, the stock faces resistance near $170 amid stron...
FortifAI launched the Nol8 FPGA on April 28, 2026, claiming it can replace up to 60,000 CPUs in AI data centers, offering significant improvements in performance and energy efficiency. The device’s pr...
In March 2026, Microsoft announced a strategic shift to prioritize AI compute resources on its Azure cloud platform, tightening supply and increasing prices for non-AI workloads. This move responds to...