What if the biggest change to AI this year isn’t a new model, but the silicon it runs on? Rumors are swirling that Google is about to unveil a new generation of AI chips designed specifically for inference — the part where models actually answer you — and that they’re aiming squarely at Nvidia’s near-90%…
If you thought GPUs were the only hot commodity in AI, think again. The quiet heroes that feed and control those accelerators—power management integrated circuits (PMICs) and server management chips—have become the latest choke point. Lead times are stretching to nearly a year. General-purpose servers are getting bumped in the queue. Even hard drives and…
What does an “up to $100 billion” AI chip order actually buy—and why might a social media giant want a 10% stake in a semiconductor company to go with it? According to a new report from Industrial Equipment News, Meta Platforms has inked a landmark agreement to purchase AI accelerators from AMD, potentially worth as…
