The Hot Take: Competition is GOOD.
Intel has published a new patent on its XBM memory, which is proposed as a replacement for HBM4, offering much higher bandwidth capabilities. XBM vs HBM: Intel's New Proposed DRAM Solution Extends To 32 GT/s Speeds, While Reducing Costs Through UCIe Links HBM continues to be the standard for AI accelerators, but more recently, we have seen LPDDR memory being used to overcome shortages, prices, and power associated with the standard. Intel's past attempts at DRAM, such as HMC (Hybrid Memory Cube) and MCDRAM, faced various issues and never came to market, but with XBM, Intel is course-correcting its DRAM […]Read full article at https://wccftech.com/intel-xbm-memory-takes-aim-at-hbm4-32-gt-s-speeds-lower-costs-through-ucie-links/
Read the full article
The Hot Take: I really wonder if this will deflate the Ai bubble even a little bit.
The x86 Ecosystem Advisory Group led by Intel and AMD recently firmed up the AI Compute Extensions (ACE) specification for optimizing x86 for AI computation tasks around matrix multiplication and the like for machine learning workloads. The cross-vendor ACE extension is ultimately a successor to Intel's Advanced Matrix Extensions (AMX). Posted to the GCC mailing list today by Intel engineers are the initial patches in preparing the compiler support for ACE...
Read the full article
The Hot Take: Interesting, Risc-V shop from rockstar architect Jim Keller.
Jim Keller isn't bothered by Cerebras's recent IPO and says that he welcomes it, but Tenstorrent will still beat them on everything. Tenstorrent CEO, Jim Keller, Signals Deal With Intel or Qualcomm While Promising To Beat Cerebras "on everything" Tenstorrent recently introduced its latest BlackHole Galaxy server, a system with which it can disrupt the entire AI segment, with performance levels that crush the competition. We covered the announcement last month when the company demoed its Blackhole server undercutting a NVIDIA GB300 with up to five times better TCO. Keller Accepts The Challenge To Beat NVIDIA, Cerebras & Others At […]Read full article at https://wccftech.com/jim-keller-cerebras-ipo-was-helpful-tenstorrent-to-beat-them-on-everything/
Read the full article
The Hot Take: I really hope something comes soon to alleviate all this nonsense AI is causing.
US-based AI company, Tensordyne, has announced the successful tape-out of its Napier chip, which it claims to demolish NVIDIA's Blackwell & Rubin chips with leading token throughput and efficiency. Tensordyne’s new Napier AI Chip arrives with one clear mission: to make NVIDIA’s Blackwell and Rubin chips look considerably less impressive The Napier chip will be the core component of the Tensordyne Napier TDN system, which is designed in collaboration with Broadcom and HPE Juniper Networks. The Napier platform has one goal: to unify AI through novel logarithmic AI math, a tightly integrated memory architecture, and a high-performance scale-up interconnect that […]Read full article at https://wccftech.com/tensordyne-3nm-napier-ai-chip-13x-higher-token-throughput-blackwell-blazes-past-rubin/
Read the full article
The Hot Take: ARM seems to be breaking out from everywhere. Fujitsu, Nvidia, AWS and ARM. Qualcomm seems to be playing catch up in the server market from the looks of it.
AWS has provided a first look at its next-generation Graviton5 processor, a custom server CPU developed by Annapurna Labs for deployment across the company's cloud computing platform and AI inference infrastructure.
Read the full article
The Hot Take: Ai will consume ALL THE THINGS!!
The massive AI gold rush has a new bottleneck set in its sights, CPUs. But what's driving the demand? We interview industry experts to find out.
Read the full article
The Hot Take: Intel moving fast to make up lost ground on this front for sure. From the looks trying to hit the $ sweet spot too.
Intel revealed more details of its next-gen Data Center GPU, code-named Crescent Island, at Computex 2026. This inference-optimized chip will feature up to 480GB of LPDDR5X memory for efficient handling of massive AI contexts.
Read the full article
The Hot Take: APU's competition starting to heat up for that Ai dollar.
Intel's next-generation Razor Lake-AX chips will compete directly against AMD's Medusa Halo while featuring on-package memory. Intel Is Bringing Back On-Package Memory With Its Next-Gen Razor Lake-AX Chips That Fight Against AMD's Medusa Halo On-Package Memory was last used by Intel for its Lunar Lake SoCs. These SoCs were aimed at low-power mobile platforms, and while the chips themselves offered solid performance in a 30W budget, Intel's next on-package memory solution will be a big one. As per Haze2K1 on X, Intel Razor Lake-AX SoCs will feature on-package memory. This is a big deal as moving the DRAM closer to […]Read full article at https://wccftech.com/intel-resurrects-on-package-memory-with-razor-lake-ax-to-hunt-down-amd-medusa-halo/
Read the full article
The Hot Take: AMD seems to be out performing Intel & Nvidia on the market, while Nvidia is still the preferred Ai holy-grail? Just seems odd.
While Nvidia has dominated the "infrastructure boom" since 2022's launch of ChatGPT and "the generative AI craze," CNBC writes that "This week offered the starkest illustration yet of what MIzuho analyst Jordan Klein said could be a 'changing of the guard in AI.'"
Chipmakers Advanced Micro Devices and Intel notched gains of about 25%, while memory maker Micron jumped more than 37% and fiber-optic cable maker Corning climbed about 18%. All four of those companies have more than doubled in value this year, with Intel leading the way, up well over 200%. Nvidia, meanwhile, is only slightly ahead of the Nasdaq in 2026, gaining 15% for the year, aided by an 8% rally this week. In spreading the wealth to a wider swath of hardware companies, investors are clearly betting that the bull market in AI has long legs and that data centers are going to need a wider array of advanced components for years to come.
Memory has been the biggest theme of late due to a global shortage that's driven up prices and turned Micron, a 47-year-old company tucked in a sleepy corner of the semiconductor market, into one of the hottest trades over the past 12 months. Micron blew past an $800 billion market capitalization for the first time this week, and the stock is now up over 750% in the past year. CEO Sanjay Mehrotra told CNBC in March that key customers are only getting "50% to two-thirds of their requirements" because of supply issues. The memory market is largely dominated by Micron, along with Korea-based Samsung and SK Hynix, which are also both in the midst of historic rallies...
Bank of America estimates the data center CPU market could more than double from $27 billion in 2025 to $60 billion in 2030. AMD's quarterly results this week underscored the emerging trend, as earnings, revenue and guidance sailed past estimates on strong data center growth. The company has long led the CPU charge, and CEO Lisa Su said on the earnings call that AMD now expects 35% growth over the next three to five years in the server CPU market, up from a forecast of 18% growth that the company provided in November.
The article cites two other big movers:
Intel "is in the midst of a revival sparked by a major investment from the U.S. government last year. Intel's stock had its best month on record in April, more than doubling, and has continued notching massive gains, rising 33% in the early days of May."
Nvidia still remains the world's most valuable company "and is expected to show revenue growth of 70% this fiscal year," the article points out — adding that companies like Corning are also benefiting from Nvidia partnerships. "Glass maker Corning, which celebrated its 175th anniversary this week, signed a massive deal with Nvidia on Wednesday that involves the development of three new U.S. factories dedicated entirely to optical technologies... likely a major step in Nvidia's move away from copper cables and towards fiber-optic cables as it builds out its rack-scale systems."
Read more of this story at Slashdot.
Read the full article
The Hot Take: Ai usage growing pretty steady and fast it would appear.
Anthropic is partnering with SpaceX to ease capacity constraints that have stranded Claude customers, a gesture that may soothe developer discontent about service availability and cost. Ami Vora, chief product officer at Anthropic, announced the expanded rate limits during Code for Claude, a developer event livestreamed from San Francisco. "As of today, we are increasing rate limits for developers on Claude Code and the Claude Platform," said Vora. "More specifically, we are doubling Claude Code's five-hour rate limits for Pro, Max, Team, and seat-based enterprise plans. And we're raising our API limits considerably for Claude Opus." Anthropic is also ending its peak hours limit reduction on Claude Code for Pro and Max accounts. The AI biz is able to do this, she explained, thanks to a partnership with SpaceX that expands available inference capacity. Anthropic has struck a deal to use "all the capacity of [SpaceX’s] Colossus 1 data center." According to SpaceX, "Colossus 1 features over 220,000 Nvidia GPUs, including dense deployments of H100, H200, and next-generation GB200 accelerators." The deal adds more than 300 megawatts of new capacity within the month and follows similar compute arrangements with Amazon and Google/Broadcom. The company's insatiable hunger for processing power may even take it into space. Anthropic says that it "expressed interest in partnering with SpaceX to develop multiple gigawatts of orbital AI compute capacity." In recent months, Anthropic has struggled to meet unexpected demand for Claude services – its models became sufficiently capable to win over skeptical developers and usage patterns shifted as a result of the popularity of OpenClaw's long-running agents. "Year over year, API volume is up nearly 17x on the cloud platform," said Vora. "And on Claude Code, the average developer is now spending 20 hours per week running Claude." Amid this growing popularity, Anthropic has also wrestled with bugs that affected model performance. During her presentation, Vora tempered expectations by noting that no new model would be announced. Instead, she presided over a review of new and recent Claude features in an effort to frame model improvements as exponential. The salient exponent here would be two – the doubling of Claude's five-hour rate limits. Model performance, as measured by benchmarks, has been incremental. Opus 4.7 is a few percentage points better than Opus 4.6 in various measurements, not twice as capable or more. That didn't stop Vora from claiming, "even though model capabilities are improving on an exponential, most organizations are still adopting AI on a linear path." Vora's use of "exponential" may be more of a thematic framing device than a literal assertion of progress, a device to draw a contrast between Claude's capabilities and a more cautious pace of corporate AI adoption. She cast the upcoming feature review as an opportunity for customers to see where Claude development is headed, "So you can plan for it and ride the exponential with us." The remainder of the presentation consisted of a summary of recent Claude feature improvements. These include: multi-agent orchestration, outcomes, and dreaming – a capability that showed up in the recent Claude Code source leak. "With Dreaming," explained Angela Jiang, head of product for the Claude platform, "Claude is actually able to self-learn. It's able to actually inspect over its previous sessions, figure out skills that it missed, lessons it should have learned, and actually apply those directly to memory on its own." Boris Cherny, head of Claude Code, took a turn on stage to remind everyone about Routines, a way to trigger and run Claude jobs locally or on cloud servers. "Routines can be run on a schedule, they can be kicked off by webhooks, or they can even be kicked off by arbitrary API calls, you can run them locally on your machine or on remote cloud compute," he said. Cherny said, "for me personally, a lot of my code nowadays is written by routines. I'm not the one doing the prompting. I'm the one creating a routine that does the prompting." Who wouldn't want to "ride the exponential" when one's company is paying the API bill? ®
Read the full article