The Hot Take: If this all is true they have a winner on their hands.
Intel's Z-Angle Memory (ZAM) is approaching completion as it races towards taking a bite at the AI boom while challenging HBM as a viable alternative. Intel's ZAM Challenges HBM As A Big Memory Innovation In the High-Bandwidth, High-Capacity Segment Offering 2x The Speed of HBM4 Z-Angle Memory or ZAM has been stirring up a lot of talk in the memory segment. The upcoming memory standard is being developed by Intel and SoftBank & aims to offer a low-power, high-density replacement to HBM. Now, new details have been shared that provide moreā¦
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The Hot Take: RISC-V breaking the GPU strangle hold on GPU's? YES PLEASE.
Tenstorrent made a bold claim during their TT-Deploy livestream, saying they are going to crush everyone at everything, including AI, with their Galaxy servers. Tenstorrent Galaxy Supercluster Offers 10x Faster GenAI Video, And Destroys Current-Gen GPUs With "Blitz Mode", Offering 350+ Tokens/s In DeepSeek R1 Jim Keller and his Tenstorrent are on a mission to challenge the existing AI hierarchy with their RISC-V-powered platforms. As such, the company unveiled its latest Galaxy Blackhole servers for AI at scale. With Galaxy Blackhole,ā¦
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The Hot Take: Just what we need Ai specific instructions for them to gobble up all the CPU's now.
APX or Advanced Performance Extensions are the next evolution of x86 as Intel & AMD co-develop new standards for the architecture. APX Expands the x86 Instruction Set, Bringing Faster Performance & New Features That Will Benefit Both Intel and AMD's Next-Gen Chips Two days ago, we talked about ACE (AI Compute Extensions), which is a unified instruction set that aims to increase matrix-multiply performance for next-gen x86 chips. ACE is just one part of the grander scheme in which both Intel and AMD are working together to evolve theā¦
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The Hot Take: HBM competitor would be good bringing Ai accelerator competition for RAM. Intel bringing it should help Intel to catch up in the Ai game for sure.
Japanās SaiMemory, a SoftBank subsidiary collaborating with Intel, has secured NEDO funding to develop Z-Angle Memory (ZAM), a next-gen DRAM architecture addressing HBM limitations
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The Hot Take: We all desperately need this to not be vapor-ware!
A relatively unknown U. S. -based startup, Bolt Graphics, has announced that it has successfully taped out the first test chip of its Zeus GPU architecture. The company positions Zeus as a disruptive compute accelerator, previously claiming performance up to 150% higher than an NVIDIA GeForce RTX 5090 while consumi ...
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The Hot Take: Intel needs this licensing support as other law suits are back in court with patent trolls....
Elon Musk reveals details about TeraFab: Intel provides technology, Tesla builds pilot line, SpaceX constructs high-volume fab.
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The Hot Take: Getting cozier with your previous manufacturing division in a previous life.
AMD will be leveraging GlobalFoundries for the development of its MRM Co-packaged Optic solution for the next-gen Instinct MI500 AI accelerators. GlobalFoundries & AMD Working Together on Co-Packaged Optics Hardware For Instinct MI500 Accelerators CPO or Co-Packaged Optics (Silicon Photonics) is the next-generation solution that reduces reliance on copper and harnesses light to transfer signals. These CPOs are packaged alongside hardware accelerators such as GPUs and will be a key solution for next-gen AI factories, offering improvedā¦
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The Hot Take: Seems it was only time with these chips.
AMD's 3D V-Cache CPUs deliver a huge boost versus the Non-X3D part in AI benchmarks, showcasing why they are best suited for RAG pipelines. AMD 3D V-Cache Vs Non 3D V-Cache CPU Benchmarks in AI Showcase a Massive Uplift For RAG Pipelines We know that there are two ways to do AI: the first is LLM, which is currently the most popular model. LLMs are AI models that have been pre-trained on a large set of data and feature various parameter sizes. But LLMs' limitations can be seen when it needs to generate responses on data it wasn't trained on.ā¦
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The Hot Take: Interesting shift in markets....
If you know the name Allbirds, it's probably for the company's longstanding stated commitment to "sustainable shoes and apparel." Going forward, though, the corporate entity wants to be known for its "long-term vision to become a fully integrated GPU-as-a-Service (GPUaaS) and AI-native cloud solutions provider."
In a news release Wednesday morning, Allbirds announced that it has secured a $50 million convertible finance facility to help power this unexpected "pivot ... to AI compute infrastructure." If all goes to plan, the company will soonā¦
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The Hot Take: Interesting if it pans out but not sure we're there yet. They can barely program those quantum CPUs as it is....
NVIDIA has introduced Ising, its newest OpenAI models designed to make Quantum Computers useful and faster with brand new capabilities. NVIDIA Ising AI Models For Quantum Computers Bring Up To 3x Performance Boost Quantum Computing has been cited as the next frontier of computing for decades. Several companies have been trying to perfect quantum computing for years now, and only now have a few started to break the code. NVIDIA already offers an open-source development platform for quantum computing called CUDA-Q. The platform isā¦
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