Samsung talks up HBM4E
Look at my huge bandwidth and sharp pricing
Samsung is waving fresh HBM4 and HBM4E roadmaps and inking chunky memory deals with Nvidia and AMD.
AMD bets big on 2nm for next-gen Instinct MI450 GPUs
Lines up TSMC’s finest silicon to take a swing at Nvidia’s AI throne
AMD is preparing to go all in on advanced chipmaking with its next-generation Instinct MI450-series accelerators, built on TSMC’s brand-new N2 process.
Nvidia uses radical cooling trick for Rubin Ultra AI chips
Ditches traditional liquid cooling
Nvidia is preparing a major rethink of how it cools its next-generation Rubin Ultra AI chips, reportedly moving to a new microchannel cover plate system to stop its silicon beasts from overheating.
Nvidia and AMD crank up AI chip war
Both sides rejigging their offerings
Nvidia and AMD are frantically revising their next-gen AI designs in an effort to out-muscle each other, with power budgets and memory bandwidth figures spiralling upwards.
Nvidia kicks off “cold revolution 3.0”
Suppliers told to cough up pricier heat dissipation gear
Nvidia is demanding its suppliers develop new microchannel water cooling plate (MLCP) technology, with unit prices running three to five times higher than existing solutions.
Nvidia's Rubin CPX GPU targets AI inferencing arms race
Rack-sized monster to crush token counts
Nvidia has decided that building GPUs the size of small towns is the way to stay ahead in AI, and its latest weapon is the Rubin CPX which is aimed squarely at inferencing and large context models.
TSMC muscles into silicon photonics, leaving Intel gasping
A patent surge, Nvidia’s shove, and a 2026 CPO rollout crank up the pressure.
TSMC has charged into silicon photonics and is trampling Troubled Chipzilla’s toes. Japanese reports say TSMC has filed nearly twice as many US patents in the latest silicon photonics field as Intel.
Nvidia’s Rubin chips hit the fabs
More coming
Nvidia has confirmed that its next-generation Rubin AI chips are already in the fabs and ready to hit volume production in the second half of 2026.
US giants queue up for TSMC's Arizona silicon
TSMC's stateside fabs are in hot demand
The Fruity Cargo Cult Apple, Supermicro, Nvidia, and Broadcom are all shoving each other to the front of the queue for production capacity at TSMC’s Arizona factory.
Nvidia tapes out Rubin chips
Huang reckons Rubin will reshape compute from the ground up
Nvidia supreme dalek Jensen Huang has confirmed that his outfit is already elbows-deep in its next big AI architecture, Rubin, which is apparently going to be a full-blown “revolution” for the compute world.