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NVIDIA's super-expensive H100 AI GPUs are being offloaded as AI GPU customers, reportedly more cost-effective to rent AI processing through cloud providers.
Samsung jumps on a 'gold mine' opening its own semiconductor firm called AGI Computing Lab, will build next-gen AGI chips with $100 billion in funding.
SK hynix posts record-breaking HBM sales over the last few months, is sold out of its HBM supply for 2024 and is expecting gigantic growth in 2025.
US Commerce Secretary Gina Raimondo says it might require CHIPS Act 2, didn't realize the volume of chips required is 'mind boggling'.
AMD is working on enabling Ryzen 8040 'Hawk Point' NPU (Neural Processing Unit) monitoring from Windows Task Manager in real-time, it's coming soon.