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Arm AGI CPU nearly doubles AMD EPYC in modelled agentic AI rack performance
Arm’s AGI CPU nearly doubles AMD EPYC’s modelled agentic AI rack performance; production tests remain.
Latest news, developments and reporting on AI Chips & Compute.
Arm’s AGI CPU nearly doubles AMD EPYC’s modelled agentic AI rack performance; production tests remain.
Nscale's £2bn Essex data centre is delayed to the 2030s by grid constraints; Microsoft exits as anchor tenant.
A CNBC columnist argued that Friday’s sharp selloff in AI and semiconductor shares may reflect forced deleveraging rather than the end of the data-center buildout, citing CoreWeave’s bond yields and Nvidia’s financing role.
Belgian startup Corbenic is proposing that servers use their existing SSDs as memory for AI workloads, with TechRadar reporting a claimed 14x speedup that it says owes more to reading less data than to raw speed.
Intel introduced the GPU D-series at the Open Compute Project Global Summit, an AI inference accelerator with up to 480GB of LPDDR5X memory and support for 300-billion-parameter models on a single card.
Rivian CEO RJ Scaringe said the automaker is developing AI models, an autonomy stack and custom silicon, and is clearing a path to license its technology to other brands.
2026 WESEMiBAY drew 156,700 visitors and 1,000+ exhibitors in Shenzhen; organizers plan a 100,000 sqm 2027 edition.
South Korea's finance minister says chip-led growth will strengthen as the IMF lifts its 2026 forecast to 3.3 percent.
DeepX expands Intel, Samsung and Hyundai ties and early AMD talks in physical AI push, CEO Kim Lok-won tells Yonhap.
TechRadar: Maia 300 targets 2.5x memory bandwidth and 40% efficiency gain as Microsoft shifts to in-house AI silicon.
South Korea’s finance minister told CNBC the semiconductor boom should last at least through 2027, even after chip stocks fell.
AI stocks slid and hot inflation rattled markets; the Dow rose as investors rotated beyond tech, CNBC reported.
TechRadar reports the RTX 5090 is disappearing from US retail and Nvidia’s GPU marketplace, with a leaker claiming GB202 chips are being diverted to AI graphics cards.
A California judge paused Sebastian Rucci’s proposed AI datacenter in Imperial County pending environmental review after lawsuits and local opposition.
Apple's foldable iPhone Duo preorders slipped to January 2027; Tesla showed a flying Roadster and targeted 2028 production.
Tech stocks slid Friday as a chipmaker rout hit an eighth day, with oil and Treasury yields adding pressure.
Anita Verma-Lallian of Arizona Land Consulting told Bloomberg that the drop in AI shares and CoreWeave bonds reflects a repricing of excess hype, while sites with land, power and zoning draw more demand than ever.
Warsh calls AI a positive supply shock; Norway AI data center delayed; Trump press secretary out after five days.
CoreWeave shares fell nearly 12% Friday and about 25% for the week as its 2031 bond yield approached 16% and five-year credit default swaps topped 1,000 basis points, CNBC reported. Nvidia CEO Jensen Huang said CoreWeave's financial position is stable and improving.
AMD is developing the Helion Agentic AI Rack, a rack-scale system for AI agents with up to 32,768 Zen 6 CPU cores, 16 Instinct MI350P accelerators and 74 petaflops of FP4 performance. Configurations target personal, enterprise and technical workloads, and the design may require data center power, cooling and networking changes.
Data-center opposition is a top 2026 midterm issue as candidates in both parties rush to catch up, Bloomberg reports.
CoreWeave shares swung sharply as credit warnings and a divided sell-side left the AI cloud company volatile before earnings.
Wall Street fell Friday as AI and chip stocks slid, oil and yields rose; CNBC's Investing Club downgraded TJX after its rally.
CoreWeave's bonds fell to distressed levels as default insurance neared 1,200 basis points and some yields hit 15%-16%, testing private credit's AI infrastructure financing.