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gregcline.bsky.social
@gregcline.bsky.social
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gregcline.bsky.social
Data Center Hopscotch in Korea. An investor group plans a $35b 3GW data center three times the planned capacity of the OpenAI-Softbank Stargate data center complex in Texas. Credit to respective owners.
#AI #CSP #DataCenter #StockFarmRoad #OpenAI #SoftBank #Stargate
February 19, 2025 at 3:24 PM
gregcline.bsky.social
Trump Tariffs Result in 10% Laptop Price Hike in U.S. Says Acer CEO. The Consumer Technology Association notes that 80% of U.S. laptop imports currently come from China . Credit to respective owners.
#PC #Laptops #Notebooks
February 19, 2025 at 3:17 PM
gregcline.bsky.social
Broadcom and TSMC Eye Possible Intel Deals to Split Intel in Two. Broadcom has been closely examining Intel's chip design business, adding that the company had discussed a potential bid with its advisers. Credit to respective owners.
#Intel #Broadcam #INTC #BRCM
February 18, 2025 at 2:48 PM
gregcline.bsky.social
Homegrown Arm datacenter CPUs (with independents Ampere Computing and Huawei Technologies) will eventually represent at least half of the computing capacity installed by hyperscalers and major cloud builders.
#Datacenter #Arm #CPU #CSP #Hyperscalers #AmpereComputing #Huawei
February 17, 2025 at 10:10 PM
gregcline.bsky.social
SoftBank is nearing a $6.5 billion buyout of Oracle-backed chip designer Ampere, a deal considered essential to Arm's own chipmaking project. Credits to respective owner.
#AmpereComputing #Softbank #Arm #Cloud #Arm #CPU #CSP #CloudCompute
February 14, 2025 at 6:52 PM
gregcline.bsky.social
TSMC Bans More Chip Sales to China Due to Stricter US Export Sanctions. Starting January 31, 2025, 16nm and below products not packaged by a US government-approved OSAT will not be shipped unless TSMC receives a certification copy from the packaging firm.
#TSMC #ChipWar #PRC #China #AI
February 10, 2025 at 8:38 PM
gregcline.bsky.social
Nvidia’s RTX 50 Debut Was a Paper Launch, Stock Not Expected for Months. Nvidia’s 50-series graphics cards are out of stock almost before they’d gone on sale.
#GPU #GraphicsCard #Nvidia #RTX50 #MicroCenter #RTX5090 #RTX5080
February 3, 2025 at 3:26 PM
gregcline.bsky.social
Intel Refocuses on Rack Scale Solutions for AI Data Center. Intel dropped its Falcon Shores GPU in favor of a 2026 successor, codenamed Jaguar Shores.
#AI #HPC #DataCenter #CSP #CloudNativeTrends #JaguarShores #FalconShores #GPU #AIaccelerator #Gaudi #Gaudi3 #Nvidia #Intel #HPC
January 31, 2025 at 3:21 PM
gregcline.bsky.social
U.S. DOJ has blocked HPE's $14b deal to acquire Juniper. The acquisition would leave only Cisco and HPE controlling more than 70% of the U.S. market for networking equipment.
#Networking #Wirelessnetworking #MandA #HPE #Juniper #Cisco #USDOJ #DOJ #JusticeDept #US
January 31, 2025 at 3:08 PM
gregcline.bsky.social
Rapidus to Reportedly Install 10 EUV Chipmaking Tools at its Fab in Japan. The tools will be used for mass production of chips on 2nm-class process technology starting in 2027.
#Foundry #Fab #2nm #EUV #Japan #Rapidus #ProcessNode #Broadcom
January 31, 2025 at 3:01 PM
gregcline.bsky.social
Data Center CPU Roadmaps www.nextplatform.com/wp-content/u...
#CSP #DatacenterCompute #CPU #Cloud #CloudNativeTrends
www.nextplatform.com
January 30, 2025 at 4:57 PM
gregcline.bsky.social
Trump to Impose 25% to 100% Tariffs on Taiwan-Made Chips, Impacting TSMC. President Trump announced plans to impose tariffs on Taiwan-made chips in an attempt to incentivize companies to relocate production to the United States.
#Tariffs #TSMC #Taiwan #Fab #Foundry
January 29, 2025 at 7:27 PM
gregcline.bsky.social
Nvidia said DeepSeek's advances show the usefulness of its chips for the Chinese market and that more of its chips will be needed in the future to meet demand for DeepSeek's services.
#JevonsParadox #GPU #AI #NVIDIA #DeepSeek #Supercomputers #China #PRC
January 29, 2025 at 2:29 AM
gregcline.bsky.social
Intel Races to Find Its Next CEO finance.yahoo.com/news/intel-r...
#Intel #INTC
Intel races to find its next CEO, but insiders say no clear frontrunners yet
Yahoo Finance dives into Intel's quest for a new CEO as the struggling chipmaker evaluates several outsiders, while some reports suggest there may be a mystery company eyeing an Intel acquisition.
finance.yahoo.com
January 23, 2025 at 12:56 PM
gregcline.bsky.social
Softbank's Masayoshi Sun has long had a jones for Ampere Computing. Will Masa's $500 billion "Stargate" AI data center proposal tempt Ampere, now open to an acquisition?
#Stargate #Ampere #AmpereComputing #AI #AIDataCenter #MasayoshiSun #Softbank #Oracle #LarryEllison #OpenAI #Microsoft #DataCenter
January 22, 2025 at 7:20 PM
gregcline.bsky.social
AI Will Drive Storage Needs by 2x Over Next Three Years. According to a survey, paid for by Seagate, cloud storage has emerged as the preferred medium for handling AI-driven data growth, with 65% of AI-related data stored in the cloud in 2024.
#Cloud #CloudStorage #Storage #Seagate #AI #AItraining
January 22, 2025 at 7:04 PM
gregcline.bsky.social
Learn How AI May Affect the Economy and Federal Budget www.cbo.gov/publication/...
#AI #Economy #Federal #USG #USeconomy #CBO #USGovernment
Artificial Intelligence and Its Potential Effects on the Economy and the Federal Budget
CBO provides an overview of the channels through which the adoption of artificial intelligence could affect the U.S. economy and the federal budget.
www.cbo.gov
January 20, 2025 at 4:15 PM
gregcline.bsky.social
Nvidia Shifts to CoWoS-L Packaging for Blackwell GPU Production Ramp.
#Semiconductor #Packaging #GPU #Blackwell #LSI #RDL #Interposer #CoWoS #Nvidia
January 17, 2025 at 3:29 PM
gregcline.bsky.social
Dogs teach us loyalty, courage, and unconditional love. We teach them how to sit and fetch.
January 16, 2025 at 4:45 PM
gregcline.bsky.social
TikTok Prepares for US Shutdown on Sunday. TikTok plans to shut its app for US users on Sunday, when a federal ban on the social media app could come into effect.
#Tiktok #TiktokTikTokBOOM #ChipWar
January 16, 2025 at 4:39 PM
gregcline.bsky.social
A new executive order provides federal support to address energy needs for AI datacenters. The order calls for leasing federal sites owned by Defense and Energy departments to host gigawatt-scale AI datacenters and new clean power facilities
#AI #DataCenter #Chipwar #DataCenterPower
January 15, 2025 at 2:36 PM
gregcline.bsky.social
Intel Plans to Spin of its Venture Capital Arm. Standalone operations are expected to begin in the second half of 2025, at which time Intel Capital will operate under a new name. The existing Intel Capital team will move to the new company.
www.intc.com/news-events/...
Intel Capital to Become Standalone Investment Fund
www.intc.com
January 14, 2025 at 10:19 PM
gregcline.bsky.social
Taiwanese Government Clears TSMC to Make 2nm Chips Abroad. TSMC is now permitted to build chips on its upcoming 2nm-class process technologies at its facilities outside of Taiwan.
#TSMC #Taiwan #2nm #ProcessNode #Fab #Foundry
January 14, 2025 at 4:22 PM
gregcline.bsky.social
In Elon We Trust? HPE Lands $1 Billion AI Server Order from X, finalized in late 2024. The company beat out Dell and Supermicro. GPUs are believed to account for half of an AI server's cost.
#HPE #GreenLake #DCaaS #DataCenter #CSP #Cloud #CloudCompute #CloudNativeTrends
January 13, 2025 at 4:19 PM
gregcline.bsky.social
Nvidia and SIA Fire Back at New Export Restrictions on AI GPUs to China. The Biden administration is preparing a final set of export restrictions. Under the rules, only companies from U.S. and 18 allies can buy AI GPUs without limits.
#ChipWar #AI #NVIDIA #SIA #GPU #China #PRC
January 13, 2025 at 3:50 PM