CHIPS

NVIDIA's next-gen Rubin platform ramps early as TSMC 3nm books out through 2027

Supply chain sources point to a quarter-earlier ramp with CoWoS and HBM4 allocations raised in step. We break down the first-wave customer list and what it means for the rental compute market. 18.2K views
B300 MARKET

B300 spot prices up 8% in a week: inside the compute arms race

22.6K views
TRENDING B300 GB300 H200 H100 MI300X Rubin NVL72 HBM4 Liquid Cooling CoWoS Skills Board

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COWOS CHIPS

TSMC expands CoWoS capacity by another 40%, easing the AI packaging bottleneck

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LLAMA 5 AI MODELS

Inside Meta's 600k-GPU training cluster: a mixed H100 / B300 fleet

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INTERVIEW24:18 PEOPLE

Liang Wenfeng interview: the three calls that halved training costs again

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SKILL LAB SKILLS

We tested 5 coding skills — only two truly add 40% productivity

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HBM3E SUPPLY CHAIN

Samsung re-enters NVIDIA's approved vendor list for HBM3e

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RELAY AI MODELS

Relay vs direct API: how much latency does a model relay really add?

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RTX4090 MARKET

Used RTX 4090 prices drop 12% as consumer and data-center cards decouple

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EU-AI POLICY

EU AI Act compute disclosure kicks in: training runs above 10^26 FLOPs must register

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GAUDI 4 CHIPS

Intel's Gaudi 4 lands a major edge-inference deal, targeting 500k units

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JENSEN PEOPLE

Jensen Huang: every nation needs sovereign AI infrastructure

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DC·CN DATA CENTER

China AI data center survey: top operators at 85% utilization, the long tail below 30%

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DEEPSEEK AI MODELS

DeepSeek cuts training costs by another 40% on algorithmic efficiency

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OPEN-LLM AI MODELS

Have open models caught GPT-5o? A three-axis comparison

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SiC SUPPLY CHAIN

Wide-bandgap power shortage leaves data center PSU retrofits queued 26 weeks

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800G CHIPS

Cisco buys AI networking silicon startup for $24B, heating up the DPU race

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SMR DATA CENTER

SMRs head for data centers: OKLO signs two cloud providers

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