14 appearances on the backlist front page in the last 30 days.
AI demand has surged so high that import prices for computers and semiconductors rose 3.6% in May, now up 14.4% year-to-year. This is so far from anything in the historical record that 'fastest ever' doesn't do justice to it. (2/4)
Aivres is wholly owned by IEIT Systems, which is roughly one-third owned by Inspur Group, while still advertising Blackwell and Rubin systems
According to the US Govt, Inspur Group Co. Ltd. is a military-civil fusion contributor affiliated with MIIT and SASAC. Aivres Systems Inc. is not a separate company in any meaningful sense, because it was literally called Inspur Systems, In
Sequential Monte Carlo speculative decoding from @makora_ai keeps multiple draft tokens alive in parallel instead of rewinding failed matches.
NVIDIA’s Rubin NVSwitch tray design exposes an AMD EPYC 3151 embedded CPU per tray, putting nine AMD CPUs inside each VR200 rack
Space datacenters become a cost question once terrestrial power, land, cooling, and chip-production constraints are modeled against launch and orbital operations
Cerebras’ wafer SRAM jumped 2.2x from WSE-1 to WSE-2 but only 10% on WSE-3, illustrating how SRAM scaling is becoming a hard limit for wafer-scale AI chips
Cerebras did what the industry calls impossible: turned an entire 46,225mm² wafer into one chip. Defects on silicon that big are inevitable, so they built in redundancy and custom per-batch masks that route around every bad core, landing ne
DRAM, SSDs, and HBM have grown from roughly 10% of Korean exports in 2018–2024 to 22% in 2026, overtaking autos by a wide margin
The first public Rubin rack bring-up signal marks a transition from NVIDIA roadmap slides to cloud-level software integration work
Leading-edge accelerator supply is becoming a negotiation among TSMC, Apple, and Samsung rather than a normal capacity investment cycle
The broader implication, which we work through in detail in the piece, is that the supply curve for frontier accelerators is now effectively a policy decision inside two or three companies (TSMC, Apple, Samsung), not a capacity-investment q
The move to 800VDC power distribution would rework data-center electrical architecture across roughly 39GW of expected incremental load
Compiler-fuzzing and model-assisted debugging can burn five figures in an afternoon while still surfacing real miscompilation bugs