Intel Crescent Island: 480GB, No HBM, All Inference
Intel Crescent Island skips HBM for up to 480GB of LPDDR5X at 350W air-cooled. Why that trade makes sense for inference …
Chinese AI Chips Power Z.AI's 1GW Data Center
Z.AI finished a 1-gigawatt data center running only Chinese AI chips. What it means for Nvidia, Huawei Ascend, and the m…
Nvidia SK Hynix $500B Deal: HBM4 and Vera Rubin
The Nvidia SK Hynix deal locks up HBM4 memory for Vera Rubin in a $500B multi-year pact. What HBM4 changes, who gets squ…