The GPU maker whose silicon anchors most of the AI boom. Coverage of driver releases, security research on GDDR memory, and datacenter products.
Anthropic is paying SpaceX $1.25 billion a month for Colossus 1 and 2 capacity. The contract runs through May 2029 and books about 83% of SpaceX's revenue.
Alibaba showed the Zhenwu M890 at its Cloud Summit on May 19. 144 GB of memory, 800 GB/s interchip bandwidth, and Qwen3.7-Max riding on top.
Cisco posted $15.8B in Q3 FY26 revenue on May 14, up 12% YoY, then sent layoff notices to 4,000 staff the same day. AI orders are now tracking to $9B for the fiscal year.
Cerebras raised $5.55 billion on May 14 and closed its first day at a $95 billion market cap. The wafer-scale AI chip maker shipped the year's biggest tech IPO.
Anthropic doubled Claude Code's 5-hour limits, killed peak-hours throttling, and raised Opus API tiers. The capacity comes from xAI's Colossus 1, via a SpaceX deal.
AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.
Samsung Electronics posted record Q1 2026 results on April 30: 133.9 trillion won revenue and 57.2 trillion won operating profit. Semiconductors did 93% of the work.
Leaked slides describe Zen 7 EPYC scaling to 288 cores per socket, with all L3 moved off the CCD onto a stacked cache die. Tape-out is October 2026, launch late 2028.
Arcee released Trinity-Large-Thinking on April 1: a 399B-param sparse MoE with 13B active, Apache 2.0 weights, $0.88 per million output tokens, and PinchBench just behind Opus 4.6.
Cerebras filed an S-1 on April 17 listing as 'CBRS,' targeting roughly $23B at the prior private mark. The OpenAI inference deal is the line item that changed the story.
Elon Musk said Tesla plans to manufacture at Terafab in Austin on Intel's 14A process. It's the first major external customer Intel CEO Lip-Bu Tan needs to keep the foundry alive.
At Cloud Next 2026, Google unveiled TPU 8t and TPU 8i, an 8th-generation split that matches Nvidia on agentic inference. Ironwood hit GA the same day.
IEEE S&P 2026 papers extend GPUHammer with GeForge, GDDRHammer, and GPUBreach. They flip GDDR6 bits to break out of the GPU and own the host.
Axios reports the NSA is using Anthropic's unreleased Mythos model even though the Defense Department has blacklisted Anthropic. One government, two positions.
Unweight is Cloudflare Research's new BF16 weight compressor. 22% smaller bundles, 13% smaller inference footprint, 30-40% throughput overhead, BSD license.
Cursor is in talks to raise $2B at a $50B valuation, nearly double its September mark. Revenue is up, but it's still losing money per indie seat.
Meta and Broadcom expanded their partnership to co-develop four generations of MTIA chips on a 2nm process. Here's what the deal includes and why Nvidia should care.