Nvidia GPU news, driver releases, Rowhammer-class attacks on GDDR memory, and datacenter silicon.
Taiwan is considering US-aligned export controls that would treat unauthorized AI chip shipments to any Chinese customer as a crime. It's under discussion, not law yet.
Nvidia's RTX Spark laptops put a Grace Blackwell superchip and 128GB of unified memory in a notebook, aimed at running 120B-parameter models offline.
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.
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.
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.
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.
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.