GregCline

AMD reportedly strikes back with Zen 5 refresh to counter Intel's latest Arrow Lake Refresh CPUs. AMD is refreshing two Zen 5 chips—the Ryzen 7 9700X and Ryzen 5 9600X—to compete with Intel’s Core Ultra 200S Plus #AMD #Intel #Zen5 #ArrowLake #Ryzen #Ryzen7 #Ryzen5 #CPU #MPU

Amazon CEO sees AI doubling prior AWS sales projections to $600 billion by 2036. Amazon CEO Andy Jassy said during an internal all-hands meeting ‌he expects AI could help cloud computing unit AWS achieve $600 billion in annual sales, double his own prior estimate #Amazon #AWS #AI

Worldwide data center CapEx increased 57 percent in 2025 as AI deployments accelerated. Hyperscalers and AI model developers will sustain strong capex momentum in 2026 #DataCenter #Hyperscalers #CSP #CloudServiceProviders #Amazon #AMZN #Google #GOOG #Meta #Microsoft #MSFT

Amazon.com and Cerebras Systems said they have reached a deal to combine the two companies' computing chips in a new service aimed at speeding up chatbots, coding tools, and other artificial intelligence services.

Does Your AI Have a Side Hustle? Experimental AI agent ROME was caught indulging in unauthorized cryptocurrency mining. #AI #ROME #GPU #Alibaba #Cryptomining

Anthropic releases Claude Sonnet 4.6; it is better at using computers, coding, design, completing knowledge work tasks and processing large amounts of data. #AI #Anthropic #Claude #Sonnet #CoWork #ClaudeShannon

How PCIe Multistream Architecture Enables AI Connectivity at 64 GT/s and 128 GT/s. As AI and HPC systems scale to thousands of CPUs, GPUs, and accelerators, interconnect performance increasingly determines end-to-end efficiency. #AI #PCIe #HPC #CPU #GPU #HBM #LowLatency

Intel: Whither 18a? Intel CEO Lip-Bu Tan is now starting to recognize its 18A manufacturing technology as a potential offering for external clients after relegating it largely to internal use last year, CFO David Zinsner said. #Semiconductor #Intel #INTC #18s #ProcessNode

Nvidia has started delivering samples of its Vera Rubin platform for next-generation AI data centers to select customers. Deployment is expected in the second half of 2026 or in early 2027. #Nvidia #GPU #CPU #AI #VeraRubin #Vera #Rubin

Nvidia’s new AI system Vera Rubin is 10 times more efficient than its predecessor Grace Blackwell. #AI #GPU #CPU #AI #Nvidia #CloudComputing

China to increase leading-edge chip output by 5x in two years. China's leading chipmakers are working hard to increase the output of chips made using leading-edge process technologies by five times in two years to satisfy the AI demand #China #PRC #Semiconductor #ProcessNode #AI

AMD's AI chips to be used as debt collateral in $300m loan, creating a circular deal similar to those that Nvidia has been making to increase GPU sales. Cloud startup Crusoe will buy AMD chips to be used in a datacenter in Ohio. #Datacenter #AMD #CPU #AI #Processor #Nvidia #GPU

Over 80% of companies report no productivity gains from AI so far despite billions in investment. A new survey of over 6,000 executives from firms across Europe and the US shows that the majority believe AI has had little impact on their business operations so far. #AI #ROI

Conversation 📷GregCline@GregClineMicrosoft’s AI boss Mustafa Suleyman said that AI can replace most white-collar work in 12–18 months. !Please drop your corporate ID badge in the convenient box on the way out! :) #AI #Microsoft #YouHaveBeenAssimilated #ResistanceIsFutile #Borg

Intel Nova Lake die sizes leak, signaling higher cost. If the alleged Nova Lake compute chiplet die sizes are accurate, these processors will be anything but cheap to make. #Intel #NovaLake #Processor #CPU #CoreUltraSeries4 #AMD #DieSize #Chipset

Cisco unveils new AI networking chip, taking on Broadcom and Nvidia. Its Silicon One G300 switch chip,(2H'26) helps the AI chips talk to each other over hundreds of thousands of links. #AI #Networking #Semiconductor #Cisco #Broadcom #Nvidia #Switch #SiliconOne #G300

It would be "impossible" to move 40% of Taiwan's semiconductor capacity to the US, the island's top tariff negotiator said, pushing back against recent comments by American officials. #Semiconductor #Taiwan #PRC #Fab #Foundry

Semiconductor industry on track to hit $1 trillion in sales in 2026, SIA predicts. The record revenue will be driven by demand from the AI sector and, to some degree, elevated prices on virtually all types of microelectronics. #Semiconductor #SIA #WSTS #AI #Microelectronics