ASML is building a hybrid bonding tool! The company has not announced anything yet, but its patent filings, a news report and ...

Subscription plans are still the primary way consumers and small businesses pay for AI. These plans are highly subsidized—as we previously explained in June—but can still make economic sense as ...

Update June 1: The day after we published, Anthropic released Opus 4.8 and “ultracode” mode in Claude Code. Our preliminary experiments indicate that together these are significantly better at ...

The gold rush for AI infrastructure is creating huge opportunities for the companies supplying enabling technologies. Not everyone is an Nvidia in this infrastructure build out bonanza, there are many ...

This week we were fortunate enough to attend AMD’s 4th generation Genoa server launch event. For those more concerned about volumes, ASPs, and revenue, check out our deep dive report here.

Engram extends standard token embeddings with learned multi-token lookups. Recurring local patterns retrieve vectors directly, reducing the need to reconstruct them through attention and feed-forward ...

The dawn of the AI era is here, and it is crucial to understand that the cost structure of AI-driven software deviates considerably from traditional software. Chip microarchitecture and system ...

The most discussed part of the AI industry is chasing ever-larger language models that can only be developed by mega-tech companies. While training these models is costly, deploying them is even more ...

Nvidia’s GB200 brings significant advances in performance via superior hardware architecture, but the deployment complexities rise dramatically. While on the face of it, Nvidia has released a standard ...

At GTC, Nvidia announced 8+ different SKUs and configurations of the Blackwell architecture. While there are some chip level differences such as memory and CUDA core counts, most of the configurations ...

When we published our first AMD software article, we gave AMD a 0% chance of closing the gap with Nvidia in AI accelerators. Software was broken, progress was unexciting, and we were the top bug ...

Huawei is making waves with its new AI accelerator and rack scale architecture. Meet China’s newest and most powerful Chinese domestic solution, the CloudMatrix 384 built using the Ascend 910C. This ...