AI chips and compute news
GPUs, custom AI chips, data centers and power: the compute behind large models. News from NVIDIA, AMD, TSMC and the big clouds, with sources.
- Chips
AWS Capacity Booked to 2028 Amid Power and Memory Shortages
Amazon reports that AWS compute capacity is fully booked through 2028. Driven by rising AI infrastructure demand, power and memory shortages are major bottlenecks, highlighting hardware pressures on AI expansion.
- Chips
NVIDIA Unveils DSX Architecture to Save 30% Power in AI Data Centers
NVIDIA showcased its DSX architecture in Berlin, focusing on improving efficiency on the power consumption side. The solution can save up to 30% power for AI data centers, addressing power shortage challenges in AI expansion.
- Chips
SemiAnalysis: Huawei hardware trails NVIDIA but software catches up
DeepSeek released software support for Huawei Ascend chips, which SemiAnalysis tested on the Ascend 950PR. The report states that Huawei hardware lags NVIDIA by about five years, but its software ecosystem is approaching frontier levels. The collaboration helps fill gaps in compute and research capabilities.
- Chips
Kazakhstan Expands AI Compute Infrastructure
Kazakhstan's AI ecosystem is shifting from planning to deployment, enhancing its supply of accelerated computing resources. This expansion spans the full AI stack, signaling increased investment in compute infrastructure.
- Chips
NVIDIA GTC Berlin Kicks Off as矽品CPO Capacity Set to Grow 30x
NVIDIA's GTC Berlin event is scheduled for October 21. SigmaStar is reportedly expanding its CPO capacity by up to 30 times to meet the demand for high-speed computing and connectivity in AI factories. This move reflects the continued expansion of AI compute infrastructure, benefiting supply chain partners.
- Chips
Nvidia unveils Vera Rubin reference design for AI data centers
Nvidia unveiled the DSX POD, a reference design based on the Vera Rubin platform, at GTC Berlin 2026. The design aims to help infrastructure providers accelerate AI data center construction, claiming deployment times can be reduced to 14 days.
NVIDIA BlogiThome2 outlets
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