HPC

Shares of bitcoin mining companies pivoting to AI and HPC infrastructure have soared in 2025, with a fund tracking mining firms up 150% year-to-date

Sidhartha Shukla / Bloomberg :

Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems

PowerEdge XE9712 servers are enterprise-ready Kate Irwin / PCMag : Nvidia's Delayed Blackwell AI Chips Overheating in Servers Matthew Gooding / DatacenterDynamics : Nvidia redesigns 72-GPU AI server r...

TSMC says that its HPC group, which includes AI and server chips, accounted for 52% of wafer revenue in Q2, the first time it made up the majority of sales

Bloomberg :

TSMC says that its HPC group, which includes AI and server chips, accounted for 52% of wafer revenue in Q2, the first time it made up the majority of sales

- HPC division houses AI accelerators, servers and MacBook chips  — TSMC's key sales driver has shifted from smartphones to AI

Arm says its new Neoverse V1 and N2 server chip platforms for HPC, datacenters, and edge, have at least 40% better processing over the previous generation