TSMC unveils its process technology roadmap through 2029, aiming to launch a new node yearly for client applications and every two years for AI and HPC
Still no High-NA on horizon. … TSMC revealed its general manufacturing technology roadmap through 2029 at its North American Technology Symposium 2026 on Wednesday.
Applied Materials partners with Micron and SK Hynix to develop next-gen memory chips for AI and HPC at its new EPIC center, part of a planned $5B R&D investment
Applied Materials (AMAT.O) said on Tuesday it has partnered with memory chip companies Micron Technology (MU.O) and SK Hynix …
Nvidia announces it has acquired SchedMD, the developer of Slurm, an open-source workload management system for HPC and AI
Nvidia (NVDA.O) said on Monday it acquired AI software firm SchedMD, as the chip designer doubles down on open-source technology and steps up investments …
AWS announces a commitment to invest up to $50B to build AI and HPC infrastructure for the US government, starting in 2026 and adding nearly 1.3 GW of capacity
Eric Revell / Fox Business :
AWS announces a commitment to invest up to $50B to build AI and HPC infrastructure for the US government, starting in 2026 and adding nearly 1.3 GW of capacity
AWS CEO says investment will remove technology barriers holding back federal agencies — EXCLUSIVE: Amazon Web Services (AWS) …
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 :
Mike Novogratz's Galaxy says it has secured $1.4B in debt financing to expand its Helios data center in West Texas, aiming to boost AI and HPC capabilities
Mike Novogratz's Galaxy says it has secured $1.4B in debt financing to expand its Helios data center in West Texas, aiming to boost AI and HPC capabilities
The firm, led by Mike Novogratz, projected its deal with AI cloud firm CoreWeave could generate $1 billion in annual revenue over 15 years.
The Ultra Ethernet Consortium, whose members include AMD, Cisco, HPE, and Intel, publishes its 1.0 specification for enhancing Ethernet standards for AI and HPC
Pensando Pollara provides up to 400 Gbps performance Tanj Bennett / SemiAnalysis : The New AI Networks | Ultra Ethernet UEC | UALink vs Broadcom Scale Up Ethernet SUE Ultra Ethernet Consortium : Ultra...
The Ultra Ethernet Consortium, whose members include AMD, Cisco, HPE, and Intel, publishes its 1.0 specification for enhancing Ethernet standards for AI and HPC
The UEC 1.0 specification includes a modern RDMA approach, new transport protocols, and congestion control mechanisms designed for AI and HPC requirements.