Google Virgo Network Ends the Datacenter Scaling Tax
Google's Virgo Network connects 134K TPU chips at 47 petabits per second using a flat two-layer topology that removes the bandwidth degradation cluster operators have engineered around for years.
Articles Tagged "Data Centers"
Thinking Machines Picks Google Cloud for First GB300 Deal
Mira Murati's AI lab signs a single-digit-billion deal with Google Cloud for GB300 chip access, its first cloud provider commitment, as frontier labs race to lock in next-gen compute.
Google's Four-Chip Plan to Own AI Inference at Scale
Google splits its next TPU generation across Broadcom, MediaTek, Marvell, and Intel to win inference economics, revealed ahead of Cloud Next 2026.
Fermi CEO and CFO Exit - $20B Nuclear AI Bet Implodes
Fermi America's CEO and CFO both departed as the nuclear-powered AI data center startup collapsed 83% from its IPO high with no revenue and no anchor tenant.
TSMC Q1: $35.9B Record as AI Now Powers 61% of Revenue
TSMC posted $35.9B in Q1 2026 revenue, a 40.6% year-over-year jump, with AI and HPC now accounting for 61% of wafer sales - and CoWoS packaging still fully booked.
AMD Instinct MI430X - Dual-Precision CDNA 5 Accelerator
The AMD Instinct MI430X is AMD's CDNA 5 HPC accelerator with 432GB HBM4, full FP64 support, and 19.6 TB/s bandwidth - designed for sovereign AI and scientific supercomputing alongside the MI455X AI GPU.
NVIDIA Groq 3 LPU - SRAM-Based Inference Engine
The NVIDIA Groq 3 LPU is a pure-SRAM inference chip delivering 150 TB/s memory bandwidth and 1.2 PFLOPS FP8 per chip, designed to pair with Vera Rubin GPUs for trillion-parameter model serving.
Positron Atlas - FPGA Inference Server
The Positron Atlas is an 8-card FPGA inference server delivering 4.5x better performance per watt than the NVIDIA DGX H200 at 2000W in a single 1U chassis.
Meta Commits $21B More to CoreWeave, Total Hits $35B
Meta expands its CoreWeave partnership by $21 billion through December 2032, bringing total commitments to $35 billion and locking in early NVIDIA Vera Rubin deployments.
Intel Joins Musk's $25B Terafab as Foundry Partner
Intel will use its 18A process node to manufacture chips for the Tesla-SpaceX-xAI joint venture targeting 1 terawatt of AI compute annually - and claims $2B in CHIPS Act subsidies in the process.
Microsoft Commits $10B to Japan AI Infrastructure
Microsoft pledges $10B to Japan for AI data centers, cybersecurity cooperation, and workforce training from 2026 to 2029, partnering with SoftBank and Sakura Internet.
Arm Claims Agents Need New Silicon - Intel Disagrees
Arm says its 136-core AGI CPU is purpose-built for agentic AI workloads. Intel's data center chief - Arm's former head of solutions engineering - says the claim overstates what's actually new.
