AMD’s Lisa Su Floats a Second Chip Factory
Around five in the evening on Tuesday, Lisa Su walked into Samsung Electronics’ offices in the Seocho district of Seoul. The chief executive of AMD was in South Korea to…
Samsung’s $5 Billion Bet on the Slabs Under AI Servers
The most valuable chips in an artificial-intelligence server sit on top. Beneath them lie green slabs of circuitry called substrates, the package boards that connect a graphics processor to the…
Marvell’s Tenfold Bet on Custom Silicon
On a stage in New York on Tuesday, the chief executive of Marvell Technology made a promise that, by the arithmetic of his own company, would require it to grow…
Google Halves the Price of Making an Image
The fight over AI images is being fought, increasingly, in cents. On Monday Google released an update to its image model, Nano Banana 2.1, and the news that mattered most…
Microsoft and Nvidia Put a Data Center in a Laptop
The event had the feel of a summit more than a product launch. On a Tuesday morning in San Francisco, Microsoft chief executive Satya Nadella and Nvidia chief executive Jensen…
OpenAI Publishes a Math Trove From a Model No One Can See
The files appeared on GitHub on Monday evening: 722 manuscripts, arranged in 372 groups, each built around a single claimed mathematical result. They were produced by an OpenAI model that…
Broadcom Assembles a $60 Billion Debt Pile to Fund AI Chips
The banking documents went out this week, and they describe a figure that even veteran debt bankers had rarely seen: $42 billion in a single senior-secured tranche, the largest chip-financing…
Musk Moves to Keep His Texas Chip Factory to Himself
The correction landed on X with the force of a door slamming. A user had posted that the most likely outcome for Terafab, Elon Musk’s planned AI chip complex in…
SpaceX Plans to Borrow $40 Billion to Buy Nvidia’s Chips
The figure would have been unthinkable for a rocket company a few years ago: $40 billion in fresh debt, most of it for a single order of computer chips. That…
A Mathematician Declares the Heroic Age of Math Is Over
Christian Szegedy has spent his career at the point where mathematics and machine learning meet. He helped build GoogLeNet and wrote the paper that named adversarial examples, and in 2023…
