The great compute crunch
AI labs (Anthropic in particular) are trying to juggle two seemingly opposed goals: gaining more users without running out of compute power.
Explore Tech Brew’s coverage of Chipmakers & Compute Economics. From breaking news to in-depth guides, see how Chipmakers & Compute Economics is transforming AI Business & Market and the tech industry at large.
AI labs (Anthropic in particular) are trying to juggle two seemingly opposed goals: gaining more users without running out of compute power.
Nvidia's new CPU is a direct challenge to Intel and AMD, and a sign the company wants to become the one-stop shop for AI hardware.
AI giants are hoovering up the world's memory supply, and everyone else will pay for it in higher prices, delayed products, and canceled launches.
GPUs versus XPUs, explained.
We toured the San Jose campus where Broadcom builds network devices to run AI data centers.
But Nvidia’s earnings this week also revealed some weaker spots.
The Trump administration said this week that tariffs may be coming for semiconductors.
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