https://ai-dc-parts.pages.dev/parts/compute-silicon-and-packaging/merchant-gpus-accelerators News and posts about Merchant GPUs / accelerators on AI Data Center Parts https://www.digitimes.com/news/a20260828PD207/huawei-ascend-nvidia-chips-china-2026.html Fri, 28 Aug 2026 04:45:00 GMT Although Huawei's Ascend 910C is sold out in China, the inability of domestic chips to fully replace Nvidia's H200 suggests ongoing global AI compute constraints. (DigiTimes) https://www.digitimes.com/news/a20260828PD205/nvidia-ai-demand-earnings-forecast.html Fri, 28 Aug 2026 04:07:43 GMT Nvidia's forecast indicates that demand for AI infrastructure remains robust and will drive continued price pressure across components including memory, power systems, cooling units, and networking hardware. (DigiTimes) https://www.digitimes.com/news/a20260828PD213/z.ai-performance-chips-language-testing.html Fri, 28 Aug 2026 02:55:16 GMT US export restrictions on advanced AI chips are forcing China's AI companies to shift focus from model performance to the ability to operate models at scale using domestically manufactured chips. (DigiTimes) https://www.digitimes.com/news/a20260828PD203/nvidia-taiwan-revenue-capex-google.html Fri, 28 Aug 2026 02:37:54 GMT Nvidia reported massive revenue growth, driven by the global expansion of AI infrastructure and increased purchases from hyperscalers. (DigiTimes) https://www.hpcwire.com/off-the-wire/nvidia-nvlink-fusion-expands-with-nvhbm-custom-high-bandwidth-memory Thu, 27 Aug 2026 19:33:55 GMT Amazon's Annapurna Labs is set to collaborate with NVIDIA on the development of NVHBM technology alongside NVLink Fusion for next-generation AI workloads. (HPCwire) https://www.hpcwire.com/off-the-wire/eurohpc-extends-eurocc-and-castiel-projects-to-strengthen-european-hpc-network Thu, 27 Aug 2026 18:36:43 GMT The EuroHPC JU extended its funding for the EuroCC and CASTIEL projects to bolster Europe's High Performance Computing infrastructure. (HPCwire) https://www.hpcwire.com/off-the-wire/aws-and-nvidia-to-deliver-2m-additional-gpus-and-next-gen-infrastructure-for-agentic-and-physical-ai Thu, 27 Aug 2026 18:35:16 GMT Amazon Web Services and NVIDIA announced a major expansion of their collaboration to deploy two million additional GPUs and advanced infrastructure for AI workloads. (HPCwire) https://www.servethehome.com/oxmiq-labs-hbf-in-ai-compute-at-hot-chips-2026 Thu, 27 Aug 2026 16:13:39 GMT At Hot Chips 2026, Oxmiq Labs analyzed the potential of HBF compared to HBM in the context of AI compute. (ServeTheHome) https://www.tomshardware.com/tech-industry/policy/trump-administration-weighs-expanding-chip-tariffs-to-laptops-consoles-and-servers Thu, 27 Aug 2026 16:13:27 GMT The Trump administration is considering expanding semiconductor tariffs to include servers and other finished products containing chips, potentially revoking previous data center exemptions. (Tom's Hardware) https://www.tomshardware.com/tech-industry/artificial-intelligence/hot-chips-2026-cerebras-lays-out-the-future-of-wafer-scale-ai-nexus-system-architecture-triples-rack-scale-performance-cs-6-wafer-to-incorporate-stacked-dram Thu, 27 Aug 2026 15:59:18 GMT Cerebras unveiled its roadmap for wafer-scale accelerators and presented the Nexus rack design for accelerating performance using stacked DRAM. (Tom's Hardware) https://www.tomshardware.com/tech-industry/artificial-intelligence/hot-chips-2026-openais-jalapeno-ai-asic-unpacked-accelerator-developed-using-ai-achieves-efficiency-and-throughput-gains-against-power-hungry-blackwell Thu, 27 Aug 2026 13:00:00 GMT OpenAI unveiled its Jalapeño AI ASIC accelerator, noting it offers good performance per watt and low latency for inference tasks compared to Nvidia's Blackwell. (Tom's Hardware) https://www.datacenterdynamics.com/en/news/aws-to-deploy-2-million-additional-nvidia-gpus Thu, 27 Aug 2026 12:00:37 GMT Amazon Web Services is planning to deploy two million extra Nvidia GPUs into their infrastructure. (Data Center Dynamics) https://www.tomshardware.com/tech-industry/big-tech/nvidia-revenue-tops-usd96-billion-as-memory-commitments-soar-to-usd160-billion-ceo-jensen-huang-says-ai-has-reached-its-inflection-point Thu, 27 Aug 2026 09:13:54 GMT Nvidia reported revenue exceeding $96 billion and committed to purchasing up to $160 billion in memory, bringing its total commitments to $279 billion amid strong AI demand. (Tom's Hardware) https://www.datacenterdynamics.com/en/news/nvidia-revenue-doubles-over-last-year-as-company-forecasts-record-growth Thu, 27 Aug 2026 09:05:00 GMT Nvidia's revenue is expected to increase significantly, driven by high profitability per unit of data center power. (Data Center Dynamics) https://www.theregister.com/systems/2026/08/26/metas-new-mtia-400-chip-has-a-split-personality-training-ai-and-serving-ads/5292727 Wed, 26 Aug 2026 21:18:04 GMT Meta introduced the MTIA 400 chip, an AI accelerator that offers speed improvements over Blackwell but has not yet replaced competitive offerings from AMD or Nvidia. (The Register) https://www.tomshardware.com/tech-industry/semiconductors/nvidia-presents-groq-3-lpx-architecture-and-unveils-its-first-third-party-inference-benchmark Wed, 26 Aug 2026 16:23:37 GMT Nvidia's VP of hardware presented the architecture of the Groq 3 LPX rack and released a third-party benchmark for its performance. (Tom's Hardware) https://www.tomshardware.com/tech-industry/semiconductors/d-matrix-stacks-its-ai-accelerator-directly-on-custom-dram-for-100-tbs-per-card Wed, 26 Aug 2026 12:00:00 GMT d-Matrix showcased Raptor, a 3D DRAM accelerator that bonds a TSMC 4nm compute die directly onto a custom DRAM die. (Tom's Hardware) https://www.eetimes.com/accelerating-silicon-design-for-physical-ai Wed, 26 Aug 2026 12:00:00 GMT Physical AI mandates complex silicon designs that require multi-vendor supply chains and full lifecycle security. (EE Times) https://www.servethehome.com/sambanovas-sn50-rdu-for-ai-at-hot-chips-2026 Tue, 25 Aug 2026 23:45:32 GMT SambaNova showcased its latest-generation RDU, the SN50, at the Hot Chips conference. (ServeTheHome) https://www.servethehome.com/microsofts-maia-200-accelerator-at-hot-chips-2026 Tue, 25 Aug 2026 22:45:29 GMT Microsoft unveiled details about Maia 200, a second-generation AI accelerator designed for server inference, at the Hot Chips 2026 conference. (ServeTheHome) https://www.tomshardware.com/tech-industry/semiconductors/openai-says-its-jalapeno-chip-beats-nvidias-gb300-in-first-published-benchmarks Tue, 25 Aug 2026 18:05:23 GMT OpenAI debuted an in-house chip, claiming it offers superior performance and efficiency compared to Nvidia's high-end GPUs. (Tom's Hardware) https://ir.amd.com/news-events/press-releases/detail/1296/amd-acquires-taalas-to-advance-compute-solutions-for-rapidly-growing-ai-inference-market Thu, 06 Aug 2026 20:05:00 GMT AMD acquired Taalas to enhance compute solutions specifically for the fast-growing AI inference market. (newsroom:amd) https://ir.amd.com/news-events/press-releases/detail/1294/aai-2026-amd-delivers-full-stack-compute-for-the-agentic-ai-era Thu, 23 Jul 2026 18:30:00 GMT AMD plans to provide comprehensive compute solutions across the entire stack for AI applications. (newsroom:amd) https://ir.amd.com/news-events/press-releases/detail/1293/amd-and-cerebras-announce-industry-leading-ultra-low-latency-and-high-throughput-ai-inference-solution Thu, 23 Jul 2026 17:45:00 GMT AMD and Cerebras jointly announced a new AI inference solution that promises both ultra-low latency and high throughput. (newsroom:amd) https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus Wed, 22 Jul 2026 13:00:00 GMT AMD and Anthropic are partnering to deploy up to 2 gigawatts of AMD Instinct MI450 series GPUs. (newsroom:amd)