DeepSeek has published Ascend 950 versions of two pieces of its model infrastructure: DeepEP-Ascend for moving mixture-of-experts…
Silicon & Datacenter Chips
Deep architectural analysis of frontier AI silicon: Nvidia Blackwell/Rubin, Google TPU, Groq LPUs, and packaging technologies.
AMD’s $8.2 billion World Labs deal is pending. Atlas connects spatial context and diffusion; buyers still need measured accelerator performance.
OpenShell mediates agent access; Sentry adds an out-of-band hardware watchdog. NVIDIA describes quarantine in milliseconds, not a verified 850µs result.
EY–IESA projects a $200B Indian semiconductor market by 2035. The implied growth rate is 13.5%; demand does not establish domestic manufacturing revenue.
Apple’s M5 Ultra Mac Studio introduces a quad-die silicon packaging topology delivering 1.2 TB/s of unified memory…
“` We got data centres running on gas before GTA 6 because waiting five to seven years…
Oracle says Project Jupiter will use up to 2.45GW of Bloom fuel cells. That announced capacity is not commissioned output or proof of a Stargate failure.
Google’s Project Suncatcher evaluates deploying Trillium TPUs to orbit. We analyze vacuum heat rejection, proton radiation, and 10 Tbps free-space optical DWDM.
We just got the biggest confirmation on Gemini 4 entering post-training. Inside Google DeepMind’s RLVR pipeline, TPU dogfooding, and October release.
The India-EU AI chip and 6G alliance counters UN existential warnings with 140 GHz sub-THz links, imec 2nm pilot lines, and sovereign RISC-V compute.