Cerebras Systems has unveiled the CS-4, a rack-scale computing system built to greatly speed up AI inference, as the chipmaker pushes to compete with NVIDIA and other providers of AI infrastructure. The CS-4 includes three of Cerebras’ new Wafer Scale Engine 3 Turbo, or WSE-3T, processors. These unusually large chips are designed to keep more […]
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In a sign of the growing demand for memory chips driven by AI’s growth, SK Hynix plans to spend approximately $38 billion to build two semiconductor fabrication facilities in South Korea, a major expansion for the company. The company’s board approved investments totaling 54.3 trillion won, with 35.2 trillion won allocated to a new fabrication […]
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Advanced Micro Devices (AMD) has agreed to acquire Toronto-based AI startup Taalas, snapping up the inference startup ahead of rivals Intel and NVIDIA. Taalas, founded in 2023 and emerging from stealth mode in 2024, is privately held, so terms of the transaction were not disclosed. Founded in 2023, Taalas has taken an unconventional approach to […]
Anthropic is assembling an in-house chip design team to develop custom processors for its Claude family of AI models, a key step in the company’s effort to reduce infrastructure costs and improve AI performance. The company plans to design future AI models alongside custom hardware rather than adapting software to commercially available processors. That approach […]
Advanced Micro Devices (AMD) reported record second-quarter revenue and sharply higher profit on Tuesday, driven by surging demand for its data center processors and AI accelerators. AMD reported revenue of $11.5 billion for the quarter ended June 27, 2026, up 50% from a year earlier, while GAAP net income climbed 163% to $2.3 billion. Diluted […]
Leads Futurum's Semiconductors Practice covering edge AI, generative AI, and hyperscale silicon architectures.
25+ years covering AI and enterprise software. Co-founded 451 Research. London-based analyst covering AI platforms and infrastructure.
Covers intelligent devices, edge AI, sustainability, and the convergence of silicon and software at the edge.
Covers enterprise applications, digital workflows, and the intersection of AI with enterprise software strategies.
Nokia and NVIDIA launch an AI-RAN platform targeting 2x spectral efficiency by 2028 — here’s how the claims compare with what’s shipping today.
Intel Xeon expansion gets €5 billion boost as Intel invests heavily in Ireland fab capacity for next-generation CPUs with EUV-compatible capacity.
FOXTRON’s adoption of Dimensity AX C-X1 highlights MediaTek’s push into AI-defined vehicles through integrated AI, connectivity, and cockpit platforms.
SK Hynix’s $26.5bn ADR raise targets a capex intensity gap. Can the memory leader spend fast enough to take technical leadership across memory and storage?
Institutional-grade research, proprietary data, and analyst access — reserved for premium subscribers
Proprietary capacity projections for TSMC's advanced packaging, including customer allocation estimates and pricing trajectory analysis.
PREMIUM ONLYQuarterly market share data for AI training and inference chips across cloud hyperscalers, enterprise, and edge deployments.
PREMIUM ONLYA 40-page report covering chiplet architectures, advanced packaging technologies, and the companies positioned to dominate the next era of semiconductor manufacturing.
PREMIUM ONLYSiFive’s IP vendor perspective on RISC-V expanding beyond embedded into the Performance CPU segment — including the P550 family, the RVA23 profile, and out-of-order CPU IP for AI workloads.
CoreWeave-sponsored webinar examining why operationalizing AI inference at scale — not training new models — is the real challenge facing enterprises in 2026.
Watch On-Demand →On-demand webinar with CharacterAI’s Chief Architect on how AMD MI325X accelerators with 256GB HBM and DigitalOcean enabled production-scale inference on half the hardware.
Watch On-Demand →RackN webinar on building AI infrastructure automation for bare metal at scale — covering operator challenges and high-speed, large-scale bare metal management with AIOps.
Watch On-Demand →RISC-V is commonly seen as an ISA for embedded products; for smaller devices that require low power consumption but aren’t very complex and can tolerate lower performance. SiFive, a leading RISC-V IP vendor, is proving that incorrect with its Performance family of products. They recently launched the latest product in the series, the P550, that supports the RVA23 profile: a crucial enabler for SW developers and the industry as a whole. In this webinar, we discuss how SiFive has been able to deli
Watch On-Demand →There has never been a megatrend as transformative as AI. 2023 unlocked new possibilities, 2024 brought new proof of concepts and 2025 was the year to prove the ROI and business value generation of AI. 2026 is the year of the AI reality check and organizations that successfully operationalize AI to drive concrete efficiency and measurable impact will be the ultimate winners.
Watch On-Demand →As AI adoption accelerates, organizations are discovering that the real challenge is no longer building models—it’s running them reliably at scale. This webinar explores the growing “production AI gap,” where promising prototypes fail to translate into consistent, real-world outcomes. Attendees will gain a clearer understanding of why inference—not training—is becoming the defining layer of AI, and what it takes to operationalize AI systems in environments shaped by unpredictable demand, latency
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