Nvidia boosts Vera Rubin bandwidth ahead of AMD Instinct MI400 launch

Nvidia has repeatedly raised memory bandwidth targets for its Vera Rubin VR200 NVL72 system to stay competitive with AMD’s Instinct MI400 accelerators, as both companies escalate their Artificial Intelligence and high performance computing roadmaps.

Samsung Texas fab seen as key alternative as artificial intelligence chip demand strains TSMC

Deutsche Bank analysts say sustained artificial intelligence hardware demand is stretching TSMC’s advanced capacity and pushing major fabless chipmakers to consider Samsung’s Texas fab as a primary alternative. The bank expects TSMC’s share of leading-edge foundry work to slip slightly as customers seek additional 3 nm and upcoming 2 nm and 4 nm capacity.

How data foundations can tame the era of agentic artificial intelligence

Enterprise artificial intelligence agents are moving into core operations, but without unified data and governance their autonomy risks creating chaos instead of value.