Nvidia skips a new GeForce generation as Artificial Intelligence chips dominate
Nvidia is set to go a year without a new GeForce GPU generation for the first time since the 1990s as memory shortages and higher margins in Artificial Intelligence hardware reshape the market. AMD and Intel are also struggling to capitalize because the same supply constraints are hitting gaming products across the industry.
Where gpu debt starts to break
Stress in gpu-backed infrastructure financing is emerging around deals that lack the structural protections seen in the strongest transactions. Oracle, the Abilene Stargate project, and older CoreWeave debt illustrate different ways residual risk can surface when contracts, collateral, and counterparties fall short.
SK hynix starts mass production of 192 GB SOCAMM2
SK hynix has begun mass production of the 192 GB SOCAMM2, a next-generation memory module standard built on 1cnm LPDDR5X low-power DRAM. The module is positioned as a primary memory solution for next-generation Artificial Intelligence servers.
AMD taps GlobalFoundries for co-packaged optics in Instinct MI500
AMD is preparing a renewed manufacturing link with GlobalFoundries to bring co-packaged optics to its Instinct MI500 Artificial Intelligence accelerators. The move is aimed at improving bandwidth and power efficiency in data center systems by moving beyond copper-based interconnects.
Chinese tech workers question training their Artificial Intelligence doubles
Chinese tech workers are being asked to document their jobs so Artificial Intelligence agents can replicate parts of their work. The trend is fueling unease about dignity, ownership, and how much of a person can be reduced to process.