Building A Production-Ready Optically Connected Rack For AI Scale-Up


By Nandita Aggarwal and Nicholas Chang As AI models drive compute demand, servers keep getting bigger. Rack‑scale AI systems (such as the 72-GPU systems from NVIDIA or AMD) enable many GPUs to work together through system-level optimization. They push beyond the limits of single-chip performance and meet the soaring compute needs of the AI era. But this is just the beginning. The next s... » read more

Chip Industry Week In Review


Computex in Taiwan: Arm and Nvidia introduced an AI PC platform, RTX Spark, with an Arm-based Grace CPU, Blackwell RTX GPU, and unified memory. Cadence announced a fully autonomous virtual agentic AI design engineer, enabling customers to run dynamic simulations in automated workflows. Intel launched Xeon 6+, its first data-center CPU built on Intel Foundry's 18A process. The company... » read more

Chip Industry Week In Review


Disruptions caused by the Iran conflict have taken about one third of the global helium supply off the market, an essential gas for semiconductor manufacturing, reports the World Economic Forum. Other potential impacts for the chip industry include bromine and other chemical shortages, logistical disruptions, and higher energy prices incurred by fabs in Asia. Top Deals IBM and Lam R... » read more

Money Pours Into New Fabs And Facilities


Fabs, packaging, test and assembly, and R&D all drew major funding in 2023. Companies poured money into offshore locations, such as India and Malaysia, to access a larger workforce and lower costs, while also partnering with governments to secure domestic supply chains amid ongoing geopolitical turmoil. Looking ahead, artificial intelligence (AI), quantum computing, and data applications... » read more