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2025-10-15

[News] Intel Renews AI Chip Push with Crescent Island, 2H26 Sampling; Reportedly Targeting Annual GPUs

After unveiling its first major in-house 18A product, Panther Lake, last week, Intel is renewing its push into the AI chip market following the limited success of its earlier Gaudi series. As announced at the OCP 2025 Global Summit and reported by Tom’s Hardware and Reuters, the company’s next-g...

2025-10-15

[News] Renesas Reportedly Weighs $2B Sale of Timing Unit; TI, Infineon Among Potential Buyers

According to Reuters, sources say that Renesas Electronics is exploring the sale of its timing division in a deal that could value the business at nearly $2 billion. The company is reportedly working with investment bankers at JPMorgan on the potential divestment, which is still in its early stages....

2025-10-15

[News] AMD at OCP 2025: Highlights x86 Advisory Progress, ROCm Expansion, and ESUN Membership

While NVIDIA flexed its muscle with giga-scale AI data center solutions and an expanding NVLink Fusion ecosystem, rival AMD took the stage at the 2025 OCP Global Summit with a slightly different approach. According to TechNews, CTO and EVP Mark Papermaster, speaking on “A Fully Open and Collaborat...

2025-10-15

[News] OpenAI Ramps Up Global Compute Power with NVIDIA, AMD, and Broadcom — Securing 26 GW of AI Infrastructure

In a rapid series of announcements over the past month, OpenAI has unveiled three landmark hardware partnerships that together amount to a staggering 26 gigawatts (GW) of AI compute capacity. The company has struck deals to: Co-develop 10 GW of custom AI accelerators with Broadcom Invest up ...

2025-10-14

[News] NVIDIA Expands AI Networking Push as Oracle and Meta Adopt Spectrum-X and OCP Technologies

According to Mydrivers, NVIDIA announced that Meta and Oracle will upgrade their AI data center networks using NVIDIA Spectrum-X Ethernet adapters and switches. Meta will integrate the Spectrum-X Ethernet switch into its Facebook Open Switching System (FBOSS) network infrastructure—a software plat...

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