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27.10.26 - 05:06
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AMD, Nvidia target substrate capacity amid 4x expansion constraints (Digitimes)
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AMD and Nvidia have separately invested in supply-chain capacity expansion, making substrates, packaging, and testing key priorities as AI demand diversifies. The moves show that chipmakers are extending competition beyond performance and architecture design to control over critical manufacturing resources....
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27.10.26 - 04:06
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AWS, Google challenge CUDA as AMD, Intel cut AI switch costs (Digitimes)
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AWS has launched the open-source TorchNeuron tool, allowing developers to port PyTorch artificial intelligence (AI) applications to its custom Trainium chips without rewriting code. Google has followed with TorchTPU, while AMD and Intel are integrating AI software optimizations as chipmakers challenge Nvidia's market advantage built on the CUDA ecosystem....
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