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25.05.26 - 06:06
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Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains (Digitimes)
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Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadcom also stand to benefit....
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23.05.26 - 03:00
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A cloud above the clouds: US, China race to make space a computing platform (SCMP)
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In 1957, the Soviet Union kicked off the Cold War's space race, shocking the world by sending Sputnik, the world's first artificial satellite, into orbit.
Four years later, it did the same to cosmonaut Yuri Gagarin, making him the first human in space. In 1969, the US provided another image that defined the era: Neil Armstrong leaving the Eagle lunar lander and planting the American flag on the moon, declaring it “one small step for man, one giant leap for mankind.”
For the two superpowers, the......
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21.05.26 - 08:06
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LG Innotek wins long-term substrate deals as Intel and cloud giants secure supply (Digitimes)
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LG Innotek has secured substrate supply terms with major technology customers that increasingly resemble long-term agreements used in the memory-chip sector, boosting the South Korean supplier's revenue visibility and reducing profit volatility, according to reports.Hankyung and Yonhap, citing a KB Securities report, said the proposed contracts include large upfront payments, binding multi-year supply commitments with penalty clauses, and equipment investment support from customers....
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