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28.11.25 - 08:06
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Meta and Nvidia reportedly push to integrate GPUs into HBM for AI boost (Digitimes)
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To enhance artificial intelligence (AI) performance, Meta and Nvidia are advancing plans to embed GPU compute cores directly into the base die of high-bandwidth memory (HBM). This innovation blurs the lines between memory and system semiconductors, presenting new opportunities and challenges for South Korea's semiconductor industry....
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28.11.25 - 07:00
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News zu Black Forest Labs, Google, Meta, Nvidia, Quantum Systems, Lovable, TSMC, Intel, Klarna (Manager-Magazin)
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Unser Newsletter „Tech Update“ liefert wöchentlich exklusive Recherchen, Analysen und News zu Start-ups und Innovationen. Diesmal: Black Forest Labs, Google, Meta, Nvidia, Quantum Systems, Lovable, TSMC, Intel, Klarna....
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28.11.25 - 05:48
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Google′s TPU strategy mounts fresh challenge to Nvidia′s GPU lead (Digitimes)
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Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI accelerators, particularly after a report from The Information revealed that Meta is in talks to begin using Google TPUs in its data centers in 2027 under a potential multibillion-dollar agreement....
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28.11.25 - 05:06
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Meta′s Google TPU shift opens new AI supply chain for Taiwan PCB makers (Digitimes)
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Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by 2027, with procurement potentially reaching tens of billions of US dollars. This move signals confidence that Google will become a leading ASIC chip supplier, challenging Nvidia's dominance and securing the second spot in the AI accelerator market....
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