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28.10.26 - 10:06
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Oracle accelerates AI chip diversification with Cerebras, Google, and SambaNova deals (Digitimes)
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Oracle has signed partnerships with Cerebras and other chipmakers to host their chips in its cloud infrastructure. The Cerebras deal gives the chipmaker a new large customer to anchor its post-IPO trajectory, while allowing Oracle to reduce its reliance on Nvidia's expensive chips, even though Oracle also announced a purchase of Vera Rubin platforms for its data centers....
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28.10.26 - 06:00
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Startup Unveils "Big Iron" Rocket Whose Upper Stage Is An Orbital Data Center (ZeroHedge)
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Startup Unveils "Big Iron" Rocket Whose Upper Stage Is An Orbital Data Center
Cowboy Space Corporation, the former Aetherflux founded by Robinhood co-founder Baiju Bhatt, on Monday unveiled "Big Iron," a rocket whose upper stage is designed to stay in orbit as a megawatt-class data center, rather than be discarded or release a separate satellite, according to the company.
Render of Big Iron in orbit. Image: Cowboy Space via Payload
The rocket stands 86 meters (about 282 feet) tall, and its stainless-steel first stage is powered by nine liquid oxygen and methane "Clydesdale" engines rated at 300,000 pounds of thrust each, or 2.7 million pounds in total. The company says it can lift more than 15,000 kilograms to sun-synchronous orbit.Once deployed in a dawn-dusk orbit, the upper stage becomes a satellite measuring 132 by 73 meters that can carry five racks of Nvidia Vera Rubin GPUs. The design is meant to do double duty: the rocket's skin serves as the radiator, it...
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28.10.26 - 05:06
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Cloud AI costs drive demand for on-premises computing, squeezing Asus RTX Spark supply (Digitimes)
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Asus and Intel on October 27 unveiled the new commercial laptop Asus ExpertBook A7 in Taiwan, as on-premises AI computing devices gain attention from enterprises and creators alongside traditional business PCs. Asus said products related to Nvidia RTX Spark, particularly models with 64GB and 128GB of memory, are being allocated due to strong global demand, with the next shipments expected to arrive progressively by the end of October....
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28.10.26 - 04:07
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AMD to invest US$1 billion in Meta′s stock sale as Helios racks enter testing (Digitimes)
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AMD is backing one of its largest AI customers with capital and chips. Alongside an update on its hardware work with Meta, the chipmaker said on October 27 that it will invest US$1 billion in Meta's equity offering, joining Nvidia in buying into the social media company's fundraising for AI infrastructure. Critics describe this pattern as circular financing....
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28.10.26 - 04:07
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Google TPUs land Oracle, with OpenAI reportedly next (Digitimes)
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Google's tensor processing unit (TPU) business has gained one confirmed and one reported major customer within a week, adding pressure on Nvidia, whose graphics processors still dominate AI computing even as its biggest buyers look for alternatives....
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28.10.26 - 03:30
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OpenAI Reportedly Plans to Purchase AI Chips From Google (AAStocks)
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According to sources cited by The Information, OpenAI plans to purchase AI chips from Google. OpenAI has been one of the largest buyers of graphics processing units (GPUs) from NVIDIA Corporation (NVDA.US), using these chips to train AI models and run inference computing.It is understood that OpenAI began renting Google's AI chi......
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28.10.26 - 01:54
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Skymizer partners with Egis to develop 12nm and 6nm AI accelerators (Digitimes)
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Taiwanese startup Skymizer has formally announced a strategic partnership with Egis Technology to develop Flow (T12), a new-generation AI inference chip. Fabricated on TSMC's 12nm node and paired with LPDDR5 memory, the solution requires just three PCIe cards and 750W of power to run 3-trillion-parameter large language models (LLMs). This represents roughly one-tenth the power consumption of a comparable Nvidia H100 deployment....
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