Tag: AI Hardware

The AI Supply Chain Is Fracturing: Insiders Spill on Chip Shortages, Orbital Data Centers, and Why Scaling May Be a Dead End

At the Milken Institute, five AI industry insiders, from ASML's CEO to the founder of a radical new…

Google Splits Its TPU Line in Two. Good Luck Keeping Up With Nvidia.

Google's new TPU 8t and TPU 8i split the chip into training and inference roles, betting the agentic…

Amazon Deepens Anthropic Bet with $5B Infusion for Trainium Chip Access

Anthropic's new $5B from Amazon is directly tied to purchasing 5 gigawatts of AWS Trainium and Graviton chips…