Category
Hardware
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Alibaba’s New Chip Lands Days Before Trump and Xi Meet — is that a Coincidence?
Alibaba unveiled the Zhenwu M890, its most powerful in-house AI chip yet, alongside a roadmap to match Nvidia’s annual upgrade cadence timed to land just ahead of a Trump-Xi summit.
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Micron launches new Memory Module
Micron demonstrated a 512GB DDR5 RDIMM — enabling up to 12TB of memory in a single dual-socket server — with AMD and Intel both actively validating it for next-generation AI infrastructure
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Frontier AI Model Learned to Hack Like an Expert – alone.
Frontier AI models are becoming capable of sophisticated autonomous cyberattacks, raising a new operational risk for data centres using agentic AI to manage power, security and physical infrastructure.
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DRAM Buffer Vanishes as HBM4 Eats Capacity
HBM4 is consuming more wafer capacity as AI demand accelerates, pushing DRAM inventories to unusually low levels. For data-centre operators, the squeeze could extend beyond GPUs to server memory and enterprise storage.
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CoreWeave wins the race to production Nvidia Rubin, beating rivals to the punch.
CoreWeave has moved NVIDIA’s Vera Rubin NVL72 platform beyond the keynote stage, bringing a multi-rack cluster online at production scale and highlighting the infrastructure challenges of deploying next-generation AI systems.
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Blackstone’s Flow Control Buy Is a Bet on the Pipes, Not the Chips
Blackstone’s acquisition of Flow Control Holdings highlights the growing investment in the hardware beneath AI cooling, from valves and manifolds to coolant distribution components powering high-density data centres.