Intel and Broadcom CEOs warn a capital crunch could become AI's biggest bottleneck
The chief executives of Intel and Broadcom warned that access to capital could emerge as a major constraint on the AI boom.
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Microsoft's new Maia 300 AI chip makes it less reliant on Nvidia GPUs
Microsoft has announced Maia 300, the third generation of its in-house AI chip, meant to be the main inference system for its products and services. It improves cost and efficiency in the cloud and is better suited to reasoning models and agentic tasks.
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Chips & compute
NVIDIA opens its Vera Rubin architecture at OCP Global Summit to help scale AI factories
At the Open Compute Project Global Summit in San Jose, NVIDIA announced new partnerships and contributions, including opening its Vera Rubin architecture. The company argues open standards help build AI infrastructure faster and more reliably as facilities grow from megawatts to gigawatts.
Pre-validated servers, GPUs and software: Lenovo and NVIDIA bet on speed for enterprise AI
Lenovo has launched AI Express, preconfigured servers with NVIDIA GPUs in three sizes, delivered within 15 to 25 working days. The aim is to let companies stand up an 'AI factory' without assembling it themselves.
Turning Opportunistic AI Inference Capacity Into Better Ads Recommendations
Meta explains how it uses idle inference capacity across its fleet to run extra ads recommendation work. Two elasticity mechanisms let the workload expand onto spare machines without hurting baseline performance.
Dell's AI partner ecosystem adapts to Silicon Valley's build-it-yourself buyers
As companies move AI projects from pilots into production, Dell is changing how it sells to West Coast customers who build much of the AI stack themselves. Infrastructure vendors are finding that these builders call for a different sales approach.