SPHBM4 uses serialization and organic substrates to lower HBM packaging costs while keeping bandwidth memory exclusive to hyperscale AI systems. [...]
DeepSeek’s announcement over the weekend that it has made its 75% price cut permanent on its flagship V4 Pro model is a disruptive assault on the capital-heavy business models of Silicon Valley’s [...]
Baseten, the AI infrastructure company recently valued at $2.15 billion, is making its most significant product pivot yet: a full-scale push into model training that could reshape how enterprises wean [...]
Across 170 enterprises, AI infrastructure has moved decisively into production — two-thirds now run AI workloads live and three in 10 run them at scale — while the ability to account for what that [...]
In the current RAM crisis, no company is better positioned to not only weather the storm but turn it to its advantage like Apple. It proved that when it released the MacBook Neo in early March. Despit [...]
For the last 24 months, one narrative justified every over-provisioned data center and bloated IT budget: the GPU scramble. Silicon was the new oil, and H100s traded like contraband. Reserve capacity [...]
Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers and model [...]