Browsing: Server

Technology

Dell says it has 5,000 customers for its AI Factory, a line of server products featuring Nvidia chips, software and services, including 1,000 new customers last quarter (Dina Bass/Bloomberg)

By Stacey D. WallsMay 23, 2026

Featured Podcasts Big Tech Podcast: Is OpenAI Ready to IPO?, The Datacenters in Space Myth, The Kids Boo AI The…

Technology

Chinese GPU and AI chip makers have captured about 41% of China’s AI server market in 2025, significantly eroding Nvidia’s share of 55% with about 2.2 million cards (Reuters)

By Stacey D. WallsApril 2, 2026

Featured Podcasts The Talk Show with John Gruber: “Apple at 50”, with John Syracuse The director’s commentary track for Daring…

Technology

Report: Alibaba’s DAMO Academy unveils XuanTie C950, a 5nm server chip with a 3.2GHz clock, and claims it is "the most efficient RISC-V processor in the world" (Reuters)

By Stacey D. WallsMarch 24, 2026

Reuters: Report: Alibaba’s DAMO Academy Unveils XuanTie C950, a 5nm Server Chip with a 3.2GHz Clock, and Claims It’s the…

Technology

Intel unveiled its Heracles chip at ISSCC in February, saying it accelerates fully homomorphic encryption tasks up to 5,000 times faster than Intel’s best server processors (Samuel K. Moore/IEEE Spectrum).

By Stacey D. WallsMarch 11, 2026

Samuel K. Moore / IEEE Spectrum: Intel unveiled its Heracles chip at ISSCC in February, saying it accelerates fully homomorphic…

Technology

Intel and AMD have notified Chinese customers of server processor supply shortages, with Intel warning of delivery delays of up to six months (Reuters)

By Stacey D. WallsFebruary 6, 2026

Featured Podcasts Channels with Peter Kafka: Jeff Bezos was in love with the Washington Post. What happened? Media and technology…

Technology

A deep technical dive into Amazon’s Trainium3 accelerator, including its server SKU specifications, silicon design, power budget, and bill of materials (SemiAnalysis)

By Stacey D. WallsDecember 6, 2025

Featured Podcasts Big Tech Podcast: AI Device Wars heats up, RIP Metaverse?, Netflix acquires Warner Brothers The Big Technology Podcast…

Technology

OpenAI partners with Foxconn to design and develop data center server racks that will be manufactured in the United States; Foxconn will produce cabling, power systems and more (Bloomberg)

By Stacey D. WallsNovember 21, 2025

Bloomberg: OpenAI partners with Foxconn to design and develop data center server racks that will be manufactured in the United…

Technology

AI server shipments from Taiwan to the United States are expected to double in 2025 from 2024, as Foxconn, Quanta and Wistron ramp up production to meet demand (Hideaki Ryugen/Nikkei Asia)

By Stacey D. WallsNovember 20, 2025

Hideaki Ryugen / Nikkei Asia: AI server shipments from Taiwan to the United States are expected to double in 2025…

Technology

Majestic Labs, which is creating a patent-pending server architecture promising 1,000 times more memory capacity, has raised $100 million, including a $71 million Series A led by Bow Wave (Jennifer Elias/CNBC)

By Stacey D. WallsNovember 10, 2025

Jennifer Elias / CNBC: Majestic Labs, which is creating a patent-pending server architecture promising 1,000 times more memory capacity, has…

Technology

Sources: the suppliers of Nvidia Foxconn, Inventec, Dell and Wistron made breakthroughs to solve the 2024 problems which delayed the Blackwell AI server "shelf" Shipments (financial time)

By Stacey D. WallsMay 28, 2025

Financial time:: Sources: NVIDIA FOXCONN, Inventec, Dell and Wistron suppliers have made a break to solve the 2024 problems that…

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London-based Gigaton, which develops AI to automate industrial control systems for cement, steel, glass and chemical plants, has raised a $26 million Series A round (Mike Butcher/Pathfounders)

Researchers at the University of Toronto say they have developed an open-source AI-powered ‘worm’ that exploits known vulnerabilities and tailors attacks to each computer (Cade Metz/New York Times)

Bitcoin fell as much as 7% over 24 hours to fall below $67,000 on Tuesday for the first time since April, following Strategy’s first BTC sale since 2022; MSTR fell 9% (Bloomberg)

a CoreWeave-linked data center raised $900 million via five-year junk bonds, priced at par for a 7.5% yield, as the industry increasingly shifts to high-yield bonds (Gowri Gurumurthy/Bloomberg)

Microsoft launches MAI-Thinking-1, its first advanced reasoning model, trained “from scratch on clean data, without distillation of third-party models” (Jay Peters/The Verge)

Browsing: Server

Dell says it has 5,000 customers for its AI Factory, a line of server products featuring Nvidia chips, software and services, including 1,000 new customers last quarter (Dina Bass/Bloomberg)

Chinese GPU and AI chip makers have captured about 41% of China’s AI server market in 2025, significantly eroding Nvidia’s share of 55% with about 2.2 million cards (Reuters)

Report: Alibaba’s DAMO Academy unveils XuanTie C950, a 5nm server chip with a 3.2GHz clock, and claims it is "the most efficient RISC-V processor in the world" (Reuters)

Intel unveiled its Heracles chip at ISSCC in February, saying it accelerates fully homomorphic encryption tasks up to 5,000 times faster than Intel’s best server processors (Samuel K. Moore/IEEE Spectrum).

Intel and AMD have notified Chinese customers of server processor supply shortages, with Intel warning of delivery delays of up to six months (Reuters)

A deep technical dive into Amazon’s Trainium3 accelerator, including its server SKU specifications, silicon design, power budget, and bill of materials (SemiAnalysis)

OpenAI partners with Foxconn to design and develop data center server racks that will be manufactured in the United States; Foxconn will produce cabling, power systems and more (Bloomberg)

AI server shipments from Taiwan to the United States are expected to double in 2025 from 2024, as Foxconn, Quanta and Wistron ramp up production to meet demand (Hideaki Ryugen/Nikkei Asia)

Majestic Labs, which is creating a patent-pending server architecture promising 1,000 times more memory capacity, has raised $100 million, including a $71 million Series A led by Bow Wave (Jennifer Elias/CNBC)

Sources: the suppliers of Nvidia Foxconn, Inventec, Dell and Wistron made breakthroughs to solve the 2024 problems which delayed the Blackwell AI server "shelf" Shipments (financial time)