DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - IT Hardware & Semiconductors
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Report: Nvidia plans to invest in inference chip startup d-Matrix
Follows reports that company was seeking to raise additional funds, targeting $5bn valuation
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GlobalFoundries signs $2bn, five-year deal with TSMC for production of advanced packaging components
GF’s Malta, NY, fab will become first US source for supply of silicon interposers
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Oracle, Broadcom, and SpaceX looking to secure ten of billions in financing to support AI compute purchases – report
Broadcom is seeking $50bn, while SpaceX is looking to secure $40bn
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Wolfspeed receives $1.5bn conditional loan commitment from US gov’t to boost domestic SiC and GaN production
Financing will also help advance a number of DoD initiatives
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HPE launches four new AMD-powered servers as part of its ProLiant Gen13 portfolio
Will expand compute, memory, and I/O capabilities across a number of different workloads
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Intel and Applied Materials to collaborate on chip manufacturing advancements
Work will take place at the companies' respective R&D facilities
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Japanese chipmaker Rapidus to establish CORE initiative to support semiconductor design and manufacturing
First phase will see launch of Design Solution Associates project
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Germany’s Karlsruhe Institute of Technology unveils 33 petaflops HoreKa 2 supercomputer
Hybrid system powered by AMD Turin CPUs and Nvidia GB200 GPUs
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Qualcomm and Huawei sign multi-year patent license agreement spanning 5G, compute, AI, and networking technologies
Financial terms of the agreement have not been disclosed
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Elon Musk confirms TeraFab discussions between SpaceX and TSMC, says SpaceXAI will be renamed SpaceXSI
Follows reports that TSMC is mulling over plans for a chip manufacturing hub in Texas
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General Compute signs multi-year agreement with Cerebras
Will see Cerebras' wafer-scale compute coming to the AI cloud platform
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NetworkOcean runs GPU on floating data center powered by solar panels in San Francisco Bay
Startup has pivoted away from underwater data centers to harness the power of the sun
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Synopsys and Amazon sign $1bn multi-year IP agreement for custom chip development
Amazon now serving as lead customer for Synopsys’ expanded silicon IP business
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Custom chip firm Semifive signs $52m deal with unnamed US AI company
Accelerator will be targeted at hyperscalers and CSPs once production begins in 2028
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Optical interconnect startup CScale emerges from stealth following investment from Nvidia and Intel
Californian startup raised $145m in Series C funding round
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CoreWeave makes Nvidia Vera Rubin NVL72 available, Cognition is early customer
Neocloud also to offer Vera CPU alone, and announces customer contract
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Gimlet Cloud partners with Cerebras to deploy 100MW of wafer-scale compute
AI cloud startup recently secured $300 million in Series B funding round
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EU Chips Joint Undertaking puts out two calls for AI hardware development projects
Calls have a combined budget of €80 million
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Lenovo and MemryX partner for Edge AI deployment in Saudi Arabia
The companies already operate the platform across two deployments in the Kingdom
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SiMa.ai raises $150m at $1.45bn valuation for development of physical AI hardware
Investors include Dell Technologies, J.P. Morgan, and the State of Michigan
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AMD acquires AI research firm World Labs in all-stock deal worth $8.2bn
World Labs’ CEO will join chip giant as EVP and chief scientist
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IBM deploys z17 mainframe at Marist University to support AI research projects
Students can use the z17 to develop and test AI applications
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DensityAI: Chip startup founded by former Tesla Dojo execs valued at $10bn – report
Company has raised “hundreds of millions” for development of chip with 3D DRAM stacking, report claims
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ASML’s revenue share drops to zero percent in Europe, says it has sold “absolutely nothing” in the region this year
EUV lithography company says its working with politicians to bolster chipmaking efforts across the continent
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Tower Semiconductor to establish large-scale optical chip hub as part of $4bn Japanese investment pledge
CEO provides further details regarding expansion plans announced earlier this year
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SiPearl delivers first samples of Rhea1 CPU to Bull for Jupiter exascale supercomputer
First order of SiPearl’s Rhea1 processors
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Nexstrom raises $12m for post-silicon chip wafers
Singapore-based startup has developed a platform for growing 12-inch single-crystal 2D semiconductor materials
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Alibaba unveils Zhenwu V900, says cloud capacity will hit 20GW by 2032
New AI chip slated for release in Q1 2027