– SemiAnalysis on the business of AI: GPUs, Neoclouds, Inference Providers, Applications
– 2nm fab race: TSMC, Intel, Samsung aim to ship this year
– IFS external customers
– Nvidia valuation: a trillion here a trillion there!

– IDC projects a $366B global server market in 2025, 45% y/y growth annually over 2024, 134% y/y growth in Q1
– The European Quantum Act announced its Quantum Strategy aiming to leverage deep science for global quantum leadership by 2030
– TSMC’s 3nm fab in Arizona ahead of schedule, first batch of wafers expected in 2027
– US lifts EDA software export restrictions to China

– GPU-ASIC War
– Hyperscalers’ CPUs, “GPUs”, DPUs, QPUs
– Google TPU-7 and Open AI?
– Meta’s AI chip tape out
– Microsoft’s AI chip delays
– Why do engineering projects get delayed?
– Chip co-designers break into chip supply chain

– Fault Tolerant Quantum Computer in 2029?
– Quantum computing roadmaps, performance benchmarks, industry metrics, M&A
– RIKEN and Fujitsu team up again for Fugaku.next, Japan’s next-gen flagship supercomputer

– AMD MI350X and MI355X new GPUs
– AMD ROCm 7.0 software
– AMD Helios rackscale system
– Fujitsu Monaka chip,
– SIGHPC Travel Grants for SC25
– HPCGuru signs off

– French gov’t to acquire Eviden from Atos
– Made-in-China 5nm chips
– WSTS semiconductor market forecast
– Can AI end the world? Stephen Hawking’s warning

– Nvidia Earnings
– US Senators react to Nvidia’s plans for facility in China
– New compliant chips for China by Nvidia and AMD
– Trade restrictions reach EDA software
– Vertical integration reaches China: Sugon-Hygon merger
– AMD-Sanmina split ZT Systems
– DOE NERSC’s “Doudna” supercomputer
– UK-EU dial up supercomputer re-collaboration

– Big AI in hot pursuit of AGI and SI
– Stargate plans for US center with 400K GPUs, other sites in Mid-East and Asia
– Would Nvidia invest in PsiQuantum?
– Photonic and silicon-based Quantum Computing line up
– D-Wave rolls out new Advantage 2
– RISC-V turns 15, positions itself “as a pillar of digital sovereignty on the world stage”
– ISC25 June 10th in Hamburg with 195 exhibitors from 31 countries

– Computex 2025
– NVLink Fusion, DGX Cloud Lepton
– Intel 18A Fab Panther Lake, Gaudi 3 PCIe, Intel Arc Pro
– Jack Dongarra, US Leadership in HPC
– Matrix Algebra, 64 bit precision
– Chiplet Alliance, UCIe consortium
– “Motherchip” vs. Motherboard

– SMIC, China’s Semiconductor Industry
– Cisco in quantum networking, quantum scale-out
– HPSF.io open source HPC stack
– The journal Nature sees US science brain drain as EU allocates €500m to attract international scientists

– Japan’s Rapidus 2nm chips
– McKinsey’s $7T datacenter forecast
– Nvidia, trade restrictions, national competitiveness
– Geoffrey Hinton’s AI warning

– Salishan Conferenc
– HPC-AI Divergenece
– FugakuNext Zettascale?
– TSMC A14 Fab, Intel 18A Fab
– AmKor CoWoS Packaging Arizona
– Intel Earnings, AI strategy

– This week in GPU geopolitics
– Intel and Silverlake in Altera FPGA deal
– Storage is what’s next as investment soars
– 2nm chips are coming to Taiwan and Arizona

– Argonne’s nuclear reactor digital twin helps monitor, manage, train
– An AI factory in the sky? Building data centers in space or on the moon using Space Based Solar Power (SSP)
– TSMC may face US$1B penalty
– Chinese AI players order $16B of Nvidia H20s
– Hyperion Research says HPC-AI market grew a whopping 23.5% in 2024, poised to exceed $100B by 2028

– US Tariffs and Technology Sector
– Intel-TSMC Joint Venture?
– DARPA fuels Waferscale co-packaged optics via Cerebras and Ranovus
– Sandia National Lab to test laser-based photonic cooling via Maxwell Labs
– 8 Tbps optical UCIe chiplet for scale-up by Ayar Labs
– Lightmatter 3D co-packaged optics