– TSMC employees caught in 2nm espionage charges
– Trump calls for Intel CEO to resign
– Curtain fall for Tesla’s Dojo supercomputer
– Paper review: Generative AI as a Geopolitical Factor in Industry 5.0
– David Patterson on federal cuts for research
– Jack Dongarra on supercomputing, AI, quantum computing, and geopolitics

– US AI Action Plan
– STMicro NXP MEMS sensors
– Nvidia H20, TSMC packaging capacity

– Top-20 AI Supercomputers
– 1-million-GPU systems
– Rapidus of Japan’s 2nm fab
– IBM Power11, Sypre accelerator
– HotChips conference
– CUDA for RISC-V

– 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