Major semiconductor company that acquired SeaMicro for $334M.
- Looking beyond DPI
- Silicon slump puts IPOs on ice
- 🤕 Google's low morale
- AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
- Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
- SpaceX's AI rocket fuel
- Biggest VC-backed M&A ever
- The AI Trade Keeps on Giving as Cerebras, Nvidia & Market Indexes Soar
“Taalas' accelerators bypass traditional GPU memory walls. They deliver specific AI model output thousands of times faster... AMD seeks to offer comprehensive, integrated AI hardware.”
Source→“River AI raised $1.1B to build a personal AI platform with open-weight model fine-tuning via River API; backed by NVIDIA and AMD Ventures”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.