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arXiv · Hardware architecture (cs.AR) Hannah Watson et al.

Embodied Emissions of 2.5D and 3D Scaling in Chipletized GPUs for Low-Carbon AI

GPU compute resources are scaling to support growing AI workloads, leading to further rises in the climate change impact of hyperscale data centers that rely on high-performance GPUs. To model how packaging decisions impact the carbon footprint we have estimated the embodied emissions (EE) of a chiplet-based GPU that…

Semiconductor Engineering The SE Staff

Chip Industry Week In Review

CHIPS Act $389M to power chips, vertical GaN, materials; Micron's memory roadmap; Nvidia expands supply chain capacity; Tenstorrent raises $1.5B; China NAND fabs; 800V power for AI data centers; Intel advances Arizona fab; China orders +$35B in Nvidia GPUs. The post Chip Industry Week In Review appeared first on…

EE Times Surya Gunukula, Jerry Yicheng Wang, Kevin Zhang

Why Chip Design AI Benchmarks Must Go Beyond Functional Correctness

Demand for custom silicon is rising as physical AI, data centers, automotive systems, and edge devices require architectures optimized for specific workloads, memory bandwidth, latency, and energy efficiency. Delivering these designs requires teams to coordinate heterogeneous compute blocks, complex interconnects, and…

eeNews Europe

CoolIT and Stäubli bring liquid cooling to pluggable optics

CoolIT Systems and Stäubli are extending direct-to-plug liquid cooling to high-power optical transceivers used in AI data centres. The approach combines CoolIT’s CP-OSFP cold plate with Stäubli’s Mini Quick Disconnect (Mini QD) technology, developed in collaboration with Ciena, to address the thermal demands of…

TechPowerUp DrUsmanSaleem

Dell CEO Says the Memory Shortage Will Get Worse in 2027

Michael Dell doesn't think the memory shortage is anywhere near over. Speaking with The Wall Street Journal, Dell's chairman and CEO said things will get worse next year, as the AI data center buildout keeps soaking up DRAM and HBM supply. According to him, the bottleneck for Dell isn't demand, since the company is…

TechTechPotato TechTechPotato

The Microwatt Chip Race // The AI Hardware Podcast S2E11

Forget the data center - the real AI action might be happening in microwatts. Sally Ward-Foxton and Ian Cutress dig into the tiniest AI chips on the market, from analog compute upstarts to ARM's revived Ethos NPU line, and debate why an "AI ASIC" isn't really an ASIC at all. Plus: a mysterious defense-linked startup…

TechTechPotato TechTechPotato

How Low Can AI Power Go? // The AI Hardware Show S2E11

Forget the data center - the real AI action might be happening in a coin-cell battery near you. Ian Cutress and Sally Ward-Foxton dig into six ultra-low-power chip architectures built to run always-on AI for years on almost nothing, from analog processors that skip the ADC entirely to sparse compute engines that only…

TechTechPotato TechTechPotato

Six Chips Fighting for the Edge // The AI Hardware Podcast S2E10

Edge AI doesn't need a data center - it's already running in retail stores, laptops, and microcontrollers all around you. In part two of this edge AI deep-dive, Ian Cutress and Sally Ward-Foxton go off-script to talk through seven chip companies - Axelera AI, Kalray, Kinara, EdgeCortix, MemryX, SiMa.ai, and…

TechTechPotato TechTechPotato

This is why I love my job

Day one of the AI Infrastructure Summit drew 9,000 people and a show floor twice the size of last year. I interviewed David Patterson on stage for the day one keynote, and he points to memory as the next limit for AI systems. On my floor walk I cover new liquid cooling tech, Quake on RISC-V, more chips, and why…

IEEE Spectrum · Semiconductors Joana Soares

The E.U.’s AI Drive Undermines Its ​Own Chip Strategy

This story was originally published by Tech Policy Press. The European Union’s push for technological sovereignty faces an uncomfortable contradiction. As the E.U. rolls out AI factories, gigafactories, and new data centers, it is creating a surge in demand for the advanced semiconductors that underpin artificial…

IEEE Spectrum · Semiconductors Joseph Carew

Identifying the Root Cause of Electronics Failures With Simulation Apps

This article is brought to you by COMSOL. In pursuit of improved range, greater reliability, and faster charging, electric vehicles are driving the demand for high-voltage electronics. Other applications driving this demand include wind farms, data centers, and server farms, to name a few. As the interest for…

IEEE Spectrum · Semiconductors Samuel K. Moore

Stacking Chips Sideways Gives AI More Memory

GPUs and other big AI chips just can’t get enough memory. Today’s data center computers stack DRAM 12 dies high. But as memory makers try to build higher stacks to pack in more bits and bandwidth, experts worry this high bandwidth-memory (HBM) will trap enough heat to cook itself into oblivion. That will be especially…

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