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TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers

16 January 2026 at 17:33

If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first to know. …

TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers was written by Timothy Prickett Morgan at The Next Platform.

By Decade’s End, AI Will Drive More Than Half Of All Chip Sales

13 January 2026 at 21:34

As the year came to an end, we tore apart IDC’s assessments for server spending, including the huge jump in accelerated supercomputers for running GenAI and more traditional machine learning workloads and as this year got started, we did forensic analysis and modeling based on the company’s reckoning of Ethernet switching and routing revenues. …

By Decade’s End, AI Will Drive More Than Half Of All Chip Sales was written by Timothy Prickett Morgan at The Next Platform.

Streamline AI Infrastructure with NVIDIA Run:ai on Microsoft Azure

30 October 2025 at 17:10
Modern AI workloads, ranging from large-scale training to real-time inference, demand dynamic access to powerful GPUs. However, Kubernetes environments have...

Modern AI workloads, ranging from large-scale training to real-time inference, demand dynamic access to powerful GPUs. However, Kubernetes environments have limited native support for GPU management, which leads to challenges such as inefficient GPU utilization, lack of workload prioritization and preemption, limited visibility into GPU consumption, and difficulty enforcing governance and quota…

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