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Node

A man in a navy polo and beige pants speaks on stage about AI systems in front of a scenic backdrop with mountains and a road, with text in English and Chinese projected behind him.

Huawei announces Atlas 950/960 “supernode” AI systems — up to 8,192/15,488 Ascend chips per rack cluster

September 18, 2025 Gavin Bonshor 0

At Huawei Connect, the company teased two massive AI “supernodes” — Atlas 950 and Atlas 960 — plus an expanded Ascend chip roadmap. If delivered […]

A large white circle is centered on a blue grid background, with lines radiating from a small central square, evoking a digital, geometric look—reminiscent of MediaTek's innovation at the TSMC 2nm N2 node.

MediaTek tapes out on TSMC’s 2nm — here’s why N2 won’t be a vanity node

September 18, 2025 Gavin Bonshor 0

MediaTek says it has completed tape-out on TSMC’s 2nm (N2) process, with TrendForce reporting the same and noting Apple’s parallel preparations for A-series and M-series […]

OpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareOpenAI wants Chips Act tax breaks to cover AI data centers and grid hardwareNovember 7, 2025Gavin Bonshor
Trump’s AI team rules out OpenAI bailout – what that really means for the industryTrump’s AI team rules out OpenAI bailout – what that really means for the industryNovember 6, 2025Gavin Bonshor
Elon Musk, Tesla compensation, and xAI: how aligned are the incentives?Elon Musk, Tesla compensation, and xAI: how aligned are the incentives?November 5, 2025Gavin Bonshor
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