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Germany has acquired a state-of-the-art scientific computer system for their use. Karlsruhe Institute of   (KIT) has unv...
07/10/2026

Germany has acquired a state-of-the-art scientific computer system for their use. Karlsruhe Institute of (KIT) has unveiled HoreKa 2 which is a hybrid supercomputer that will be capable of meeting highly complex computational tasks in the areas of science, engineering, and artificial intelligence.
This €17 million supercomputer is based in KIT Campus North in Baden-Württemberg. It provides a maximum theoretical peak performance of 33 petaflops, which is double compared to the capacity of its predecessor (17 petaflops).
Over 42,000 CPU cores, 300 accelerators, and 250 TB of main memory will allow researchers to have adequate computing resources.

A MIXED HARDWARE APPROACH GIVES RESEARCHERS MORE FLEXIBILITY

2 is not dependent on any one type of hardware. HoreKa 2 integrates processors from both AMD and Intel and has accelerators.
This supercomputer contains nodes of EPYC 9655, Intel Xeon, as well as nodes configured with NVIDIA H100 and H200 . The researchers can, therefore, select whatever hardware is best suited for their work.
The current supercomputer comprises several different parts such as HoreKa Onyx, Blue, Teal and Ruby. It is going to be extended by HoreKa Jade with NVIDIA Grace platforms and B200 accelerators.

The entire supercomputer operates on Red Hat Enterprise Linux 9.x and utilizes IBM Spectrum Scale for distributed file storage.

BEYOND THE SUPERCOMPUTER LAB

HoreKa 2 will allow research to be conducted on climate modelling, novel materials, particle physics, energy systems, and artificial intelligence. In our opinion, the most significant advantage of HoreKa 2 is its flexibility. The scientists will be able to test various computer architectures without creating an independent architecture for each individual research project.
As for you, this development will be important because it will decrease the development cycle of science-based research significantly.

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  is on the verge of a historic milestone, nearing the status of becoming the world's first company to reach a $6 trilli...
07/10/2026

is on the verge of a historic milestone, nearing the status of becoming the world's first company to reach a $6 trillion market capitalization. Driven by a robust revenue forecast and renewed investor interest in , the company's stock has once again hit an all-time high.

Nvidia shares have surged by 30%, adding $1.3 trillion to its market value and bringing it to nearly $5.8 trillion. This has served as a key growth driver for the S&P 500 index as it sets new records.

The situation marks a dramatic turnaround from late March, when the company's shares fell 11% amid market doubts regarding the justification of massive spending on AI infrastructure.

NVIDIA AS ONE OF THE SAFEST ASSETS

Facing inflation risks and potential interest rate hikes by the U.S. Federal Reserve, investors have increasingly turned to tech giants as relative safe havens.
"Nvidia is attractive on both a growth basis and a value basis, and it looks like a haven from any damage higher rates could do to the economy," notes Jim Awad, Senior Managing Director at Clearstead Advisors.

RECORD SHARE BUYBACK

A major catalyst for boosting investor confidence was Nvidia's authorization of an additional $150 billion share repurchase program. CEO Jensen Huang noted that the move reflects management's confidence in the long-term prospects of the business, describing Nvidia as "the world's first and only growth value stock."

Unlike most Big Tech peers that channel virtually all available cash into AI expenditures, Nvidia is sharing its windfall profits with investors. Mizuho Securities analyst Jordan Klein emphasizes that the large-scale buyback program was precisely the signal the market was waiting for.

RAPID PERFORMANCE GROWTH

The massive buyback is backed by solid financial results. According to the latest forecasts, Nvidia's fiscal 2028 sales are projected to expand by 70%, significantly outperforming market expectations of 45%. In fiscal 2027, the company's net income could double, with revenue climbing by 90%.
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There is immense strain on the world’s memory industry due to the   revolution, and you can feel the effect of it every ...
06/10/2026

There is immense strain on the world’s memory industry due to the revolution, and you can feel the effect of it every time you buy a new laptop, upgrade your computer or even purchase a new phone.

As per a report from TechInsights, the current memory supply only fulfills around 85% of demand. AI firms are purchasing lots of high-end memory units to build their products. It leaves very little scope for making ordinary or for common usage.

prices have been rising significantly, with certain highly demanded products seeing an increase of over 80%. Even at full capacity of operation, there are not enough memory chips to meet everybody’s demand.

NEW FACTORIES WILL NOT FIX PRICES OVERNIGHT

Memory makers are expected to build additional production plants, but construction of any factory is a time-consuming process. The first additional capacities are going to be brought into service in late 2027. Still, experts predict that the market will be tight for at least three more years. Only in five-six years can prices be reasonably reduced.

At the same time, producers are currently making huge investments in bandwidth memory for AI accelerators. Major producers such as Samsung, SK hynix, , and Chinese and YMTC are striving to boost production and reinforce their positions on the market.

YOUR NEXT TECH PURCHASE

We believe consumers should expect a prolonged period of expensive hardware. In case you want to upgrade your PC, perhaps, adding to your existing machine would be a reasonable step to take before acquiring a completely new one. Do your homework and do not pay for unnecessary capacity.
While AI might bring many wonders, it will certainly cost money to use them.

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  has recently received approval for the construction of a huge data center beside the M25, despite all the obvious conc...
06/10/2026

has recently received approval for the construction of a huge data center beside the M25, despite all the obvious concerns about the negative impact on air quality. The new project is going to replace 17 warehouses and industrial units in Iver, Buckinghamshire.

The biggest issue that is now being discussed is the negative environmental impact. However, the officers still decided that the new will bring significant employment benefits and reduce vehicle movements.

KEY INSIGHTS INTO THE NEW DATA CENTER

The new data center will be located on an 18-acre site in a 20-meter-high building. Such territory also includes a generator yard, water tanks, security fencing, and a substation.
A legal agreement has secured £600,382 towards projects to deal with any possible air pollution. In addition to this, a monitoring plan is required for the emissions from generators, which should be using hydrotreated vegetable oil. Amazon also agreed to contribute almost £73,000 for the improvement of public right of way.

The project could support 60 full-time jobs together with jobs created during the construction process.
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 ’s next desktop generation is starting to look much more interesting. A leaked specification sheet reportedly reveals s...
05/10/2026

’s next desktop generation is starting to look much more interesting. A leaked specification sheet reportedly reveals seven Nova Lake-S processors, with the flagship Core Ultra 9 4970K BFC sitting at the top.

According to the leak, the could feature 28 cores and 28 threads. The configuration includes 8 performance cores, 16 efficiency cores, and 4 low-power efficiency cores. Intel could also give the processor up to 144MB of additional bLLC cache.
That cache figure deserves attention. Intel appears to be preparing BFC versions with a much larger cache pool, potentially giving gamers and demanding users a serious performance boost. The company could use this approach to challenge ’s cache-heavy gaming processors.
The Core Ultra 9 4950K reportedly keeps the same 28-core layout but drops the extra cache. Meanwhile, Core Ultra 7 models could offer 24 cores, while Core Ultra 5 chips may settle at 22 cores.

INTEL COULD BE PREPARING A NEW BATTLE FOR HIGH-END PCS

The leaked lineup also points to a 125W power rating for most of the higher-end chips. One interesting exception is the Core Ultra 9 4900 BFC, which reportedly targets 65W.
Nova Lake is expected to arrive on the LGA 1954 platform, with Z990 and Z970 motherboards. Intel could unveil the first desktop models around CES 2027. More powerful dual-tile versions with up to 52 cores may follow later.

OUR TAKE

If these specifications prove accurate, Intel could make the CPU market much more competitive. The 144MB cache option is especially intriguing because it could give Intel a stronger position in gaming, where AMD has built a major advantage with its cache-focused designs.

For now, treat these numbers as leaked information, not confirmed specifications.
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  plans to become the first contractor manufacturer of     in Japan. The major aim for the next year is to help Rapidus’...
05/10/2026

plans to become the first contractor manufacturer of in Japan. The major aim for the next year is to help Rapidus’s clients with chip development and their subsequent manufacturing. Such an initiative is oriented toward 17 major partners, including some international ones.

EXPANSION OF RAPIDUS’ CUSTOMER BASE

Such a huge initiative of the company can significantly increase its customer base. Toshiba’s business units could be on the list of those major Rapidus clients. The start of 2-nm chips’ mass production is planned for the second half of 2027.
There is going to be active support for this project by the Japanese authorities. The expected number of subsidies could be around $19 billion, which is significant for the company founded in 2022.

Among the expected 17 participants in the new , there are going to be Toshiba, Toppan, Dai Nippon Printing, MavissDesign, NSW, and US companies such as Cadence and Synopsys.

There are also going to be Indian partners (Infosys) and a company that is based in Malaysia. At every stage of the chip design, Rapidus and its clients will be supported by various groups of partners. Such a type of collaboration, where customers are assisted in chip development, is not new.
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The rapid development of artificial intelligence has triggered a shortage of not only high-speed  , but also traditional...
02/10/2026

The rapid development of artificial intelligence has triggered a shortage of not only high-speed , but also traditional hard drives. Driven by surging demand from data centers, Japanese corporation Toshiba has announced massive investments in expanding manufacturing.

MILLIONS IN INVESTMENTS AND PHILIPPINES EXPANSION

Toshiba, which holds third place in the global hard drive market with a capacity-based share of just over 10%, intends to strengthen its position and eventually boost its market share to 30%. To do so, the company will allocate around $380 million in the next fiscal year (starting April 1, 2027) to upgrade and expand its plant in the Philippines.

This marks the manufacturer's largest investment in this sector over the past five years. As part of the project, the company will not only launch new production lines, but also raise factory automation levels, reducing the need for additional personnel by 40% while improving yields.

COURSE TOWARD 100 TERABYTES AND AUTOMATION

Alongside scaling capacity, is working on increasing recording density. In the near future, drives with 40% higher capacity will enter mass production, with engineers eventually aiming for 100 TB drives. By 2030, Toshiba plans to roll out 65 TB hard drives.

WHY THE HARD DRIVE ERA IS FAR FROM OVER

According to IDC analysts, the total volume of global data will quadruple between 2024 and 2030 to reach 718 zettabytes, with up to 60% of this information continuing to be stored on HDDs due to their cost efficiency.

Toshiba’s primary competitors are also reporting unprecedented demand. Seagate has completely sold out its server drive quota for the current year, with contracts booked out through 2028 with key clients. Meanwhile, plans to invest $1 billion in research and development for new magnetic recording technologies in Japan alone.

Recently, Micron’s financial report was released with information regarding the fourth quarter and price forecasts.INSIG...
02/10/2026

Recently, Micron’s financial report was released with information regarding the fourth quarter and price forecasts.

INSIGHTS INTO THE FINANCIAL REPORT AND A NEW
CUSTOMER

In the released report, has exceeded all financial metrics except for the adjusted gross margin forecast, which is 86.25% compared to the previously forecasted 86.40 %. It is expected that gross profit will be at the lowest level in 2027. Whereas a higher gross profit is foreseen after the first quarter of the next year.
HBM production in the fourth quarter was less profitable for the company when compared with standard . Looking ahead, it is expected that most of Micron’s products will be sold at significantly higher prices in the coming years.
Huge $25 billion expenditures are forecasted for Micron in the first half of 2027. This spending is mainly related to the construction of new manufacturing facilities.

Micron’s experts anticipate that AI-controlled humanoid robots could become the biggest memory consumer by the end of the decade. By 2030, such humanoid robots can use almost 240 million GB of DRAM.

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However, even before the next generation of   server CPUs hits the market, there is a rather unexpected problem. Apparen...
01/10/2026

However, even before the next generation of server CPUs hits the market, there is a rather unexpected problem. Apparently, all the planned 2027 supply of 9006 has already been sold out. Furthermore, some customers are considering purchasing AMD server CPUs for 2028.

It is not only the server load that has changed. AI agents do more than reply to prompts; they schedule actions, make calls to external services, manipulate data, execute code, etc. The CPU will have to work much harder than in the past.

Until recently, most of the attention in the AI infrastructure was paid to . However, now CPUs can become the bottleneck, and if the processor is not able to transfer the information and control the processes, the expensive GPU will be just sitting idle.
EPYC 9006 has been developed precisely for such a type of load. It provides PCIe 6.0 interface and the memory bandwidth up to 1.6 TB/s.

AMD EXPECTS A HUGE SERVER CPU BUSINESS IN 2027

Morgan Stanley projects AMD to be able to ship about 6.75 million EPYC CPUs in the coming year. At an estimated ASP of $7,691, the revenue generated from such shipment would total around $51 billion. Prices for server CPUs have increased by over 40% amid supply issues.
The expansion of the EPYC 9006 series is done in stages, with the SP7 version being able to accommodate up to 256 cores, followed by the Venice-X and Verano versions.

OUR TAKE

This change is not only relevant to AMD and data center companies. With more integration of agents into regular software, the supporting hardware will require increased processing capabilities. While you might not be aware of the CPU that an AI service runs on, its presence will affect capacity, prices and finally the price of the product.

Want to keep up with major AI and hardware developments? Share this article and follow us on social media. You can also explore our other technology stories for more insights.

  has released an investor prospectus ahead of its upcoming initial public offering (IPO). In the document, the develope...
01/10/2026

has released an investor prospectus ahead of its upcoming initial public offering (IPO). In the document, the developer of the Claude model explicitly stated the risks associated with its deep dependence on tech giants, as well as the threats posed by autonomous AI agents.

PARTNERS, CLIENTS, AND COMPETITORS ALL IN ONE

Anthropic identified its relationship with Amazon and Google as its primary risk factor. The tech giants simultaneously act as investors in the startup, provide it with server capacity, sell its services, and develop their own competing AI solutions.
Furthermore, these key partners have access to confidential information regarding the startup's pricing and marketing strategies.

REVENUE AND COMMITMENTS

By the end of last year, 47% of sales of Anthropic services ($2.16 billion out of $4.6 billion in total revenue) flowed through (AWS) and Alphabet (Google) infrastructure. However, cloud platforms take a significant cut for mediation: an average of about 16 cents for every dollar Anthropic earns (commissions totaled $351 million).
Anthropic's financial performance demonstrates rapid scaling: over the past year, the startup's revenue grew 12-fold, reaching 4.6 billion (3.8 billion generated by enterprise clients, and another $789 million from individual subscribers).
Securing AI infrastructure also requires substantial expenses from Anthropic: for instance, by early 2026, long-term data center contracts for computing power surged to $417 billion.

THE RISK OF AUTONOMOUS AI AND A LEGAL VACUUM

A dedicated section of the prospectus focuses on the risks tied to the development of autonomous AI agents. Anthropic warns that agents’ ability to make independent decisions increases the likelihood of system failures, errors, and cyberattacks resulting in real-world damage.

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