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Samsung and Micron have both begun shipping HBM4 memory, which is crucial for next-generation artificial intelligence acceleration hardware and is expected to facilitate Nvidia's future hardware releases.
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Read at The Register→
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OpenAI has announced GPT-5.3-Codex-Spark, its inaugural model designed to operate on Cerebras Systems' large-scale artificial intelligence accelerators, which boast some of the fastest on-chip memory available.
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Read at The Register→
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Cadence has launched the ChipStack AI Super Agent, an agentic artificial intelligence tool designed to facilitate chip design and verification, which is already being utilized by Nvidia and Qualcomm.
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Read at Data Center Dynamics→
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Will agentic AI tools like Cadence's immediately decrease time-to-market for new chip designs?
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ByteDance is reportedly in negotiations with Samsung for the mass production of 350,000 specialized artificial intelligence inferencing chips, with samples expected by the end of March.
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Read at Data Center Dynamics→
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Artificial intelligence is necessitating significant evolution in networking capabilities as providers encounter challenges managing increasingly complex systems.
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Read at Data Center Dynamics→
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Proprietary interconnect solutions are being outperformed by Ethernet-based architectures, exemplified by HPE's Slingshot system, in the high-performance battle for artificial intelligence supercomputing infrastructure.
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Read at Data Center Dynamics→
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Clearfield is focusing on simplifying fiber optic deployment to support the demands of artificial intelligence-ready networks.
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Read at Data Center POST→
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Cisco has introduced new silicon and networking systems specifically engineered to provide increased computational power with greater efficiency for handling agentic artificial intelligence inference and training workloads.
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Read at Data Center Knowledge→
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AI infrastructure edge
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PTC’26 focuses on the intersection of artificial intelligence infrastructure, edge computing advancements, and the critical role of human expertise.
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Read at Data Center POST→
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chip export ban
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A bipartisan group of United States lawmakers is urging the Trump administration to implement a comprehensive ban on the sale of advanced semiconductor manufacturing equipment to all entities in China, beyond just government-affiliated companies.
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Read at The Register→
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Should the US ban all advanced semiconductor equipment sales to entities in China?
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Memory Price Surge
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Substantial increases in memory pricing, including a doubling of dynamic random-access memory costs and a 70% rise for NAND flash, are causing corporate purchasers to accelerate their personal computer acquisition schedules.
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Read at The Register→
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Vertiv, a data center infrastructure firm, experienced a significant stock increase following the announcement of robust fourth-quarter orders and a substantial fourteen-billion-dollar backlog.
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Read at Data Center Richness→
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Stocks for five major brokerages have sharply decreased due to widespread apprehension about the potential effects of artificial intelligence.
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Read at Bisnow→
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“[VENT] Getting tired of unserious/imposter IT leadership.”
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A highly certified, self-made IT Director expresses deep frustration with incompetent leadership who rely on expensive contractors and purchase unsuitable hardware, arguing that technical expertise, not just management skills, should dictate senior IT roles.
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Read at r/sysadmin→
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“TOTP Fatigue: A Sysadmin's rant”
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A seasoned administrator vents about the exhausting frequency of using time-based one-time passwords for various tools, lamenting the poor adoption of superior FIDO2 security methods across essential platforms.
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Read at r/sysadmin→
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Should FIDO2 security methods be mandatory for all enterprise access today?
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“Saturday Discussion: Personality”
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A manager reflects on the necessity of soft skills, detailing how several technically proficient employees were terminated for behavioral issues like substance use and combative attitudes, emphasizing that personality fit often trumps technical genius.
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Read at r/datacenter→
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