ALL POSTS

All posts

All posts, from newest to oldest.

241 stories

Oracle · NVIDIA's Vera Rubin cloud offering and plans to expand the number of GW

Open Time: October 28, 2026, 01:01 KST Oracle and NVIDIA announced that they are expanding their collaboration on cloud AI infrastructure. Oracle Cloud Infrastructure has started offering NVIDIA Vera Rubin NVL72 systems and Vera CPUs in general, and plans have been made to expand the AI supercluster to several gigawatts in the future. The important thing is that the product I have already started offering is different from the total capacity I will build in the future

Oct 30, 20267 min read

Semiconductors & infrastructure AMD Meta Helios EPYC InstinctGPU ROCm AI servers Muse AI agents Semiconductor investment Data centers Rack scale AI infrastructure

AMD's Meta investment of $1 billion and Helios AI server up and running

Open Time: October 27, 2026, 22:15 KST AMD has announced that it is investing $1 billion in a public offering of shares in Meta. At the same time, he disclosed that the rack-unit AI system Helios is already running on the Meta infrastructure, and that EPYC server processors are supporting Muse AI agents. The key point of this announcement is that we have moved from the cooperation plan to the actual system operation. In large AI infrastructures, GPU-unit performance, as well as CPU, network,

Oct 30, 20267 min read

Semiconductors & infrastructure NVIDIA Meta Muse AI agents VeraRubin VeraCPU SpectrumX BlueField4 AI chips GPU AI infrastructure Equity investments Inference optimization

NVIDIA's Meta $3 Billion Investment and Muse AI Infrastructure Collaboration

Open Time: October 27, 2026, 15:08 KST NVIDIA has announced that it will invest $3 billion in a public offering of shares in Meta. At the same time, we decided to expand technical cooperation with Meta's AI agent Muse to learn and execute related models more efficiently. As important as the investment itself is, the server configuration required to operate the AI agent on a large scale has been specified. Vera Rubin, Vera CPU, Spectrum-X Ethernet, B

Oct 30, 20267 min read

Semiconductors & infrastructure SK hynix HBM4 High bandwidth memory DDR5 Enterprise SSDs Semiconductor earnings AI data centers Semiconductor investment Kioxia Shareholder returns Yongin semiconductor cluster

SK hynix sales surpassed 104 trillion won in the third quarter and expanded supply of HBM4

Public Time: October 28, 2026, 08:49 KST SK Hynix announced sales of 104.6155 trillion won and operating profit of 83.3338 trillion won in the third quarter of 2026. It's the first time in the company's history that quarterly sales exceeded 100 trillion won. As the demand for memory entering AI servers overlaps with the increase in product prices, the revenue structure has changed dramatically. If you look at this announcement as a simple performance record, you will miss an important part. HBM4 sales expansion, DDR5 for servers and For Enterprise

Oct 30, 20267 min read

Semiconductors & infrastructure

TSMC Q3 Net Income of $763 Billion Taiwan Dollars… Expanded to 8% of 2nm Revenue

We've been told that AI semiconductor demand is strong, but we need to separately check how well it has performed in the actual manufacturing field. TSMC's Q3 2026 results, which were released on October 15, are an important indicator of that trend. TSMC announced revenues of $1.4942.44 trillion and net income of $763.66 trillion in the third quarter. Net profit was 68.7% higher than YoY, and 2nm process share wafers of sales

Oct 16, 20269 min read

AI models & services

Meta Unveils 816 Billion Parameter Muse Spark Open… Running Huge AI Locally on Mac

There was a strong perception that a huge data center or cloud API was needed to use a very large AI model. However, Meta released the model weights directly, and presented a new option to run multiple high-performance desktops. The Muse Spark Open, announced by Meta on October 15 (US local date), is a multimodal model with a total of 816 billion parameters. Apple is also using MLX on the same day on the M5 Ultra-based Mac Studio

Oct 16, 20269 min read