Server shipments are projected to grow 12.8% YoY in 2026, while AI server shipments are expected to grow by more than 28% YoY, says TrendForce. Google and Microsoft are set to ramp up procurement of general-purpose servers to meet rising inference workloads ASIC-based AI servers are projected to account for nearly 28% of shipments, reaching a multi-year peak The rapid ...
AI
The support or use of AI (artificial intelligence) in electronics, including ML (machine learning), whether in software (supervised, unsupervised or reinforcement learning tools) or hardware (accelerators, GPUs, etc).
Nvidia invests in inference startup
Baseten, a six year-old San Francisco AI inference startup, has raised $300 million at a $5 billion valuation with Nvidia investing $150 million, reports the Wall Street Journal. Baseten delivers, it claims: “The fastest model runtimes, cross-cloud high availability, and seamless developer workflows. Powered by the Baseten Inference Stack.” Other investors included IVP, Bond, Greylock, Spark Capital and CapitalG. Baseten ...
Qualcomm-powered smart module eyes 8K video conferencing, AR/VR
The Quectel SP895BD-AP smart module addresses high-performance IoT devices involving ultra-high-definition (UHD) displays. Applications, for example, include video conferencing systems and live broadcasting. Alternatively, interactive gaming, edge computing, robotics, AR/ VR and smart retail systems. With an NPU included, for AI, computing power of up to 80 TOPS is claimed. “The demand for computing power and multimedia processing capabilities in ...
Powell adds Samtec’s latest high-density, high-speed connectors
Samtec’s 0.635 mm pitch AcceleRate mP series connectors are now available from Powell Electronics. The high-density, high-speed power and signal array connectors feature rotated power blades for efficient cooling in a compact form factor. The power blades are rotated at 90º angles which gives equal access to heat escape for uniform cooling, explains Samtec. It also simplifies the breakout region, ...
Si-Five joins NVLink
SiFive will integrate Nvidia NVLink Fusion in its datacentre-class designs, expanding options for building AI systems based on RISC-V. By combining wide, out-of-order cores with scalable coherent fabrics and advanced memory hierarchies, SiFive enables cloud providers and system vendors to tailor their CPUs to workload requirements while also maintaining the software portability that comes with the RISC-V ecosystem. With the ...
Raspberry Pi AI HAT+ 2 updates for Generative AI
Raspberry Pi has updated its AI HAT+ for using Generative AI on the Raspberry Pi 5. Enter the Raspberry Pi AI HAT+ 2. The previous add-on board featured the Hailo-8 (26-TOPS variant) and Hailo-8L (13-TOPS variant) neural network accelerators. But they lacked the capability to run generative AI models, which is what the AI HAT+ 2 addresses. Possible applications include ...
Synopsys sells Processor IP to GlobalFoundries
Synopsys has sold its Processor IP Solutions business to GlobalFoundries for an undisclosed sum. It follows the MIPS acquisition in August, which added its Risc-V IP software and tools to the foundry’s services. The Synopsys Processor IP Solutions business includes ARC-V (Risc-V) and ARC CPU IP, DSP IP, NPU (network processing unit) IP, software development tools, including ARC MetaWare development ...
2025 semi revenue up 21% YoY at $793bn
Semiconductor revenue totaled $793 billion in 2025, an increase of 21% year-over-year (YoY), according to Gartner. “AI semiconductors — including processors, high-bandwidth memory (HBM), and networking components accounted for nearly one-third of total sales in 2025,” says Gartner’s Rajeev Rajput, “this domination is set to rise as AI infrastructure spending is forecast to surpass $1.3 trillion in 2026.” Among the ...
IC cuts compute power 50%
PowerLattice, of Vancouver, Washington State, has in progress engineering samples of a chip which reduces compute power needs by more than 50% with customer trials planned for H1 2026. “By bringing power directly into the processor package, we’re delivering the performance and efficiency AI needs to keep scaling beyond today’s limits,” says CEO Peng Zou. AI accelerators and GPUs are ...
Andreessen Horovitz raises $15bn
Andreessen Horowitz, the Californian VC, has raised its biggest ever fund – $15 billion. The new raise brings the funds it has under management to over $90 billion. Half of the new money will go into the firm’s growth fund. The firm’s application and infrastructure funds, which both invest in AI, have each been increased to $1.7 billion from $1 ...
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