And there’s also memory shortages and Elon Musk starting to build a fab…
As usual, let’s take them in reverse order as according to Google Analytics:
5. TI comes up with 800V datacentre power architecture
TI has produced an 800V DC power architecture for AI data centers built with the NVIDIA 800 VDC reference design. “By collaborating with NVIDIA, we’re helping accelerate the deployment of AI infrastructure that can scale efficiently and reliably,” says TI vp Kannan Soundarapandian. TI’s architecture requires two conversion stages from 800V to GPU core power…
4. IBM publishes blueprint for integrating quantum computers into supercomputer clusters
IBM has published a quantum‑centric supercomputing reference architecture – a blueprint for integrating quantum computing into modern supercomputing environments. Technical detail about the first reference architecture for quantum-centric supercomputing is available here. The architecture shows how quantum processors (QPUs) can work alongside GPUs and CPUs…
3. Honda cancels three new EV model launches and takes $15.7bn hit
Honda has cancelled three US EV model launches – the Honda 0 Saloon, Honda 0 SUV and Acura RSX – and said it expected expenses and losses totalling $15.7 billion, reports the Nikkei. $8.1 billion of the losses will be taken in the current FY ending this month resulting in a loss of $4.3 billion for the FY – the company’s first loss in 69 years. $7.5 billion of the losses will be taken in the FY ending March 2027.
2. Memory shortage to last 4-5 years says SK boss
The memory shortage could last another four to five years, says the chairman of SK Group, Chey Tae-won. The supply of base wafers is lagging demand by more than 20%, says Chey. “AI actually wants to have a lot of HBM, and once you make the HBM…we have to use a lot of wafers. So we need some time to build up more wafers, at least four to five years. The current shortage could continue until 2030, so we expect more than a 20% shortage of the wafers.”
1. Elon Musk to start building Terafab project this week
Elon Musk has said he will start building a fab in the next seven days. In a very brief announcement on X, he wrote: “Terafab Project launches in 7 days.” He’s starting small and hoping to end big. “We make a little fab and see what happens – make our mistakes at a small scale – and then we make a big one,” said Musk at the weekend. By a big one, he means one million wafers a month and Elon Musk to start building Terafabhe wants to get there by 2030.
