In a development that aligns with the industry-wide trend of building upon existing infrastructure nodes, Apple is reportedly looking to pair its upcoming "Baltra" ASIC with NVIDIA's bespoke low-latency connectivity solution, which then opens up sizable optionality for Apple's Private Compute inference architecture. Apple is reportedly going all-in on NVIDIA's NVLink connectivity solution to maintain interoperability with its own M8 chip-based servers We already know that Apple has been working with Broadcom on its first AI server chip, which bears the internal codename "Baltra." The Information has previously reported that the ASIC could leverage TSMC's 3nm 'N3E' process, and bear […]

Read full article at https://wccftech.com/apple-eyes-nvidias-nvlink-fusion-for-its-m8-based-baltra-servers-signaling-a-return-to-enterprise-hardware-after-2011-exit/

Nscale, which recently struck a $45 billion deal with Anthropic, is in talks to raise additional funds in anticipation of an upcoming IPO.

Apple Intelligence servers for on-device AI operations have previously been reported to be deployed and tested on the M4 Ultra, succeeding the M2 Ultra as the superior option. However, a new leak has shown that one of the company’s Private Cloud Compute units features the newer M5, which isn’t as powerful as the technology giant’s workstation-class SoCs, but it’s incredibly power-efficient, allowing multiple units to be stocked in a server enclosure without overheating fears. Previous reports stated that Apple was planning to use its more powerful M5 Pro and M5 Max chipsets in its servers The M5 doesn’t offer the […]

Read full article at https://wccftech.com/apples-private-cloud-compute-server-m5-chips-leaked/

A $400 million chip-backed loan points to the next wave of AI infrastructure deals.

Reflection AI has signed a $1 billion deal to access Nebius' compute. Reflection was founded in 2024 and is developing open source AI technology.

Having proven how valuable compute can be, the company finds itself at the center of a market everyone wants to be in — while simpler technologies and less interesting companies get rich on the sidelines.

Qualcomm is unveiling its breakthrough for the AI data center market called HBC (High-Bandwidth Compute), to break the memory wall. Qualcomm's HBC Is A Memory Accelerator That Is Stacked Under DRAM, Offering A Major Boost Versus Standard SRAM & HBM Configurations At its Investors Day 2026, Qualcomm unveiled HBC under its Dragonfly brand, an innovative technology that aims to offer a major boost in memory capacity and bandwidth. The HBC architecture deploys a purpose-built & near-memory solution that bonds compute with boosted memory bandwidth in a 3D stacked chip design. With this, Qualcomm aims to solve the memory bottlenecks that […]

Read full article at https://wccftech.com/qualcomm-hbc-stacks-compute-beneath-dram-to-smash-the-ai-memory-wall/

Apple has established a sprawling and intricate compute architecture, one that ropes in Google and NVIDIA to paper over its embarrassing AI-related shortcomings. Even so, Apple's WWDC 2026 keynote answered as many questions as raised new ones. Thankfully, the Cupertino-based tech giant is now issuing clarifications at the speed of lightning, resolving lingering uncertainties on a war footing of sorts. Apple craftily obfuscates Google's contributions to its new Apple Intelligence architecture, taking pains to point out its own technologies at the core of this new paradigm We already know that Apple Intelligence consists of a combo of on-device and cloud-based […]

Read full article at https://wccftech.com/apple-removes-the-fog-around-its-new-cloud-based-and-20-billion-parameter-on-device-ai-models-brushes-aside-googles-contributions-while-hyping-nvidias/

In a statement, a Google representative described the deal as a result of unexpected demand for its recently launched AI products.

"The company is experiencing strong demand for its AI solutions and services from enterprises and consumers, at levels that are exceeding the company’s available supply," Alphabet said in its statement.

Google plans up to $40B investment in Anthropic as AI rivals race to secure massive compute capacity, following the limited release of its powerful, cybersecurity-focused Mythos model.

OpenAI is on a mission, an incredible mission, you might say, to scale up its AI compute capacity to 30GW by the end of this decade. 30GW By 2030: OpenAI Sets Ambitious Goals, but Will The Semiconductor Industry Be Able To Supply This Much Compute? Yesterday, Amazon and Anthropic announced that they were going to bring up 6GW of AI compute capacity by the end of this year. But their primary competitor, OpenAI, has more ambitious & mighty plans. Today, OpenAI announced that since the launch of ChatGPT, its revenue and compute resources have scaled at a rapid pace. This […]

Read full article at https://wccftech.com/openai-sets-goal-to-scale-up-ai-compute-capacity-to-a-whopping-30gw-by-2030/

Anthropic bulked up its compute deal with Google and Broadcom as the company has seen its run-rate revenue surge to $30 billion.

NVIDIA's CEO, Jensen Huang, has talked about what we anticipate in terms of compute demand growing in the coming years, and the figure he projects is beyond shocking. The AI World Has Brought In 'Wild' Compute Demand With the Inference Crazy, And NVIDIA's Here to Capitalize On It The AI industry is at a defining point, as we are seeing a massive shift from training to inference, driving increased compute demand and aggressive revenue growth. Back at GTC 2025, NVIDIA talked about achieving $500 billion in revenue in three quarters, credited to the company's performance with Blackwell and Vera Rubin, […]

Read full article at https://wccftech.com/nvidia-anticipates-compute-revenue-to-skyrocket-to-1-trillion-in-just-two-years/

The multi-year deal involves at least a gigawatt of compute power and also includes a strategic investment from Nvidia.