Chips & hardware
Photo: HHahn · CC BY-SA 3.0 Photo: HHahn · CC BY-SA 3.0 Photo: Alessandro Rampazzo / European Union / EC Audiovisual Service / FACTSTORY · CC BY 4.0
News analysis Semiconductors
ASML’s problem has changed: its customers want more machines than it plans to make
The Dutch equipment maker reported €11.7 billion in quarterly sales. Its warning about future supply shows how the AI boom reaches far beyond the companies building models.
· 2 min read
News analysis Photonics
The AI chip needs a connection. An Eindhoven startup is betting on the laser behind it
Photon Bridge has raised €10 million for optical interconnect technology. Its manufacturing timetable offers a useful measure of the distance between an AI investment thesis and a product.
· 2 min read
News analysis AI infrastructure
Scaleway plans an AMD AI supercomputer in Sweden, its first beyond France
The cloud provider says the system will use AMD Instinct MI355X accelerators. A Swedish site expands customer choice on paper; its capacity, price and opening date have not been specified in the reviewed announcements.
· 3 min read