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Business · Nov 8, 2026AMD: data centres at the heart of its strategy, without abandoning the PCData centres accounted for nearly 64% of AMD’s revenue in the third quarter of 2026. This figure covers far more than just artificial intelligence chips, while its PC, gaming and embedded businesses are following different trajectories.↗
AI · Nov 8, 2026MoE AI model: why are only some parameters working on each token?‘Mixture of Experts’ models activate certain sub-networks for each token. This selective computation reduces some of the work, but does not sum up either the memory required or actual performance.↗
Technology · Nov 6, 2026OpenAI and Google’s TPUs: what diversifying its chips would meanThe press has reported a plan to buy Google chips. To understand what is at stake, it is necessary to distinguish between a contract, access to computing power and actual performance.↗
Technology · Nov 6, 2026Vera Rubin: what memory bandwidths really tell us about performanceHBM4 memory, NVLink and application speed: three concepts to distinguish when understanding the specifications of Nvidia’s platform.↗
Business · Nov 1, 2026SK hynix: what its record quarter reveals about the memory market for AIResults, HBM memory and supply contracts: understanding SK hynix’s growth and the industrial risks behind AI-related demand.↗
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