Markets

Nova Lake CPUs with cut-down E-core clusters may still retain full cache pool, says new leak — 8P+12E config predictions revised from 33MB to 36MB, 4P+4E config

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Previously, it was rumored that some Nova Lake configs, such as the 8+12+4 silicon, would only have 33MB of L3 cache since the 12 E-cores are cut down from the 16 we expect on the full-fat variant of this SKU. Now, Jayki…

YMTC breaks into the top three NAND makers for the first time as AI servers swallow 48% of all flash — Chinese vendor has 14% share, according to research

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In terms of revenue, however, YMTC sits fifth behind both Kioxia and Micron, with nearly all of its output going into consumer products. Consumer bits now sell for a fraction of what hyperscaler buyers pay for enterprise…

CoreWeave proves Nvidia’s aging AI GPUs from 2020 can generate profit nine years after deployment, signs A100 contracts into 2029 — power constraints and legacy

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Michael Burry accused hyperscalers in November of understating depreciation by $176 billion between 2026 and 2028 by stretching GPU useful-life assumptions to five or six years against a chip cadence that now delivers a …

Elon Musk says xAI will increase data center capacity 7x by 2027 — targeting 10 gigawatts of compute, up to $500 billion in revenue by the end of next year

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“We have already built the most powerful AI training clusters in the world,” Musk told SpaceX employees at a meeting. “What we expect to do by the end of next year is about 10 times more than what we have done thus far. …