Hot Chips 2026: Cerebras lays out the future of wafer-scale AI — Nexus system architecture triples rack-scale performance, CS-6 wafer to incorporate stacked DRAM
 Hot Chips 2026: Cerebras lays out the future of wafer-scale AI — Nexus system architecture triples rack-scale performance, CS-6 wafer to incorporate stacked DRAM

At Hot Chips 2026, Cerebras revealed the next two generations of its wafer-scale accelerator roadmap. It also discussed the benefits of its new Nexus rack design for the CS-4 rack-scale accelerator and the performance of the three WS-3T wafer-scale engines contained within.

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Glass substrate roadmaps examined — Absolics in final qualification and a first product that keeps slipping

Glass-core substrates, the replacement for organic chip packaging that Intel promised in September 2023, are now in final qualification but still not in a single commercial product

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Nvidia expects to sell $20 billion of Vera Rubin systems in Q3 as shipments begin — figure would account for 20% of its data center revenue mix, marks fastest ramp in company history
 Nvidia expects to sell $20 billion of Vera Rubin systems in Q3 as shipments begin — figure would account for 20% of its data center revenue mix, marks fastest ramp in company history

Nvidia expects Vera Rubin to become its fastest-ramping data center AI platform as it projects sales of Vera Rubin hardware to hit 20% of data center revenue in its third fiscal quarter.

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Many talks between data center developers and local governments are wrapped in secrecy behind non-disclosure agreements — residents question the need for NDAs, but developers argue it’s important to avoid ‘running afoul of insider trading rules’
 Many talks between data center developers and local governments are wrapped in secrecy behind non-disclosure agreements — residents question the need for NDAs, but developers argue it’s important to avoid ‘running afoul of insider trading rules’

Researchers discovered that most negotiations between data centers and local governments are protected by NDAs. These documents keep details in secret, with residents having a difficult time finding information about these projects because of the agreements.

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EPA faces lawsuit over claims it fast-tracked approval of toxic ‘data center chemicals’ — exposure to photoacid generators used for semiconductor manufacturing could result in ‘sudden death,’ also appear to be long-lasting PFAS
 EPA faces lawsuit over claims it fast-tracked approval of toxic ‘data center chemicals’ — exposure to photoacid generators used for semiconductor manufacturing could result in ‘sudden death,’ also appear to be long-lasting PFAS

An environmental group said that two new chemicals approved by the EPA for semiconductor manufacturing do not come with enough safeguards, so they’re suing the agency for ‘turning the new chemical review process on its head.’

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Nvidia to buy Hugging Face for $12.9 billion, report claims — could strengthen Nvidia’s open-model strategy and shore up position against rivals
 Nvidia to buy Hugging Face for $12.9 billion, report claims — could strengthen Nvidia’s open-model strategy and shore up position against rivals

Nvidia reportedly plans to buy Hugging Face at a price that exceeds its revenue by over 80 times, making it a major strategic investment in AI ecosystem.

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Hot Chips 2026: OpenAI’s Jalapeño AI ASIC unpacked — accelerator developed using AI achieves efficiency and throughput gains against power-hungry Blackwell
 Hot Chips 2026: OpenAI’s Jalapeño AI ASIC unpacked — accelerator developed using AI achieves efficiency and throughput gains against power-hungry Blackwell

OpenAI’s first AI accelerator fails to beat Nvidia’s Blackwell in terms of raw performance, but it can offer very good performance-per-watt and low latency, which is exactly what the doctor ordered for inference workloads.

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Quantum computing used in ‘first commercial game development’ — IBM simulator generated maps, characters, and graphics in C.L.A.Y. RPG

Game studio MiTale Ltd. is promoting a narrative-driven post-apocalyptic RPG, which it claims is ‘the first commercial game on the market utilizing quantum computing.’

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Polls reveal local utility hikes and noise drive US data center protests, not anti-AI sentiment— beliefs and political affiliation had minimal impact on AI data center views

Data centers are facing bipartisan resistance from across the nation, but what’s the reason behind this? The answer seems to be deceptively simple.

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Nvidia revenue tops $96 billion as memory commitments soar to $160 billion — CEO Jensen Huang says AI ‘has reached its inflection point’
 Nvidia revenue tops $96 billion as memory commitments soar to $160 billion — CEO Jensen Huang says AI ‘has reached its inflection point’

Nvidia’s Q2 FY2027 revenue tops $96 billion as the company commits to buy up to $160 billion worth of memory, increasing its total commitments to $279 billion ahead of a major demand bump.

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