In an almost uncanny case of recent history repeating itself, AMD has kicked off another RDNA 4 new product teaser campaign. Today's reminder—regarding Jack Huynh's upcoming Computex presentation—included a promotional render of a stubbier dual-fan Radeon RX 9000 Series card design. Casting our memories back to late January (2025), Team Red rolled out an ill-timed advertisement—not long after the official delay of Radeon RX 9070 XT and non-XT cards. Despite denying the existence of "Made-By-AMD" (MBA) reference designs, AMD staffers were likely enraged by Chinese black market channel offerings of alleged "real deal examples." Days after first wave RDNA 4's March 6 global launch, a triple-fan specimen was outed.

Throughout early Q2, insiders and members of the Chiphell forum have played around with Radeon RX 9070 XT and RX 9070 MBA cards. The latter unit (see photo below) seems to utilize a dual-fan configuration in a fairly long enclosure format. Team Red's latest promo post likely points to a forthcoming unveiling of Radeon RX 9060 XT partner models, but curious industry observers will be wondering whether the shorter reference design actually exists in real life. As per usual, a tiny disclaimer claims otherwise: "Artistic Render. Not Available For Purchase." So far, leaks have suggested the presence of Acer, ASUS, GIGABYTE, and XFX custom options during introductory proceedings. Today's refresher outlined upcoming new product categories and partner contributions: "join AMD on May 21 as we reveal what's next in gaming, AI PCs, and more. (Our) SVP and GM of Computing and Graphics Group, along with industry leaders and partners showcase what is built to power the next level."

As enterprises increasingly adopt AI, securing AI factories—where complex, agentic workflows are executed—has never been more critical. NVIDIA is bringing runtime cybersecurity to every AI factory with a new NVIDIA DOCA software framework, part of the NVIDIA cybersecurity AI platform. Running on the NVIDIA BlueField networking platform, NVIDIA DOCA Argus operates on every node to immediately detect and respond to attacks on AI workloads, integrating seamlessly with enterprise security systems to deliver instant threat insights. The DOCA Argus framework provides runtime threat detection by using advanced memory forensics to monitor threats in real time, delivering detection speeds up to 1,000x faster than existing agentless solutions—without impacting system performance.

Unlike conventional tools, Argus runs independently of the host, requiring no agents, integration or reliance on host-based resources. This agentless, zero-overhead design enhances system efficiency and ensures resilient security in any AI compute environment, including containerized and multi-tenant infrastructures. By operating outside the host, Argus remains invisible to attackers—even in the event of a system compromise. Cybersecurity professionals can seamlessly integrate the framework with their SIEM, SOAR and XDR security platforms, enabling continuous monitoring and automated threat mitigation and extending their existing cybersecurity capabilities for AI infrastructure.

AMD today announced that it will be hosting a press conference during Computex 2025. The in-person and livestreamed press conference will take place on Wednesday, May 21, 2025, at 11 a.m. UTC+8, Taipei, at the Grand Hyatt, Taipei. The event will showcase the advancements AMD has driven with AI in gaming, PCs and professional workloads.

AMD senior vice president and general manager of the Computing and Graphics Group Jack Huynh, along with industry partners, will discuss how AMD is expanding its leadership across gaming, workstations, and AI PCs, and highlight the breadth of the company's high-performance computing and AI product portfolio. The livestream will start at 8 p.m. PT/11 p.m. ET on Tuesday, May 20 on AMD.com, with replay available after the conclusion of the livestream event.

Late last week, the Chinese ASUS branch started to tease a forthcoming ROG and TUF Gaming x Hatsune Miku collection. Eagle-eyed PC gaming hardware watchdogs spotted an intriguing custom GeForce RTX 5060 Ti 8 GB graphics card model within a messy pile of colorful brand-new products. The manufacturer has teamed up with Crypton Future Media; this collaboration is advertised as bringing "a cybernetic fusion to gaming." Initial announcements focused on peripherals, but shortly thereafter the partners unveiled a Hatsune Miku-themed pre-built system. VideoCardz spent its weekend investigating the mysterious new "RTX 5060 Ti O8G" design. A follow-up article pulled information and imagery from Tony Wu's "world premiere" bilibili video—the general manager of ASUS China showcased various upcoming products, including a relevant white triple-fan graphics card.

According to reports, Wu did not disclose an exact model name—NVIDIA and board partners are expected to make new entrants "official" at some point this week. Wu's demonstration unit was visually matched up to the teased "RTX 5060 Ti O8G" card. Additionally, Wu and colleagues presented the entire Hatsune Miku product line during a major press conference; last Saturday (April 12) in Changsha. Many items have already launched to market, through JD.com. Naturally, pricing and availability details were not mentioned during their "GeForce RTX 5060 Ti 8 GB OC" segment. The factory overclocked "RTX 50-series" card's unique white design is outfitted with a single 8-pin power connector; suggesting a tentative entry level price bracket. The backplate is decorated with mascot illustrations—TechPowerUp and other media outlets have noticed an uptick in "cute girl" drawings turning up on housings and retail packaging. ZOTAC joined in on the fun very recently; as reported last week.

Samsung Electronics and Logitech celebrate five years of partnership in video conferencing, combining their industry-leading solutions to enhance workplace collaboration and productivity. The integration of Samsung high-definition displays with Logitech's video conferencing solutions creates immersive, connected experiences ready to meet the needs of today's employees.

With the rise of flexible work environments, organizations require meeting spaces equipped with advanced video conferencing technology to enable seamless collaboration for distributed teams. Businesses can now leverage Samsung's high-definition displays with Logitech's conference cameras, webcams and audio systems to achieve crystal-clear video and sound, helping remote and in-person participants feel like they are in the same room. Samsung Interactive Displays also enable teams to connect, share ideas and whiteboard on a single screen. These meeting solutions make every participant feel equally engaged regardless of location.

NVIDIA today announced GTC 2025, the world's premier AI conference, will return March 17-21 to San Jose, California—bringing together the brightest minds in AI to showcase breakthroughs happening now in physical AI, agentic AI and scientific discovery. GTC will bring together 25,000 attendees in person—and 300,000 attendees virtually—for an in-depth look at the technologies shaping the future. NVIDIA founder and CEO Jensen Huang will deliver the keynote from SAP Center on Tuesday, March 18, at 10 a.m. PT focused on AI and accelerated computing technologies changing the world. It will be livestreamed and available on demand at nvidia.com. Registration is not required to view the keynote online.

Onsite attendees can arrive at SAP Center early to enjoy a live pregame show hosted by the "Acquired" podcast and other surprise festivities. Virtual attendees can catch the pregame show live online. "AI is pushing the limits of what's possible—turning yesterday's dreams into today's reality," Huang said. "GTC brings together the brightest scientists, engineers, developers and creators to imagine and build a better future. Come and be first to see the new advances in NVIDIA computing and breakthroughs in AI, robotics, science and the arts that will transform industries and society."

Damo Academy—a research and development wing of Alibaba—launched its debut "server-grade processor" design late last week, in Beijing. According to a South China Morning Post (SCMP) news article, the C930 model is a brand-new addition to the e-commerce platform's XuanTie RISC-V CPU series. Company representatives stated that their latest product is designed as a server-level and high-performance computing (HPC) solution. Going back to March 2024, TechPowerUp and other Western hardware news outlets picked up on Alibaba's teasing of the Xuantie C930 SoC, and a related Xuantie 907 matrix processing unit. Fast-forward to the present day; Damo Academy has disclosed that initial shipments—of finalized C930 units—will be sent out to customers this month.

The newly released open-source RISC-V architecture-based HPC chip is an unknown quantity in terms of technical specifications. Damo Academy reps did not provide any detailed information during last Friday's conference (February 28). SCMP's report noted the R&D division's emphasizing of "its role in advancing RISC-V adoption" within various high-end fields. Apparently, the XuanTie engineering team has: "supported the implementation of more than thirty percent of RISC-V high-performance processors." Upcoming additions will arrive in the form of the C908X for AI acceleration, R908A for automotive processing solutions, and an XL200 model for high-speed interconnection. These XuanTie projects are reportedly still deep in development.

Atelier games have been around since the late '90s, with more than two dozen titles shipped in that time - but you're forgiven some unfamiliarity the series, as Atelier Yumia: The Alchemist of Memories and the Envisioned Land will be the very first to arrive on Xbox. After playing through the first few hours of the game and speaking with producer Junzo Hosoi, it's becoming clear that the first Atelier title on Xbox isn't simply the latest in the series, it's the most ambitious entry yet.

"As a huge Xbox fan, I'm thrilled to finally bring the series to the system," Hosoi told me via email, "But when I look at the game as a whole, I don't describe Atelier Yumia as the next Atelier game. I describe it as a completely new JRPG series that has Atelier features." My preview session bore that out; players will find familiar RPG elements aplenty - strategic, real-time battles, crafting, exploration - but they come together in way that feels altogether different from others in the genre. The secret ingredient, if you will, lies in the super deep crafting system.

The rapid evolution of generative AI has created countless opportunities for innovation across industry and research. As is often the case with state-of-the-art technology, this evolution has also shifted the landscape of cybersecurity threats, creating new security requirements. Critical infrastructure cybersecurity is advancing to thwart the next wave of emerging threats in the AI era. Leading operational technology (OT) providers today showcased at the S4 conference for industrial control systems (ICS) and OT cybersecurity how they're adopting the NVIDIA cybersecurity AI platform to deliver real-time threat detection and critical infrastructure protection.

Armis, Check Point, CrowdStrike, Deloitte and World Wide Technology (WWT) are integrating the platform to help customers bolster critical infrastructure, such as energy, utilities and manufacturing facilities, against cyber threats. Critical infrastructure operates in highly complex environments, where the convergence of IT and OT, often accelerated by digital transformation, creates a perfect storm of vulnerabilities. Traditional cybersecurity measures are no longer sufficient to address these emerging threats. By harnessing NVIDIA's cybersecurity AI platform, these partners can provide exceptional visibility into critical infrastructure environments, achieving robust and adaptive security while delivering operational continuity.

AMD debuted its first wave of RDNA 4 graphics cards—consisting of Radeon RX 9070 XT and RX 9070 (non-XT) models—at the beginning of January. At the time, press outlets and PC gaming hardware enthusiasts were equally flummoxed by Team Red's confusing presentation strategy. Invited attendees of CES 2025 were allowed to handle demonstration samples, but board partners appeared to be sworn to secrecy regarding technical specifications or performance figures. Miscellaneous leaks and rumors have seeped out since then—according to insiders, AMD was prepping its new Radeon product line for launch late last month. A re-scheduled rollout is seemingly in the works, possibly on next month's calendar entry. Benchlife (via VideoCardz) believes that a pre-launch showcase event is lined up for late February.

Following publication of the latest RDNA 4-related leaks, a brave soul engaged with AMD's Frank Azor on social media. Dee Batch, a loyal and long-term supporter of Radeon gaming hardware, sent a query to Team Red's chief architect of gaming solutions: "can we see the RDNA 4 full presentation? I honestly feel you can prevent many gamers from getting a GeForce RTX 5070 or RTX 5070 Ti GPU...Please, do not miss this opportunity to gain gamer mind share." Azor replied with a short sentence: "yes, full details are coming soon." This brief interaction attracted additional participants—VideoCardz noted that the Team Red executive was taking on board feedback about expectations surrounding RDNA 4 MSRPs. Late last month, Azor refuted rumors of the Radeon RX 9070 XT pricing starting at a baseline of $899. NVIDIA has officially disclosed price points of $549 (RTX 5070) and $749 (RTX 5070 Ti)—AMD enthusiasts have their fingers crossed in hope of TBA competitive numbers.

AMD (NASDAQ:AMD) today announced revenue for the first quarter of 2024 of $5.5 billion, gross margin of 47%, operating income of $36 million, net income of $123 million and diluted earnings per share of $0.07. On a non-GAAP basis, gross margin was 52%, operating income was $1.1 billion, net income was $1.0 billion and diluted earnings per share was $0.62.

"We delivered strong first quarter results with our Data Center and Client segments each growing more than 80% year-over-year driven by the ramp of MI300 AI accelerator shipments and the adoption of our Ryzen and EPYC processors," said AMD Chair and CEO Dr. Lisa Su. "This is an incredibly exciting time for the industry as widespread deployment of AI is driving demand for significantly more compute across a broad range of markets. We are executing very well as we ramp our data center business and enable AI capabilities across our product portfolio."

Leaked Samsung PBSSD presentation material popped up online a couple of days prior to the kick-off day of NVIDIA's GTC 2024 conference (March 18)—reports (at the time) jumped on the potential introduction of a "petabyte (PB)-level SSD solution," alongside an enterprise subscription service for the US market. Tom's Hardware took the time to investigate this matter—in-person—on the showroom floor up in San Jose, California. It turns out that interpretations of pre-event information were slightly off—according to on-site investigations: "despite the name, PBSSD is not a petabyte-scale solid-state drive (Samsung's highest-capacity drive can store circa 240 TB), but rather a 'petascale' storage system that can scale-out all-flash storage capacity to petabytes."

Samsung showcased a Supermicro Petascale server design, but a lone unit is nowhere near capable of providing a petabyte of storage—the Tom's Hardware reporter found out that the demonstration model housed: "sixteen 15.36 TB SSDs, so for now the whole 1U unit can only pack up to 245.76 TB of 3D NAND storage (which is pretty far from a petabyte), so four of such units will be needed to store a petabyte of data." Company representatives also had another Supermicro product at their booth: "(an) H13 all-flash petascale system with CXL support that can house eight E3.S SSDs (with) four front-loading E3.S CXL bays for memory expansion."

Imagine a world where you can whisper your digital wishes into your device, and poof, it happens. That world may be coming sooner than you think. But if you're worried about AI doing your thinking for you, you might be waiting for a while. In a fireside chat Wednesday (March 20) at NVIDIA GTC, the global AI conference, Kanjun Qiu, CEO of Imbue, and Bryan Catanzaro, VP of applied deep learning research at NVIDIA, challenged many of the clichés that have long dominated conversations about AI. Launched in October 2022, Imbue made headlines with its Series B fundraiser last year, raising over $200 million at a $1 billion valuation.

The Future of Personal Computing
Qiu and Catanzaro discussed the role that virtual worlds will play in this, and how they could serve as interfaces for human-technology interaction. "I think it's pretty clear that AI is going to help build virtual worlds," said Catanzaro. "I think the maybe more controversial part is virtual worlds are going to be necessary for humans to interact with AI." People have an almost primal fear of being displaced, Catanzaro said, but what's much more likely is that our capabilities will be amplified as the technology fades into the background. Catanzaro compared it to the adoption of electricity. A century ago, people talked a lot about electricity. Now that it's ubiquitous, it's no longer the focus of broader conversations, even as it makes our day-to-day lives better.

Jensen Huang has been talking to media outlets following the conclusion of his keynote presentation at NVIDIA's GTC 2024 conference—an NBC TV "exclusive" interview with the Team Green boss has caused a stir in tech circles. Jim Cramer's long-running "Squawk on the Street" trade segment hosted Huang for just under five minutes—NBC's presenter labelled the latest edition of GTC the "Woodstock of AI." NVIDIA's leader reckoned that around $1 trillion of industry was in attendance at this year's event—folks turned up to witness the unveiling of "Blackwell" B200 and GB200 AI GPUs. In the interview, Huang estimated that his company had invested around $10 billion into the research and development of its latest architecture: "we had to invent some new technology to make it possible."

Industry watchdogs have seized on a major revelation—as disclosed during the televised NBC report—Huang revealed that his next-gen AI GPUs "will cost between $30,000 and $40,000 per unit." NVIDIA (and its rivals) are not known to publicly announce price ranges for AI and HPC chips—leaks from hardware partners and individuals within industry supply chains are the "usual" sources. An investment banking company has already delved into alleged Blackwell production costs—as shared by Tae Kim/firstadopter: "Raymond James estimates it will cost NVIDIA more than $6000 to make a B200 and they will price the GPU at a 50-60% premium to H100...(the bank) estimates it costs NVIDIA $3320 to make the H100, which is then sold to customers for $25,000 to $30,000." Huang's disclosure should be treated as an approximation, since his company (normally) deals with the supply of basic building blocks.

Samsung Electronics is all set to discuss the future of AI, alongside Jensen Huang, at NVIDIA's upcoming GTC 2024 conference. South Korean insiders have leaked the company's intentions, only days before the event's March 18 kickoff time. Their recently unveiled 36 GB HBM3E 12H DRAM product is expected to be the main focus of official presentations—additionally, a new storage subscription service is marked down for a possible live introduction. An overall "Redefining AI Infrastructure" presentation could include—according to BusinessKorea—a planned launch of: "petabyte (PB)-level SSD solution, dubbed 'PBSSD,' along with a subscription service in the US market within the second quarter (of 2024) to address the era of ultra-high-capacity data."

A Samsung statement—likely sourced from leaked material—summarized this business model: "the subscription service will help reduce initial investment costs in storage infrastructure for our customers and cut down on maintenance expenses." Under agreed upon conditions, customers are not required to purchasing ultra-high-capacity SSD solutions outright: "enterprises using the service can flexibly utilize SSD storage without the need to build separate infrastructure, while simultaneously receiving various services from Samsung Electronics related to storage management, security, and upgrades." A special session—"The Value of Storage as a Service for AI/ML and Data Analysis"—is alleged to be on the company's GTC schedule.

San Francisco's annual Game Developers Conference (GDC) returns next week, bringing game devs together to share stories, experiences, and advice on everything from lighting scenes to writing resumes. Electronic Arts speakers will be participating in more than 25 in-person sessions this year, including multiple talks touching on innovative technologies driving the creation of next-gen games at EA.

This year's tech-focused sessions dig into the details of several successes, including Frostbite's non-interruptive expansion to new gaming platforms, SEED's work generating photorealistic facial rigs, and techniques for high-fidelity cloth simulation in Frostbite for EA SPORTS FC 24. There's also a fantastic talk from Respawn's Christopher Pierse and Samy Duc that explores the evolution of matchmaking techniques in Apex Legends, going all the way back to 2019.

NVIDIA's GTC 2024 AI conference will set the stage for another leap forward in AI. At the heart of this highly anticipated event: the opening keynote by Jensen Huang, NVIDIA's visionary founder and CEO, who speaks on Monday, March 18, at 1 p.m. Pacific, at the SAP Center in San Jose, California.

Planning Your GTC Experience
There are two ways to watch. Register to attend GTC in person to secure a spot for an immersive experience at the SAP Center. The center is a short walk from the San Jose Convention Center, where the rest of the conference takes place. Doors open at 11 a.m., and badge pickup starts at 10:30 a.m. The keynote will also be livestreamed at www.nvidia.com/gtc/keynote/.

Optoma, a world-leading manufacturer of large display solutions and the No.1 4K UHD brand and the No.1 DLP brand worldwide and in the Americas, announces its new N-Series Professional Displays with intuitive, user-friendly software for business professionals to connect, present, and collaborate globally, both in-person and remotely. Featuring portrait and landscape orientation, Optoma's N-Series is built for use in corporate lobbies, reception areas, conference rooms, lecture halls, digital signage, and other professional environments.

In response to the growing demand for commercial display solutions, Optoma designed the N-Series Professional Displays to enhance the current conferencing setups of corporate and education settings and accommodate hybrid work and distance-learning scenarios. Engineered for simplified connectivity and heightened engagement.

NVIDIA is offering a new professional certification in generative AI to enable developers to establish technical credibility in this important domain. Generative AI is revolutionizing industries worldwide, yet there's a critical skills gap and need to uplevel employees to more fully harness the technology. Available for the first time from NVIDIA, this new professional certification enables developers, career professionals, and others to validate and showcase their generative AI skills and expertise. Our new professional certification program introduces two associate-level generative AI certifications, focusing on proficiency in large language models and multimodal workflow skills.

"Generative AI has moved to center stage as governments, industries and organizations everywhere look to harness its transformative capabilities," NVIDIA founder and CEO Jensen Huang recently said. The certification will become available starting at GTC, where in-person attendees can also access recommended training to prepare for a certification exam. "Organizations in every industry need to increase their expertise in this transformative technology," said Greg Estes, VP of developer programs at NVIDIA. "Our goals are to assist in upskilling workforces, sharpen the skills of qualified professionals, and enable individuals to demonstrate their proficiency in order to gain a competitive advantage in the job market."

Morris Chang, TSMC's founder and semiconductor industry icon, was present at the opening ceremony of his company's new semiconductor fabrication plant in Kumamoto Prefecture, Japan. According to a Nikkei Asia article, Chang predicted that the nation will experience "a chip renaissance" during his February 24 commencement speech. The Japanese government also announced that it will supply an additional ¥732 billion ($4.86 billion) in subsidies for Taiwan Semiconductor Manufacturing Co. to expand semiconductor operations on the island of Kyūshū. Economy Minister Ken Saito stated: "TSMC is the most important partner for Japan in realizing digital transformation, and its Kumamoto factory is an important contributor for us to stably procure cutting-edge logic chips that is extremely essential for the future of industries in Japan."

Chang disclosed some interesting insights during last weekend's conference segment—according to Nikkei's report, he revealed that unnamed TSMC customers had made some outlandish requests: "They are not talking about tens of thousands of wafers. They are talking about fabs, (saying): 'We need so many fabs. We need three fabs, five fabs, 10 fabs.' Well, I can hardly believe that one." The Taiwanese chip manufacturing giant reportedly has the resources to create a new "Gigafab" within reasonable timeframes, but demands for (up to) ten new plants are extremely fanciful. Chang set expectations at a reasonable level—he predicted that demand for AI processors would lie somewhere in the middle ground: "between tens of thousands of wafers and tens of fabs." Past insider reports suggested that OpenAI has been discussing the formation of a proprietary fabrication network, with proposed investments of roughly $5 to $7 trillion. OpenAI CEO, Sam Altman, reportedly engaged in talks with notable contract chip manufacturers—The Wall Street Journal posited that TSMC would be an ideal partner.

Brett Simpson, Partner and Co-Founder of Arete Research, sat down with AMD CTO Mark Papermaster during the former's "Investor Webinar Conference." A transcript of the Arete + AMD question and answer session appeared online last week—the documented fireside chat concentrated mostly on "AI compute market" topics. Papermaster was asked about his company's competitive approach when taking on NVIDIA's very popular range of A100 and H100 AI GPUs, as well as the recently launched GH200 chip. The CTO did not reveal any specific pricing strategies—a "big picture" was painted instead: "I think what's important when you just step back is to look at total cost of ownership, not just one GPU, one accelerator, but total cost of ownership. But now when you also look at the macro, if there's not competition in the market, you're going to see not only a growth of the price of these devices due to the added content that they have, but you're -- without a check and balance, you're going to see very, very high margins, more than that could be sustained without a competitive environment."

Papermaster continued: "And what I think is very key with -- as AMD has brought competition market for these most powerful AI training and inference devices is you will see that check and balance. And we have a very innovative approach. We've been a leader in chiplet design. And so we have the right technology for the right purpose of the AI build-out that we do. We have, of course, a GPU accelerator. But there's many other circuitry associated with being able to scale and build out these large clusters, and we're very, very efficient in our design." Team Red started to ship its flagship accelerator, Instinct MI300X, to important customers at the start of 2024—Arete Research's Simpson asked about the possibility of follow-up models. In response, AMD's CTO referenced some recent history: "Well, I think the first thing that I'll highlight is what we did to arrive at this point, where we are a competitive force. We've been investing for years in building up our GPU road map to compete in both HPC and AI. We had a very, very strong harbor train that we've been on, but we had to build our muscle in the software enablement."

Make sure it's in your diaries: a new edition of NACON Connect will take place on 29 February at 19:00 CET. The French games publisher will use this conference as an opportunity to make some new announcements, and share with gamers from all over the globe new info on its two activities: video games and gaming accessories. This new edition is set to feature 30 minutes of all-new videos showcasing the company's accessories, as well as its action-adventure, sports and simulation games, including: Ravenswatch, Crown Wars: The Black Prince, GreedFall II: The Dying World, Test Drive Unlimited Solar Crown, the new game based on the world of Terminator, plus a few other announcements.

The conference is set to be followed by a post-show, during which the developers of will share some new info about the game on their Twitch page. Gamers can log in at the end of the conference on Steam to check out more gameplay from their favorite titles. Visit NACON's official channels on 29 February at 7:00 PM CET / 10 AM PST to follow the announcements and share your reactions live.

Logitech has announced that all video collaboration devices that run on the CollabOS operating system will now be manufactured with next-life plastics, helping enterprise customers support their sustainability objectives. Existing products- Rally Bar, Rally Bar Mini, Tap IP, Tap Scheduler, and Scribe- are being refreshed with materials that lower the carbon impact of each product. This provides organizations with a partner that in turn helps position them to better manage their carbon footprint. "By transitioning our portfolio of conference room devices to a lower product carbon footprint, we are helping other companies navigate their sustainability challenges," said Prakash Arunkundrum, Chief Operating Officer at Logitech. "We're not only designing and manufacturing new products with recycled plastic and other lower carbon materials, but refreshing existing products to provide IT leaders with a new way to evaluate their workplace technology investment in conference room systems—one that includes people and planet. We do this without increasing prices or compromising the highest quality and performance companies expect from Logitech."

"By transitioning our portfolio of conference room devices to a lower product carbon footprint, we are helping other companies navigate their sustainability challenges," said Prakash Arunkundrum, Chief Operating Officer at Logitech. "We're not only designing and manufacturing new products with recycled plastic and other lower carbon materials, but refreshing existing products to provide IT leaders with a new way to evaluate their workplace technology investment in conference room systems - one that includes people and planet. We do this without increasing prices or compromising the highest quality and performance companies expect from Logitech." Efforts to reduce negative environmental impact have rapidly become a business imperative. In a recent survey of IT professionals by analyst firm Frost & Sullivan, 65% say that becoming a leader in environmental, social, governance and sustainability practices is a critical or very important business objective in the coming year.

"This year, every industry will become a technology industry," NVIDIA founder and CEO Jensen Huang told attendees last Wednesday during the annual J.P. Morgan Healthcare Conference. "You can now recognize and learn the language of almost anything with structure, and you can translate it to anything with structure—so text-protein, protein-text," Huang said in a fireside chat with Martin Chavez, partner and vice chairman of global investment firm Sixth Street Partners and board chair of Recursion, a biopharmaceutical company. "This is the generative AI revolution."

The conversation, which took place at the historic San Francisco Mint, followed a presentation at the J.P. Morgan conference Monday by Kimberly Powell, NVIDIA's VP of healthcare. In her talk, Powell announced that Recursion is the first hosting partner to offer a foundation model through the NVIDIA BioNeMo cloud service, which is advancing into beta this month. She also said that Amgen, one of the first companies to employ BioNeMo, plans to advance drug discovery with generative AI and NVIDIA DGX SuperPOD—and that BioNeMo is used by a growing number of techbio companies, pharmas, AI software vendors and systems integrators. Among them are Deloitte, Innophore, Insilico Medicine, OneAngstrom, Recursion and Terray Therapeutics.

During the recent IEDM conference, TSMC previewed its process roadmap for delivering next-generation chip packages packing over one trillion transistors by 2030. This aligns with similar long-term visions from Intel. Such enormous transistor counts will come through advanced 3D packaging of multiple chipsets. But TSMC also aims to push monolithic chip complexity higher, ultimately enabling 200 billion transistor designs on a single die. This requires steady enhancement of TSMC's planned N2, N2P, N1.4, and N1 nodes, which are slated to arrive between now and the end of the decade. While multi-chipset architectures are currently gaining favor, TSMC asserts both packaging density and raw transistor density must scale up in tandem. Some perspective on the magnitude of TSMC's goals include NVIDIA's 80 billion transistor GH100 GPU—among today's largest chips, excluding wafer-scale designs from Cerebras.

Yet TSMC's roadmap calls for more than doubling that, first with over 100 billion transistor monolithic designs, then eventually 200 billion. Of course, yields become more challenging as die sizes grow, which is where advanced packaging of smaller chiplets becomes crucial. Multi-chip module offerings like AMD's MI300X and Intel's Ponte Vecchio already integrate dozens of tiles, with PVC having 47 tiles. TSMC envisions this expansion to chip packages housing more than a trillion transistors via its CoWoS, InFO, 3D stacking, and many other technologies. While the scaling cadence has recently slowed, TSMC remains confident in achieving both packaging and process breakthroughs to meet future density demands. The foundry's continuous investment ensures progress in unlocking next-generation semiconductor capabilities. But physics ultimately dictates timelines, no matter how aggressive the roadmap.