Silicon & Systems
What constrains AI compute capacity and at what cost?
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Silicon & Systems — June 9, 2026
Intel Foundry gains momentum: Google reportedly orders 3M TPUs through 2028, NVIDIA evaluates Intel 18A for Feynman multi-die GPU; NVIDIA and SK hynix a…
Intel · NVIDIA · Google · TPU · 18A · foundry
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Data Center Buildout — June 6, 2026
NVIDIA and IREN partner on up to 5 GW DSX AI infrastructure pipeline; CloudBurst Data Centers breaks ground on 1.2 GW Texas campus; SoftBank plans up to…
capacity · ai-factory · texas · hyperscale-adjacent · construction-timeline · gpu-campus
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Power & Energy — June 6, 2026
Google pairs Texas Meitner AI campus with 1 GW of co-located generation; Infineon joins NVIDIA MGX ecosystem for 800 VDC grid-to-rack power; Skeleton la…
grid-interconnection · on-site-generation · hyperscale · texas · 800v-dc · sic-gan
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Semiconductors — June 6, 2026
SK Hynix to double wafer capacity as 2026 HBM output is sold out; Intel unveils Crescent Island inference GPU with 480 GB LPDDR5X, skipping HBM; TSMC CE…
hbm · sk-hynix · memory-capacity · lead-time · inference-gpu · intel
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Silicon & Systems — June 6, 2026
SK Hynix to double wafer capacity as 2026 HBM output is sold out; Intel unveils Crescent Island inference GPU with 480 GB LPDDR5X, skipping HBM; TSMC CE…
hbm · sk-hynix · memory-capacity · lead-time · inference-gpu · intel