Compute & Chips

Intellifusion outlined a new inference-chip roadmap built around three DeepVerse processors optimized for Prefill, Decode and Decode FFN workloads. The strategy points to a broader industry shift toward heterogeneous clusters and lower token-generation costs.

The AI data center boom is pushing memory makers toward high-bandwidth products, leaving phone makers exposed to higher RAM and storage costs. India’s price-sensitive smartphone market is showing the strain first.

General Compute has secured a $400 million chip-backed loan from Upper90, using inference-focused silicon as collateral. The deal suggests AI infrastructure financing is beginning to look beyond GPU-heavy training toward cheaper model-serving capacity.

A VentureBeat Pulse Research survey of 107 enterprises finds that AI infrastructure spending is accelerating ahead of cost visibility. The result is a widening compute gap between investment ambition and operational control.

A new arXiv paper introduces Kaleido, an algorithm-hardware co-design for video diffusion transformers that exploits channel-wise spatiotemporal correlations in latent space.