Nvidia2026-08-26 21:20:48Nvidia launches NVHBM and partners with AWS unit Annapurna Labs on AI infrastructureNvidia said it has expanded its NVLink Fusion platform with NVHBM, a next-generation high-bandwidth memory technology aimed at improving AI infrastructure efficiency. According to the company’s blog, NVHBM integrates the memory controller into the HBM base die. Compared with standard HBM4E, the design can deliver up to 30% more memory bandwidth, cut HBM power consumption by 15%, and free up as much as 25% of die area for XPU compute chips. Amazon’s Annapurna Labs will be the first partner to adopt NVHBM as part of a broader collaboration with Nvidia around NVLink Fusion. The two companies said they will use the technology together with NVLink scale-up architecture to improve the performance and efficiency of AI workloads. Nvidia also said NVHBM will be offered as a standard implementation and validated by multiple memory suppliers. The company said the approach is intended to help hyperscalers and AI-native companies deploy semi-custom AI infrastructure faster and with lower risk.1230
Amazon2026-08-09 00:31:49Amazon plans to launch next-generation AI chip Trainium4 in 2027, Bezos saysAmazon founder Jeff Bezos said in an interview with Fortune that the company’s chip business is set to become its next long-term pillar after Marketplace, Prime, and Amazon Web Services, or AWS. He said Amazon plans to roll out its next-generation chip, Trainium4, in 2027. The company’s chip effort is primarily built around Annapurna Labs, the chip design company Amazon acquired in 2015. Annapurna Labs is now responsible for designing Amazon’s AI chips, making it central to the group’s push to expand its in-house semiconductor capabilities. The update follows comments made earlier by Amazon CEO Andy Jassy during the company’s second-quarter 2026 earnings call. Jassy said both Amazon’s AI chip business and its broader in-house chip operation had reached annualized revenue run rates of more than $25 billion each. He also said those businesses held more than $225 billion in multi-year customer commitments. The remarks were cited by TheStreet and carried by Odaily.2220