Invoking Rent's Rule and Amdahl's Law, Keller argues that memory and communication, not bigger processors, will define the future of AI infrastructure The post Jim Keller: ‘AI Still Obeys the Old Laws of Compute’ appeared first on EE Times.
The semiconductor market divide between AI-driven infrastructure demand and traditional end markets is growing, says Counterpoint’s Q2 Lead Times report. While the market, in general, is experiencing a return to ... The post Non-AI lead times normalising appeared first on Electronics Weekly.
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The optical transceiver market is expected to grow to more than $112 billion by 2031, driven primarily by AI infrastructure deployments, says Yole Group. AI is reshaping the competitive ... The post AI transforming optical receiver market appeared first on Electronics Weekly.
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Cumulative AI RAN revenue is projected to reach $35 billion over the next five years (2026-2030) is not expected to expand the overall RAN market, says Dell’Oro. “AI RAN is ... The post AI will enhance the RAN but won’t expand RAN market appeared first on Electronics Weekly.
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