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Samsung and SK Hynix started mass production of HBM4 for NVIDIA AI accelerators

https://sudonull.com/samsung-and-sk-hynix-started-mass-production-of-hbm4-for-nvidia-ai-accelerators

South Korean giants released HBM4 for NVIDIA: prices $700, supply delays, impact on AI market. Who wins and why regular DRAM is more profitable. Read the analysis.

Atlas 350: Ascend 950PR 3 times more powerful than H20 in FP4

https://sudonull.com/atlas-350-ascend-950pr-3-times-more-powerful-than-h20-in-fp4

Huawei Atlas 350 AI accelerator on Ascend 950PR delivers 1.56 PFLOPS FP4, surpasses Nvidia H20. Comparison of specs, HBM memory, price. For AI developers — details and nuances.

ROCm is catching up to CUDA in AI: OneROCm and Triton

https://sudonull.com/rocm-is-catching-up-to-cuda-in-ai-onerocm-and-triton

AMD unified ROCm into OneROCm for all accelerators. Triton writes kernels for AMD/Nvidia. vLLM inference on par with CUDA. Six-week releases. Test the stack on Strix Halo.

Cerebras IPO: profit, OpenAI and wafer-scale chips

https://sudonull.com/cerebras-ipo-profit-openai-and-wafer-scale-chips

Cerebras turned profitable and is preparing for IPO with an OpenAI contract for $20 billion. Analysis of architecture, risks, and prospects for the AI accelerators market.

Apple M5 chip: 3nm process, 128 neural engine cores, AI revolution

https://sudonull.com/apple-m5-chip-3nm-process-128-neural-engine-cores-ai-revolution

Apple M5 with 3nm TSMC and 128 neural cores: AI 4x faster than M4. Why the chip is not needed by 95% of users, but Apple sells it to everyone. Detailed analysis.

From other projects

Acceleration of energy equipment procurement in Ukraine: impact on markets

https://ymaho.com/acceleration-of-energy-equipment-procurement-in-ukraine-impact-on-markets

Ukraine doubles the speed of energy equipment procurement through a special fund. How this will affect global gas prices, equipment, and Europe's energy security. Read.

US PCE inflation to accelerate to 3.8%: forecast and implications

https://ymaho.com/us-pce-inflation-to-accelerate-to-3-8-forecast-and-implications

RBC and Oxford Economics analysis: headline PCE inflation to reach 3.8% annualized due to energy prices. How this will affect the Fed, markets, and rates. Read more.

Fed records inflation acceleration: PCE reached 3.8% — analysis

https://ymaho.com/fed-records-inflation-acceleration-pce-reached-3-8-analysis

US inflation accelerated to 3.8% by PCE. Why the Fed will not cut rates in 2026 and who benefits from the crisis. Full analysis for investors.

US inflation accelerated to 3.8%: triple blow and risks

https://ymaho.com/us-inflation-accelerated-to-3-8-triple-blow-and-risks

US inflation reached 3.8% due to war, tariffs, and AI. The Fed may raise rates. Analysis of drivers, consequences, and forecasts. Read more.

Gene therapy for deafness otarmeni EMA: accelerated review 2026

https://ymaho.com/gene-therapy-for-deafness-otarmeni-ema-accelerated-review-2026

EMA accepted the application for gene therapy otarmeni for the treatment of hereditary deafness OTOF. Market analysis, forecasts, price and implications for the industry. Read.

AlphaFold 4 predicted the structure of all transporter proteins — will accelerate drug development

https://ymaho.com/alphafold-4-predicted-the-structure-of-all-transporter-proteins-will-accelerate-drug-development

AI Google DeepMind simulated 50,000 membrane proteins previously inaccessible for crystallization. Learn how this will change the creation of drugs for cancer and epilepsy.

OECD: Conflict in the Middle East Could Cause Recessions and Accelerate Inflation

https://ymaho.com/oecd-conflict-in-the-middle-east-could-cause-recessions-and-accelerate-inflation

OECD Warns: Conflict in the Middle East Threatens Recession and Rising Inflation. Analysis of Forecasts, Hidden Risks, and Consequences for the Global Economy. Read more.

Tokenization of RWA on Avalanche: Growth of Institutional Interest

https://ymaho.com/tokenization-of-rwa-on-avalanche-growth-of-institutional-interest

Avalanche accelerates tokenization of real-world assets (RWA) amid growing institutional interest from BlackRock and Janus Henderson. Transfer volume increased by 3810%. Learn how the network is becoming a leader in RWA.

EMA launches pilot: breakthrough medical devices

https://ymaho.com/ema-launches-pilot-breakthrough-medical-devices

EMA tests accelerated pathway for innovative class III and IIb devices. Free consultations for cardiovascular and pediatric technologies. Apply by May 22.

CPI rise to 3.8% casts doubt on Fed rate cut

https://ymaho.com/cpi-rise-to-3-8-casts-doubt-on-fed-rate-cut

US inflation accelerated to 3.8%. Find out why the new Fed chair may raise rates and how to protect capital in an era of expensive money.