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datacenter

Everything on Ground Truth tagged “datacenter” — 4 items.

Etched raised 700 million dollars and shipped its first rack to Jane Street News

Etched announced on August 18 that it shipped its first inference rack to Jane Street and raised 700 million dollars at a 21 billion dollar valuation, betting that frontier inference belongs on hardware co-designed for it rather than on general-purpose accelerators.

High Bandwidth Flash Became a Spec Today, Not a Product You Can Buy News

SK hynix and Sandisk published the first standard for High Bandwidth Flash at FMS 2026, defining a NAND memory tier of up to 512GB per stack with a top bandwidth grade near three terabytes a second - with no named accelerator, price or availability date.

Anthropic plans up to two gigawatts of AMD chips, with AMD committing up to $5 billion back News

AMD said Anthropic plans to deploy up to 2 gigawatts of MI450-series capacity starting in the first half of 2027, and that AMD has committed to a future equity investment of up to $5 billion in Anthropic.

AMD and Cerebras split AI inference across two different chips News

AMD and Cerebras announced a joint inference offering on July 23 in which AMD's Helios racks process the prompt and Cerebras's wafer-scale engine generates the tokens, claiming up to five times the tokens per watt of a Cerebras-only setup.