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SEMIFIVE wins a $52 million contract for a next-generation AI inference acceleratorThe accelerator will combine LPDDR6, PCIe Gen5 and large-die technologies, with tape-out targeted for the first half of 2027. Global mass production is planned for 2028, with hyperscalers and cloud providers as target customers.→Microsoft receives first production Vera Rubin systems as Nvidia ramps the platformThe delivery was described as supporting frontier-model training as Nvidia's Vera Rubin platform enters full production. The systems are reported to provide about three times GB300 compute and 2.7 times its memory bandwidth, though those figures await independent operational validation.→