AI Hardware
36 articles
ASML Posts €9.3 Billion in Q2 Sales, Raises 2026 Outlook and Plans 30% Capacity Expansion
ASML beat Q2 guidance with €9.3 billion in sales, raised its 2026 outlook for the second time, and outlined roughly 30% capacity additions as AI chip demand lifts the lithography giant toward a potential trillion-dollar valuation.
TSMC Expects 'Strong, Multi-Year' AI Chip Demand, Adds $100 Billion to Arizona Buildout
TSMC's CFO said AI represents a multi-year megatrend as the world's largest chipmaker accelerates its Arizona factory expansion, committing a further $100 billion and lifting its capital-spending forecast.
Alibaba Open-Sources SAIL AI Software Stack to Challenge NVIDIA's CUDA Dominance
Alibaba unveiled an open-source AI software stack called SAIL at WAIC 2026, taking aim at NVIDIA's CUDA ecosystem as China builds full-stack AI systems.
AI Chip Startup Etched in Talks for $20 Billion Valuation, WSJ Reports
Etched, the inference-chip startup behind the Sohu silicon, is in talks for a $20 billion valuation weeks after launching with $1 billion in sales, the WSJ reports.
Nvidia and Japan Launch 'World's First National AI Infrastructure' With Vera Rubin Supercomputer
Nvidia is teaming with Japan's Noetra Corp. to build a Vera Rubin AI factory packing 27,500 GPUs, as Jensen Huang declares 'now is the time for Japan AI.'
AI Chip Startups Spark Funding Spree: FuriosaAI Targets $500M, Nuvacore and D-Matrix Pursue Major Rounds
FuriosaAI seeks up to $500M pre-IPO, while Nuvacore and d-Matrix chase higher valuations as the AI chip gold rush accelerates in 2026.
OpenAI's First Hardware Device Is a Screenless, Movable AI Speaker Designed to Feel Alive
Bloomberg reports OpenAI's debut hardware product is a screenless smart speaker with sensors and moving parts, pitched as a humanlike AI companion for the home, targeted for release in 2027.
Apple in Talks with PrismML to Shrink Large AI Models for On-Device iPhone Processing
Caltech spinout PrismML, backed by Khosla Ventures, has compressed Alibaba's Qwen 3.6 to run on iPhone 17 Pro using 15x less memory. Apple is evaluating the technology.
Meta Expands Louisiana AI Data Center to 5 GW as Investment Crosses $50 Billion
Meta's Richland Parish, Louisiana data center has reached 5 gigawatts of capacity with investment crossing $50 billion, fueled by generous state tax incentives.
TSMC Posts Record Revenue as AI Chip Demand Drives 68% June Surge
TSMC reported NT$442.7 billion in June revenue, a 68% year-over-year jump, as AI chip demand shows no signs of slowing ahead of Q2 earnings.
US Reclassifies UAE for License-Free AI Chip Access, Clearing Path for Nvidia Blackwell Exports
The Bureau of Industry and Security moved the UAE to a trusted export tier, removing the licensing bottleneck that slowed advanced AI chip shipments to G42 and Stargate UAE.
Micron Commits $250 Billion to US Memory Chip Manufacturing as AI Demand Surges
Micron Technology has boosted its US investment commitment to $250 billion through 2035, building new DRAM fabs in New York and Idaho to meet unprecedented AI-driven memory demand.
China May Let Alibaba, ByteDance, and DeepSeek Buy Limited Nvidia H200 Chips
China is weighing approval for top AI firms to buy up to 200,000 Nvidia H200 chips, less than half of what companies requested, The Information reports.
Meta to Put Its Iris AI Chip Into Production in September as It Targets 14 Gigawatts of Compute
Meta will begin mass production of its in-house Iris AI chip in September 2026, aiming to double computing capacity to 14 gigawatts by 2027.
SambaNova Raises $1 Billion at $11 Billion Valuation, Doubling Down on Nvidia Chip Challenge
AI chip startup SambaNova completed the first close of a $1 billion Series F at an $11 billion valuation, just five months after its previous round. Investors are betting big on Nvidia alternatives.
DeepSeek Is Developing Its Own AI Chip to Cut Reliance on Nvidia, Sources Say
Reuters reports DeepSeek is building an AI inference chip to reduce dependence on Nvidia and Huawei, sending Nvidia shares lower and signaling China's chip push.
Nvidia Delays Next-Gen Kyber AI Rack System to 2028 on Manufacturing Snags
Nvidia's Kyber NVL144 rack has been pushed back more than a year due to PCB midplane manufacturing problems, giving rivals like AMD and Google an opening in the AI server market.
Nvidia Relaunches 5-Year-Old RTX 3060 12GB as AI Demand Squeezes GPU Market
Nvidia has relaunched the RTX 3060 12GB at around $329 amid GPU and memory shortages, shelving the rumored RTX 5050 as AI demand strains supply.
Chip Veteran Raja Koduri's OXMIQ Raises $35 Million to License AI GPU Designs Arm-Style
Raja Koduri's OXMIQ Labs raised a $35 million Series A to license its OxCore GPU architecture, betting chipmakers want custom AI silicon without building their own chips.
Crusoe in Talks to Raise $3 Billion for AI Data Centers in Round That May Triple Its Valuation
AI data-center operator Crusoe is in talks to raise $3 billion at a roughly $30 billion valuation, Bloomberg reports, as AI compute demand surges.
Anthropic in Talks With Samsung to Manufacture Custom AI Chips on 2nm Process
Anthropic is negotiating with Samsung Foundry to manufacture custom AI inference chips using its advanced 2nm process, The Information reported on July 2, 2026.
SpaceX Showed Investors a Prototype of Elon Musk's New AI Device, WSJ Reports
The Wall Street Journal reports SpaceX demonstrated a new AI device to investors that is slimmer than an iPhone. Elon Musk called the report utterly false.
South Korea Unveils Over $1 Trillion AI and Chip Investment Drive With Samsung and SK Hynix
President Lee Jae Myung announced a sweeping semiconductor and AI strategy, with Samsung and SK Hynix investing 800 trillion won in new fabrication plants.
China's LineShine Supercomputer Seizes TOP500 Crown in Return After Nine-Year Absence
A CPU-only system in Shenzhen hit 2.2 exaflops to become the world's fastest supercomputer, China's first TOP500 entry in nine years.
Micron Overtakes Meta and Tesla in Market Value After Locking In $100 Billion in AI Deals
Micron has surpassed Meta and Tesla in market value after reporting roughly $100 billion in customer deals, as AI memory demand resets Wall Street expectations.
Meta Launches $299 Own-Brand AI Smart Glasses, Cutting the Ray-Ban Tie
Meta unveiled in-house Adventurer and Fury smart glasses starting at $299 on June 23, bringing its AI assistant to a wider, price-conscious audience.
Un-0 Generates Images With Coupled Oscillators, Betting Physics Can Slash AI Energy Use 1,000x
Startup Unconventional AI released Un-0, an image generator powered by simulated coupled oscillators that hits FID 6.74 on ImageNet. The bet: let physics do the computing and cut AI energy use a thousandfold.
AI Learns the 'Dark Art' of Radio Chip Design, Creating Circuits Humans Could Not
Princeton researchers are using reinforcement learning and diffusion models to design radio-frequency chips from scratch, producing layouts that outperform human designs in a fraction of the time.
Apple to Skip High-End M6 Chips and Fast-Track AI-Focused M7 Line for 2027
Apple is canceling M6 Pro and Max chips and fast-tracking an AI-focused M7 generation for 2027, betting on higher memory bandwidth for on-device AI workloads.
NVIDIA Launches Ising, the World's First Open AI Models to Accelerate Useful Quantum Computers
NVIDIA has released Ising, open AI models for quantum error correction and qubit calibration, with CEO Jensen Huang calling AI the control plane of future quantum machines.
OpenAI Unveils Jalapeño, Its First Custom AI Inference Chip Built With Broadcom
OpenAI has revealed Jalapeño, its first custom-built inference processor designed with Broadcom to cut reliance on Nvidia and drive down the cost of running AI models.
NVIDIA Announces Record 35 AI Supercomputers Across 23 European Countries at ISC 2026
NVIDIA unveiled plans for 35 new AI supercomputers spanning 23 European countries, delivering up to 800 exaflops of compute, at ISC High Performance 2026 in Hamburg.
Qualcomm Nears $4 Billion Acquisition of AI Chip Startup Modular to Challenge Nvidia
Qualcomm is reportedly in advanced talks to acquire AI infrastructure startup Modular for approximately $4 billion, aiming to compete with Nvidia in the AI compute market.
Micron and Anthropic Strike Strategic Deal Spanning AI Memory, Supply and a Series H Investment
Micron and Anthropic announced a sweeping deal covering memory and storage architecture, a multi-year supply agreement, Claude adoption and a Series H investment.
Tesla Files 'Megapod' Trademark for Modular AI Data Center Hardware to Challenge Nvidia
Tesla has filed a USPTO trademark for 'Megapod,' a turnkey modular AI data center system, taking aim at Nvidia's dominant GB200 rack-scale hardware.
Amazon to Sell Custom AI Chips Outside AWS, Directly Challenging Nvidia
Amazon is in talks to sell its Trainium AI chips to external customers, marking a direct challenge to Nvidia's dominance in the AI hardware market.