AI Hardware

102 articles

Amazon Open-Sources TorchNeuron, Bringing Native PyTorch Support to AWS Trainium in Challenge to Nvidia's CUDA
AI Hardware

Amazon Open-Sources TorchNeuron, Bringing Native PyTorch Support to AWS Trainium in Challenge to Nvidia's CUDA

Amazon's TorchNeuron runs PyTorch models on AWS Trainium chips with a one-line code change, open-sourced ahead of the PyTorch Conference North America.

Oct 20, 2026•6 min read
Jim Keller's Tenstorrent Raises $1.5 Billion Series E at $6.2 Billion Valuation
AI Hardware

Jim Keller's Tenstorrent Raises $1.5 Billion Series E at $6.2 Billion Valuation

Tenstorrent closed a $1.5 billion Series E led by Trace Capital and Innovation X, more than doubling its valuation to fund Galaxy server scale-out.

Oct 19, 2026•5 min read
Samsung to Use TSMC 3nm for Nvidia's NVHBM Base Dies as Foundry Rivals Unite on AI Memory
AI Hardware

Samsung to Use TSMC 3nm for Nvidia's NVHBM Base Dies as Foundry Rivals Unite on AI Memory

Nvidia asked Samsung, SK hynix and Micron to build NVHBM base dies on TSMC's 3nm node, Seoul Economic Daily reports, uniting the rival foundries on AI memory.

Oct 19, 2026•5 min read
Nvidia RTX Spark Laptops Go on Sale From $2,399 With Up to 128GB Unified Memory
AI Hardware

Nvidia RTX Spark Laptops Go on Sale From $2,399 With Up to 128GB Unified Memory

RTX Spark laptops are now available from ASUS, Dell, HP, Lenovo, Microsoft and MSI starting at $2,399, pairing a Blackwell GPU with a Grace CPU.

Oct 18, 2026•5 min read
StepFun's STEPX Neo Is a $560 Phone Built Around an AI Agent, Not Apps
AI Hardware

StepFun's STEPX Neo Is a $560 Phone Built Around an AI Agent, Not Apps

StepFun's STEPX Neo runs the agent-first Step AOS 1.0 with Amoo built in, 100 billion monthly tokens for a year, and nearly 100 partners on board.

Oct 17, 2026•5 min read
Google's Willow Chip Clears a 20-Year Quantum Bottleneck With Magic State Cultivation
AI Hardware

Google's Willow Chip Clears a 20-Year Quantum Bottleneck With Magic State Cultivation

Google Quantum AI says magic state cultivation works on its Willow chip, cutting errors 40-fold and reaching 99.99% logical fidelity, in a new Science paper.

Oct 16, 2026•5 min read
ASML Posts Record €11.7 Billion Quarter as AI Chipmakers Queue for Machines Through 2030
AI Hardware

ASML Posts Record €11.7 Billion Quarter as AI Chipmakers Queue for Machines Through 2030

ASML booked record Q3 sales of €11.7 billion and €5.0 billion net income, raised 2026 guidance a third time, and warned demand outstrips its capacity through 2028.

Oct 15, 2026•5 min read
Nvidia CEO Jensen Huang Says He Would Cut Off Chip Supply to Unsafe AI Developers
AI Hardware

Nvidia CEO Jensen Huang Says He Would Cut Off Chip Supply to Unsafe AI Developers

Nvidia CEO Jensen Huang said he would halt chip shipments to a customer building unsafe AI, calling the scenario hypothetical but the answer yes.

Oct 14, 2026•5 min read
Nvidia's China AI Chip Market Share Falls to 34% as Huawei Closes the Gap, IDC Finds
AI Hardware

Nvidia's China AI Chip Market Share Falls to 34% as Huawei Closes the Gap, IDC Finds

IDC data seen by Reuters shows Nvidia's share of China's data center AI chip market fell to 34% in H1 2026 as Huawei's shipments surged to close the gap.

Oct 13, 2026•5 min read
Intel Launches GPU D270: Crescent Island Ships With 480GB of Memory for Inference Workloads
AI Hardware

Intel Launches GPU D270: Crescent Island Ships With 480GB of Memory for Inference Workloads

Intel's GPU D270 brings Crescent Island to market with 480GB LPDDR5X, 1.3 PFLOPS of FP8 and 1.5TB/s bandwidth in a 350W card aimed at agentic inference.

Oct 13, 2026•5 min read
NVIDIA and Cisco Unveil USFP: A New Pluggable Optics Form Factor to Scale AI Factories
AI Hardware

NVIDIA and Cisco Unveil USFP: A New Pluggable Optics Form Factor to Scale AI Factories

NVIDIA and Cisco announced USFP, a 400Gb/s-per-lane pluggable optics module delivering up to 12.8Tb/s capacity with 4x the bandwidth density of current optics.

Oct 13, 2026•5 min read
NVIDIA Eyes University of Michigan Software That Cuts AI Training Energy by Up to 50%
AI Hardware

NVIDIA Eyes University of Michigan Software That Cuts AI Training Energy by Up to 50%

Two University of Michigan tools, Kareus and Perseus, cut AI training energy by up to 50% without slowing training. NVIDIA is evaluating them for Megatron-LM.

Oct 12, 2026•5 min read
Microsoft Unveils Maia 300 AI Chip, Plans Multi-Gigawatt Rollout in 2027 to Cut Nvidia Dependence
AI Hardware

Microsoft Unveils Maia 300 AI Chip, Plans Multi-Gigawatt Rollout in 2027 to Cut Nvidia Dependence

Microsoft's third-generation Maia 300 accelerator promises 40% more tokens per megawatt and 7x rack-scale throughput, with production deployments starting in 2027.

Oct 12, 2026•5 min read
Intel and Broadcom CEOs Warn Capital, Not Chips, Could Become AI's Biggest Bottleneck
AI Hardware

Intel and Broadcom CEOs Warn Capital, Not Chips, Could Become AI's Biggest Bottleneck

Broadcom's Hock Tan and Intel's Lip-Bu Tan say financing costs and ROI questions may constrain the AI buildout more than scarce chips, memory or power.

Oct 12, 2026•5 min read
Qualcomm CEO Says AI Firms Want Phones Running 100-Billion-Parameter Models by 2028
AI Hardware

Qualcomm CEO Says AI Firms Want Phones Running 100-Billion-Parameter Models by 2028

Cristiano Amon says AI companies are pushing Qualcomm for smartphones that run 100B-parameter models continuously — over triple today's on-device ceiling.

Oct 11, 2026•5 min read
NVIDIA Reportedly Discontinues the RTX 5090 as GB202 Chips Shift to RTX PRO
AI Hardware

NVIDIA Reportedly Discontinues the RTX 5090 as GB202 Chips Shift to RTX PRO

Leakers say NVIDIA will reserve future GB202 chips for RTX PRO cards, effectively discontinuing the RTX 5090 and leaving the RTX 5080 as the top GeForce.

Oct 10, 2026•5 min read
Super Micro Contractor Pleads Guilty in $2.5 Billion AI Server Smuggling Case
AI Hardware

Super Micro Contractor Pleads Guilty in $2.5 Billion AI Server Smuggling Case

Ting-Wei "Willy" Sun admitted conspiring to divert about $2.5 billion in AI servers with Nvidia chips to China, becoming the first conviction in the Super Micro export case.

Oct 10, 2026•5 min read
Broadcom Seeks More Than $50 Billion in Financing for OpenAI's Custom AI Chips
AI Hardware

Broadcom Seeks More Than $50 Billion in Financing for OpenAI's Custom AI Chips

Broadcom is arranging over $50 billion in private financing for the custom AI chip it is building with OpenAI, with Apollo and Blackstone in talks, WSJ reports.

Oct 9, 2026•5 min read
Microsoft's $2,599 Surface Laptop Ultra Brings Nvidia RTX Spark AI Chips to Windows 11
AI Hardware

Microsoft's $2,599 Surface Laptop Ultra Brings Nvidia RTX Spark AI Chips to Windows 11

Microsoft revealed the Surface Laptop Ultra with Nvidia RTX Spark chips, Windows 11 Execution Containers for AI agents, and MacBook Pro trade-in deals.

Oct 8, 2026•5 min read
openTPU: AI Agents Design an Open-Source AI Accelerator That Runs Real LLMs on a Budget FPGA
AI Hardware

openTPU: AI Agents Design an Open-Source AI Accelerator That Runs Real LLMs on a Budget FPGA

The openTPU project on GitHub claims an AI-designed, open-source accelerator that runs Qwen, Gemma and LFM models on a low-end Kintex-7 FPGA card, bit-exactly.

Oct 6, 2026•5 min read
Huawei and Qualcomm Sign Multi-Year Patent License Agreement Covering AI Chips and 5G
AI Hardware

Huawei and Qualcomm Sign Multi-Year Patent License Agreement Covering AI Chips and 5G

Huawei and Qualcomm announced a multi-year cross-license spanning 5G, AI, compute and networking patents, with Qualcomm buying select Huawei US patents.

Oct 5, 2026•5 min read
Nvidia Launches $4,999 DGX Spark 64GB as Memory Costs Push the 128GB Model Toward $7,000
AI Hardware

Nvidia Launches $4,999 DGX Spark 64GB as Memory Costs Push the 128GB Model Toward $7,000

Nvidia adds a $4,999 DGX Spark 64GB with 200GbE networking and two-unit 128GB clustering, as the 128GB model climbs to roughly $6,950 on soaring memory prices.

Oct 4, 2026•4 min read
Figure Trains Its F.02 Humanoid Robots to Jump Into Molten Steel in Finland
AI Hardware

Figure Trains Its F.02 Humanoid Robots to Jump Into Molten Steel in Finland

Robotics maker Figure decommissioned its F.02 humanoid fleet by training AI policies to leap into a 75-ton arc furnace in Finland, with Arnold Schwarzenegger along for the ride.

Oct 3, 2026•6 min read
Applied Digital Powers Up 75 More Megawatts at Polaris Forge 1 as AI Factory Campus Reaches 250 MW
AI Hardware

Applied Digital Powers Up 75 More Megawatts at Polaris Forge 1 as AI Factory Campus Reaches 250 MW

Three more 25 MW data halls at Applied Digital's Polaris Forge 1 campus in North Dakota are ready for service, bringing the leased AI site to 250 MW.

Oct 2, 2026•5 min read
Google's Project Suncatcher Reaches Orbit as SpaceX Launches TPU Satellite
AI Hardware

Google's Project Suncatcher Reaches Orbit as SpaceX Launches TPU Satellite

Google's Project Suncatcher prototype carrying four TPUs is now in orbit after a SpaceX launch, a first test toward sun-powered AI data centers in space.

Oct 2, 2026•5 min read
DeepSeek Open-Sources Huawei Ascend Software Stack in Direct Challenge to Nvidia's CUDA
AI Hardware

DeepSeek Open-Sources Huawei Ascend Software Stack in Direct Challenge to Nvidia's CUDA

DeepSeek released six open-source tools for Huawei's Ascend AI chips, including TileLang, aiming to break Nvidia's CUDA grip on AI computing.

Oct 1, 2026•5 min read
DeepSeek and Huawei Open-Source TileLang in a Direct Challenge to Nvidia's CUDA Moat
AI Hardware

DeepSeek and Huawei Open-Source TileLang in a Direct Challenge to Nvidia's CUDA Moat

DeepSeek released open-source programming tools for Huawei's Ascend chips, including TileLang, aiming to loosen Nvidia's CUDA grip on AI software.

Sep 30, 2026•5 min read
Microsoft Quietly Retires the Copilot+ PC Brand as Surface Drops the Label
AI Hardware

Microsoft Quietly Retires the Copilot+ PC Brand as Surface Drops the Label

Microsoft's new Surface PCs no longer carry the Copilot+ PC name, executives confirmed, as the company and PC makers quietly retire the once-flagship AI PC branding.

Sep 26, 2026•5 min read
Musk's Colossus 2 to Surpass 1.2 Million Nvidia GPUs by Year-End in Memphis
AI Hardware

Musk's Colossus 2 to Surpass 1.2 Million Nvidia GPUs by Year-End in Memphis

Elon Musk says Colossus 2 will run over 1.2 million Nvidia GB200 and GB300 chips by the end of 2026, pushing his Memphis fleet toward 1.44 million GPUs.

Sep 26, 2026•5 min read
Oracle Invokes Force Majeure on New Mexico Stargate Data Center Amid Power Delays
AI Hardware

Oracle Invokes Force Majeure on New Mexico Stargate Data Center Amid Power Delays

Oracle filed a force majeure notice on its 2.45-gigawatt Project Jupiter Stargate campus in New Mexico after gas pipeline and permitting delays, reports say.

Sep 25, 2026•5 min read
Google Is Putting TPUs in Space: First Project Suncatcher Satellite Launches Next Week
AI Hardware

Google Is Putting TPUs in Space: First Project Suncatcher Satellite Launches Next Week

Google will launch its first TPU satellite on SpaceX's Transporter-18 mission, testing whether AI chips can survive radiation and vacuum in orbit.

Sep 25, 2026•5 min read
Qualcomm Launches Early Linux Developer Preview for Snapdragon X2 AI PCs
AI Hardware

Qualcomm Launches Early Linux Developer Preview for Snapdragon X2 AI PCs

Qualcomm's early Linux developer preview for Snapdragon X2 pairs a custom kernel with Debian 13, with HP, ASUS and HUMAIN planning Linux AI PCs for 2027.

Sep 24, 2026•5 min read
Meta Unveils $1,299 VR Glasses, Muse Charm Wearable and Camera-Free Ray-Ban AI Glasses
AI Hardware

Meta Unveils $1,299 VR Glasses, Muse Charm Wearable and Camera-Free Ray-Ban AI Glasses

Meta's Connect 2026 keynote brought $1,299 VR glasses, the keychain-sized Muse Charm, and camera-free Ray-Ban Meta Audio glasses with Muse AI built in.

Sep 24, 2026•6 min read
Alibaba Unveils Zhenwu V900 AI Chip and Plans 5–10 Trillion-Parameter Model
AI Hardware

Alibaba Unveils Zhenwu V900 AI Chip and Plans 5–10 Trillion-Parameter Model

Alibaba CEO Eddie Wu unveiled the Zhenwu V900 AI chip, a 5–10 trillion-parameter model plan and a 20GW data center target at Apsara 2026. Shares jumped 5%.

Sep 22, 2026•5 min read
Google Opens Preorders for the $899 Googlebook, Its Gemini-Powered Laptop
AI Hardware

Google Opens Preorders for the $899 Googlebook, Its Gemini-Powered Laptop

Google has opened preorders for the $899 Googlebook, a Gemini-first laptop running Android. Here is what ships October 4 and what it means for Chromebooks.

Sep 21, 2026•5 min read
Nvidia Expects to Sell Twice as Many Chips Next Year as Vera Rubin Ramp Begins
AI Hardware

Nvidia Expects to Sell Twice as Many Chips Next Year as Vera Rubin Ramp Begins

Jensen Huang says Nvidia expects chip sales to roughly double next year as Vera Rubin enters full production. What the 2027 forecast means for the AI boom.

Sep 17, 2026•5 min read
Z.ai Says Its GLM Agents Now Optimize the Company's Own Inference Infrastructure
AI Hardware

Z.ai Says Its GLM Agents Now Optimize the Company's Own Inference Infrastructure

Z.ai says its GLM agents now optimize the company's own inference stack, from kernel tuning to a KV-transfer fix, in a step toward recursive self-improvement.

Sep 17, 2026•6 min read
Huawei to Launch Two Ascend AI Chips in 2027 in Direct Challenge to Nvidia
AI Hardware

Huawei to Launch Two Ascend AI Chips in 2027 in Direct Challenge to Nvidia

Huawei will launch the 960DT and Ascend 960PR AI chips in 2027, rotating chairman David Wang says, as UnifiedBus clusters scale toward a million processors.

Sep 17, 2026•5 min read
NVIDIA Vera Rubin NVL72 Debuts in MLPerf With Up to 3.7x Faster Inference Than GB300
AI Hardware

NVIDIA Vera Rubin NVL72 Debuts in MLPerf With Up to 3.7x Faster Inference Than GB300

NVIDIA's Vera Rubin NVL72 delivered up to 3.7x the inference throughput of its GB300 flagship in its first MLPerf Inference v6.1 preview submission.

Sep 16, 2026•5 min read
Samsung Backs Nvidia Rival Euclyd in $231 Million Series A as AI Inference Chip Bets Boom
AI Hardware

Samsung Backs Nvidia Rival Euclyd in $231 Million Series A as AI Inference Chip Bets Boom

Dutch AI chip startup Euclyd raised a $231 million Series A co-led by Samsung, the latest sign of investor appetite for alternatives to Nvidia's GPUs.

Sep 16, 2026•5 min read
Samsung Co-Leads $231 Million Round for Euclyd, Dutch Startup Building Non-GPU AI Inference Chips
AI Hardware

Samsung Co-Leads $231 Million Round for Euclyd, Dutch Startup Building Non-GPU AI Inference Chips

Dutch AI chip startup Euclyd raised a €200 million Series A co-led by Samsung to build inference chips that abandon GPU architecture, CNBC reports.

Sep 15, 2026•5 min read
Chinese Nvidia Rival Enflame Soars in Shanghai IPO Debut After $912 Million Raise
AI Hardware

Chinese Nvidia Rival Enflame Soars in Shanghai IPO Debut After $912 Million Raise

Tencent-backed AI chipmaker Enflame opened 188% higher in its Shanghai debut after a $912 million IPO, capping China's rush of domestic AI chip listings.

Sep 11, 2026•5 min read
OpenAI Plans to Tap Samsung Foundry for Next-Generation AI Chips in Dual-Sourcing Shift
AI Hardware

OpenAI Plans to Tap Samsung Foundry for Next-Generation AI Chips in Dual-Sourcing Shift

OpenAI Korea's Harrison Kim says OpenAI plans to produce some next-generation AI processors at Samsung Foundry, adding a second chip source alongside TSMC.

Sep 9, 2026•5 min read
Google Commits €13 Billion to AI Infrastructure in Finland Over the Next Two Years
AI Hardware

Google Commits €13 Billion to AI Infrastructure in Finland Over the Next Two Years

Google will invest at least €13 billion ($15.1 billion) in AI infrastructure in Finland over two years, the latest salvo in Europe's data center building boom.

Sep 9, 2026•5 min read
Arm Unveils Mali G2-Ultra NX, Its First AI-Native Mobile GPU for Neural Graphics
AI Hardware

Arm Unveils Mali G2-Ultra NX, Its First AI-Native Mobile GPU for Neural Graphics

Arm's Mali G2-Ultra NX GPU integrates neural accelerators into its shader cores, bringing AI upscaling, frame generation and denoising to mobile gaming.

Sep 8, 2026•5 min read
AMD Unveils Threadripper Halo Station: 96-Core AI Workstation With Dual Liquid-Cooled MI350P GPUs
AI Hardware

AMD Unveils Threadripper Halo Station: 96-Core AI Workstation With Dual Liquid-Cooled MI350P GPUs

AMD's Threadripper Halo Station packs a 96-core Threadripper Pro and dual liquid-cooled MI350P GPUs with 288GB HBM3E. Specs, pricing clues, and rivals.

Sep 6, 2026•5 min read
New EEBench Benchmark Measures Whether AI Can Actually Design Working Circuit Boards
AI Hardware

New EEBench Benchmark Measures Whether AI Can Actually Design Working Circuit Boards

EEBench grades AI-designed electronics with deterministic SPICE simulations. Claude Opus 5 leads at 61.6% while Grok 4.6 and GPT-5.6 Sol trail behind.

Sep 5, 2026•6 min read
Foxconn's August Revenue Jumps 52% to NT$921.77 Billion as AI Server Demand Booms
AI Hardware

Foxconn's August Revenue Jumps 52% to NT$921.77 Billion as AI Server Demand Booms

Foxconn posted its second-highest monthly sales ever at US$29.14 billion, up nearly 52% year over year, as AI server demand accelerates.

Sep 5, 2026•5 min read
Mukesh Ambani's Jio Opens Cloud PC Service to All of India, Turning Old Computers Into AI-Ready Machines
AI Hardware

Mukesh Ambani's Jio Opens Cloud PC Service to All of India, Turning Old Computers Into AI-Ready Machines

Reliance Jio expanded JioPC beyond its broadband base, streaming up to 8 vCPUs and 16GB of RAM to aging computers from about $11 for two months.

Sep 3, 2026•5 min read
OpenAI Is Buying Mac minis and Mac Studios by the Tens of Thousands to Train AI Agents
AI Hardware

OpenAI Is Buying Mac minis and Mac Studios by the Tens of Thousands to Train AI Agents

The Information reports OpenAI bought tens of thousands of Mac minis and Mac Studios to train computer-use agents, turning Apple silicon into AI infrastructure.

Sep 1, 2026•5 min read
Apple Caught Off Guard by Enterprise AI Demand as Mac Studio and Mac Mini Sell Out
AI Hardware

Apple Caught Off Guard by Enterprise AI Demand as Mac Studio and Mac Mini Sell Out

Enterprise AI demand caught Apple off guard, The Information reports, leaving Mac Studio and Mac mini builds out of stock for months amid the local AI boom.

Sep 1, 2026•5 min read
Nvidia Bets $3.5 Billion on MediaTek as NVLink Fusion Opens the Door to Custom AI Chips
AI Hardware

Nvidia Bets $3.5 Billion on MediaTek as NVLink Fusion Opens the Door to Custom AI Chips

Nvidia invested $3.5 billion in MediaTek convertible bonds as the chipmaker adopts NVLink Fusion to bring custom XPUs into rack-scale AI factories.

Sep 1, 2026•5 min read
US Robot and Drone Barriers Won't Fix the Scale Gap With China, Analysts Warn
AI Hardware

US Robot and Drone Barriers Won't Fix the Scale Gap With China, Analysts Warn

Chinese firms built 86 percent of the world's new humanoid robots in early 2026. Analysts say US tariffs and bans will not erase that scale advantage.

Aug 31, 2026•5 min read
Hugging Face Launches MicroDuck, a $399 Open-Source Robot Duck You Can Train Yourself
AI Hardware

Hugging Face Launches MicroDuck, a $399 Open-Source Robot Duck You Can Train Yourself

Hugging Face's MicroDuck is a $399 open-source robot duck that learns new tricks through reinforcement learning — and it ships before Christmas 2026.

Aug 30, 2026•5 min read
Meta's MTIA 400 Chip Splits Its Brain Between AI Training and Ad Serving
AI Hardware

Meta's MTIA 400 Chip Splits Its Brain Between AI Training and Ad Serving

Meta detailed its MTIA 400 accelerator at Hot Chips 2026: a 3nm LLM training chip built on Broadcom IP that also powers the ads that pay the bills.

Aug 26, 2026•5 min read
OpenAI's Jalapeño Chip Beats Nvidia Blackwell in First Inference Benchmarks
AI Hardware

OpenAI's Jalapeño Chip Beats Nvidia Blackwell in First Inference Benchmarks

OpenAI says its Broadcom-built Jalapeño chip delivers more tokens per user and per kilowatt than Nvidia Blackwell in first InferenceX benchmarks.

Aug 25, 2026•5 min read
Apple Launches M6 and M5 Ultra Chips in New Mac Mini and Mac Studio Built for On-Device AI
AI Hardware

Apple Launches M6 and M5 Ultra Chips in New Mac Mini and Mac Studio Built for On-Device AI

Apple's first 2nm M6 chip and quad-die M5 Ultra debut in new Mac mini and Mac Studio, with up to 512GB unified memory for running giant AI models locally.

Aug 25, 2026•6 min read
Intel Opens Hot Chips 2026 With Crescent Island: AI Inference GPU With Up to 480GB Memory
AI Hardware

Intel Opens Hot Chips 2026 With Crescent Island: AI Inference GPU With Up to 480GB Memory

Intel detailed its Crescent Island data center GPU at Hot Chips 2026 - a 350W PCIe card built for agentic AI inference with up to 480GB of LPDDR5X.

Aug 25, 2026•5 min read
Xiaomi Unveils Xring O3, O100 and D100 Chips Plus AI Cube Running 120B Models Locally
AI Hardware

Xiaomi Unveils Xring O3, O100 and D100 Chips Plus AI Cube Running 120B Models Locally

Xiaomi launched three self-developed Xring chips for phones, AI and cars — and an AI Cube mini PC that runs 120B-parameter models locally.

Aug 25, 2026•5 min read
Nvidia's Groq 3 LPX Enters Full Production With 3,400 Tokens per Second for Agentic AI
AI Hardware

Nvidia's Groq 3 LPX Enters Full Production With 3,400 Tokens per Second for Agentic AI

Nvidia's Groq 3 LPX inference accelerator is in full production, posting a record 3,400 tokens per second at 100K context on the Vera Rubin platform.

Aug 25, 2026•5 min read
Taiwan Indicts Nine Including Nvidia Manager Over Smuggled AI Servers Bound for China
AI Hardware

Taiwan Indicts Nine Including Nvidia Manager Over Smuggled AI Servers Bound for China

Taiwan prosecutors indicted nine people, including an Nvidia manager and two Supermicro ex-employees, for smuggling 74 Blackwell AI servers into China.

Aug 25, 2026•5 min read
Broadcom's Mega AI Debt Deal Could Reach $100 Billion to Fund Chips for Anthropic
AI Hardware

Broadcom's Mega AI Debt Deal Could Reach $100 Billion to Fund Chips for Anthropic

Broadcom is in talks to raise up to $100 billion in debt for AI chips that Anthropic will lease, in what would be the largest AI financing deal ever.

Aug 24, 2026•5 min read
Starcloud Raises $250 Million at $2.3 Billion Valuation to Build AI Data Centers in Orbit
AI Hardware

Starcloud Raises $250 Million at $2.3 Billion Valuation to Build AI Data Centers in Orbit

Nvidia joins Starcloud's $250 million round at a $2.3 billion valuation as the startup races SpaceX to put AI data centers in orbit, with a launch in January.

Aug 23, 2026•5 min read
Nvidia Customers Face Server Price Hikes Above 15% as Memory Costs Soar
AI Hardware

Nvidia Customers Face Server Price Hikes Above 15% as Memory Costs Soar

Bloomberg reports Nvidia AI server prices will rise over 15% as memory costs climb, hitting Vera Rubin and Grace Blackwell systems due early next year.

Aug 23, 2026•5 min read
Anthropic Hires Google TPU Architect Amir Salek to Accelerate Its Custom Silicon Push
AI Hardware

Anthropic Hires Google TPU Architect Amir Salek to Accelerate Its Custom Silicon Push

Anthropic has hired ex-Google chip chief Amir Salek, who delivered seven TPU generations, as it builds an in-house semiconductor initiative.

Aug 22, 2026•5 min read
Micron Commits $10 Billion to Boise Research Labs to Chase the Next Generation of AI Memory
AI Hardware

Micron Commits $10 Billion to Boise Research Labs to Chase the Next Generation of AI Memory

Micron Research Labs will spend $10 billion over the next decade in Boise on post-DRAM memory, advanced packaging and manufacturing tech for the AI era.

Aug 21, 2026•4 min read
Google Taps Marvell for Custom AI Chips in $12.2 Billion Warrant Deal
AI Hardware

Google Taps Marvell for Custom AI Chips in $12.2 Billion Warrant Deal

Google has signed Marvell to help build its custom TPU AI chips, granting a warrant worth up to $12.2 billion. Marvell stock jumped while Broadcom fell 5%.

Aug 20, 2026•5 min read
Cerebras CS-4 Launches With WSE-3 Turbo: Rack-Scale AI Inference at 30x GPU Speed
AI Hardware

Cerebras CS-4 Launches With WSE-3 Turbo: Rack-Scale AI Inference at 30x GPU Speed

Cerebras unveils CS-4 with WSE-3 Turbo wafers and Nexus rack architecture, claiming 30x faster inference than GPUs as it challenges Nvidia's dominance.

Aug 19, 2026•5 min read
Google Reportedly Taps AMD for a CPU-Heavy Next-Gen TPU Built for Reinforcement Learning
AI Hardware

Google Reportedly Taps AMD for a CPU-Heavy Next-Gen TPU Built for Reinforcement Learning

A SemiAnalysis note says Google may pair AMD CPU technology with its TPU accelerators in a new design aimed at reinforcement learning and agentic AI.

Aug 16, 2026•5 min read
Nvidia Cuts OpenAI Data Center Guarantee From $250 Billion to Under $120 Billion
AI Hardware

Nvidia Cuts OpenAI Data Center Guarantee From $250 Billion to Under $120 Billion

Nvidia has cut its planned guarantee for OpenAI's Ohio data center from $250 billion to under $120 billion after investor concerns, WSJ and Reuters report.

Aug 15, 2026•5 min read
Cerebras Powers OpenAI's New Ultrafast Mode: GPT-5.6 Sol Hits 750 Tokens Per Second
AI Hardware

Cerebras Powers OpenAI's New Ultrafast Mode: GPT-5.6 Sol Hits 750 Tokens Per Second

Cerebras and OpenAI unveil Ultrafast Mode for GPT-5.6 Sol, delivering 750 output tokens per second with no quality loss.

Aug 14, 2026•5 min read
Cerebras and OpenAI Unveil GPT-5.6 Sol Ultrafast: 750 Tokens Per Second With No Quality Loss
AI Hardware

Cerebras and OpenAI Unveil GPT-5.6 Sol Ultrafast: 750 Tokens Per Second With No Quality Loss

Cerebras-powered Ultrafast Mode delivers up to 750 output tokens per second for OpenAI's GPT-5.6 Sol, running 11x faster than Claude Fable 5 with comparable accuracy.

Aug 13, 2026•4 min read
TSMC Posts Record July Revenue, Up 44.7% as AI Chip Demand Surges
AI Hardware

TSMC Posts Record July Revenue, Up 44.7% as AI Chip Demand Surges

Taiwan Semiconductor's July revenue hit NT$467.58 billion on strong demand for 2-nanometer chips, with the company forecasting 40% growth for 2026 driven by AI applications.

Aug 13, 2026•4 min read
Nvidia Taps Wall Street Giants for $500 Billion AI Infrastructure Funding Push
AI Hardware

Nvidia Taps Wall Street Giants for $500 Billion AI Infrastructure Funding Push

Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR are in talks with Nvidia on a $500 billion AI infrastructure funding package as Nvidia shares fell on the news.

Aug 11, 2026•4 min read
Microsoft to Unveil Next-Generation Maia 300 AI Chip as Soon as September
AI Hardware

Microsoft to Unveil Next-Generation Maia 300 AI Chip as Soon as September

Microsoft is preparing to publicly unveil its new Maia 300 AI chip this fall, potentially in September, as it works to cut its heavy reliance on Nvidia's expensive GPUs.

Aug 10, 2026•4 min read
OpenAI's Smart Speaker Will Cost Up to $400 and Use Moving Parts to Feel Alive
AI Hardware

OpenAI's Smart Speaker Will Cost Up to $400 and Use Moving Parts to Feel Alive

OpenAI's upcoming ChatGPT smart speaker, designed with Jony Ive's LoveFrom, could cost $300-$400 and feature moving parts that animate when it responds.

Aug 10, 2026•5 min read
2027 Memory Capacity Is Reportedly Sold Out as AI Demand Triggers a New 'RAMageddon'
AI Hardware

2027 Memory Capacity Is Reportedly Sold Out as AI Demand Triggers a New 'RAMageddon'

Memory capacity for 2027 is reportedly fully sold out as AI demand for HBM and DRAM soars. SK Hynix plans a $38 billion fab expansion, but relief is years away.

Aug 8, 2026•5 min read
Lumilens Emerges From Stealth With $900 Million to Rewire AI Data Centers With Light
AI Hardware

Lumilens Emerges From Stealth With $900 Million to Rewire AI Data Centers With Light

Optical interconnect startup Lumilens launched with over $900 million in funding and a $5.5 billion valuation, aiming to replace copper wiring between GPUs in AI data centers.

Aug 7, 2026•4 min read
AMD Acquires Taalas, the Startup That Hardwires AI Models Directly Into Silicon
AI Hardware

AMD Acquires Taalas, the Startup That Hardwires AI Models Directly Into Silicon

AMD has acquired Taalas, a Toronto startup that etches AI model weights into silicon for massive inference speedups, weeks after its Cerebras deal.

Aug 7, 2026•5 min read
Lumilens Emerges From Stealth With $900 Million to Wire AI Data Centers With Light
AI Hardware

Lumilens Emerges From Stealth With $900 Million to Wire AI Data Centers With Light

Lumilens raised over $900 million at a $5.5 billion valuation to replace copper with optical interconnects and solve AI's GPU connectivity bottleneck.

Aug 7, 2026•5 min read
SpaceX and Tesla Commit $16.8 Billion to Build Terafab Chip Plant in Texas
AI Hardware

SpaceX and Tesla Commit $16.8 Billion to Build Terafab Chip Plant in Texas

Elon Musk's SpaceX and Tesla confirmed a $16.8 billion initial investment for the Terafab semiconductor plant in Grimes County, Texas, near College Station.

Aug 6, 2026•4 min read
Anthropic Builds an In-House Chip Design Team to Power Claude With Custom Silicon
AI Hardware

Anthropic Builds an In-House Chip Design Team to Power Claude With Custom Silicon

Anthropic confirmed it is hiring a custom silicon team to co-design AI chips for Claude, joining OpenAI and Google in the race to control AI hardware.

Aug 6, 2026•5 min read
Musk Commits SpaceX to Nvidia GPUs 'Exclusively,' Sending Shares Higher and AMD Lower
AI Hardware

Musk Commits SpaceX to Nvidia GPUs 'Exclusively,' Sending Shares Higher and AMD Lower

Elon Musk said SpaceX will use Nvidia chips exclusively going forward, with an optimized Vera Rubin NVL72 system slated to launch into space next year.

Aug 6, 2026•5 min read
AMD's Q2 Revenue Surges as Data Center Sales Double, but Shares Slip on Lofty Expectations
AI Hardware

AMD's Q2 Revenue Surges as Data Center Sales Double, but Shares Slip on Lofty Expectations

AMD reported 50% revenue growth in Q2 2026 as data center sales more than doubled on Instinct GPU demand, yet shares fell on sky-high Wall Street expectations.

Aug 5, 2026•4 min read
SK hynix and SanDisk Unveil First High Bandwidth Flash Standard Targeting AI Memory Bottleneck
AI Hardware

SK hynix and SanDisk Unveil First High Bandwidth Flash Standard Targeting AI Memory Bottleneck

SK hynix and SanDisk have published the first open High Bandwidth Flash (HBF) specification, promising up to 3 TB/s bandwidth to ease AI inference memory costs.

Aug 4, 2026•6 min read
Nvidia's Jensen Huang Forecasts $7.9 Trillion Semiconductor Industry Fueled by Agentic AI
AI Hardware

Nvidia's Jensen Huang Forecasts $7.9 Trillion Semiconductor Industry Fueled by Agentic AI

Nvidia CEO Jensen Huang says the global semiconductor industry could swell to $7.9 trillion as agentic AI drives unprecedented demand for computing hardware.

Aug 4, 2026•5 min read
DeepSeek V4 Flash Runs on a Single AMD MI300X GPU, No Nvidia Required
AI Hardware

DeepSeek V4 Flash Runs on a Single AMD MI300X GPU, No Nvidia Required

A developer got DeepSeek's 304-billion-parameter V4 Flash model running on a single AMD MI300X at 168 tokens per second, proving AMD can serve frontier models without Nvidia.

Aug 4, 2026•5 min read
Lenovo Googlebook Leak Reveals Gemini PCs With a Dedicated AI Key and a New Operating System
AI Hardware

Lenovo Googlebook Leak Reveals Gemini PCs With a Dedicated AI Key and a New Operating System

Leaked press images show Lenovo's first Googlebook laptop and 2-in-1 tablet with a dedicated Gemini key, light strips, and Gemini AI baked into a new OS replacing ChromeOS.

Aug 4, 2026•5 min read
AI Chip Startups OLIX and DeepX Raise Billions as the Global Race to Challenge Nvidia Intensifies
AI Hardware

AI Chip Startups OLIX and DeepX Raise Billions as the Global Race to Challenge Nvidia Intensifies

London's OLIX raised $312M at a $3.3B valuation and Korea's DeepX hit $2.2B, as startups worldwide bet they can outbuild Nvidia on AI inference hardware.

Aug 3, 2026•6 min read
AMD Releases Instella-MoE: A Fully Open 16B Model Trained From Scratch on Its Own Instinct GPUs
AI Hardware

AMD Releases Instella-MoE: A Fully Open 16B Model Trained From Scratch on Its Own Instinct GPUs

AMD's Instella-MoE-16B-A3B is a fully open Mixture-of-Experts model trained entirely on Instinct MI300X and MI325X GPUs, with all training weights, data, and configs released.

Aug 2, 2026•5 min read
Moonshot's Kimi Runs on 20,000 Nvidia H200 Chips Leased From Alibaba
AI Hardware

Moonshot's Kimi Runs on 20,000 Nvidia H200 Chips Leased From Alibaba

Bloomberg reports Moonshot AI trained its Kimi models on a 20,000-chip Nvidia H200 cluster supplied by Alibaba, exposing China's reliance on Western silicon.

Aug 1, 2026•4 min read
Eliyan Becomes a Unicorn With $145 Million Series C to Fix AI's Chip-to-Chip Bottleneck
AI Hardware

Eliyan Becomes a Unicorn With $145 Million Series C to Fix AI's Chip-to-Chip Bottleneck

Silicon Valley startup Eliyan raised $145 million at a $1 billion valuation to build electro-optical interconnects that unclog the data bottleneck slowing giant AI chip clusters.

Jul 30, 2026•5 min read
Brookfield and NextEra Unveil $100 Billion AI Data Center at Former Uranium Site in Kentucky
AI Hardware

Brookfield and NextEra Unveil $100 Billion AI Data Center at Former Uranium Site in Kentucky

A coalition led by Brookfield and NextEra Energy plans a privately funded $100 billion AI data center campus at the DOE's Paducah site in Kentucky, backed by up to 4.6 gigawatts of dedicated power generation.

Jul 29, 2026•2 min read
A 28.9-Million-Parameter Language Model Now Runs on an $8 Microcontroller
AI Hardware

A 28.9-Million-Parameter Language Model Now Runs on an $8 Microcontroller

An open-source project runs a 28.9M-parameter LLM on a cheap ESP32-S3 chip at roughly 9 tokens per second, using a memory trick borrowed from Google's Gemma.

Jul 27, 2026•5 min read
Nvidia Puts $1.5 Billion Behind US AI Chip Packaging With Amkor Deal
AI Hardware

Nvidia Puts $1.5 Billion Behind US AI Chip Packaging With Amkor Deal

Nvidia's $1.5 billion Amkor partnership expands advanced chip packaging and testing in Arizona, targeting a growing bottleneck in AI semiconductor supply chains.

Jul 26, 2026•5 min read
A Single Downed Power Line Exposed the AI Data Center Threat to the U.S. Grid
AI Hardware

A Single Downed Power Line Exposed the AI Data Center Threat to the U.S. Grid

When a power line fell near Washington, D.C., over 3 gigawatts of AI data centers disconnected at once, spiking voltage across the PJM grid. Experts say it is a warning of worse to come.

Jul 26, 2026•5 min read
NAVER, NVIDIA and Brookfield to Scale Korea's National AI Factory to 200 Megawatts
AI Hardware

NAVER, NVIDIA and Brookfield to Scale Korea's National AI Factory to 200 Megawatts

NAVER, NVIDIA and Brookfield will expand Korea's sovereign AI factory at GAK Sejong to 200 megawatts by 2028, with NVIDIA investing $1 billion and Brookfield funding up to $9 billion.

Jul 25, 2026•5 min read
Nvidia and SK Group Unveil $500 Billion Alliance as Jensen Huang Declares a 'Golden Age of AI' for South Korea
AI Hardware

Nvidia and SK Group Unveil $500 Billion Alliance as Jensen Huang Declares a 'Golden Age of AI' for South Korea

Nvidia CEO Jensen Huang forged a $500 billion alliance with South Korea's SK Group at a US summit with President Lee and Samsung's Jay Y. Lee, declaring a 'golden age of AI' for the country.

Jul 25, 2026•5 min read
Samsung Lands $200 Billion Broadcom Deal to Manufacture AI Chips in Largest Foundry Win to Date
AI Hardware

Samsung Lands $200 Billion Broadcom Deal to Manufacture AI Chips in Largest Foundry Win to Date

Samsung Electronics has won a $200 billion deal to manufacture AI chips for Broadcom, the largest contract-manufacturing order in its history and a major push to close the gap with TSMC.

Jul 25, 2026•5 min read
Microchip Technology to Acquire Hailo, Expanding Edge AI Chip Portfolio as Inference Market Heats Up
AI Hardware

Microchip Technology to Acquire Hailo, Expanding Edge AI Chip Portfolio as Inference Market Heats Up

Microchip Technology signs a definitive agreement to acquire edge AI processor maker Hailo, significantly expanding its AI hardware portfolio.

Jul 25, 2026•5 min read
AI Chip Startup Etched Closes $300 Million at $10.3 Billion Valuation, Doubling in Seven Months
AI Hardware

AI Chip Startup Etched Closes $300 Million at $10.3 Billion Valuation, Doubling in Seven Months

Etched, the inference-chip startup founded by three Harvard dropouts, closed a $300 million Series C led by Sequoia at a $10.3 billion valuation after booking $1 billion in orders.

Jul 25, 2026•4 min read
London's Humanoid Becomes Europe's First Humanoid Robotics Unicorn With $152 Million Round
AI Hardware

London's Humanoid Becomes Europe's First Humanoid Robotics Unicorn With $152 Million Round

UK startup Humanoid raised $152 million at a $1.35 billion valuation, backed by Bosch and Schaeffler, betting that wheeled robots can outpace bipedal rivals in factories.

Jul 24, 2026•5 min read