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AI Hardware
GPUs, accelerators, AI chips, and datacenter AI hardware
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Modal Seeks $4.5B Valuation as GPU Infrastructure Demand Surges
U.S. Clears Nvidia H200 Sales to 10 Major Chinese Tech Firms
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Fervo's $2B IPO Bets on Geothermal for AI Power
Fervo Energy, a leader in enhanced geothermal systems, raised nearly $2 billion in its initial public offering. The…
Chipmakers Must Break Silos to Solve AI's Energy Problem
Applied Materials argues that energy-efficient AI requires breaking down traditional semiconductor R&D silos and…
Tencent Signals AI Chip Shortage Easing, Plans H2 Spending Surge
Tencent Holdings said on its earnings call that China's AI chip shortage is beginning to ease, signaling the company…
Hermes Agent Becomes Most-Used Framework as Local AI Agents Go Mainstream
Hermes Agent, an open source agentic AI framework from Nous Research, has reached 140,000 GitHub stars in under three…
NVIDIA, Ineffable Intelligence Build RL Infrastructure
NVIDIA and Ineffable Intelligence, a London-based AI lab founded by AlphaGo architect David Silver, are collaborating…
OpenAI Bets Billions on Cerebras as Nvidia Grip Loosens
On Christmas Eve 2025, OpenAI committed billions of dollars to purchase chips from Cerebras, a startup that…
Capital, Not Compute, is the Real AI Bottleneck
AI infrastructure financing is becoming the primary bottleneck in the AI build-out, not compute itself. With single…
Windows 11 tests macOS-style speed boost for app launches
Microsoft is testing a new Windows 11 feature called Low Latency Profile that improves app launch times and menu…
Nvidia commits $40B to AI equity deals in 2026
Nvidia has committed $40 billion to equity investments in AI companies during 2026 so far, underscoring its strategy to…
The $401B GPU Problem: 5% Utilization Forces Enterprise Reckoning
Enterprise GPU utilization has stalled at 5% despite $401 billion in new AI infrastructure spending, according to…
Zyphra's ZAYA1-8B Shows AMD GPUs Can Train Competitive Reasoning Models
Palo Alto startup Zyphra released ZAYA1-8B, an 8-billion-parameter mixture-of-experts reasoning model trained entirely…
CoreWeave's $35B Bet: The Math Behind AI Infrastructure
CoreWeave reported Q1 2026 revenue of $2 billion, doubling year-over-year, but the AI cloud infrastructure startup is…
AI Supply Chain Leaders Flag Bottlenecks and Architecture Questions
Five leaders spanning the AI supply chain convened at the Milken Global Conference to discuss mounting pressures across…
Samsung Hits $1T Valuation on AI Chip Demand
Samsung has reached a $1 trillion market valuation following a surge in share price driven by strong demand for AI…
Pet Camera Startup Cuts Inference Costs with AWS Inferentia2
Tomofun, maker of the Furbo pet camera, migrated its vision-language model inference from GPU-based EC2 instances to…
AMD Accelerates AI Chip Growth to 46%, Signaling Robust Infrastructure Spending
AMD reported accelerating AI chip revenue growth, projecting 46% growth in the current quarter compared to 38% growth…
NVIDIA, OpenAI, Microsoft Open MRC Protocol for AI Network Resilience
NVIDIA, Microsoft, and OpenAI have introduced Multipath Reliable Connection (MRC), an RDMA transport protocol that…
Magnitude Beats Phase in Hybrid Quantum ML for SAR
Researchers tested five different encoding strategies for using Synthetic Aperture Radar data in quantum machine…
OpenAI Targets 2027 Phone Launch with Custom AI Chip
OpenAI is reportedly fast-tracking development of a smartphone as its first hardware product, according to supply chain…