AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
658 articles
Amazon is reportedly considering a sale-leaseback of Nvidia chips worth $8 billion. The move reflects the search for new ways to pay for its enormous AI infrastructure expansion. Source: techrepublic.com
Reflection AI, a startup supported by Nvidia, released its debut open-weight model, Beam, on Monday. The company is positioning it as a challenger to cheaper Chinese open models. Source: reuters.com
Reflection AI, a startup launched by two former Google DeepMind researchers, has unveiled a new open-weight model. The company claims it can rival leading Chinese open models. Source: bloomberg.com
Banks have begun syndicating a massive financing package tied to chips for Broadcom and Anthropic. The deal will test lenders' appetite amid rising concern over growing AI-related debt. Source: ft.com
AMD has published two videos showing how teams across the company take rack-scale AI infrastructure from design to deployment. The clips offer a look behind the scenes of the Helios effort. Source: newsroom.amd.com
Hewlett Packard Enterprise has secured its first paying customer for AMD's rival to Nvidia's dominant AI server racks. HPE announced the deal on September 30, 2026, with a value of $1.2 billion. Source: shattered.io
ASUS has unveiled the Ascent GX10 64GB, built on the NVIDIA GB10 Grace Blackwell chip. It delivers 1 PFLOP of compute and can run open-source models of 30–35B parameters and AI agents locally. Source: press.asus.com
Reflection, a closely watched startup backed by Nvidia, is preparing to release a powerful open-weight AI system. The model could pose a serious challenge to established players in the race for AI leadership. Source: axios.com
Vultr has placed the first order for the AMD Helios AI Rack by HPE, committing $1.2 billion to 72-GPU MI455X racks. Each rack includes six Juniper QFX5252 scale-up switch trays. Source: storagereview.com
Another arrest has been made in the ongoing crackdown on illicit shipments of Nvidia chips. The case shows the smuggling problem is far from solved. Source: arstechnica.com
Broadcom's Wall Street syndicate has begun assembling $60 billion in new financing tied to AI chips. The money is meant to benefit Anthropic PBC and other companies. Source: bloomberg.com
Prosecutors say the man smuggled over $300 million worth of restricted Nvidia chips to China in violation of US export controls. The shipments allegedly went through Malaysia and Singapore using false paperwork. Source: tomshardware.com
Prosecutors say the owner of a California tech firm routed restricted AI servers through Malaysia and Singapore. The goal was to evade US export controls. Source: scmp.com
The new DGX Spark 64GB lets developers run AI agents directly on-device with the full NVIDIA AI stack. Multiple units can be clustered together for more performance as workloads grow. Source: blogs.nvidia.com
The owner of a San Gabriel Valley tech company was arrested Thursday. Federal prosecutors charged him with smuggling more than $300 million in hardware. Source: latimes.com
The cloud giant is hiking prices for renting AI chips by 15%. It is also reportedly talking to investors about moving thousands of Grace Blackwell chips into a special-purpose vehicle. Source: qz.com
CoreWeave announced a series of updates, starting with the availability of Nvidia's new Vera Rubin NVL72 rack-scale AI platform in its cloud. Source: networkworld.com
Nvidia's AI chips continue to reach China despite US restrictions. Officials are now asking why the company failed to spot warning signs. Source: bloomberg.com
A Chinese state-backed financing entity reportedly paid for the purchase of restricted NVIDIA processors. The report suggests state money played a role in obtaining chips covered by US export limits. Source: finance.yahoo.com
The economics of AI factories increasingly depend on inference revenue, low-latency workloads and power efficiency. This applies across Nvidia and CoreWeave systems. Source: siliconangle.com