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Archive/hardware & infrastructure

⚡ Hardware & Infrastructure

AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.

261 articles

NewsSamsung chip profit AI demand

Samsung Electronics sees robust AI demand after Q1 chip profit jumps almost 50-fold

Samsung Electronics on Thursday reported record quarterly profit driven by a 49-fold jump in chip ‌income, saying it expects the momentum to continue as... reuters.com

NewsSamsung memory chips AI demand

Samsung profit surges over eight-fold to beat estimates as AI boom fuels memory chip crunch

Samsung Electronics reported an over eight-fold increase in first-quarter operating profits, hitting a new record and beating analysts' estimates. cnbc.com

NewsChinese AI chip market

Cambricon Shares Jump 14% After Its AI Chip Sales Surge in China

Chinese AI chipmaker Cambricon Technologies Corp.'s shares surged 14% in Shanghai, after its first-quarter sales more than doubled thanks to Beijing's push... bloomberg.com

NewsQualcomm AI chip sales

Qualcomm stock jumps 17% on earnings beat and major AI chip sale

With the results beating Wall Street's expectations, and the AI chip announcement, shares rose as high as $182.20 in after-hours trading. timesofsandiego.com

NewsGPU procurement/AMD

Meta To Spend Billions More On AMD AI Chips 02/25/2026

Per the deal, Meta is expected to purchase a volume of AMD's MI540 series of GPUs and its latest generation of CPUs that equates to six gigawatts of of... mediapost.com

NewsAI chip manufacturing

Elon Musk lays out Terafab AI chip project plan

Tesla chief Elon Musk said on Wednesday the electric vehicle maker plans to use Intel's next-generation 14A manufacturing process to make chips at its... reuters.com

OpinionAI chip competition

Nvidia Stock Faces Google AI Chip Threat. How They Can Both Win.

Nvidia stock is proving resilient in the face of Google's new AI chips. It's not a zero-sum game. barrons.com

Newscloud AI infrastructure

From GPUs to AI factories: Inside the Nvidia-Google Cloud superstack

From GPUs to AI factories: Inside the Nvidia-Google Cloud superstack - SiliconANGLE. siliconangle.com

NewsAI infrastructure

OpenAI’s New GPT-5.5 Powers Codex on NVIDIA Infrastructure — and NVIDIA Is Already Putting It to Work

AI agents have revolutionized developer workflows, and their next frontier is knowledge work: processing information, solving complex problems,... blogs.nvidia.com

NewsCustom AI chip partnerships

Broadcom’s Google And Anthropic AI Deals Deepen Custom Chip Reliance

Broadcom (NasdaqGS:AVGO) has signed multi-year AI chip and infrastructure agreements with Google and Anthropic. The deals run through 2031 and cover... finance.yahoo.com

NewsAI memory chip demand

Samsung Projects Eightfold Profit Leap as AI Chip Demand Soars

Global tech companies rush to secure advanced chips for AI data centers, boosting memory prices. wsj.com

NewsCustom AI chip partnerships

Broadcom signs long-term deal to develop Google’s custom AI chips

Broadcom said on Monday it has signed a long-term agreement with Google to develop and supply future generations of ​custom artificial intelligence chips... reuters.com

NewsNvidia-Marvell expanded partnership

NVIDIA (NVDA) Is Up 5.9% After Doubling Down On Marvell AI Data Center Tie‑Up – Has The Bull Case Changed?

In late March 2026, NVIDIA and Marvell Technology announced an expanded partnership, including a US$2.00 billion NVIDIA investment and integration of... simplywall.st

NewsRevenue forecast & financial results

Nvidia's $1 Trillion AI Revenue Forecast for 2027 & Fiscal 2026 Results - News and Statistics

Nvidia forecasts $1 trillion in AI revenue for 2027, a major increase, following robust fiscal 2026 sales powered by its Blackwell architecture and ahead of... indexbox.io

NewsStrategic partnership & investment

Nvidia doesn’t stop: Invests $2 billion in AI hardware giant

Nvidia announces strategic partnership with Marvell, including a $2 billion investment, aiming to develop advanced AI infrastructure and support innovative... jpost.com

NewsEdge AI chip startup IPO

Report: Edge AI chip startup Hailo to go public via SPAC merger

Chipmaker Hailo Technologies Ltd. is reportedly preparing to list its shares through a merger with a special-purpose acquisition company. siliconangle.com

NewsData center expansion

Nebius AI Growth: Nvidia Partnership & Data Center Expansion to 16 Sites - News and Statistics

Nebius is experiencing rapid growth in the AI computing sector, expanding its data centers from 2 to a planned 16 by end of 2026, backed by Nvidia and... indexbox.io

LaunchEnterprise AI platform launch

Nvidia launches enterprise AI agent platform with Adobe, Salesforce, SAP among 17 adopters at GTC 2026

Nvidia launches enterprise AI agent platform with Adobe, Salesforce, SAP among 17 adopters at GTC 2026 · Inside Nvidia's Agent Toolkit: the software stack... venturebeat.com

LaunchNVIDIA Gemma 4 acceleration

From RTX to Spark: NVIDIA Accelerates Gemma 4 for Local Agentic AI

Gemma 4 brings powerful reasoning, coding and multimodal AI directly to NVIDIA RTX PCs, DGX Spark and edge devices. blogs.nvidia.com

PolicyUS chip export controls to China

Bill to ban sale of key AI chipmaking equipment to China introduced in House

A bipartisan group of senators introduced a bill that would severely limit the sale of advanced semiconductor machinery to China used for AI systems. nbcnews.com