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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

LaunchAMD Gemma 4 support

Day 0 Support for Gemma 4 on AMD Processors and GPUs

AMD is proud to provide Day Zero support for the full set of Gemma 4 models across our portfolio of AI-enabled hardware. This includes AMD Instinct™ GPUs... amd.com

PolicyUS chipmaking equipment export restrictions

US Lawmakers Propose Crackdown on Chip Tool Sales to China

US lawmakers unveiled legislation that seeks to crack down on exports of chipmaking tools to China, especially from allies including the Netherlands and... bloomberg.com

NewsChinese chip market competition

Chinese chipmakers claim nearly half of local market as Nvidia's lead shrinks

Chinese GPU and AI chip ‌makers captured nearly 41% of China's AI accelerator server market last year, eroding Nvidia's once-dominant position in one of its... reuters.com

NewsAMD MLPerf inference performance

AMD Delivers Breakthrough MLPerf Inference 6.0 Results

See how AMD Instinct MI355X delivers breakthrough MLPerf Inference 6.0 results across new GenAI workloads from single GPU to multi-node scale. amd.com

LaunchAI-designed chip design startup funding

Cognichip wants AI to design the chips that power AI, and just raised $60M to try

The firm says it can reduce the cost of chip development by more than 75% and cut the timeline by more than half. techcrunch.com

NewsNVIDIA MLPerf records and hardware optimization

NVIDIA Extreme Co-Design Delivers New MLPerf Inference Records | NVIDIA Technical Blog

Co-designed hardware, software, and models are key to delivering the highest AI factory throughput and lowest token cost. Measuring this goes far beyond... developer.nvidia.com

NewsNVIDIA investment in Marvell

Nvidia bets $2 billion on Marvell as rising AI adoption fuels competition

Nvidia has invested $2 billion in Marvell Technology as part of efforts to ​make it easier for customers to use the custom artificial intelligence ‌chips... reuters.com

videoNVIDIA-Marvell partnership executive commentary

Nvidia's Jensen Huang on $2 billion Marvell investment: AI inflection point has arrived

Jensen Huang, Nvidia founder and CEO, and Matt Murphy, Marvell chair and CEO, discuss Nvidia's $2 billion investment in Marvell Technology. cnbc.com

NewsNVIDIA-Marvell partnership technical details

Nvidia Invests $2B In Custom Chip Vendor Marvell Technology

The deal enables ASIC designers to integrate their own specialized CPUs and XPUs with Nvidia's NVLink interconnect and GPU technology. aibusiness.com

NewsNVIDIA investment in Marvell

Nvidia Invests $2 Billion in Marvell, Announces Partnership

Nvidia Corp. is taking a $2 billion stake in Marvell Technology Inc. and opening up its system to allow Marvell to integrate custom artificial intelligence... bloomberg.com

NewsNVIDIA-Marvell partnership and NVLink ecosystem

NVIDIA AI Ecosystem Expands as Marvell Joins Forces Through NVLink Fusion

NVIDIA and Marvell Technology, Inc. (NASDAQ: MRVL) today announced a strategic partnership to connect Marvell to the NVIDIA AI factory and AI-RAN ecosystem... nvidianews.nvidia.com

NewsSamsung AI chip manufacturing strategy

Samsung’s AI Chip Push And Deals Prompt Fresh Look At Valuation

Samsung Electronics (KOSE:A005930) outlines a more than $73b annual investment plan focused on AI semiconductors. The company signals active M&A interest... finance.yahoo.com

NewsAI chip startup funding and competition

Samsung-backed AI chip firm Rebellions raises $400 million ahead of IPO

Rebellions' chips are focused on AI inferencing, putting it in competition with Nvidia as well as other startups from Groq to Cerebras. cnbc.com

Policychip export restrictions

Commentary: US chip security act ends China's special AI chip supply

The US House Committee on Foreign Affairs passed the Chip Security Act, signaling a decisive move to restrict high-performance computing exports amid rising... digitimes.com

NewsArm data center chips

Arm's AI Data Center Chip & 5-Year Growth Plan After 200% Stock Surge - News and Statistics

Arm Holdings outlines an ambitious five-year plan to increase revenue fivefold, fueled by its new AI-optimized data center chip, following a 200% stock... indexbox.io

NewsAMD HBM memory supply

AMD And Samsung Partnership Adds New Piece To AI Supply Story

AMD (NasdaqGS:AMD) and Samsung signed a new memorandum of understanding to supply next generation HBM4 memory for AMD Instinct AI GPUs. finance.yahoo.com

Newsdata center power infrastructure

Data Centers Are Transitioning From AC to DC

Last week's Nvidia GTC conference highlighted new chip architectures to power AI. But as the chips become faster and more powerful, the remainder of data... spectrum.ieee.org

NewsPower architecture

800 VDC Architecture for AI Data Centers

NVIDIA 800 volts direct current (VDC) has emerged as the optimal architecture for next-generation power distribution. It decreases conversion and routing... nvidia.com

NewsAlternative AI chips

Alibaba’s Huawei Chip Move Tests AI Growth And Margin Resilience

Alibaba Group Holding, NYSE:BABA, is reported to be adopting Huawei's domestically produced 950PR AI chips after positive internal testing. simplywall.st

NewsCompetitive chips

Huawei Targets Nvidia's Turf With New AI Chip

Alibaba Group Holding Limited and other Chinese tech firms are accelerating a shift toward domestic AI chips as U.S. restrictions on Nvidia Corp. reshape... aol.com