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Archive/hardware & infrastructure

⚡ Hardware & Infrastructure

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

653 articles

Importance:NewsAI geopolitics

Exclusive: Nvidia's Jensen Huang defends Chinese AI amid Kimi panic

Nvidia CEO Jensen Huang believes America has nothing to fear from China's open-source AI models — and everything to fear from the growing campaign to ban... Source: axios.com

Importance:NewsAI server deals

AMD to sell Anthropic tens of billions in AI servers, invest up to $5 billion in startup

Advanced Micro Devices will ​sell Anthropic tens of billions of dollars' worth of AI servers and invest as much as $5 ‌billion in the Claude maker,... Source: reuters.com

Importance:Newsmanufacturing

AI revolution arrives in North Texas: Nvidia and Wistron launch manufacturing plant in Fort Worth

The future of AI technology manufacturing has landed in North Texas. On Tuesday, AI giants Wistron and Nvidia held a grand opening celebration at their new... Source: cbsnews.com

Importance:NewsCPU

Nvidia Vera Rubin: Inside the agentic AI factory that rewrites the CPU playbook

On the surface, this week's Vera Rubin launch is another major platform moment for Nvidia Corp., as the company maintains a steady drumbeat of artificial... Source: siliconangle.com

Importance:Newsmanufacturing

Built in Fort Worth: Wistron Opens Advanced Manufacturing Plant to Produce NVIDIA AI Systems

The AI era runs on AI infrastructure. Many of these advanced systems are built and tested in Texas. Wistron opened its first U.S. manufacturing facility... Source: blogs.nvidia.com

Importance:NewsCPU

Nvidia details its next-generation Vera CPU for AI, setting up challenge to AMD and Intel

Nvidia became the most valuable company because of insatiable demand for its graphics processing unit, the primary chip used for AI. But the chip giant is... Source: cnbc.com

Importance:Newsmanufacturing

Nvidia supplier Wistron launches $700 million Texas factory for AI system production

Taiwan's Wistron , a supplier to Nvidia , launched a $700 million manufacturing ​facility in Texas on Tuesday to produce ‌the U.S. chipmaker's latest AI... Source: reuters.com

Importance:NewsAI chip efficiency

Google Plans New ‘Frozen’ Chip to Run Its AI Models Much More Efficiently

Google is working on a new server chip that would directly integrate the blueprint of its Gemini AI model, enabling the company to serve its AI models to... Source: theinformation.com

Importance:Newscloud AI infrastructure

Microsoft expands Azure AI and HPC infrastructure with AMD

AI workloads are scaling faster than any single infrastructure approach can support — with more models, new agent-driven workloads and surging compute... Source: blogs.microsoft.com

Importance:NewsAI chip financial impact

Alphabet stock pops on report it's developing a more efficient AI chip

The new AI chip, called "Frozen v2," would embed parts of Gemini's architecture directly into the silicon, according to the report. Source: cnbc.com

Importance:NewsAI chip optimization

Google reportedly developing ‘Frozen v2’ AI chip optimized for Gemini models

Google LLC is reportedly developing a new chip optimized to run its Gemini series of artificial intelligence models. Sources told The Information today that... Source: siliconangle.com

Importance:NewsAI chip efficiency

Google plans new chip to run Gemini models more efficiently, the Information reports

Google is developing a new server chip that would incorporate elements of its Gemini model directly ​into the hardware, in a bid to serve ‌its AI models... Source: reuters.com

Importance:NewsAI graphics and simulation

At SIGGRAPH, NVIDIA Advances Graphics and Simulation With Agentic and Physical AI

From open models to real-time simulation, AI and graphics breakthroughs are transforming media, content creation and robotics. Source: blogs.nvidia.com

Importance:NewsAI chip development

Google is working on a new AI chip designed to make Gemini more efficient

Alphabet, Google's parent company, is designing a new server chip to help its in-house Gemini models operate more efficiently. The new chip, internally... Source: techcrunch.com

Importance:NewsAI chip financial impact

Alphabet's Google developing new chip for AI model, stock jumps

Google's stock jumped 3% on Monday after a report that the company is developing a new chip to optimize its Gemini AI model. Source: finance.yahoo.com

Importance:Newschip partnerships

Apple’s stunning Nvidia flip reveals where AI money is moving

Apple dethrones Nvidia as the AI trade enters a new phase. Source: thestreet.com

Importance:Newschip manufacturing

Taiwan Chipmaker TSMC Pledges Another $100B to Expand U.S. Chipmaking

HONG KONG, July 19, 2026 (AP) — Major Taiwan computer chipmaker TSMC said Thursday it plans to spend another $100 billion on expanding its manufacturing... Source: broadbandbreakfast.com

Importance:Newschip manufacturing

TSMC is accelerating Arizona factory buildout to capitalize on AI 'megatrend,' CFO says

Speaking in an interview with CNBC, TSMC Chief Financial Officer Wendell Huang said the chipmaker will double down on its Arizona expansion. Source: cnbc.com

Importance:Newschip equipment

Could AI chip boom make ASML Europe's first trillion-dollar firm?

The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring ​demand for AI computer chips flows to the Dutch... Source: reuters.com

Importance:Newsinfrastructure limits

Nvidia: AI Infrastructure Hitting Physical And Financial Limits (NASDAQ:NVDA)

Nvidia Corporation's growth ties to hyperscaler CapEx, a $1T 2027 peak, and soaring AI power needs—plus IPO froth. Click for this NVDA update. Source: seekingalpha.com