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Archive/hardware & infrastructure

⚡ Hardware & Infrastructure

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

462 articles

Importance:Policygovernment AI chip procurement

White House Approves $9 Billion for Spy Agencies to Catch Up on A.I.

The C.I.A. and N.S.A. cannot fully deploy the latest models on their classified systems because of a shortage of cutting-edge chips. Source: nytimes.com

Importance:NewsAMD Taiwan AI infrastructure investment

AMD Announces More Than $10 Billion in Taiwan Ecosystem Investments to Accelerate AI Infrastructure

News Summary: More than $10 billion in investments across the Taiwan ecosystem to expand strategic partnerships and scale advanced packaging capabilities... Source: amd.com

Importance:LaunchAMD AI hardware

Preorders for AMD's $3,999 Ryzen AI Halo, Its DGX Spark Competitor, Start in June

AMD is now ready for its developer platform to go head-to-head with Nvidia (and Apple). Source: pcmag.com

Importance:NewsAMD CPU/GPU AI strategy

Analysis: AMD bets the future of AI runs on CPUs as much as GPUs

Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. Source: digitimes.com

Importance:NewsNvidia earnings

Nvidia posts record profit of $58.3bn amid AI chip boom

Nvidia has announced record quarterly profit and revenue amid explosive demand for its advanced AI chips. The US tech behemoth said on Wednesday that profit... Source: aljazeera.com

Importance:NewsAI chip partnerships

Anthropic, Microsoft in talks for AI chip deal after $5 billion investment

Anthropic is in talks with Microsoft to adopt its Maia artificial intelligence chip, but the two companies have not signed a deal, a person familiar with... Source: cnbc.com

Importance:NewsNvidia earnings

NVIDIA Announces Financial Results for First Quarter Fiscal 2027

NVIDIA (NASDAQ: NVDA) today reported record revenue for the first quarter ended April 26, 2026, of $81.6 billion, up 20% from the previous quarter and up... Source: nvidianews.nvidia.com

Importance:NewsNvidia earnings

Nvidia’s Profit Hits $58.3 Billion as A.I. Boom Gathers More Steam

Another huge quarterly profit announced by the chip maker Nvidia on Wednesday provided solid evidence that Silicon Valley's artificial intelligence spending... Source: nytimes.com

Importance:NewsNvidia China/Huawei chips

Nvidia says it has ‘largely conceded’ China’s AI chip market to Huawei

Nvidia's Huang said the company has "largely conceded" China's AI chip market to Huawei. Huang's comments came as Nvidia reported another blockbuster... Source: cnbc.com

Importance:LaunchAMD AI PC/workstation chips

AMD Powers Next-Generation Agent Computers with New Ryzen AI Halo Developer Platform and Ryzen AI Max PRO 400 Series Processors

AMD unveils Ryzen AI Halo and Ryzen AI Max PRO 400 Series for local agentic AI PCs and workstations. Source: amd.com

Importance:NewsNvidia - earnings & strategy

Nvidia's outlook will be a test of its strategy to maintain AI dominance

Nvidia is expected to deliver another blockbuster earnings report on Wednesday, but a shift in how artificial intelligence is used is raising doubts on how... Source: reuters.com

Importance:NewsAI chips - China domestic

Alibaba Unveils New AI Chip as China Accelerates Adoption of Domestic Chips

Alibaba Group's semiconductor design unit on Wednesday unveiled a new chip that can be used to train and run AI models. The move comes as the Chinese... Source: theinformation.com

Importance:NewsNvidia - strategy & deals

Nvidia’s Jensen Huang bankrolls AI boom with $90bn deal spree

Nvidia is deploying unprecedented sums to tighten its grip on the artificial intelligence industry, committing roughly $90bn to dealmaking over the past 16... Source: ft.com

Importance:NewsAI chips - Alibaba

Alibaba Unveils New AI Chip, Upgrades AI Model

Alibaba 9988 -0.23%decrease; red down pointing triangle has unveiled a new artificial-intelligence chip as well as an update of its AI model, as the Chinese... Source: wsj.com

Importance:NewsAI chips - Alibaba

Alibaba Unveils New AI Chip for Training and Inferencing

Alibaba Group Holding Ltd. added a new processor to its expanding AI technology stack, enhancing a push to cover every aspect of artificial intelligence... Source: bloomberg.com

Importance:Newscloud compute - Google TPU rivalry

Google and Blackstone Join Forces to Topple Nvidia’s AI Cloud Dominance

Google and Blackstone announced plans to create a new AI cloud company using the tech giant's chips. Source: barrons.com

Importance:NewsAI chips - China

Alibaba reveals more powerful Zhenwu AI chip, new LLM

Alibaba announced updates to its AI offerings, including a more powerful chip and a new large language model. Source: cnbc.com

Importance:NewsNvidia China chip market access

Nvidia’s CEO Sees China Opening Market to AI Chips From US

Nvidia Corp. Chief Executive Officer Jensen Huang, speaking days after he joined President Donald Trump's summit in China, said he expects Chinese... Source: bloomberg.com

Importance:NewsAI chip M&A

AI Chip Startup Tenstorrent Draws Takeover Interest From Intel, Qualcomm

Artificial intelligence chip startup Tenstorrent Inc. is drawing early takeover interest from prospective buyers at a moment of renewed momentum for... Source: bloomberg.com

Importance:Newsdata center investment

Google makes chip push with Blackstone-backed AI cloud group

Investment of $5bn by private capital group set to help bring 500MW of data centre capacity online next year. Source: ft.com