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
⚡ Hardware & Infrastructure
AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
658 articles
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: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
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: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:Newscompany strategy
AMD’s next reinvention: A new playbook for the AI era
Advanced Micro Devices Inc.'s first reinvention rebuilt the company. It was frankly about survival. Its next reinvention must redefine the company. AMD's... Source: siliconangle.com
Importance:Launchregional expansion
NVIDIA Expands Physical AI Platform Across Japan With Cosmos 3 Edge And Industry Partnerships
NVIDIA has announced an expansion of its physical artificial intelligence ecosystem in Japan, with leading robotics, manufacturing, technology and... Source: pulse2.com
Importance:LaunchNVIDIA products
NVIDIA Vera Rubin Maximizes Intelligence per Dollar for Post-Training Workloads — a Key Metric for Agentic AI
Lowest cost per token from extreme codesign maximizes intelligence per dollar for post-training in the agentic era. Source: blogs.nvidia.com
Importance:NewsAI startups
Exclusive | AI Chip Startup Etched Is in Talks for $20 Billion Valuation
Startup is also raising capital at $10 billion valuation in separate round led by Sequoia. Source: wsj.com
Importance:NewsAI Model
Nvidia unveils new AI model and expands Japan’s physical AI ecosystem
Nvidia announces new AI model, Cosmos 3 Edge, and expansion of its physical AI ecosystems in Japan. Source: cnbc.com
Importance:NewsServer Hardware
Apple Explores Chip Acquisitions as Its M2 Ultra AI Servers Fall Short
Apple has approached chip startups and bankers over AI server buyouts after M2 Ultra servers struggled and Baltra slipped its timeline. Source: technology.org
Importance:NewsChip Manufacturing
TSMC raises capex and revenue forecast, highlighting growing AI chip demand
What happened: Taiwan Semiconductor Manufacturing (TSM) stock moved 4% lower in premarket trading on Thursday. What's behind the move: The world's largest... Source: finance.yahoo.com
Importance:NewsAI Platform Expansion
Nvidia Expands Cosmos Physical AI Platform with Edge Model, Japanese Manufacturing Partners
Nvidia has expanded its open physical AI platform with the introduction of Cosmos 3 Edge, a new world model designed to run directly on robots and other... Source: adtmag.com
Importance:NewsChip Procurement
Japan to Buy Nvidia Chips to Power Its AI Push
The announcement was made during Nvidia CEO Jensen Huang's visit to Tokyo. Source: wsj.com
Importance:LaunchNational AI Infrastructure
Japan Government, Industrial Leaders and NVIDIA Launch the World’s First National AI Infrastructure
NVIDIA today announced it is working with Noetra Corp. to launch an NVIDIA Vera Rubin AI factory with 13750 NVIDIA Vera CPUs and 27500 NVIDIA Rubin GPUs for... Source: nvidianews.nvidia.com
Importance:NewsAI ecosystem/robotics
NVIDIA and Japan Bring Full-Stack AI and Robotics to Every Industry
NVIDIA and its partners in Japan are this week showcasing the AI ecosystem's latest advancements. Check back here for updates. Source: blogs.nvidia.com
Importance:NewsAI infrastructure
MHI Advances AI Infrastructure Commercialization with U.S. Deployment of 10MW-Class Chiller and MCP Development-- Supporting AI Infrastructure Through Modular Cooling and NVIDIA Ecosystem Collaboration
Tokyo, July 16, 2026 – Mitsubishi Heavy Industries, Ltd. (MHI) today announced deployment and strategic advancements in infrastructure technologies to meet... Source: mhi.com
Importance:NewsAI chip strategy
Apple Reportedly Looking to Acquire AI Chip Companies
Apple is looking to acquire AI chip companies as part of an effort to reduce its dependence on Nvidia for demanding AI workloads, according to The... Source: macrumors.com
Importance:NewsAI/robotics collaboration
Japan’s Robot Makers Join Nvidia’s Physical AI Cosmos Coalition
Nvidia Corp. and four of Japan's leading industrial automation companies said they will expand their collaboration on robot development, bolstering Jensen... Source: bloomberg.com
Importance:NewsAI chip acquisitions
Apple Goes Shopping For AI Chip Startups Amid Struggles With Performance Of In-House Server Chips: Report
Apple Inc. (AAPL) is said to be exploring acquisitions of AI chip startups as it looks to strengthen its in-house server chip capabilities, Source: stocktwits.com