Importance:NewsAmazon custom AI chips growth
Andy Jassy weighs in on the rapid growth of Amazon’s chips business
Amazon's chips business saw nearly 40% quarter-over-quarter growth in Q1, and it has momentum. Source: aboutamazon.com
⚡ Hardware & Infrastructure
AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
462 articles
Importance: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... Source: reuters.com
Importance: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. Source: cnbc.com
Importance: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... Source: bloomberg.com
Importance: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. Source: timesofsandiego.com
Importance: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... Source: mediapost.com
Importance: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,... Source: blogs.nvidia.com
Importance: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. Source: barrons.com
Importance: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. Source: siliconangle.com
Importance: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... Source: reuters.com
Importance: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... Source: reuters.com
Importance: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... Source: finance.yahoo.com
Importance: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. Source: wsj.com
Importance: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... Source: simplywall.st
Importance: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... Source: jpost.com
Importance: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... Source: indexbox.io
Importance: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... Source: venturebeat.com
Importance: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... Source: indexbox.io
Importance: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. Source: siliconangle.com
Importance: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. Source: blogs.nvidia.com