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Archive/hardware & infrastructure

⚡ Hardware & Infrastructure

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

469 articles

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

Importance:PolicyUS chip export controls to China

Bill to ban sale of key AI chipmaking equipment to China introduced in House

A bipartisan group of senators introduced a bill that would severely limit the sale of advanced semiconductor machinery to China used for AI systems. Source: nbcnews.com

Importance: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... Source: amd.com

Importance: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... Source: bloomberg.com

Importance: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... Source: reuters.com

Importance: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. Source: amd.com

Importance: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. Source: techcrunch.com

Importance: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... Source: developer.nvidia.com

Importance: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... Source: reuters.com

Importance: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. Source: cnbc.com

Importance: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. Source: aibusiness.com

Importance: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... Source: bloomberg.com

Importance: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... Source: nvidianews.nvidia.com

Importance: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... Source: finance.yahoo.com