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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:Newschip manufacturing investment

Applied Materials Invests $500 Million To Expand Singapore Manufacturing And R&D For AI Chip Demand

Applied Materials announced the expansion of its manufacturing and research and development operations in Singapore with a new $500 million (S$600 million)... Source: pulse2.com

Importance:NewsAI chip deals

AMD Meta AI Chip Pact Puts Data Center Growth And Valuation In Focus

AMD (NasdaqGS:AMD) has agreed its largest AI chip deal to date with Meta Platforms, tied to a multi-year 6-gigawatt Instinct GPU rollout. Source: finance.yahoo.com

Importance:NewsNVIDIA data center expansion/Australia

This AI Stock Is Australia’s Answer to CoreWeave. It Just Notched a Deal With Nvidia.

Sharon AI and Nvidia · NVDA. +0.13%. announced a six-year agreement on Friday to stand up 72 megawatts of new data-center capacity in Australia. Source: barrons.com

Importance:NewsAI chip export controls/enforcement

Chinese National Gets 1 Year In AI Chip Export Scheme

A Chinese national was sentenced in California federal court Friday to one year and one day in prison for conspiring to unlawfully export to China computer... Source: law360.com

Importance:NewsGoogle AI chip manufacturing

Google Turns to Samsung for Future AI Chip as Capacity Tightens

Google is considering giving Samsung Electronics a crucial role in making a component of one of its most advanced future AI chips, as the ongoing... Source: theinformation.com

Importance:NewsAI infrastructure investment

KKR launches $10 billion AI infrastructure company with Nvidia, Vistra

A KKR-led group on Thursday launched a new company with more than $10 billion in committed capital to finance ​the build-out of AI infrastructure,... Source: reuters.com

Importance:NewsAI cloud funding

Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly

Cloud-based artificial intelligence infrastructure startup TensorWave Inc. said today it has closed on a bumper $350 million Series B funding round as it... Source: siliconangle.com

Importance:NewsAMD investment/cloud

AMD TensorWave Bet Ties AI Cloud Growth To Rich Valuation

AMD co-led a $350 million funding round in TensorWave, an AI cloud provider that uses only AMD hardware for its training clusters. The deal positions AMD... Source: finance.yahoo.com

Importance:Policyexport controls

Taiwan weighs tighter rules for AI chip exports to China

Taiwan is considering broader AI chip export controls on China, including possible criminal penalties for smuggling advanced Nvidia-based hardware. Source: upi.com

Importance:Newsdata center / OpenAI / Nvidia

OpenAI in Talks to Lease 10 Gigawatt Ohio Data Center with Backing From Nvidia

OpenAI is in advanced negotiations to lease a proposed 10 gigawatt data center campus on federal land in Ohio as part of a deal that could include financial... Source: theinformation.com

Importance:NewsAI chip competition

Upstart chipmakers keep challenging Nvidia. This time it's Microsoft-backed D-Matrix

Nvidia challenger D-Matrix is entering full production of an AI chip it says is 10 times faster than a GPU and bypasses the memory shortage. Source: cnbc.com

Importance:LaunchNvidia confidential computing / Apple Intelligence

NVIDIA Confidential Computing to Help Expand Apple’s Private Cloud Compute

NVIDIA GPUs to support server-side inference for Apple Intelligence, announced at WWDC. Source: blogs.nvidia.com

Importance:NewsNvidia / Apple / cloud compute

Nvidia Finally Lands Apple as an AI Customer. Why the Stock Is Dropping.

Nvidia stock falls. Apple is accessing Nvidia's hardware via the cloud-computing services of Google rather than buying the chips directly. Source: barrons.com

Importance:Newsexport controls

Taiwan Mulls Curbs on AI Chip Exports to China to Align With US

Taiwan authorities are considering much stricter export controls on AI chip sales to China to further align with US measures, according to people familiar... Source: bloomberg.com

Importance:Policynational AI compute infrastructure

UK sets out $1.5 billion AI hardware plan with supercomputer, chip funding

Britain set out a new £1.1 billion ($1.47 billion) plan on Monday to ​build domestic AI computing capacity, including a new ‌national supercomputer and... Source: reuters.com

Importance:Newschip manufacturing capacity

Google and Nvidia Consider Intel as Backup Chip Manufacturer

TSMC's capacity struggles are turning into a boon for Intel. As the Taiwanese chip making giant struggles to meet overwhelming demand for its chip... Source: theinformation.com

Importance:NewsNvidia South Korea partnerships

Nvidia clinches deals with South Korean giants including SK Group to advance AI boom

Nvidia on Monday ​announced a series of deals in South Korea with tech giants including SK Hynix and Naver , as it looks to secure crucial memory chips ‌to... Source: reuters.com

Importance:Newscustom AI chips vs Nvidia

Amazon, Alphabet, and Microsoft Are All Racing to Design Their Own AI Chips. Here's What It Means for Nvidia.

The cloud giants are spending hundreds of billions to build AI data centers -- and a growing slice of that money is going toward chips they design... Source: fool.com

Importance:LaunchAI factory/cloud infrastructure

NAVER Expands AI Infrastructure With NVIDIA to Serve Surging Global AI Demand

News Summary: NAVER, an AI Cloud, will build AI factories on the NVIDIA DSX platform at gigawatt scale, starting with AI infrastructure expansion at GAK... Source: nvidianews.nvidia.com

Importance:NewsNvidia South Korea data center deals

Nvidia Unveils AI Infrastructure Deals In South Korea

US chip titan Nvidia on Monday announced a large-scale data centre construction project in South Korea with SK Telecom, among a raft of other business deals... Source: barrons.com