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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:NewsAI chip startup funding and competition

Samsung-backed AI chip firm Rebellions raises $400 million ahead of IPO

Rebellions' chips are focused on AI inferencing, putting it in competition with Nvidia as well as other startups from Groq to Cerebras. Source: cnbc.com

Importance:Policychip export restrictions

Commentary: US chip security act ends China's special AI chip supply

The US House Committee on Foreign Affairs passed the Chip Security Act, signaling a decisive move to restrict high-performance computing exports amid rising... Source: digitimes.com

Importance:NewsArm data center chips

Arm's AI Data Center Chip & 5-Year Growth Plan After 200% Stock Surge - News and Statistics

Arm Holdings outlines an ambitious five-year plan to increase revenue fivefold, fueled by its new AI-optimized data center chip, following a 200% stock... Source: indexbox.io

Importance:NewsAMD HBM memory supply

AMD And Samsung Partnership Adds New Piece To AI Supply Story

AMD (NasdaqGS:AMD) and Samsung signed a new memorandum of understanding to supply next generation HBM4 memory for AMD Instinct AI GPUs. Source: finance.yahoo.com

Importance:Newsdata center power infrastructure

Data Centers Are Transitioning From AC to DC

Last week's Nvidia GTC conference highlighted new chip architectures to power AI. But as the chips become faster and more powerful, the remainder of data... Source: spectrum.ieee.org

Importance:NewsAlternative AI chips

Alibaba’s Huawei Chip Move Tests AI Growth And Margin Resilience

Alibaba Group Holding, NYSE:BABA, is reported to be adopting Huawei's domestically produced 950PR AI chips after positive internal testing. Source: simplywall.st

Importance:NewsSpace data centers

Nvidia Just Announced Hardware for AI Data Centers in Space. Here Are the Very Real Implications.

Orbital data centers could become a reality, and Nvidia is leading the charge. Source: fool.com

Importance:NewsCompetitive chips

Huawei Targets Nvidia's Turf With New AI Chip

Alibaba Group Holding Limited and other Chinese tech firms are accelerating a shift toward domestic AI chips as U.S. restrictions on Nvidia Corp. reshape... Source: aol.com

Importance:NewsPower architecture

800 VDC Architecture for AI Data Centers

NVIDIA 800 volts direct current (VDC) has emerged as the optimal architecture for next-generation power distribution. It decreases conversion and routing... Source: nvidia.com