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Archive/hardware & infrastructure

⚡ Hardware & Infrastructure

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

658 articles

Importance:OpinionUS-Taiwan chip supply chain

All-In on AI: How the United States and Taiwan Are Deepening Their Chip Partnership

Taiwan's cooperation with the United States on the AI supply chain could strengthen the silicon shield. Source: stimson.org

Importance:NewsAMD GPU hardware launch

AMD Delivers Plug-In AI Power with PCI-Based GPU

You could build an entire data center around a new GPU with elaborate scale-up networking, exotic chiplet architectures, and advance liquid cooling. Source: hpcwire.com

Importance:NewsUS AI manufacturing expansion

NVIDIA and Corning Partner to Expand U.S. AI Manufacturing

North Carolina and Texas are set to land major new manufacturing investments as chipmaker NVIDIA and glassmaker Corning expand U.S. production of critical... Source: nam.org

Importance:NewsAI chip manufacturing / SpaceX fab

Elon Musk’s SpaceX Plans $55 Billion Investment to Make A.I. Chips

The scale of Elon Musk's ambitious plan to build a giant computer chip plant in Texas is becoming clear — and it is stunning. The first stage of the chip... Source: nytimes.com

Importance:NewsAMD MI350P GPU launch

AMD announces MI350P PCIe AI accelerator card with 144GB of HBM3E — roughly 40% faster in FP16 and FP8 theoretical compute compared to Nvidia's H200 NVL competitor

AMD now has the fastest AI accelerator card on the market that fits in a traditional PCIe slot. Source: tomshardware.com

Importance:Newsdata centers / NVIDIA investment

Nvidia to invest up to $2.1 billion in IREN as part of AI data center deal

Nvidia will invest up to $2.1 billion in data center operator IREN , as part of a ​broader deal to deploy up to 5 ‌gigawatts of infrastructure to keep up... Source: reuters.com

Importance:Newscustom AI chips / OpenAI-Broadcom deal

OpenAI’s AI Chip Deal With Broadcom Hits $18 Billion Financing Snag

When OpenAI and chip designer Broadcom announced last fall that they would make custom artificial intelligence chips together, they positioned it as a done... Source: theinformation.com

Importance:Newsdata centers / NVIDIA partnerships

NVIDIA and IREN Announce Strategic Partnership to Accelerate Deployment of up to 5 Gigawatts of AI Infrastructure

NVIDIA (NASDAQ: NVDA) and IREN Limited (NASDAQ: IREN) (“IREN”) today announced a strategic partnership to accelerate deployment of next-generation AI... Source: nvidianews.nvidia.com

Importance:NewsAI networking/chips

AMD and OpenAI Advance AI Networking at Scale with MRC

AMD, OpenAI and partners advance AI networking with MRC—boosting scalability, resilience and real-world performance for large AI clusters. Source: amd.com

Importance:NewsAI chip manufacturing/energy

TSMC taps wind power as AI chip demand soars, Taiwan feels energy crunch

Taiwanese chipmaker TSMC is raking in record profits during the AI boom—but it is also racing to help Taiwan develop wind power and other energy... Source: arstechnica.com

Importance:NewsAI infrastructure manufacturing

Nvidia to invest up to $3.2 billion in Corning as part of massive optical fiber deal with 3 new factories focused on AI

Corning is opening three new advanced manufacturing plants in the U.S. dedicated entirely to optical technologies for Nvidia. Source: cnbc.com

Importance:NewsAI chips/earnings

AMD stock soars on Q1 earnings beat, better-than-expected outlook amid strong AI chip demand

AMD (AMD) reported its first quarter results after the bell on Tuesday, beating analysts' expectations on the top and bottom lines and topping Wall Street's... Source: finance.yahoo.com

Importance:NewsAI infrastructure manufacturing

Nvidia, Corning planning factory in North Carolina in support of AI

Leading technology company NVIDIA (NASDAQ: NVDA) and fiber optic company Corning Incorporated (NYSE: GLW) announced plans today to build three manufacturing... Source: businessnc.com

Importance:NewsAI infrastructure manufacturing

NVIDIA and Corning Announce Long-Term Partnership to Strengthen US Manufacturing for AI Infrastructure

NVIDIA (NASDAQ: NVDA) and Corning Incorporated (NYSE: GLW) today announced a multiyear commercial and technology partnership to dramatically expand... Source: nvidianews.nvidia.com

Importance:NewsSamsung AI chip market rally

Samsung crossses $1 trillion valuation as AI frenzy drives historic rally, lifting shares over 15%

Shares of Samsung Electronics surged more than 15% Wednesday, pushing the chip giant's market capitalization past the $1 trillion mark as investors... Source: cnbc.com

Importance:NewsAMD AI data center forecast

AMD Gives Upbeat Forecast After AI Data Center Demand Surges

Advanced Micro Devices Inc., the leading challenger to Nvidia Corp. in AI computing chips, soared to new heights in late trading after a flood of data... Source: bloomberg.com

Importance:NewsAMD AI hardware growth

AMD Shares Rise 16% As AI Hardware Growth Accelerates

AI server chip maker Advanced Micro Devices said Tuesday that its revenue growth would accelerate eight percentage points to 46% in the current quarter,... Source: theinformation.com

Importance:NewsAMD earnings & AI chip demand

AMD forecasts revenue above expectations on strong AI demand, shares jump 12%

Advanced ​Micro Devices forecast second-quarter revenue above Wall Street expectations on Tuesday, helped by keen demand for its data-center chips as... Source: reuters.com

Importance:NewsCerebras IPO — AI chip maker going public

AI chip provider Cerebras seeks to raise $3.5B in IPO at $26.6B valuation

Cerebras Systems Inc., a maker of supersized artificial intelligence chips, today disclosed the financial terms of its upcoming public offering. Source: siliconangle.com

Importance:NewsAI agent chip demand surge, Nvidia revenue, supply constraints

Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up

Nvidia (NVDA) reported Q4 FY2026 revenue of $68.13B (+73.2% YoY) with Data Center at $62.31B and total supply commitments of $95.2B; Taiwan Semiconductor... Source: 247wallst.com