AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
462 articles
In early August 2026, AMD teamed up with Spectro Cloud and Supermicro to launch Instinct Coder, a ready-to-deploy enterprise AI inference platform built on Instinct MI325X GPUs. The move could strengthen AMD's competitive position in the enterprise AI infrastructure market. Source: simplywall.st
Reports suggest China could relax restrictions on importing Nvidia's H200 GPU, potentially creating new sales opportunities. Still, TrendForce's latest analysis points to ongoing efforts by Beijing to build domestic chip independence. Source: insights.trendforce.com
China's capital markets are increasingly fueling its AI ambitions, as shown by memory chipmaker CXMT's blockbuster Shanghai debut last month. The listing, extraordinary even by AI-era standards, surged within hours of trading. Source: bloomberg.com
Broadcom's AI chip backlog has swelled to roughly triple what it has actually shipped so far, putting extra pressure on its upcoming Q3 earnings. Investors will be watching closely to see whether the company can start converting those orders into delivered revenue. Source: tikr.com
Firebird has deployed one of the fastest-built NVIDIA DSX-based AI factories in the world, calling it the largest in its region. The company says the launch supports its broader expansion into emerging markets. Source: prnewswire.com
Firebird, an emerging AI cloud provider, has opened what it calls the largest AI factory in the CIS region. The launch marks a new milestone in the global rollout of AI infrastructure. Source: blogs.nvidia.com
Broadcom (NASDAQ:AVGO) has been in the spotlight in 2026 thanks to its custom AI chips. On August 6, the company also unveiled new VMware vDefend security features, expanding beyond hardware into software security. Source: finance.yahoo.com
SpaceX and Tesla are planning a semiconductor facility called Terafab Texas, which Elon Musk claims will be the largest building on the planet. The plant is intended to produce AI chips for edge computing applications. Source: foxbusiness.com
Taalas currently builds chips running a scaled-down version of Meta's Llama 3.1, but it's already developing hardware for larger, more advanced models. Baking models directly into silicon promises major efficiency gains over general-purpose chips. Source: cnbc.com
AMD announced it has agreed to acquire Toronto-based startup Taalas, which specializes in hardwiring AI models directly into custom silicon. The deal aims to strengthen AMD's inference technology stack. Source: siliconangle.com
By acquiring Taalas, AMD aims to boost inference speed by etching AI models directly onto dedicated chips rather than running them on general-purpose hardware. Early demos reportedly show these model-specific chips processing up to 17,000 tokens per second. Source: theregister.com
AMD has acquired AI chip startup Taalas to hardwire inference directly into silicon, aiming to challenge Nvidia's dominance in processing speed. The deal could significantly influence the future direction of GPU and AI chip design. Source: eetimes.com
SpaceX and Tesla are reportedly planning an initial $16.8 billion investment to build a large semiconductor manufacturing complex in Texas. The facility would focus on producing AI-related chips for the companies' operations. Source: assemblymag.com
AMD said Thursday it will acquire chip startup Taalas for an undisclosed sum, aiming to strengthen its inference technology as competition in AI hardware intensifies. The move reflects AMD's push to keep pace with rivals in the fast-growing AI chip market. Source: reuters.com
GlobalFoundries posted second-quarter revenue above Wall Street expectations, driven by rising demand for chips used in data centers. The growth reflects the broader boom in AI infrastructure spending. Source: reuters.com
Anthropic has confirmed earlier rumors, announcing it is developing its own custom AI chip. A company spokesperson told Business Insider more details about the project, though specifics remain limited. Source: siliconangle.com
Anthropic is assembling an in-house team to design custom AI chips. The company behind Claude says it wants to co-design hardware and models together to boost the efficiency of its systems. Source: techcrunch.com
Volta Infra Holdings Ltd., a new AI cloud computing company, has raised $300 million in venture funding and secured an additional $5 billion in backing. Source: bloomberg.com
At the FMS conference, NVIDIA demonstrated how accelerated computing lets AI applications access storage directly, making it fast enough to function like memory while remaining secure by design. Source: blogs.nvidia.com
Elon Musk announced that SpaceX will build its data centers exclusively with Nvidia's graphics chips, while also promoting the idea of deploying AI servers in space. Source: finance.yahoo.com