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Archive/hardware & infrastructure

⚡ Hardware & Infrastructure

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

258 articles

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... reuters.com

Newsmemory/HBM partnerships

NVIDIA and SK hynix Announce Multiyear Technology Partnership to Advance Memory for AI Factories

NVIDIA and SK hynix today announced a multiyear technology partnership to advance next-generation memory for the global AI factory buildout and accelerate... nvidianews.nvidia.com

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... reuters.com

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... barrons.com

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... nvidianews.nvidia.com

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... fool.com

NewsNVIDIA Blackwell / cloud compute

NVIDIA Apple Siri Alliance Puts AI Chips And Valuation In Focus

Apple is preparing a major Siri overhaul that will use Nvidia (NasdaqGS:NVDA) Blackwell B200 chips, with workloads expected to run on Google Cloud. finance.yahoo.com

NewsNvidia China chip export policy

Nvidia Stock Falls On Concerns Of Backdoor AI Chip Sales To China

Nvidia stock fell as the company came under U.S. scrutiny for a loophole that may have allowed Chinese firms to acquire Nvidia AI chips. investors.com

Newsexport controls & policy

Warren invites Nvidia CEO Jensen Huang to Senate hearing on China AI chip sales

Sen. Elizabeth Warren is pressing Jensen Huang's Nvidia over export controls, China sales, Trump and data-center policy as Congress scrutinizes the AI chip... cnbc.com

Launchedge AI / laptop chips

Nvidia's laptop chip is a bet that AI will need more than the cloud to flourish

Nvidia on Monday unveiled its RTX Spark chip for Windows laptops at its GTC Taipei conference. finance.yahoo.com

NewsTSMC chip supply shortage

TSMC CEO Warns Chip Supply Won’t Meet AI-Fueled Demand for Years

Taiwan Semiconductor Manufacturing Co. Chief Executive Officer C.C. Wei said the company's global chip supply will fall short of AI-fueled demand for years... bloomberg.com

NewsAI chip supply chain/national security

Hidden beneath AI chips, Chinese-made circuit boards raise national security concerns in U.S.

Printed circuit boards are a quiet but crucial part of every electronic, and the U.S. can't make enough for Nvidia and others in the AI boom. cnbc.com

NewsAI chip stocks/Broadcom earnings

Broadcom stock sinks after hours as AI chip sales forecast disappoints

What happened: Broadcom (AVGO) stock declined 12% in after-hours trading on Wednesday despite posting record revenue and operating profit in its fiscal... finance.yahoo.com

NewsBroadcom AI chip revenue

Broadcom Shares Slide Despite Jump in Revenue on AI Chip Demand

Growth was driven by semiconductor revenue from AI, which more than doubled to $10.8 billion. wsj.com

NewsBroadcom earnings/AI chip forecast

Broadcom's sales and AI chip forecast comes in below expectations, shares tumble

Chipmaker Broadcom missed Wall Street expectations ​for second-quarter revenue on Wednesday and its top executive left a previous 2027 sales forecast... reuters.com

NewsNVIDIA PC chips, competitive landscape

Nvidia's new PC chips represent CEO Huang's bid to win at every layer of AI stack

Nvidia's announced entry into the PC chip market sent shares of AMD, Intel and Qualcomm lower as Wall Street recognized the threat. cnbc.com

NewsNVIDIA-Microsoft partnership, agentic AI stack

NVIDIA Partners With Microsoft on Unified Stack for Agentic AI Deployment, From Windows Devices to Cloud to Local

At Microsoft Build, NVIDIA founder and CEO Jensen Huang joined Microsoft chairman and CEO Satya Nadella's keynote via livestream from Taipei to discuss the... blogs.nvidia.com

NewsMicrosoft quantum computing chip, 2029 timeline

Microsoft reveals new quantum chip made with AI, says it will have systems by 2029

Microsoft ​on Tuesday unveiled a new quantum computing chip that it redesigned with the help of AI, saying it now believes ‌it will have commercially useful... reuters.com

LaunchNVIDIA RTX Spark, Vera AI platforms

NVIDIA Expands Beyond GPUs With RTX Spark And Vera AI Platforms

NVIDIA (NasdaqGS:NVDA) introduced the RTX Spark superchip for Windows PCs, aimed at bringing agentic AI capabilities directly to consumer and professional... finance.yahoo.com

NewsNvidia enters PC market

Nvidia Enters Windows Laptop Market, Taking On Intel and AMD

Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the... bloomberg.com