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Archive/hardware & infrastructure

⚡ Hardware & Infrastructure

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

261 articles

NewsComputex AI infrastructure

At Computex, Nvidia and Taiwan's expanding role in AI infrastructure set to take centre stage

At Taiwan's annual Computex trade show next week, the spotlight ​is likely to be dominated, as usual, by Nvidia and its products, but also by the island's... reuters.com

NewsGroq AI chip startup funding

After Nvidia’s $20B not-acqui-hire, AI chip startup Groq reportedly raising $650M

Chipmaker Groq is looking to raise $650 million in internal funding as it pivots from hardware to focus more on AI inference, the process of refining the... techcrunch.com

NewsByteDance AI chip development

China’s ByteDance Developing New AI Chips Like Those from Nvidia Partner Groq

TikTok owner ByteDance is developing a new chip to run artificial intelligence models as part of an aggressive expansion of its homegrown AI infrastructure. theinformation.com

NewsAI networking supply chain

Stocks In AI Bottleneck Soar 1,000%. Now Nvidia Is Demanding 20X More Supply

Nvidia (NVDA) requested suppliers increase indium phosphide laser capacity 20x through 2030 to support AI cluster networking, though suppliers countered... 247wallst.com

NewsAI chip energy efficiency

Energy use forcing rethink of AI chip design, TSMC says

A senior TSMC executive said on Thursday that surging electricity ‌demands from AI are making energy efficiency rather than computing power the main... reuters.com

NewsNvidia photonics investment

Nvidia is investing billions into this emerging technology that could change the AI industry

Nvidia has committed at least $6.5 billion to companies developing photonics technology since March this year. Photonics is considered to be a more... cnbc.com

NewsAI chip deals / data center supply

Qualcomm strikes AI chip deal with TikTok owner ByteDance, Bloomberg News reports

Qualcomm reached a deal with TikTok owner ByteDance to supply chips for AI data centers, Bloomberg News reported on ​Tuesday, citing people familiar with... reuters.com

NewsAI chip market / HBM memory

SK Hynix hits $1 trillion valuation as AI boom lifts South Korean chip stocks

Shares of SK Hynix soared over 11% on Wednesday, pushing the South Korean memory-chip maker above the $1 trillion market capitalization mark. cnbc.com

NewsAI chip deals / data center supply

Qualcomm Strikes AI Chip Deal With TikTok Owner ByteDance

Qualcomm Inc. reached a deal with TikTok owner ByteDance Ltd. to supply chips for artificial intelligence data centers, according to people familiar with... bloomberg.com

NewsAI chip supply chain / market cap

SK Hynix and Micron: Booming AI chip demand helps create two new $1tn club members

Shares in South Korea's SK Hynix, a key supplier to AI chip giant Nvidia, jumped by 10% on Wednesday, continuing a rally that has seen its share price more... bbc.com

Newssemiconductor supply chain investment

AMD and Nvidia deepen investments in Taiwan semiconductor ecosystem

When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners and the island's... digitimes.com

ResearchGPU energy efficiency

Improving GPU Energy Efficiency With Component-Level Power Management (AMD)

Researchers from AMD released “CompPow: A Case for Component-level GPU Power Management”. Abstract “The ever increasing demand for ML-driven intelligence in... semiengineering.com

Newsexport controls / chip smuggling

After $2.5 billion Supermicro smuggling bust, Nvidia CEO urges company to fix export control compliance — Taiwan also begins to crack down on AI GPU chip smuggling to China

Nvidia CEO Jensen Huang called on Super Micro Computer to strengthen its export compliance controls after arriving in Taipei on Saturday, months after U.S.... tomshardware.com

NewsAI chip packaging / supply chain

Embedded substrates draw AI chip interest as packaging turns strategic

Rising interest in embedded substrates among Nvidia, AMD, and Intel signals potential shifts in AI data‑center supply chains, as the technology promises... digitimes.com

NewsNvidia record earnings / CPU expansion

Nvidia posts record $81.6B quarter, unveils $200B CPU push

China in forecast: Jensen Huang said Nvidia's $200B CPU market projection includes Chinese demand despite ongoing U.S. export controls. msn.com

NewsNvidia earnings Q1 FY2027

Nvidia Earnings May 2026: AI Chip Giant Beats Estimates Despite Stock Dip

Nvidia reported Q1 FY2027 earnings with $81.62B revenue beating estimates. Discover why NVDA stock dipped and what it means for AI investors in 2026. intellectia.ai

NewsNvidia market outlook / China

Nvidia says its forecast for $200 billion CPU market includes China

Nvidia CEO Jensen Huang aimed to assure investors that it can keep up its ​blockbuster growth. reuters.com

NewsAI chip research hub

Meta, Broadcom And Others Launch $125 Million UCLA AI Chip Hub

Broadcom Inc., Applied Materials Inc., GlobalFoundries Inc., Meta Platforms Inc., and Synopsys, Inc. announced on Thursday that they have partnered with the... finance.yahoo.com

NewsAMD Taiwan AI infrastructure investment

AMD (AMD) Announces $10B Investment in Taiwan AI Infrastructure

Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best multibagger stocks to buy in 2026. On May 21, Advanced Micro Devices announced a strategic... finance.yahoo.com

Policygovernment AI chip procurement

White House Approves $9 Billion for Spy Agencies to Catch Up on A.I.

The C.I.A. and N.S.A. cannot fully deploy the latest models on their classified systems because of a shortage of cutting-edge chips. nytimes.com