AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
462 articles
Importance:NewsAI chip efficiency
Google Plans New ‘Frozen’ Chip to Run Its AI Models Much More Efficiently
Google is working on a new server chip that would directly integrate the blueprint of its Gemini AI model, enabling the company to serve its AI models to... Source: theinformation.com
Importance:Newscloud AI infrastructure
Microsoft expands Azure AI and HPC infrastructure with AMD
AI workloads are scaling faster than any single infrastructure approach can support — with more models, new agent-driven workloads and surging compute... Source: blogs.microsoft.com
Importance:NewsAI chip efficiency
Google plans new chip to run Gemini models more efficiently, the Information reports
Google is developing a new server chip that would incorporate elements of its Gemini model directly into the hardware, in a bid to serve its AI models... Source: reuters.com
Importance:NewsAI chip financial impact
Alphabet's Google developing new chip for AI model, stock jumps
Google's stock jumped 3% on Monday after a report that the company is developing a new chip to optimize its Gemini AI model. Source: finance.yahoo.com
Importance:Newschip equipment
Could AI chip boom make ASML Europe's first trillion-dollar firm?
The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch... Source: reuters.com
Importance:Newschip manufacturing
TSMC is accelerating Arizona factory buildout to capitalize on AI 'megatrend,' CFO says
Speaking in an interview with CNBC, TSMC Chief Financial Officer Wendell Huang said the chipmaker will double down on its Arizona expansion. Source: cnbc.com
Importance:Newsinfrastructure limits
Nvidia: AI Infrastructure Hitting Physical And Financial Limits (NASDAQ:NVDA)
Nvidia Corporation's growth ties to hyperscaler CapEx, a $1T 2027 peak, and soaring AI power needs—plus IPO froth. Click for this NVDA update. Source: seekingalpha.com
Importance:Newschip manufacturing
Taiwan Chipmaker TSMC Pledges Another $100B to Expand U.S. Chipmaking
HONG KONG, July 19, 2026 (AP) — Major Taiwan computer chipmaker TSMC said Thursday it plans to spend another $100 billion on expanding its manufacturing... Source: broadbandbreakfast.com
Importance:Newschip partnerships
Apple’s stunning Nvidia flip reveals where AI money is moving
AMD’s next reinvention: A new playbook for the AI era
Advanced Micro Devices Inc.'s first reinvention rebuilt the company. It was frankly about survival. Its next reinvention must redefine the company. AMD's... Source: siliconangle.com
Importance:Launchregional expansion
NVIDIA Expands Physical AI Platform Across Japan With Cosmos 3 Edge And Industry Partnerships
NVIDIA has announced an expansion of its physical artificial intelligence ecosystem in Japan, with leading robotics, manufacturing, technology and... Source: pulse2.com
Importance:NewsAI startups
Exclusive | AI Chip Startup Etched Is in Talks for $20 Billion Valuation
Startup is also raising capital at $10 billion valuation in separate round led by Sequoia. Source: wsj.com
Importance:LaunchNVIDIA products
NVIDIA Vera Rubin Maximizes Intelligence per Dollar for Post-Training Workloads — a Key Metric for Agentic AI
Lowest cost per token from extreme codesign maximizes intelligence per dollar for post-training in the agentic era. Source: blogs.nvidia.com
Importance:LaunchNational AI Infrastructure
Japan Government, Industrial Leaders and NVIDIA Launch the World’s First National AI Infrastructure
NVIDIA today announced it is working with Noetra Corp. to launch an NVIDIA Vera Rubin AI factory with 13750 NVIDIA Vera CPUs and 27500 NVIDIA Rubin GPUs for... Source: nvidianews.nvidia.com
Importance:NewsAI Model
Nvidia unveils new AI model and expands Japan’s physical AI ecosystem
Nvidia announces new AI model, Cosmos 3 Edge, and expansion of its physical AI ecosystems in Japan. Source: cnbc.com
Importance:NewsChip Procurement
Japan to Buy Nvidia Chips to Power Its AI Push
The announcement was made during Nvidia CEO Jensen Huang's visit to Tokyo. Source: wsj.com
Importance:NewsServer Hardware
Apple Explores Chip Acquisitions as Its M2 Ultra AI Servers Fall Short
Apple has approached chip startups and bankers over AI server buyouts after M2 Ultra servers struggled and Baltra slipped its timeline. Source: technology.org
Importance:NewsAI Platform Expansion
Nvidia Expands Cosmos Physical AI Platform with Edge Model, Japanese Manufacturing Partners
Nvidia has expanded its open physical AI platform with the introduction of Cosmos 3 Edge, a new world model designed to run directly on robots and other... Source: adtmag.com
Importance:NewsChip Manufacturing
TSMC raises capex and revenue forecast, highlighting growing AI chip demand
What happened: Taiwan Semiconductor Manufacturing (TSM) stock moved 4% lower in premarket trading on Thursday. What's behind the move: The world's largest... Source: finance.yahoo.com
Importance:NewsAI infrastructure
MHI Advances AI Infrastructure Commercialization with U.S. Deployment of 10MW-Class Chiller and MCP Development-- Supporting AI Infrastructure Through Modular Cooling and NVIDIA Ecosystem Collaboration
Tokyo, July 16, 2026 – Mitsubishi Heavy Industries, Ltd. (MHI) today announced deployment and strategic advancements in infrastructure technologies to meet... Source: mhi.com