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Archive/hardware & infrastructure

⚡ Hardware & Infrastructure

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

462 articles

Importance:NewsAI chip acquisitions

Apple chasing AI chip company deals, The Information reports

Apple is looking to buy chip companies to bolster its efforts to make server processors for running AI, ​The Information reported on Wednesday,... Source: reuters.com

Importance:NewsAI chip acquisitions

Apple Hunts for AI Chip Acquisitions

Apple is on the lookout for acquisitions of chip companies to boost its efforts to build server chips for running AI, said people familiar with the... Source: theinformation.com

Importance:NewsAI chip acquisitions

Apple Goes Shopping For AI Chip Startups Amid Struggles With Performance Of In-House Server Chips: Report

Apple Inc. (AAPL) is said to be exploring acquisitions of AI chip startups as it looks to strengthen its in-house server chip capabilities, Source: stocktwits.com

Importance:NewsAI chip strategy

Apple Reportedly Looking to Acquire AI Chip Companies

Apple is looking to acquire AI chip companies as part of an effort to reduce its dependence on Nvidia for demanding AI workloads, according to The... Source: macrumors.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

Importance:NewsAI/robotics collaboration

Japan’s Robot Makers Join Nvidia’s Physical AI Cosmos Coalition

Nvidia Corp. and four of Japan's leading industrial automation companies said they will expand their collaboration on robot development, bolstering Jensen... Source: bloomberg.com

Importance:Newstrade policy

U.S. trade official says 'very few' Nvidia H200 AI chips have been shipped to China

A top U.S. trade official said on Tuesday that "very few" of Nvidia's H200 AI chips have been shipped to China and Hong Kong. "It's a very small quantity of... Source: cnbc.com

Importance:Newstrade policy

US official says Nvidia has begun shipping powerful H200 AI chips to China

A top U.S. official told Congress on Tuesday that a small number ​of Nvidia H200 chips, one of the company's most powerful AI chips, have been shipped to... Source: reuters.com

Importance:Newsbusiness strategy

Nvidia Slashes AI Chip Buyer List as China Crackdown Intensifies

Nvidia Tightens AI Chip Sales. Here's Why Asia Is Feeling the Pressure. Source: finance.yahoo.com

Importance:Policygovernment regulation

House lawmakers grill top Trump official over AI chip exports

Lawmakers question Trump administration's handling of AI chip exports, raising concerns about national security and potential conflicts of interest. Source: thehill.com

Importance:NewsAI chip geopolitics

Nvidia halves Asian AI chip buyer list amid tighter China screening - report (NVDA:NASDAQ)

Nvidia cut Asian AI chip buyers via a new whitelist to block diversion to China, tightening checks in Singapore, Malaysia & Japan. Source: seekingalpha.com

Importance:NewsAI chip manufacturing

TSMC’s Record June Revenue Signals a New AI Chip Pricing Supercycle

The AI semiconductor boom is no longer simply a contest to buy more GPUs. It is becoming a competition for access to advanced logic, HBM, packaging,... Source: tspasemiconductor.substack.com

Importance:NewsAI chip geopolitics

Nvidia halves Asia AI chip customer list, FT reports

Nvidia has more than halved the number of ​Asian customers authorized to buy its AI ‌chips after creating a new "white list" of companies that have passed... Source: reuters.com

Importance:NewsAI chip geopolitics

Nvidia halves Asia buyer list in China chip crackdown

Nvidia has more than halved the number of Asian customers authorised to buy its AI chips after creating a new “white list” of companies that have passed... Source: ft.com

Importance:NewsAI chip competition

Google Takes Aim at Nvidia's AI Chip Market

The company is looking beyond its own data centers as it tries to sell more TPUs to outside cloud providers. Source: finance.yahoo.com

Importance:NewsAI chip competition

Exclusive: Behind Google’s TPU Ground War to Lure Nvidia’s Most Loyal Customers

Google is kicking off a ground war with Nvidia.While Google is one of the biggest buyers of Nvidia AI server chips, it has also been developing its own... Source: theinformation.com

Importance:NewsAI Chip Competition

Nvidia is getting more competition. Here's what that actually means

Company after company has lined up to challenge Nvidia's grip on AI chips. No two of them are actually chasing the same prize. Source: qz.com

Importance:NewsApple AI Chips

Apple’s M6, M7 and M8 Chips Show How AI Is Reshaping the Company

Apple's new Mac chip road map represents the company's latest move to rebuild its operations for the artificial intelligence world. Also: The company is... Source: bloomberg.com

Importance:NewsMeta AI Chips

Meta to put AI chip into production in September as it looks to double computing capacity, memo shows By Reuters

(Corrects figure in paragraph 11 to 2.5 gigawatts by end of year, not 5.5 gigawatts.) By Katie Paul, Max A. Cherney and Stephen Nellis. Source: investing.com

Importance:ResearchAI hardware optimization

AI Model Co-Design: Hardware-Friendly LLM Design | NVIDIA Technical Blog

AI performance comes down to three dimensions: Deployments must balance all three: High accuracy is wasted if responses are slow, and raw throughput means… Source: developer.nvidia.com