GPU prices rose 8% in September and no drop is near
Hardware Unboxed finds GPU prices up 8% in September to 34% over MSRP, with Nvidia far above AMD and the RTX 5090 near $6,000.
Hardware
Chips, GPUs, data centres and the physical infrastructure the AI economy runs on.
Half of Nvidia's sales may be in warehouses
Ed Zitron tells The Tech Report Microsoft has only 2 GW of AI chips online, leaving tens of billions in GPUs warehoused.
OpenAI Jalapeño inference chip lands soon
OpenAI's Jalapeño inference chip promises 1.5-1.9x throughput per watt with deployment by year-end, but no prediction market yet prices the rollout.
Broadcom AI chip forecast fiscal 2027 2028 doubles
Broadcom guided AI chip revenue to double in fiscal 2027 and again in 2028, but shares fell 6% on concentration and competition fears.
NVIDIA acquires Hugging Face: $12.9B open platform gamble
Redefining Chip Architecture with Arm CEO
Arm CEO Rene Haas tells NoPriors why CPUs still anchor AI data centers and why Arm is now building its own AGI CPU with Meta.
Hot Chips 2026 signals Arm pivot for agentic infrastructure
Hot Chips 2026 put Arm at the center of four major CPU reveals. The common software foundation is now a competitive lever for agentic AI hardware.
Cerebras hits 10,000 tokens per second with CS5
Cerebras showed 4,400 TPS on CS4 and promised 10,000 TPS on CS5, with OpenAI already running its largest model 14x faster.
Jensen Huang Nvidia Strategy Bets on Neoclouds
Nvidia will not compete with customers and is resetting gross margins to 72-73% while building Neocloud competition to protect demand.
Azure Maia 200 AI accelerator faces yield test
Microsoft reframes AI infrastructure around yield, with Azure Maia and Cobalt co-design aimed at agentic workloads that use 3,400x more tokens.
Meta Infrastructure Lab Opens Curtain on AI Hardware Buildout
Meta AI scam detection Poland 2026: verification push
Google Khanmigo Gemini Models Enhance Classroom AI
Nvidia's 70% Growth Outlook Driven by AI Demand
Angelo Zino of CFRA Research discusses Nvidia's strong AI-driven growth, projecting 70% revenue expansion. He covers hyperscaler demand, customer diversification, and competitive threats.
NVIDIA Vera CPU Ships, Targeting Agentic AI Workloads
Galaxy Z Flip8 FlexWindow AI Integrates Agentic Capabilities
Lam Research CEO on AI Demand & Semiconductor Innovation
Lam Research CEO Tim Archer discusses the surge in AI-driven chip demand and the company's $3B investment in R&D labs to meet the growing need for advanced manufacturing processes.
AWS and NVIDIA Supercharge AI with 2 Million More GPUs
AWS and NVIDIA are expanding their partnership, committing to deploy 2 million more NVIDIA GPUs by 2028 and integrating NVIDIA Vera CPUs.
Maia 200: Dataflow's AI Ascent
The Maia 200 AI accelerator pioneers SDLA, shifting AI compute to data-movement-centric architectures for superior efficiency and performance.
Nvidia's Earnings, Apple's New Macs, and OpenAI's Chip Claims
Nvidia faces a crucial earnings report as its stock aims to rebound. Apple also launches new Macs with upgraded processors, while OpenAI claims its new chips outperform Nvidia's.
OpenAI's Jalapeno Chip Challenges Nvidia's Dominance
OpenAI's VP of Hardware, Richard Ho, discusses the company's new custom inference chip, Jalapeno, claiming it outperforms Nvidia in key benchmarks and highlighting its novel architecture.
Apple Launches Mac Studio with M5 Ultra AI Powerhouse
Apple unveils M6 chip 2nm, M5 Ultra pushes AI compute
Google Delaware AI Training Initiative Boosts Skills
Gemma 4 Good Challenge Winners Showcase Edge AI Innovation
Nvidia Price Hikes: Demand Outstrips Supply
Simon Leopold of Raymond James discusses Nvidia's upcoming price hikes, driven by memory costs, and the company's financial strategies.
Nvidia Faces Price Hikes Amid AI Chip Demand Surge
Nvidia's AI servers face price hikes, while Apple cuts jobs to focus on AI. SoftBank and Alibaba make major funding moves in the global AI race.
Intel Unveils Agentic AI Architectures
Arm, UNICEF Partner on AI for Emerging Economies
