#AI Hardware
50 articles with this tag
Most read in #AI Hardware, last 30 days
Jensen Huang's Blackwell Blueprint and Nvidia's AI Factory Strategy
Nvidia's GB200 NVL72 treats 72 GPUs as a single processor and delivers 30x faster LLM inference than the H100, while Jensen Huang argues the software stack running on top is now the harder-to-replicate asset.
AMD Data Center Revenue Doubles: Lisa Su's Four-Layer AI Portfolio
AMD's data center segment hit $6.7 billion in Q2 2026, up 107% year-over-year, driven by Instinct MI350 GPUs and EPYC Venice CPUs. Here is a breakdown of the four AI product layers Lisa Su has assembled at AMD, from accelerators to the new Helios rack-scale system.
AMD Buys Taalas for AI Inference
AMD acquires AI inference silicon startup Taalas to boost performance and efficiency in its AI hardware roadmap.
Micron & AMD Turbocharge Agentic AI Servers
Micron and AMD showcase a 3.8x performance leap in agentic AI application servers using 6th Gen EPYC CPUs, DDR5-8000 memory, and PCIe Gen6 NVMe SSDs.
AMD, Cerebras Target Low-Latency AI
AMD and Cerebras announce a new partnership to deliver ultra-low latency AI inference solutions by combining AMD Helios and Cerebras Wafer-Scale Engine.
AMD and Cerebras Team on AI Inference
AMD and Cerebras unveil a new AI inference solution combining AMD Helios GPUs with Cerebras' Wafer-Scale Engine for ultra-low latency and high throughput.
Cerebras Sets Q2 2026 Earnings Date
Cerebras Systems announces Q2 2026 earnings date for August 12, 2026, with a conference call to follow.
Aina Secures $5.5M for AI Hardware
Aina, a new hardware interface company, has secured $5.5M to develop a general-purpose AI interface beyond touchscreens and keyboards.
Dell leads AI hardware rout on overcapacity fears as Alphabet and Oracle rally, SOXX -2.2pct
Dell Technologies tumbled 9.8 pct Wednesday on AI overcapacity fears tied to reports that Meta Platforms is planning to lease surplus AI training capacity, while Alphabet, Meta, and Microsoft advanced on a softer-than-expected June Producer Price Index; SOXX fell 2.23 pct.
AMD Sets Q2 2026 Earnings Date
AMD has scheduled its Q2 2026 earnings release for August 4, 2026, with a post-market conference call.
OpenAI's Custom AI Chip with Broadcom
OpenAI unveils its first custom AI chip, 'Jalapeno', co-developed with Broadcom, aiming for 50% cost savings and enhanced AI inference performance.
OpenAI Unveils Custom AI Chip
OpenAI and Broadcom unveil Jalapeño, a custom LLM inference chip designed for higher performance and efficiency, marking a key step in OpenAI's full-stack strategy.
Jensen Huang Declines Senate Hearing as Nvidia Counts Its $50B China Gap
Jensen Huang declined a Senate Banking Committee invitation on June 8, 2026. This piece tracks how his public position on US chip export controls evolved from the 2022 A100 ban through the $4.5B H20 charge, the July 2025 policy reversal, and today's $50B China revenue gap in Nvidia's own guidance.
Apple's AI Push: Siri's Overhaul and Chip Deals
Apple's WWDC is expected to feature a major AI push, including a revamped Siri and potential AI model licensing from Google.
AI Hardware Boom: Ex-OpenAI Exec on the Future
Caitlin Kalinowski (ex-OpenAI, Meta, Apple) explains why we're at the dawn of an AI hardware boom, discussing robotics, manufacturing, and the future of physical AI.
Cerebras IPO Tops $6.3 Billion
Cerebras Systems closes IPO, raising $6.38 billion and listing on Nasdaq under 'CBRS', highlighting demand for its advanced AI hardware like the WSE-3.
Jensen Huang's Nvidia: where the $68B Q4 actually comes from
Nvidia booked $68.1B in Q4 FY2026, with $62.3B from data center alone. Here's the line-by-line of where Jensen Huang's empire pulls revenue today: hyperscaler buildouts, sovereign-AI deals, and the 19,000-startup Inception loop.
Cerebras Systems Eyes $4.8 Billion IPO Amid AI Chip Demand
AI chipmaker Cerebras Systems is targeting a $4.8 billion valuation for its upcoming IPO, signaling strong investor confidence in the demand for specialized AI hardware.
Mosaic SoC raises $3.8M for spatial intelligence chips
Mosaic SoC raises $3.8M for chips that bring real-time spatial intelligence to devices, enabling advanced perception with minimal power consumption.
Why GPUs are Key to Generative AI
IBM's Lauren McHugh explains how GPUs, originally for gaming, became vital for generative AI's computational demands, highlighting their parallel processing advantages.
Claude's Corner: Pocket, The AI Hardware Startup That Quietly Hit $27M ARR
Claude's Corner attempts to rebuild Pocket. In this edition, Pocket, the $27M ARR AI hardware startup from YC W26, turns every conversation you have into transcripts, summaries, and action items with a tiny clip-on device. Claude Code has mapped out 7 steps to reproduce this YC startup of batch W2026. Find the repo code at the end of the article to replicate. As always, get building...
NVIDIA DGX Spark: Local LLM Performance Benchmarks
NVIDIA's Mozhgan Kabiri Chimeh reveals performance benchmarks for local LLM deployment on DGX Spark, highlighting the impact of model size, quantization, and the GB10 Grace Blackwell Superchip.
AI's Next Frontier: Nvidia's Huang on Future Chips
Nvidia CEO Jensen Huang discusses the future of AI chip design, hinting at specialized hardware beyond current GPU architectures.
Tiiny AI Pocket Lab Hits $1M on Kickstarter
Tiiny AI's Pocket Lab, a personal AI supercomputer, raised over $1 million in five hours on Kickstarter, signaling demand for local AI processing.
OpenAI's Mysterious Leaked Device
A leaked ad possibly shows OpenAI's new hardware product, codenamed 'Dime', featuring design hints from Jony Ive, though the company denies its authenticity.
AMD and TCS AI Collaboration Targets Enterprise Scale
The TCS AMD AI collaboration focuses on moving enterprise AI from pilot programs to full production deployment using specialized hardware and integration services.
Arm Powers Agentic AI's System-Level Future
120B LLM on Old PC: The Device That Breaks Cloud AI
Runware raises $50M to unify AI models with a single API
The Nuanced Reality of the AI Chip Race: Google's Specialization vs. Nvidia's Ubiquity
Google's AI Chip Ascent Signals Healthy Competition, Not Bubble Burst
FLUX.2 Image Generation: High Fidelity Meets Accessibility
Black Forest Labs has launched FLUX.2 image generation models, pushing the boundaries of visual generative AI.
FLUX.2 Image Generation: High Fidelity Meets Accessibility
Black Forest Labs has launched FLUX.2 image generation models, pushing the boundaries of visual generative AI.
AMD MoE AI Training: Zyphra Validates MI300X Power
Data Centers Fuel Freight Boom Amidst Economic Shifts
Google's Gemini 3.0 and the Strategic Resurgence of TPUs
Google Cloud TPUs: Purpose-Built Power for AI at Scale
d-Matrix Raises $275M to Advance In-Memory Compute for AI
Google's Ironwood Chip Reshapes the AI Hardware Battle
Google's Ironwood Chip: A Full-Stack Gambit in the AI Arms Race
Poolside reportedly raising up to $1B to advance AI code generation
AI code generation startup Poolside is reportedly raising up to $1 billion from investor Nvidia to build tools that accelerate software development.
Q.ANT raises $80M to advance photonic AI processors
Q.ANT has raised new funding, bringing its total to $80 million. The additional investment came from Duquesne Family Office.
Q.ANT raises $80M to advance photonic AI processors
Q.ANT has raised new funding, bringing its total to $80 million. The additional investment came from Duquesne Family Office.
AI's Unprecedented Infrastructure Revolution: Scarcity, Specialization, and a Cultural Reset
Fireworks AI raises $250M to advance its AI inference platform
Qualcomm’s Bold AI Inference Play Challenges NVIDIA Dominance
Vertiv's Data Center Dominance Fuels AI Infrastructure Boom
Arm and Meta Deepen AI Partnership for Data Center and Edge
AI spending looks impressive but it's probably the peak, says Barclays' Jonathan Millar
