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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

OPPO and MediaTek unveil on-device AI features for Find X9 series at MWC 2026

OPPO and MediaTek announced a major collaboration at MWC 2026 to bring advanced on-device AI capabilities to smartphones. The partnership introduces the Omni AI model, a multimodal LLM that processes voice, video, and text entirely on-device using the MediaTek Dimensity 9500 chipset. The OPPO Find X9 series will receive enhanced AI Translate and AI Portrait Glow features via ColorOS 16 update starting March.

Technology4 sources

OPPO and MediaTek unveil on-device AI features for Find X9 series at MWC 2026

Technology4 sources

AMD and Intel report unprecedented CPU demand surge driven by agentic AI and inference workloads

AMD CEO Lisa Su reveals CPU sales far exceeded expectations as artificial intelligence inference workloads drive unprecedented demand. Both AMD and Intel report supply shortages for server CPUs, particularly in China, as agentic AI applications require more CPU compute power alongside GPUs. Intel CFO says CPUs have become 'cool again' with customers seeking long-term supply agreements.

Business3 sources

AMD and Intel report unprecedented CPU demand surge driven by agentic AI and inference workloads

Business3 sources

Mystery buyer places $300 million order for diamond-cooled AMD GPUs to tackle AI data center heat

An undisclosed US buyer has placed a $300 million order for AI servers featuring AMD Instinct MI350X GPUs cooled with lab-grown diamonds. Akash Systems, backed by Peter Thiel, claims the innovative cooling solution removes heat five times faster than copper and delivers up to 22% higher performance per watt, addressing the thermal challenges of high-performance AI hardware.

Technology2 sources

Mystery buyer places $300 million order for diamond-cooled AMD GPUs to tackle AI data center heat

Technology2 sources

GoPro unveils GP3 chip with AI power for new cameras launching spring 2026

GoPro announced its GP3 chip, the first new processor in five years, featuring an AI Neural Processor Unit for enhanced low-light performance and scene detection. The custom imaging processor will debut in new cameras launching Q2 2026, potentially including the Hero 14 Black and cinema-grade models targeting filmmakers.

Technology2 sources

GoPro unveils GP3 chip with AI power for new cameras launching spring 2026

Technology2 sources

Droplet Biosciences slashes cancer test time from 10 days to 2 using NVIDIA AI infrastructure

Droplet Biosciences has partnered with NVIDIA to dramatically accelerate residual cancer detection after surgery. Using NVIDIA Parabricks GPU-accelerated software, the diagnostics startup reduced genomic analysis time from 10 days to just 2 days, with key steps like variant calling dropping from 36 hours to under 3 hours. The breakthrough enables clinicians to receive actionable insights while patients are still in the hospital.

Technology2 sources

Droplet Biosciences slashes cancer test time from 10 days to 2 using NVIDIA AI infrastructure

Technology2 sources

Intel unveils Xeon 6+ with 288 cores on 18A process, targeting edge AI and 6G networks

Intel introduced its Xeon 6+ processor, codenamed Clearwater Forest, built on the advanced 18A process with 288 Darkmont efficiency cores. The chip targets AI inference in telecom networks and data centers, delivering 38% lower rack power and 60% better performance per watt. Major carriers including Ericsson, Vodafone, and Rakuten Mobile are already deploying the technology for 5G and early 6G infrastructure.

Technology3 sources

Intel unveils Xeon 6+ with 288 cores on 18A process, targeting edge AI and 6G networks

Technology3 sources

Nvidia pushes open-source 6G with telecom giants, challenging how mobile networks get built

Nvidia announced a coalition with major telecom companies to develop AI-native 6G networks using open-source platforms. The initiative includes Nokia, Ericsson, Deutsche Telekom, T-Mobile, and others, marking a sharp departure from the proprietary systems that dominated 5G. The move could reshape mobile internet infrastructure while positioning Nvidia's hardware at the center of future connectivity.

Technology3 sources

Nvidia pushes open-source 6G with telecom giants, challenging how mobile networks get built

Technology3 sources

Micron ships 256GB SOCAMM2 modules to customers, bringing 2TB AI memory capacity per CPU

Micron has begun shipping samples of the industry's first 256GB LPDRAM SOCAMM2 memory module to customers, marking a 33% capacity increase over previous 192GB modules. The high-density memory module enables AI servers to reach 2TB of RAM per 8-channel CPU while consuming one-third the power of traditional RDIMMs and occupying just one-third of the footprint.

Technology5 sources

Micron ships 256GB SOCAMM2 modules to customers, bringing 2TB AI memory capacity per CPU

Technology5 sources

Apple launches M5 chips in new MacBook Pro and Air, targeting AI workflows with major upgrades

Apple introduced its latest M5 chips across new MacBook Air and MacBook Pro models, delivering up to 4x faster AI processing than M4 predecessors. The M5 Pro and M5 Max feature Fusion Architecture, combining two dies into a single system-on-chip with 18-core CPUs and up to 40-core GPUs. Pre-orders start March 4, with availability beginning March 11.

Technology19 sources

Apple launches M5 chips in new MacBook Pro and Air, targeting AI workflows with major upgrades

Technology19 sources

Qualcomm CEO sees robotics as major growth engine within two years, launches Dragonwing chips

Qualcomm is positioning robotics as its next billion-dollar opportunity, with CEO Cristiano Amon predicting the sector will scale significantly within two years. The company launched its Dragonwing robotics processor in January, applying its smartphone chipset strategy to the emerging physical AI market as analysts forecast the robotics market could reach $370 billion by 2040.

Technology2 sources

Qualcomm CEO sees robotics as major growth engine within two years, launches Dragonwing chips

Technology2 sources

MediaTek unveils 6G, AI glasses, and data center innovations at MWC 2026

MediaTek announced its showcase of next-generation AI and connectivity solutions at MWC 2026, featuring the world's first 6G radio interoperability, 5G-Advanced CPE with Wi-Fi 8, and AI glasses powered by Dimensity 9500. The company will also demonstrate advanced data center solutions including UCIe-Advanced IP validated on TSMC's 2nm and 3nm processes, highlighting its push to integrate AI from edge devices to cloud infrastructure.

Technology2 sources

MediaTek unveils 6G, AI glasses, and data center innovations at MWC 2026

Technology2 sources

Amazon commits $21B to Spain for data centers and AI infrastructure in Europe's largest cloud bet

Amazon announced a $21 billion investment in Spain to expand its data center capacity and AI infrastructure, primarily in the Aragón region. This brings the company's total commitment to nearly €33.7 billion, making it one of Europe's largest cloud infrastructure investments. The expansion will create approximately 29,900 jobs and includes new server manufacturing facilities.

Business2 sources

Amazon commits $21B to Spain for data centers and AI infrastructure in Europe's largest cloud bet

Business2 sources

Apple upgrades iPad Air with M4 chip, boosting AI performance while keeping $599 price tag

Apple launched the iPad Air with M4 chip, delivering significant performance upgrades without raising prices. The device starts at $599 for the 11-inch model and features 30% faster processing than the M3 version, enhanced on-device AI capabilities through an updated Neural Engine, and improved wireless connectivity with Wi-Fi 7 support. The launch coincides with Mobile World Congress, positioning Apple against smartphone rivals.

Technology4 sources

Apple upgrades iPad Air with M4 chip, boosting AI performance while keeping $599 price tag

Technology4 sources

Scalper Bots Attack DDR5 Memory Supply as AI Demand Triggers RAMpocalypse Across Markets

Automated scalper bots are overwhelming DDR5 memory suppliers with over 10 million scraping requests, checking stock every 6.5 seconds as AI data centers consume global RAM supplies. DataDome's threat team uncovered operations targeting everything from consumer kits to industrial components, driving prices higher and locking out legitimate buyers in what's being called the RAMpocalypse.

Technology4 sources

Scalper Bots Attack DDR5 Memory Supply as AI Demand Triggers RAMpocalypse Across Markets

Technology4 sources

MWC 2026 reveals how AI boom collides with memory chip shortage, threatening smartphone market

At MWC 2026 in Barcelona, telecommunications companies and phone makers confronted a severe memory chip shortage threatening to shrink smartphone sales by 13% this year. The AI boom has created insatiable demand from data centers, forcing device makers to pivot strategies. Major alliances emerged as Nvidia, Nokia, and Qualcomm announced partnerships to build AI-ready 6G mobile networks.

Technology2 sources

MWC 2026 reveals how AI boom collides with memory chip shortage, threatening smartphone market

Technology2 sources

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