AI Hardware

Twitter

Facebook

Copy Link

Key Facts

Key PlayersNVIDIA, AMD, Google, Cerebras

Top News

AI chip maker SambaNova raises $1B at $11B valuation, five months after previous mega round

SambaNova Systems has closed a $1 billion Series F funding round at an $11 billion valuation, led by General Atlantic. The AI chip maker, backed by Intel, announced JPMorgan Chase as a major customer deploying its SN40L and SN50 systems for secure on-premises AI inference. This marks the company's second massive raise in five months.

Startups4 sources

AI chip maker SambaNova raises $1B at $11B valuation, five months after previous mega round

Startups4 sources

AI data storage emerges as the industry's biggest challenge beyond compute power

The AI industry is confronting a critical bottleneck that has nothing to do with GPUs or processing speed. As systems evolve from simple chatbots to autonomous AI agents capable of multi-step workflows, the real constraint is emerging at the storage layer. With context windows expanding into millions of tokens and data volumes reaching exabyte scale, storage technology is receiving what experts call a "massive promotion" in 2026.

Technology2 sources

AI data storage emerges as the industry's biggest challenge beyond compute power

Technology2 sources

Innoviz Technologies and Cogniteam unveil AI-powered drone detection system for security threats

Israeli firms Innoviz Technologies and Cogniteam have partnered to develop a counter-drone detection system that combines 3D LiDAR sensors with AI-powered analytics. The solution analyzes drone morphology, motion, and flight behavior to distinguish threats from birds and reduce false alarms, building on over a year of operational deployments.

Technology2 sources

Innoviz Technologies and Cogniteam unveil AI-powered drone detection system for security threats

Technology2 sources

Samsung begins mass production of PM1763 SSD with PCIe 6.0 for next-generation AI infrastructure

Samsung has launched mass production of its PM1763, the industry's first PCIe 6.0-based enterprise SSD designed for AI and HPC servers. The drive delivers sequential read speeds up to 28,400 MB/s—twice the performance of its predecessor—and will power Nvidia's Vera Rubin AI platform. Built with 9th-generation V-NAND and a 4nm controller, the PM1763 addresses growing demands for faster, more efficient storage in AI data centers.

Technology5 sources

Samsung begins mass production of PM1763 SSD with PCIe 6.0 for next-generation AI infrastructure

Technology5 sources

Perplexity adopts Nvidia Vera CPU for AI agents, citing 1.5x speed boost in agentic coding tasks

AI startup Perplexity confirms it will deploy Nvidia's new Vera CPU, designed specifically for agentic AI workloads. The chip delivers 1.5 times faster performance than traditional processors in AI agent coding tasks, according to Perplexity's VP Nate Kupp. Nvidia expects the Vera CPU to generate $20 billion in sales by fiscal year-end as it challenges Intel and AMD in the data center market.

Technology4 sources

Perplexity adopts Nvidia Vera CPU for AI agents, citing 1.5x speed boost in agentic coding tasks

Technology4 sources

Penguin Solutions beats Q3 estimates, raises full-year 2026 outlook on surging AI-driven demand

Penguin Solutions delivered a record third quarter with revenue of $478.71 million and earnings of 84 cents per share, significantly exceeding analyst expectations. The AI infrastructure company raised its full-year 2026 revenue growth outlook to 22% from 12%, citing very strong agentic AI-driven customer demand across its memory and AI infrastructure portfolio.

Business3 sources

Penguin Solutions beats Q3 estimates, raises full-year 2026 outlook on surging AI-driven demand

Business3 sources

FuriosaAI brings low-power AI chip to Europe as sovereign compute demand grows

South Korean AI chip startup FuriosaAI has deployed its RNGD accelerators at Equinix's Lisbon datacenter, marking its first European expansion. The power-efficient chips offer 512 teraFLOPS while consuming just 180 watts, positioning the startup as a Nvidia alternative for enterprises seeking sovereign AI compute solutions. The company is also developing third-generation accelerators with Broadcom using HBM4 memory.

Technology2 sources

FuriosaAI brings low-power AI chip to Europe as sovereign compute demand grows

Technology2 sources

SpaceX files for Starlink Gen 3: 100,000 satellites to power AI infrastructure worldwide

SpaceX filed an application with the FCC for its Starlink Gen 3 constellation, proposing 100,000 satellites to deliver multi-gigabit broadband service and support billions of AI-powered devices. The system aims to provide ultra-low-latency connectivity for industrial automation, precision agriculture, telemedicine, and personal robotics, positioning itself as the communications backbone of the AI age.

Technology2 sources

SpaceX files for Starlink Gen 3: 100,000 satellites to power AI infrastructure worldwide

Technology2 sources

NVIDIA Rosa CPU with Rigel Core targets Agentic AI with higher per-core performance

NVIDIA has confirmed key details about its next-generation Rosa CPU featuring the new Rigel core. Built on an Arm v9.2-based design, Rosa delivers higher per-core performance than its Vera predecessor while maintaining the same silicon footprint. The chip includes a larger L2 cache, better instruction delivery, and more efficient memory handling, positioning NVIDIA to compete directly with AMD EPYC Venice and Intel Xeon Diamond Rapids in server CPU markets.

Technology2 sources

NVIDIA Rosa CPU with Rigel Core targets Agentic AI with higher per-core performance

Technology2 sources

Amazon raises $25 billion in largest bond sale of year to accelerate AI infrastructure push

Amazon has returned to debt markets with an eight-part bond sale targeting at least $25 billion, its largest offering of the year. The funds will support the company's aggressive AI infrastructure expansion as capital expenditures reach $200 billion in 2026. The sale attracted roughly $41 billion in orders, though investor demand showed signs of cooling as AI-linked debt floods the market.

Business3 sources

Amazon raises $25 billion in largest bond sale of year to accelerate AI infrastructure push

Business3 sources

Nscale secures $900M credit facility from major banks to accelerate global AI infrastructure push

London-based Nscale closed a $900m revolving credit facility backed by 12 major banks including J.P. Morgan and Goldman Sachs. The two-year-old AI cloud company will use the flexible borrowing to speed up data-center build-out across the US, Europe, and Asia-Pacific. This follows Nscale's $2bn Series C round in March at a $14.6bn valuation.

Business2 sources

Nscale secures $900M credit facility from major banks to accelerate global AI infrastructure push

Business2 sources

US trade deficit surges 42% as AI investment boom drives capital goods imports to record $128B

The US trade deficit expanded sharply to $77.6 billion in May, marking a 42.2% jump as artificial intelligence investments pushed capital goods imports to an unprecedented $128 billion. With businesses spending heavily on AI infrastructure including semiconductors and data centers, trade continues to drag on GDP for the second consecutive quarter.

Business3 sources

US trade deficit surges 42% as AI investment boom drives capital goods imports to record $128B

Business3 sources

DeepSeek plans to make its own AI chips to sidestep US export controls and reduce Nvidia reliance

Chinese AI startup DeepSeek is developing its own AI chip for inference workloads, marking a strategic shift for the company behind globally popular models. The year-long effort aims to reduce dependence on Nvidia and Huawei amid US export controls that have reshaped China's semiconductor landscape. DeepSeek joins OpenAI and other AI leaders in seeking greater control over their hardware stack.

Technology11 sources

DeepSeek plans to make its own AI chips to sidestep US export controls and reduce Nvidia reliance

Technology11 sources

Apple extends Broadcom partnership through 2031 for custom AI chips and wireless components

Apple has renewed its chip supply agreement with Broadcom through 2031, securing custom ASIC chips for future devices and AI infrastructure. Despite developing its own C1 modem and N1 chips, Apple still relies on Broadcom for critical RF components and networking modules. The deal accounts for roughly 20 percent of Broadcom's annual revenue and signals Apple's commitment to external partnerships even as it pursues in-house chip development.

Business3 sources

Apple extends Broadcom partnership through 2031 for custom AI chips and wireless components

Business3 sources

IBM shrinks z17 mainframes into rack-mounted systems to bring enterprise AI to smaller organizations

IBM has introduced compact versions of its z17 mainframes and LinuxONE 5 servers in rack-mounted and single-frame configurations. The new systems pack up to 82 cores and 18TB of memory into standard 19-inch racks, democratizing access to mainframe computing for smaller enterprises. With on-chip AI acceleration and the ability to match x86 server performance while using fewer resources, IBM positions these platforms as solutions for organizations running sensitive AI workloads on-premises.

Technology3 sources

IBM shrinks z17 mainframes into rack-mounted systems to bring enterprise AI to smaller organizations

Technology3 sources

Prev12 3 4…83 Next