AI Hardware

Twitter

Facebook

Copy Link

Key Facts

Key PlayersNVIDIA, AMD, Google, Cerebras

Top News

Trane Technologies and Eaton unveil reference design cutting AI data center costs by 30%

Trane Technologies and Eaton introduced an industry-first reference design that integrates thermal management and power distribution systems for AI data centers. The unified approach achieves up to 15% energy efficiency gains, reduces copper use by 80%, and cuts installation costs by 30% compared to conventional designs while accelerating deployment timelines.

Technology2 sources

Trane Technologies and Eaton unveil reference design cutting AI data center costs by 30%

Technology2 sources

China Permits Small Nvidia H200 Chip Shipments as ByteDance, Tencent Receive 10,000 Processors Each

China has allowed limited entry of Nvidia H200 chips to mainland China, with ByteDance and Tencent each receiving about 10,000 H200 AI processors. Beijing permits these small shipments while directing companies to keep larger volumes in Hong Kong, balancing the need for advanced AI chips against supporting domestic chipmakers like Huawei.

Policy3 sources

China Permits Small Nvidia H200 Chip Shipments as ByteDance, Tencent Receive 10,000 Processors Each

Policy3 sources

Fabrinet Sees Unstoppable AI Demand as Major Hedge Funds Triple Their Stakes

Citadel Advisors increased its Fabrinet position by 2,957% while the optical manufacturing specialist reported a $1 billion data center interconnect run rate. CEO Seamus Grady declared there's "no end in sight" to customer demand as the company expands capacity from $5.8 billion to $9.8 billion by early 2027.

Business2 sources

Fabrinet Sees Unstoppable AI Demand as Major Hedge Funds Triple Their Stakes

Business2 sources

Etched Doubles Valuation to $21 Billion in a Month After Jane Street Tests AI Inference Hardware

AI chip startup Etched raised $700 million at a $21 billion valuation, doubling its worth in just one month after Jane Street tested its frontier inference clusters. The AI hardware company has now raised $1.9 billion total and secured over $1 billion in customer contracts with its specialized Low Voltage Inference and Cluster Scale Memory technologies.

Startups4 sources

Etched Doubles Valuation to $21 Billion in a Month After Jane Street Tests AI Inference Hardware

Startups4 sources

Velaura AI Secures $110M Series A Funding, Achieves $1 Billion Valuation with Power-Efficient Chips

Chip designer Velaura AI raised $110 million in Series A funding led by Seligman Ventures, pushing its valuation past $1 billion. The startup's Titan Core platform promises 2-4x improvements in performance per watt for AI data centers, addressing the industry's mounting power consumption challenges.

Startups5 sources

Velaura AI Secures $110M Series A Funding, Achieves $1 Billion Valuation with Power-Efficient Chips

Startups5 sources

Snapdragon X2 Elite Extreme outpaces Intel Core Ultra X9 and AMD Ryzen AI 9 by up to 83% in tests

Qualcomm's Snapdragon X2 Elite Extreme demonstrated significant performance leads in Signal65 testing, beating Intel Core Ultra X9 by up to 53% and AMD Ryzen AI 9 by 83% in Geekbench 7. The battery-powered Snapdragon system outperformed plugged-in x86 systems across CPU and AI benchmarks, though testing caveats and funding sources warrant scrutiny.

Technology2 sources

Snapdragon X2 Elite Extreme outpaces Intel Core Ultra X9 and AMD Ryzen AI 9 by up to 83% in tests

Technology2 sources

Unitree's $9 billion Shanghai stock market debut signals China's humanoid robot ambitions

Chinese robotics company Unitree Robotics saw shares surge 542% in its Shanghai stock market debut after raising $905 million in an IPO that was oversubscribed 8,000 times. The listing comes as China IPO markets shift focus from e-commerce to AI-powered humanoid robots, but questions remain about commercial viability beyond viral demonstrations.

Business10 sources

Unitree's $9 billion Shanghai stock market debut signals China's humanoid robot ambitions

Business10 sources

PM Modi Announces AI Training for 1 Crore Youth to Lead Global AI Leadership

PM Modi announced AI skill training for 1 crore youth over the next year during his Independence Day address from Red Fort. The initiative aims to position India's youth at the forefront of global AI leadership while strengthening India's technological advancement through semiconductor manufacturing and digital empowerment.

Policy3 sources

PM Modi Announces AI Training for 1 Crore Youth to Lead Global AI Leadership

Policy3 sources

Jane Street Suffers $15 Billion Loss as AI Selloff Triggers Hedge Fund Collapse

Wall Street trading firm Jane Street took a $15 billion hit in July from its exposure to AI-focused hedge fund Situational Awareness and tech sector sell-off. Despite the loss, the firm has generated over $40 billion in trading revenue year-to-date, surpassing its entire 2025 performance.

Business4 sources

Jane Street Suffers $15 Billion Loss as AI Selloff Triggers Hedge Fund Collapse

Business4 sources

Samsung Electronics Recruits Two AI Experts to Accelerate Chip Business Transformation

Samsung Electronics has appointed two AI specialists—Han Bo-hyung from Seoul National University and former Meta data engineering manager Hahn Tai-rin—to accelerate AI adoption across its semiconductor operations. The move aims to shorten development cycles, improve manufacturing efficiency, and strengthen Samsung's competitive position in advanced chips.

Business2 sources

Samsung Electronics Recruits Two AI Experts to Accelerate Chip Business Transformation

Business2 sources

Micron Technology Unveils $250 Million Venture Fund to Fuel AI Technologies and Infrastructure

Micron Technology launched the Micron Ventures Paradigm Fund, committing $250 million to invest in AI technologies spanning model architectures, compute infrastructure, and physical AI systems. This third and largest fund brings Micron's total capital commitment to $550 million, positioning the semiconductor giant to partner with innovators shaping AI's future memory and storage demands.

Business2 sources

Micron Technology Unveils $250 Million Venture Fund to Fuel AI Technologies and Infrastructure

Business2 sources

Lam Research to Invest Over $3 Billion in Global R&D Labs to Speed Up AI Chip Development

Chipmaking equipment supplier Lam Research announced a $3 billion-plus investment over five years to expand its global R&D laboratory network. The move aims to boost experimental capacity by over 50% and accelerate semiconductor innovation driven by AI chips. CEO Tim Archer emphasized that the AI era demands faster development cycles for new chip architectures and materials.

Business4 sources

Lam Research to Invest Over $3 Billion in Global R&D Labs to Speed Up AI Chip Development

Business4 sources

LG and Nvidia partner to unveil humanoid robot at CES 2027 with Isaac GR00T technology

LG and Nvidia signed a strategic partnership to develop a bipedal humanoid robot set for Q1 2027 debut. The collaboration leverages Nvidia's Isaac GR00T foundation model and Jetson Thor processor, while LG contributes actuators, sensors, and batteries from its electronics divisions. The partnership extends beyond robotics to AI factories and autonomous vehicles.

Technology8 sources

LG and Nvidia partner to unveil humanoid robot at CES 2027 with Isaac GR00T technology

Technology8 sources

SMIC Triples Profit to $479M as AI Demand Pushes Chipmaker to Raise Prices and Expand Capacity

China's largest contract chipmaker SMIC reported record second-quarter revenue exceeding $3 billion for the first time, with profit tripling to $479.2 million as AI-driven chip demand pushes capacity utilization to 93.7%. The semiconductor foundry raised wafer prices and announced plans to accelerate production expansion.

Business4 sources

SMIC Triples Profit to $479M as AI Demand Pushes Chipmaker to Raise Prices and Expand Capacity

Business4 sources

Applied Materials Posts Record $9.12B Revenue on AI Chip Demand But Stock Falls 5%

Applied Materials reported record third-quarter revenue of $9.12 billion, up 25% from a year earlier, and raised its semiconductor systems growth outlook as AI-driven demand continues to build. The company beat analyst estimates on both earnings and revenue, yet shares fell more than 5% in after-hours trading as investors deemed the results insufficient given elevated expectations.

Business6 sources

Applied Materials Posts Record $9.12B Revenue on AI Chip Demand But Stock Falls 5%

Business6 sources

Prev12 3 4…98 Next