AI Hardware

Twitter

Facebook

Copy Link

Key Facts

Key PlayersNVIDIA, AMD, Google, Cerebras

Top News

Samsung Electronics forecasts strong chip demand in 2026 as AI wave drives semiconductor growth

Samsung Electronics predicts robust chip demand through 2026, fueled by the global artificial intelligence wave. However, the company's co-CEO warns that rising memory chip prices could create headwinds for computer and mobile shipments, presenting a complex market outlook for the semiconductor giant.

Business2 sources

Samsung Electronics forecasts strong chip demand in 2026 as AI wave drives semiconductor growth

Business2 sources

NVIDIA unveils RTX PRO 4500 Blackwell Server Edition with 10,496 cores in single-slot design

NVIDIA introduced the RTX PRO 4500 Blackwell Server Edition at GTC 2026, a single-slot GPU featuring 10,496 CUDA cores and 32GB of GDDR7 memory. The energy-efficient accelerator delivers up to 50X performance gains for AI workloads while consuming just 165W, targeting data centers that need maximum density and efficiency.

Technology2 sources

NVIDIA unveils RTX PRO 4500 Blackwell Server Edition with 10,496 cores in single-slot design

Technology2 sources

Amazon CEO Andy Jassy doubles AWS sales projections to $600 billion by 2036 driven by AI boom

Amazon CEO Andy Jassy announced that artificial intelligence could propel AWS to $600 billion in annual sales by 2036, doubling his previous $300 billion estimate. The forecast came during an internal all-hands meeting where Jassy defended the company's $200 billion capital expenditure plan for AI data centers, citing strong demand signals despite investor concerns about the aggressive spending.

Business5 sources

Amazon CEO Andy Jassy doubles AWS sales projections to $600 billion by 2036 driven by AI boom

Business5 sources

POET Technologies partners with Lessengers to develop AI optical interconnects for data centers

POET Technologies announced a strategic collaboration with Lessengers to develop 1.6T 2×DR4 optical transceivers for AI-driven data center networks. The partnership targets a market forecast exceeding 125 million units over the next five years, with samples expected in Q2 2026. The collaboration combines POET's Optical Interposer technology with Lessengers' Direct Optical Wiring to address growing bandwidth demands in AI infrastructure.

Technology2 sources

POET Technologies partners with Lessengers to develop AI optical interconnects for data centers

Technology2 sources

Cisco and NVIDIA Redefine AI Security with BlueField DPUs and Hybrid Mesh Firewall

Cisco and NVIDIA are partnering to secure AI infrastructure by extending Cisco Hybrid Mesh Firewall to NVIDIA BlueField DPUs. This hardware-accelerated approach delivers 400G line-rate stateful inspection directly in AI servers without consuming GPU or CPU resources, addressing the critical security challenges as enterprises scale AI workloads from experimental to production-ready environments.

Technology4 sources

Cisco and NVIDIA Redefine AI Security with BlueField DPUs and Hybrid Mesh Firewall

Technology4 sources

Memory shortage forces PC makers to raise prices up to 30% as AI demand drains supply

The RAM crisis deepens as MSI announces price increases of up to 30% on gaming products while Intel raises CPU prices by 10%. Semiconductor companies like Micron can only supply 50-67% of customer requirements, with SK Hynix chairman warning relief won't come until around 2030 as AI data centers consume half of all memory production.

Business8 sources

Memory shortage forces PC makers to raise prices up to 30% as AI demand drains supply

Business8 sources

Nvidia's DLSS 5 faces fierce backlash as gamers and developers reject generative AI overhaul

Nvidia unveiled DLSS 5, its latest AI upscaling technology using generative AI to enhance game graphics with photorealistic lighting and textures. But the demonstration sparked immediate backlash from gamers and developers who criticized the uncanny valley effect, comparing it to AI slop and Instagram filters that undermine artistic vision.

Technology110 sources

Nvidia's DLSS 5 faces fierce backlash as gamers and developers reject generative AI overhaul

Technology110 sources

Google turns to Chinese suppliers for liquid cooling systems as AI data centers strain supply

Alphabet's Google is in talks with China's Envicool and other suppliers to purchase liquid cooling equipment for AI data centers, reflecting a global shortage of critical cooling components. The AI server liquid cooling market is projected to surge from $8.9 billion last year to over $17 billion in 2026, driven by demand from tech giants deploying high-density computing infrastructure.

Business3 sources

Google turns to Chinese suppliers for liquid cooling systems as AI data centers strain supply

Business3 sources

Micron launches HBM4 production for Nvidia Vera Rubin with 2.3x bandwidth boost and 20% efficiency gain

Micron has entered high-volume production of HBM4 36GB 12H memory for Nvidia's Vera Rubin GPU platform, delivering over 2.8 TB/s bandwidth—a 2.3x improvement over HBM3E. Announced at GTC 2026, the company simultaneously began shipping PCIe Gen6 SSDs and SOCAMM2 modules, becoming the first supplier to deliver all three products for the Vera Rubin ecosystem at scale.

Technology3 sources

Micron launches HBM4 production for Nvidia Vera Rubin with 2.3x bandwidth boost and 20% efficiency gain

Technology3 sources

Nvidia forges humanoid robot partnerships with European chipmakers ahead of major conference

Nvidia has announced partnerships with European chipmakers Infineon, NXP, and STMicroelectronics to develop hardware for humanoid robots. The coordinated announcements came ahead of Nvidia's GPU Technology Conference, where the company aims to establish its Jetson Thor processors as the central computing platform for robotics. With over 50,000 humanoid robots expected to sell this year, the partnerships position these companies to capture a market estimated at $500 in parts per robot.

Technology2 sources

Nvidia forges humanoid robot partnerships with European chipmakers ahead of major conference

Technology2 sources

UK government invests £45 million in AI supercomputer to accelerate fusion research

The UK is investing £45 million in Sunrise, an AI supercomputer dedicated to fusion research at the UK Atomic Energy Authority's Culham campus. Set to launch in June, the 1.4MW system will model plasma behavior and test nuclear fusion reactor designs virtually before costly physical experiments.

Technology2 sources

UK government invests £45 million in AI supercomputer to accelerate fusion research

Technology2 sources

SK Hynix warns memory shortage could persist until 2030 as AI demand strains wafer supply

SK Group Chairman Chey Tae-won said the global chip wafer shortage will likely last until 2030, far longer than earlier projections. The major DRAM supplier cited artificial intelligence's massive appetite for High Bandwidth Memory as the key driver, with the company expecting more than a 20% shortage of wafers and working on strategies to stabilize DRAM chip prices.

Business3 sources

SK Hynix warns memory shortage could persist until 2030 as AI demand strains wafer supply

Business3 sources

Adobe and Nvidia partnership builds next-generation Firefly AI models with digital twin workflows

Adobe and Nvidia announced a strategic partnership at GTC 2026 to develop next-generation Firefly AI models using Nvidia's accelerated computing infrastructure. The collaboration introduces a cloud-native 3D digital twin solution that enables brands to maintain pixel-perfect product accuracy across design, marketing and commerce workflows while scaling content production.

Technology9 sources

Adobe and Nvidia partnership builds next-generation Firefly AI models with digital twin workflows

Technology9 sources

Nvidia unveils BlueField-4 STX to eliminate storage bottlenecks stalling agentic AI inference

Nvidia announced BlueField-4 STX at GTC 2026, a modular AI storage reference architecture that inserts a dedicated context memory layer between GPUs and traditional storage. The platform delivers 5x the token throughput and 4x better energy efficiency compared to CPU-based storage, targeting the key-value cache bottleneck that causes GPU underutilization during extended AI agent sessions.

Technology4 sources

Nvidia unveils BlueField-4 STX to eliminate storage bottlenecks stalling agentic AI inference

Technology4 sources

Nvidia unveils Vera Rubin Space Module for orbital AI data centers as space computing race heats up

Nvidia announced the Vera Rubin Space Module at GTC 2026, claiming up to 25 times more AI compute than the H100 for orbital inference workloads. Six commercial space companies have already deployed the platform, while CEO Jensen Huang acknowledged the significant challenge of cooling computer chips in space where there's no air convection.

Technology18 sources

Nvidia unveils Vera Rubin Space Module for orbital AI data centers as space computing race heats up

Technology18 sources

Prev 1…394041…83 Next