AI Hardware

Twitter

Facebook

Copy Link

Key Facts

Key PlayersNVIDIA, AMD, Google, Cerebras

Top News

Uttar Pradesh aims to become global hub for AI and robotics with India's first PRAGATI park

Chief Minister Yogi Adityanath unveiled plans to transform Uttar Pradesh into a global deep tech manufacturing hub with PRAGATI, India's first integrated robotics and advanced manufacturing cluster spanning 75 acres in Noida. The initiative targets over one lakh jobs and Rs 2,000 crore in value addition over five years while reducing import dependence.

Policy2 sources

Uttar Pradesh aims to become global hub for AI and robotics with India's first PRAGATI park

Policy2 sources

Montage Technology reports surging AI chip sales as South Korean prosecutors raid office

China-based Montage Technology forecasts first-half net profit growth of up to 81% driven by strong AI demand for memory interface chips and interconnect chips. But the semiconductor company faces regulatory scrutiny after Korean prosecutors raided its Seoul office over suspected price-fixing, sending shares plummeting over 20% and prompting a share buyback plan to restore investor confidence.

Business2 sources

Montage Technology reports surging AI chip sales as South Korean prosecutors raid office

Business2 sources

Nvidia launches Cosmos 3 Edge model and expands its physical AI push in Japan

Nvidia unveiled Cosmos 3 Edge, a compact world model designed for on-device vision reasoning and robot control on edge devices. The 4-billion-parameter model runs on Nvidia Jetson platforms and can be adapted to specific robots in about a day. The announcement includes major partnerships with over 20 Japanese companies and a $2.4 billion government-backed AI infrastructure project targeting 30% of the global AI robotics market by 2040.

Technology2 sources

Nvidia launches Cosmos 3 Edge model and expands its physical AI push in Japan

Technology2 sources

Xpeng L03 launches with proprietary AI chips, challenging Tesla's autonomous driving dominance

Xpeng unveiled the L03 across 65 markets, marking the first Chinese EV to ship proprietary AI driving chips in every trim. The coupe-SUV features up to three Turing AI chips delivering 2,250 TOPS and runs the company's VLA 2.0 system. With Level 4 autonomy planned by 2028 and Volkswagen already licensing the technology, Xpeng is positioning itself as a serious challenger to Tesla's FSD dominance.

Technology4 sources

Xpeng L03 launches with proprietary AI chips, challenging Tesla's autonomous driving dominance

Technology4 sources

AMD Challenges Nvidia with Next Generation of AI Infrastructure at Major San Francisco Event

AMD launched a suite of AI hardware including Helios server racks and EPYC Venice CPUs at its Advancing AI event in San Francisco, directly challenging Nvidia's dominance. The chipmaker secured major deals with Microsoft, Anthropic, and OpenAI, potentially bringing in tens of billions in revenue as the AI chip market shifts focus from GPUs to server CPUs and throughput optimization.

Technology6 sources

AMD Challenges Nvidia with Next Generation of AI Infrastructure at Major San Francisco Event

Technology6 sources

Japan and Nvidia build world's first national AI infrastructure with 27,500 GPUs for robotics

Japan unveils the world's first national AI infrastructure through its FRONTia Project, partnering with Nvidia to deploy 27,500 Rubin GPUs in a massive 140-megawatt facility. The Noetra consortium, backed by SoftBank, Sony, NEC, and Honda, received $2.4 billion in first-year funding to develop open multimodal foundation models for AI robotics, digital twins, and industrial automation.

Technology8 sources

Japan and Nvidia build world's first national AI infrastructure with 27,500 GPUs for robotics

Technology8 sources

ViewSonic ViewBoard IN04V-N launches with 48MP AI camera for hybrid collaboration spaces

ViewSonic introduced the ViewBoard IN04V-N Series in India, marking the company's first interactive display with an integrated 48MP AI camera. Available in 65-inch, 75-inch, and 86-inch sizes, the display features AI facial tracking, an 8-microphone array, and AI-powered collaboration tools designed for boardrooms, classrooms, and training spaces. The device runs Android 16 EDLA and eliminates the need for external peripherals.

Technology3 sources

ViewSonic ViewBoard IN04V-N launches with 48MP AI camera for hybrid collaboration spaces

Technology3 sources

Nvidia's Jensen Huang secures sweeping Japan AI deals targeting factory floors and robotics

Nvidia CEO Jensen Huang spent two days in Tokyo courting Japan's industrial elite, leaving with deals spanning a national AI factory, robotics partnerships, and chip-supply agreements. The chip giant is targeting Japan's factory floor with physical AI, partnering with Fanuc, Yaskawa, Toyota, and 19 other firms. Japan aims to deploy 10 million AI-equipped robots across 18 sectors by 2040, backed by $65 billion in investment.

Technology15 sources

Nvidia's Jensen Huang secures sweeping Japan AI deals targeting factory floors and robotics

Technology15 sources

AMD ROCm 7.14 arrives with Ryzen AI 400 Series support and modular AI platform overhaul

AMD has released ROCm 7.14 as a new production release, introducing support for the upcoming Ryzen AI MAX PRO 400 series processors. The update transforms ROCm into a modular AI software platform built on TheRock infrastructure, enabling faster innovation while improving software quality for developers working across Ryzen AI workstations and AMD Instinct clusters.

Technology2 sources

AMD ROCm 7.14 arrives with Ryzen AI 400 Series support and modular AI platform overhaul

Technology2 sources

NVIDIA Jetson Thor T3000 and T2000 modules bring Blackwell power to mainstream robotics

NVIDIA introduced two new Blackwell-powered modules—Jetson Thor T3000 and T2000—designed to advance mainstream robotics and edge AI applications. The T3000 delivers 865 teraflops in a compact, power-efficient design, while the T2000 offers an entry point with 400 teraflops. Leading companies including Boston Dynamics, Amazon Robotics, and Agility are already building on the platform, with both modules scheduled for Q1 2027 launch.

Technology3 sources

NVIDIA Jetson Thor T3000 and T2000 modules bring Blackwell power to mainstream robotics

Technology3 sources

Cadence AuraStack AI agent cuts design time in half, delivers 15X productivity boost for engineers

Cadence Design Systems launched AuraStack, an agentic AI platform that automates PCB and advanced packaging design workflows. The AI agent delivers up to 2X faster time to market and 15X productivity gains by orchestrating complex engineering tasks through natural language commands. Nvidia, TSMC, and Schneider Electric are already deploying the system to tackle bottlenecks that consume 65% of engineers' time.

Technology6 sources

Cadence AuraStack AI agent cuts design time in half, delivers 15X productivity boost for engineers

Technology6 sources

OpenAI's first hardware is a $230 light-up keyboard designed to control Codex agents

OpenAI officially enters the hardware market with the Codex Micro, a $230 specialized keyboard developed with Work Louder. The device features RGB-lit keys that monitor up to six Codex agent threads, displaying real-time status through color-coded feedback. While this limited-run product marks OpenAI's hardware debut, the company faces an Apple lawsuit over alleged trade theft related to a separate smart speaker project with designer Jony Ive.

Technology20 sources

OpenAI's first hardware is a $230 light-up keyboard designed to control Codex agents

Technology20 sources

OpenAI's first hardware device is a screenless AI smart speaker launching in 2027

OpenAI is developing a portable AI smart speaker as its debut hardware product, designed to function as a humanlike AI companion in the home. The screenless device will integrate ChatGPT capabilities and feature mechanical elements that can move autonomously. However, the company faces legal challenges from Apple's lawsuit alleging trade secret theft by former Apple employees now working on OpenAI hardware.

Technology33 sources

OpenAI's first hardware device is a screenless AI smart speaker launching in 2027

Technology33 sources

Kalshi builds forward curve for computing power as exchanges race to financialize AI infrastructure

Prediction market platform Kalshi has developed a forward curve tracking the future price of computing power, using weekly and monthly event contracts to predict GPU rental costs up to a year ahead. The move positions Kalshi alongside CME and ICE in the race to transform AI infrastructure into a tradable commodity, as GPU capacity becomes increasingly constrained and expensive.

Business2 sources

Kalshi builds forward curve for computing power as exchanges race to financialize AI infrastructure

Business2 sources

Morgan Stanley defends Broadcom as core AI winner amid MediaTek competition fears over Google TPU share

Morgan Stanley has defended Broadcom against investor concerns about rising competition, calling it a core AI winner second only to Nvidia. The firm projects Broadcom will retain roughly 80% of Google's tensor processing unit business despite MediaTek's entry, dismissing bearish forecasts as premature. Broadcom shares have dropped 22% from their June peak despite recent chip deals with Apple, Meta, and Google.

Business2 sources

Morgan Stanley defends Broadcom as core AI winner amid MediaTek competition fears over Google TPU share

Business2 sources

Prev 1…567…92 Next