AI Hardware

Twitter

Facebook

Copy Link

Key Facts

Key PlayersNVIDIA, AMD, Google, Cerebras

Top News

Hut 8 Stock Soars 15% After Landing $7 Billion Google-Backed AI Data Center Deal

Bitcoin miner Hut 8 shares surged after announcing a 15-year, $7 billion lease agreement with Fluidstack to deliver 245 megawatts of AI data center capacity at its River Bend campus in Louisiana. Google is providing a financial backstop covering all lease payments, while J.P. Morgan and Goldman Sachs are handling deal financing. The agreement marks a strategic pivot from cryptocurrency mining to AI infrastructure.

Business10 sources

Hut 8 Stock Soars 15% After Landing $7 Billion Google-Backed AI Data Center Deal

Business10 sources

House advances SPEED Act to fast-track permits for AI data centers and chip manufacturing

The House cleared a critical procedural vote for the SPEED Act, a bipartisan bill backed by OpenAI, Meta, and Microsoft to accelerate federal permits for AI infrastructure. The legislation would shorten environmental review timelines and limit legal challenges to 150 days, but faces internal Republican opposition over an amendment restricting presidential authority on energy permits.

Policy2 sources

House advances SPEED Act to fast-track permits for AI data centers and chip manufacturing

Policy2 sources

Nvidia acquires SchedMD to strengthen open-source Slurm and unveils Nemotron 3 AI models

Nvidia acquired SchedMD, the developer behind Slurm workload management system, while launching the Nemotron 3 family of open AI models. The chipmaker pledges to maintain Slurm as vendor-neutral software while accelerating development for high-performance computing and AI. The move signals Nvidia's push to control more of the AI infrastructure stack while positioning itself as an open-source champion.

Technology11 sources

Nvidia acquires SchedMD to strengthen open-source Slurm and unveils Nemotron 3 AI models

Technology11 sources

Stanford team builds first commercial 3D chip at US foundry with 4x AI performance gains

A Stanford-led research team has manufactured the first monolithic 3D integrated circuit at a commercial US foundry, showing four-fold performance improvements over conventional flat chips. The prototype, built at SkyWater Technology, vertically stacks memory and logic using carbon nanotube transistors and could eventually deliver up to 1,000-fold gains in energy efficiency for future AI systems.

Science2 sources

Stanford team builds first commercial 3D chip at US foundry with 4x AI performance gains

Science2 sources

Memory prices spike up to 400% as AI demand creates global shortage lasting through 2026

RAM and SSD prices have skyrocketed since summer 2025, with some kits costing four times more than in August. The surge stems from AI data centers consuming massive amounts of high-bandwidth memory, forcing manufacturers like Micron to redirect wafer capacity away from consumer products. Industry experts warn the memory shortage will persist well beyond 2026, affecting everything from PC builds to smartphones and home appliances.

Business21 sources

Memory prices spike up to 400% as AI demand creates global shortage lasting through 2026

Business21 sources

Intel moves to acquire SambaNova for $1.6 billion as AI chip battle with Nvidia intensifies

Intel is in advanced acquisition discussions to buy AI chip startup SambaNova Systems for $1.6 billion including debt, marking a steep discount from its $5 billion valuation in 2021. The deal would strengthen Intel's position in AI inference solutions as it competes against Nvidia's market dominance in the AI hardware market.

Business7 sources

Intel moves to acquire SambaNova for $1.6 billion as AI chip battle with Nvidia intensifies

Business7 sources

Oracle delays OpenAI AI data centers to 2028 as labor shortages test infrastructure ambitions

Oracle has pushed back delivery timelines for several large AI data centers built for OpenAI from 2027 to 2028, citing labor and material shortages. The data center delays sparked investor concerns about the artificial intelligence investment boom, sending Oracle shares down over 5% before the company disputed any contractual setbacks. The setback highlights mounting challenges in the race to build AI infrastructure.

Business14 sources

Oracle delays OpenAI AI data centers to 2028 as labor shortages test infrastructure ambitions

Business14 sources

Taiwan opens Nvidia-powered cloud center to advance sovereign AI and cement role in global tech race

Taiwan President Lai Ching-te inaugurated a new cloud computing center in Tainan equipped with the Nano 4 supercomputer, powered by 1,760 Nvidia H200 chips and 144 Blackwell chips. The 15-megawatt facility marks Taiwan's shift from hardware manufacturing to becoming an AI island, advancing its sovereign AI ambitions. Analysts forecast rising investor confidence in Taiwan's entrenched position within AI supply chains.

Technology2 sources

Taiwan opens Nvidia-powered cloud center to advance sovereign AI and cement role in global tech race

Technology2 sources

Broadcom reveals Anthropic as mystery customer behind $21 billion Google TPU order

Broadcom CEO Hock Tan disclosed that Anthropic placed a $21 billion order for Google's Tensor Processing Units, including $10 billion for the latest TPU Ironwood racks. The AI lab plans to deploy one million TPUs backed by over one gigawatt of compute capacity in 2026, marking one of the largest AI infrastructure buildouts in the industry.

Technology2 sources

Broadcom reveals Anthropic as mystery customer behind $21 billion Google TPU order

Technology2 sources

Runware raises $50M Series A to accelerate AI inference for developers building with generative AI

Runware, an AI inference startup founded in 2023, has raised $50 million in Series A funding led by Dawn Capital. The platform specializes in real-time image, video, and audio generation, having powered over 10 billion creations for more than 200,000 developers. The company aims to become the universal API for all generative AI models.

Startups2 sources

Runware raises $50M Series A to accelerate AI inference for developers building with generative AI

Startups2 sources

Broadcom AI revenue surges 74% but stock tumbles on profitability concerns despite record earnings

Broadcom delivered crushing fourth-quarter results with AI chips revenue jumping 74% to $6.5 billion and total revenue reaching $18 billion. But the stock plunged over 10% after CEO Hock Tan warned that higher AI sales would compress gross margins. The company revealed an $11 billion custom chip deal with Anthropic and projected AI revenue to double to $8.2 billion next quarter, yet investors questioned whether rapid growth justifies stretched valuations.

Business14 sources

Broadcom AI revenue surges 74% but stock tumbles on profitability concerns despite record earnings

Business14 sources

LG Electronics unveils AI Cabin Platform with generative AI for vehicles at CES 2026

LG Electronics is set to showcase its AI Cabin Platform at CES 2026 in Las Vegas, integrating generative AI into automotive infotainment systems. Powered by Qualcomm's Snapdragon Cockpit Elite, the platform processes AI calculations on-device to enhance data privacy while delivering real-time, personalized driver assistance and context-aware experiences.

Technology3 sources

LG Electronics unveils AI Cabin Platform with generative AI for vehicles at CES 2026

Technology3 sources

Google promotes Amin Vahdat to lead AI infrastructure as spending hits $93 billion

Google elevated Amin Vahdat to chief technologist for AI infrastructure, a newly created C-suite position reporting directly to CEO Sundar Pichai. The move comes as the company pours up to $93 billion into capital expenditures by the end of 2025, with expectations for even larger investments next year. Vahdat, who has spent 15 years building Google's AI backbone, will oversee the company's custom TPU chips and data center operations.

Business3 sources

Google promotes Amin Vahdat to lead AI infrastructure as spending hits $93 billion

Business3 sources

AI Trained in Space as Tech Giants Race to Build Orbiting Data Centers Powered by Solar Energy

Starcloud successfully trained the first AI model in space using an Nvidia H100 GPU aboard its satellite. Google plans to launch Project Suncatcher in 2027, while SpaceX and other tech giants pursue orbital data centers to address the environmental impact of ground-based AI infrastructure and tap into unlimited solar energy.

Technology6 sources

AI Trained in Space as Tech Giants Race to Build Orbiting Data Centers Powered by Solar Energy

Technology6 sources

Musk and Bezos ignite space race as orbital data centers emerge to solve AI's energy crisis

SpaceX and Blue Origin are racing to build AI in space as terrestrial data center limitations threaten AI growth. With SpaceX preparing a $1.5 trillion IPO and Starcloud already training the first AI model in space, orbital data centers promise constant solar energy without the environmental strain of Earth-based facilities. The competition intensifies as Elon Musk vs Jeff Bezos battle for dominance in this emerging frontier.

Technology9 sources

Musk and Bezos ignite space race as orbital data centers emerge to solve AI's energy crisis

Technology9 sources

Prev 1…656667…84 Next