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AI Hardware & Infrastructure

Covering the chips, semiconductors, data centers, and computing systems powering the AI revolution. From Nvidia GPUs, TPUs, and custom silicon to energy consumption debates and cloud infrastructure buildouts.

  • AI Hardware & Infrastructure

    Huawei to Launch AI Chips in 2027, Challenging Nvidia’s $5.5 Trillion Dominance

    Huawei's new AI chips signal a bold move against Nvidia's dominance, reshaping the global AI hardware race.
    September 24, 2026
  • AI Hardware & Infrastructure

    Bitcoin Miners Turn Power Landlords as AI Scarcity Trade Shifts

    Bitcoin miners are becoming AI landlords, and the market is rewarding them more than chip-focused rivals.
    September 23, 2026
  • AI Hardware & Infrastructure

    OVHcloud CEO Says EU AI Gigafactory Funding Too Small

    OVHcloud's CEO says the numbers don't add up for Europe's AI gigafactory plan, and he's not alone in questioning the math.
    September 23, 2026
  • AI Hardware & Infrastructure

    Geely Unveils 4-Minute EV Charging System With AI Safety, Takes On BYD

    Geely just raised the stakes in China's EV technology war with a charging system that leans on AI to keep extreme speed safe.
    September 23, 2026
  • AI Hardware & Infrastructure

    Alibaba Unveils Zhenwu V900 Chip, Plans 10 Trillion Parameter AI Model

    Alibaba's Apsara conference delivered a chip, a superintelligence claim, and a 10 trillion parameter roadmap that investors rewarded with a 5% share jump.
    September 23, 2026
  • AI Hardware & Infrastructure

    Taiwan August export orders hit record high value, strong AI demand leads

    Taiwan's export orders crossed $100 billion for the first time in August, setting a record as AI hardware demand shows no signs of cooling.
    September 22, 2026
  • AI Hardware & Infrastructure

    India’s AI Chip Ambitions Face Reality at SEMICON India 2026

    India's semiconductor push meets the AI chip supercycle at SEMICON India 2026, but wafer fabs remain missing.
    September 20, 2026
  • AI Hardware & Infrastructure

    Huawei Sets Commercial Launch Dates for Ascend 950 AI Cluster Cloud Service

    Huawei Cloud is set to commercially launch its Ascend 950 AI cluster service in China on Sept. 30, with global expansion on Nov. 30, as the company advances its Ascend 960 roadmap.
    September 18, 2026
  • AI Hardware & Infrastructure

    Huawei Ascend 960 SuperPoD Challenges NVIDIA AI Dominance

    Huawei's new 15,488-chip AI cluster promises to operate as a single machine, but can it deliver without US technology?
    September 18, 2026
  • AI Hardware & Infrastructure

    AI Data Center Backlash Reaches San Jose, Silicon Valley’s Biggest City

    Silicon Valley's largest city faces a grassroots revolt over the physical toll of AI expansion.
    September 18, 2026
  • AI Hardware & Infrastructure

    Nebius raises AI cloud prices again as demand for computing power soars

    Nebius is raising prices for Nvidia GPU rentals again, signaling that the AI compute crunch is far from over.
    September 17, 2026
  • AI Hardware & Infrastructure

    GlobalFoundries, Marvell Expand Chip Capacity Deal for AI Data Center Connectivity

    GlobalFoundries and Marvell deepen their partnership to produce optical interconnect chips, aiming to meet AI's voracious bandwidth needs.
    September 17, 2026
  • AI Hardware & Infrastructure

    Huawei Unveils Ascend 960 SuperPoD with NPO Technology for AI Infrastructure

    Huawei's new AI cluster packs 4,096 NPUs and optical interconnects to tackle the communication bottleneck in massive model training.
    September 17, 2026
  • AI Hardware & Infrastructure

    Huawei to Launch Two New AI Chips in 2027, Targets Nvidia with UnifiedBus

    Huawei's 2027 chip roadmap puts system-level interconnect at the center of its challenge to Nvidia.
    September 17, 2026
  • AI Hardware & Infrastructure

    Meta Touts Cost-Saving Benefits of In-House AI Chips

    Meta bets big on custom silicon to slash AI costs and energy use, taking on Nvidia in the inference market.
    September 16, 2026
  • AI Hardware & Infrastructure

    Delos Data Raises $100 Million for AI Data Center Networking Chips

    A new chip startup founded by Intel veterans has raised $100 million to solve the networking bottleneck in AI data centers.
    September 15, 2026
  • AI Hardware & Infrastructure

    UK and US Link Fusion Supercomputers to Train Shared AI Models

    The UK and US have agreed to link their fusion supercomputers, creating a federated AI system that could speed up the design of future power plants.
    September 15, 2026
  • AI Hardware & Infrastructure

    Finland Risks Strained Power Supply After Google AI Deal, Opposition Warns

    A €13 billion AI bet collides with grid reality.
    September 10, 2026
  • AI Hardware & Infrastructure

    Positron AI Hits $5 Billion Valuation After $875 Million Round

    A seven-month valuation leap puts this AI chip startup in rare company. The numbers behind the round tell only part of the story.
    September 10, 2026
  • AI Hardware & Infrastructure

    D-Matrix to Use Nvidia NVLink Fusion in AI Inference Servers

    A chip startup and the GPU giant are quietly rewriting the rules of AI server design.
    September 10, 2026
  • AI Hardware & Infrastructure

    Nvidia Teams Up With Australian Partners to Build 2 GW AI Factory Capacity

    A new partnership aims to turn Australia into a major AI compute hub, but energy and regulatory hurdles could slow the buildout.
    September 10, 2026
  • AI Hardware & Infrastructure

    US Power Use to Beat Record Highs in 2026 and 2027 as AI Use Surges, EIA Says

    Record electricity demand is coming. The grid is not ready for what AI data centers will demand next.
    September 10, 2026
  • AI Hardware & Infrastructure

    OpenAI and Samsung Deepen Partnership on Next-Generation AI Chips

    A chip alliance and a 28-fold enterprise surge reveal why OpenAI is betting on Seoul.
    September 9, 2026
  • AI Hardware & Infrastructure

    South Korea’s Power Demand to Soar 25-30 GW on AI Boom as Nuclear Expansion Weighed

    South Korea expects AI-driven electricity demand to rise by 25-30 GW, pushing the government to consider new nuclear reactors amid public safety concerns.
    September 8, 2026
  • AI Hardware & Infrastructure

    DeepSeek Plans 160,000-Chip Huawei Cluster in Inner Mongolia

    DeepSeek is reportedly planning a massive Huawei Ascend chip deployment for inference, signaling a major test for China's AI self-reliance.
    September 7, 2026
  • AI Hardware & Infrastructure

    HP ProBook 4 Flip G2i AI PC Built for Leaders Who Work in Motion

    HP's new ProBook 4 Flip G2i convertible AI PC targets leaders who work across desks, cars, and client sites with a 360-degree hinge, nested pen, and AI-enhanced video.
    September 7, 2026
  • AI Hardware & Infrastructure

    TCS Unit to Invest Up to $7.4 Billion in AI Data Center Campus

    TCS unit and partners will invest up to $7.41 billion to build a 1 gigawatt AI data center campus in Telangana, India.
    September 5, 2026
  • AI Hardware & Infrastructure

    Saudi AI Firms Humain and DataVolt Partner for 100 MW Data Center at NEOM’s Oxagon

    Saudi AI firm Humain and DataVolt partner to develop a 100 MW data center at NEOM's Oxagon industrial city on the Red Sea coast.
    August 31, 2026
  • AI Hardware & Infrastructure

    Chinese AI Chipmaker Enflame Aims to Raise $908 Million in Shanghai IPO

    Enflame's Shanghai IPO targets $908 million as China's AI chip sector accelerates amid U.S. export controls.
    August 31, 2026
  • AI Hardware & Infrastructure

    SK Hynix Breaks Ground on $4 Billion Indiana AI Chip Packaging Facility

    SK Hynix held a groundbreaking for its $4B advanced packaging and research facility in West Lafayette, Indiana, with cleanroom operations expected in 2028 and 7,000 jobs projected.
    August 27, 2026

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