This week
Alibaba Cloud, Cambricon Join PyTorch Foundation, Ant Group Takes Gold Seat
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Unite.AI This month
Acer Introduces Compact SFF RTX Spark Desktop for Local Agentic AI
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Unite.AI Dell Shares Rise After Boosting Sales Outlook by $25 Billion
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Bloomberg Unusual timing of Mac mini and Mac Studio updates all about AI, claims report
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Covered by 2 sources a16z has raised $1.1bn to invest in the physical layer of AI
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Covered by 3 sources Yes, We're in an AI Bubble. Just Look to 1980s Japan
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Hacker News Nvidia projects $673B in sales as AI demand widens
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Hacker News Nvidia ships first H200 chips to China, but expects no data-centre revenue from them
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The Next Web Anthropic signs $45B compute deal with Britain’s Nscale
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Covered by 2 sources JPMorgan leads a $5B debt package for Volta’s AI data centre buildout
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The Next Web Z.AI's Use of Chinese Chips for New Model is About Optimization
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AI Business Who let the agents in
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Ben’s Bites OpenAI says its Jalapeño chip can power faster AI responses than the competition
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+1Covered by 4 sources Huawei bid to build Egypt’s AI data centres, and Washington is scrambling
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The Next Web Nvidia is about to report its fastest growth in seven quarters
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The Next Web US entrepreneur persuades investors of profitability of orbital data centers — FT
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TASS English XPeng’s Robotics Unit Valued at $6.3B After Investment
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AI Business Supermicro Super AI Station (GB300, 20 Pflops FP4, 748GB Coherent Memory)
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Hacker News Nvidia’s Groq chip ⚡, frontier economics 💰, Ox Alpha mystery 🕵️
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TLDR AI Autonomous Computer: 2-GPU AI Workstation
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Hacker News Nvidia begins production of Groq AI racks after $20B purchase
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Anadolu Agency English Broadcom seeks more than $60bn in debt to fund AI chips for Anthropic
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The Next Web Google strikes $12B AI chip deal with Marvell to develop TPUs
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Hacker News Etched’s valuation doubles to $21B in a month
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Covered by 3 sources Pocket's popular AI notetaker launched 8 months ago. Revenue is soaring, but can it last?
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Business Insider Cerebras launches the CS-4, its first multi-wafer system, though the chip inside is not new
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The Next Web Listed firms' profits soar in H1, driven by AI-led semiconductor boom
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Yonhap News Agency This 2020 Nvidia chip is still going strong. That matters for the AI boom.
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Business Insider Why space is actually a terrible place to cool a data center
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The New Stack (AI) Nvidia's next moat is something chip rivals can't copy: its giant pile of money
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Business Insider SpaceX, Tesla to Spend $16.8B on Terafab Chip Factory in Texas
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AI Business The HP EliteBook X G2i is an AI-powered laptop that can keep up with your business needs
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TechRadar Internal Amazon documents reveal a major overhaul of one of the world's biggest AI data centers
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Business Insider SpaceX and Nvidia are taking their relationship exclusive — here's what Musk said about their new status
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Business Insider Moonshot’s Kimi uses 20k Nvidia chip cluster from Alibaba
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Hacker News Intel confirms more layoffs in its data center unit as stock rallies on turnaround momentum
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The Next Web OpenAI’s first hardware device is reportedly a screenless speaker that can move
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Covered by 3 sources France’s antitrust probe into Nvidia is nearing its end, regulator says
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The Next Web AI hardware demand keeps Asia’s factories humming as the Iran war bites
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The Next Web OpenAI built its own AI chip. The target is Nvidia.
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Covered by 3 sources The AI memory crisis just hit DDR2, a standard from 2003, with 60% price hikes
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The Next Web A startup betting on a different material for AI’s optics problem just raised $80mn from the people who build the hardware
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The Next Web Google is using Nvidia’s own playbook to break its grip on AI chips
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The Next Web Amazon hopes to challenge Nvidia more directly by selling its AI chips
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TechCrunch SK Hynix ships first 12-layer HBM4E samples to AI customers
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The Next Web The UK just committed £1.3 billion to AI hardware, worker training, and putting AI in courtrooms
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The Next Web Cerebras says it will work with everyone in AI hardware except NVIDIA
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The Next Web Foxconn and Intel join SambaNova to build rackscale AI infrastructure
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The Next Web Has the hunt for AI compute uncovered the next Cerebras?
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TechCrunch Brett Adcock’s AI hardware startup Hark raises $700m at $6bn valuation
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The Next Web French companies bid $10bn for one of the EU’s five planned AI gigafactory sites
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The Next Web ICE plans compute futures contracts as Wall Street races to turn GPU power into a tradable commodity
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The Next Web Blackstone takes the majority position in Google’s new TPU cloud
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The Next Web Intel and Qualcomm circle Tenstorrent as the NVIDIA-alternative trade comes due
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The Next Web Imminent Samsung Strike Could Be an Earthquake for AI
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Gizmodo OpenAI’s cozy partner Cerebras is on track for a blockbuster IPO
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TechCrunch Cerebras files updated IPO terms: $3.5bn raise at $26.6bn valuation
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The Next Web The Iran war is hitting the AI supply chain where it hurts
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The Next Web Sequoia is giving away the hardware for an AI project it cannot invest in. That is the point.
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The Next Web In another wild turn for AI chips, Meta signs deal for millions of Amazon AI CPUs
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TechCrunch Showing the 60 most recent of 67 stories on AI Hardware