AI Hardware
NVIDIA and Marvell Are Turning Custom Silicon Into an AI Factory Supply Chain
NVIDIA and Marvell expanded NVLink Fusion work, pointing toward semi-custom AI factories, optical links, and AI-RAN infrastructure.
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AI Hardware
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AI Hardware
WIRobotics Funding Shows Physical AI Is Moving From Lab Demos to Daily Mobility
WIRobotics raised about 68 million dollars to scale wearable walking-assist robots and physical AI partnerships with AWS and NVIDIA.
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AI Hardware
Meta Raises the AI Spending Bar and Makes Infrastructure the Real Product
Meta’s Q1 2026 results raised capex guidance to $125B-$145B as AI infrastructure becomes the company’s main strategic bet.
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AI Hardware
Autonomous Infrastructure at Scale: Google TPU 8, the Virgo Network, and the End of Monolithic Compute
A deeply technical architectural exploration of Google's dual-architecture TPU 8 series, the 121-exaflop superpods, and the coopetitive integration of NVIDIA's Vera Rubin.
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AI Hardware
NVIDIA Vera: The First CPU Designed for a World Where AI Agents Outnumber Humans
NVIDIA unveils the Vera CPU with 88 custom Olympus cores and 1.2 TB/s memory bandwidth, purpose-built for agentic AI workloads. Why the future of AI infrastructure depends on CPUs, not just GPUs.
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