16 articles
SK Hynix’s warning that memory shortages could run beyond 2030 shows AI demand is now squeezing the components beneath the chips everyone already watches.
DeepSeek chip plans, ZML inference tools, and AI chip supply pressure show that the hardware rush is spawning a software market around it.
Reports that Nvidia’s next-generation Kyber rack slipped to 2028 suggest the AI bottleneck is now physical, not conceptual.
Amazon’s custom chip push and AI-spending financing turn AWS into a capital-intensive hardware and infrastructure play.
Nvidia’s compute-at-scale push and revenue-share experiments show that AI infrastructure is becoming a financing market, not just a chip market.
Amazon’s push toward in-house AI chips for devices signals a broader move toward edge AI, cheaper inference, and more control over the hardware stack.
NVIDIA’s liquid-cooling push shows the AI infrastructure race is now about heat, water, and the physical limits of the data center.
Nvidia RTX 50 Super rumors connect gaming GPUs, GDDR7 supply, local AI tools, and the broader AI infrastructure crunch.
NVIDIA and Corning announced a long-term optical connectivity partnership, making fiber capacity part of the AI factory race.
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.
CoreWeave and Meta expanded their cloud deal to $21 billion, bringing total commitments to $35.2 billion through 2032. This is the blueprint for how hyperscalers are solving the compute crunch.
Hyperscalers will spend $650B on AI infrastructure in 2026. Explore the chips, power wars, and datacenters reshaping the global compute landscape.
NVIDIA unveils the Vera Rubin platform, integrating the Vera CPU and Rubin GPU to power a new era of 'AI Factories' designed for autonomous agentic systems at scale.
NVIDIA unveils its most powerful architecture yet, Vera Rubin, designed to facilitate the next generation of agentic AI and power global-scale AI factories.
Delve into the next-generation AI hardware battle of March 2026. Explore NVIDIA's Vera Rubin H300, AMD's Ryzen AI 400 for PCs, and Meta's custom MTIA chips reshaping massive data center architectures.
OpenAI accelerates its dominance in March 2026 with the full deployment of GPT-5.4, the acquisition of AI security firm Promptfoo, and a comprehensive roadmap for custom AI hardware and chips.