AI Hardware

#AI Hardware

33 articles tagged
SK Hynix's 58% Margins and $438B Valuation: The HBM Shortage's Unlikely Winner
Chips

SK Hynix's 58% Margins and $438B Valuation: The HBM Shortage's Unlikely Winner

2/11/2026
Cerebras Nears $1B Series H as Benchmark Raises Special Fund for AI Chip Investment
Chips

Cerebras Nears $1B Series H as Benchmark Raises Special Fund for AI Chip Investment

2/8/2026
Chuwi AuBox X1: A Copilot+ Mini PC with Intel Lunar Lake Power
Hardware

Chuwi AuBox X1: A Copilot+ Mini PC with Intel Lunar Lake Power

2/4/2026
Intel CEO Lip-Bu Tan Signals Return to GPU Market with New Chief Architect Hire
Chips

Intel CEO Lip-Bu Tan Signals Return to GPU Market with New Chief Architect Hire

2/3/2026
Chips

Nvidia Reportedly Allocates 70% of 2026 HBM4 Orders to SK Hynix

1/28/2026
Bill Gates-backed Neurophos develops optical transistors 10,000x smaller than current tech, enabling 1,000x1,000 matrix processing
Chips

Bill Gates-backed Neurophos develops optical transistors 10,000x smaller than current tech, enabling 1,000x1,000 matrix processing

1/27/2026
Microsoft's Maia 200 AI Accelerator Enters Production on TSMC 3nm with Industry-Leading Inference Efficiency
Chips

Microsoft's Maia 200 AI Accelerator Enters Production on TSMC 3nm with Industry-Leading Inference Efficiency

1/27/2026
Memory Walls and Interconnect Bottlenecks: New Research Charts Path for Efficient LLM Inference Hardware
Hardware

Memory Walls and Interconnect Bottlenecks: New Research Charts Path for Efficient LLM Inference Hardware

1/25/2026
As confusion reigns over Jony Ive's iO device, I remain an AI hardware skeptic
Hardware

As confusion reigns over Jony Ive's iO device, I remain an AI hardware skeptic

1/23/2026
Intel's Data Center AI Chip Supply Struggles Signal Deeper Manufacturing Challenges
Chips

Intel's Data Center AI Chip Supply Struggles Signal Deeper Manufacturing Challenges

1/23/2026
China's AI Ambitions Clash with Supply Reality: H200 Chips Trapped at Border, Black Market Premiums Soar
Chips

China's AI Ambitions Clash with Supply Reality: H200 Chips Trapped at Border, Black Market Premiums Soar

1/22/2026
Neurophos Raises $110M for Optical AI Chips, Challenging the GPU Dominance in Training
Chips

Neurophos Raises $110M for Optical AI Chips, Challenging the GPU Dominance in Training

1/22/2026
Taiwan-US Tariff Agreement Set to Reshape Tech Supply Chains
Regulation

Taiwan-US Tariff Agreement Set to Reshape Tech Supply Chains

1/22/2026

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