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66 articles
Waymo has developed its own custom chip for robotaxis, reducing reliance on Nvidia and enhancing control over performance and scalability.
Etched's valuation has doubled to $21 billion in a month following Jane Street's deployment of its AI cluster systems. The startup's rapid growth highlights increasing demand for specialized AI hardware.
Nvidia's $500 billion plan aims to preserve GPU value and convince financiers to continue lending for AI infrastructure, even as older hardware becomes less relevant.
Sandbar's voice-enabled ring aims to capture spontaneous thoughts and ideas, potentially avoiding the pitfalls that have plagued previous AI hardware entrants.
AMD acquires Canadian startup Taalas, which specializes in embedding AI model weights directly into silicon for ultra-fast inference. Google is reportedly pursuing a similar strategy for its Gemini models.
Majestic Labs, a startup founded by former Google and Meta engineers, introduces a memory-centric AI server that claims to outperform traditional GPU setups by addressing the real bottleneck in AI hardware.
AI chip startup Eliyan has raised $145 million in Series C funding, bringing its valuation to $1 billion. The company aims to solve the bottleneck caused by chips outpacing their own wiring.
Taiwan has detained an Nvidia employee as part of an investigation into the smuggling of AI hardware to China, marking a significant escalation in the probe. The move highlights growing global scrutiny of AI supply chains and export controls.
Nvidia has committed $1.5 billion to Amkor to expand chip packaging in the U.S., strengthening the domestic semiconductor supply chain and supporting the growing AI hardware market.
This article explains the technical challenges and significance of AMD's partnership with Foundation AI in developing humanoid robots, focusing on the specialized hardware requirements for advanced AI systems.
AMD is investing up to $5 billion in Anthropic and deploying 2 gigawatts of Helios GPUs to power Claude AI models, marking a significant strategic partnership in the AI hardware space.
This explainer covers AMD's Helios AI rack-scale system, explaining how modular, high-density computing architectures enable large-scale AI training and inference workloads while challenging Nvidia's market dominance.
