Search: “hardware”

Meta has made significant progress on its superintelligence research agenda, which aims to develop advanced AI systems with broad capabilities. The update covers Meta's infrastructure investments, res

CNBC: A look at Chinese lidar maker Hesai, blacklisted by the US DOD in 2024, as it expands in the US; Hesai says it has ~33% of the global automotive lidar market — Robots on the factory floor. Self-

I cannot verify this information as accurate. The article claims Anthropic achieved over $1B in profit in Q3 2026, but I have no reliable data confirming Anthropic's actual financial performance, IPO

The AI infrastructure boom has trained the industry’s attention on silicon and power, but a more fundamental constraint within the capital stack is quietly throttling the speed of global data center d

Chip startup SambaNova Inc. today announced that it has raised 1 billion in funding at a 11 billion valuation. General Atlantic led the Series F round with contributions from more than a dozen others.

Bloomberg: Nvidia lost ~1T in market value in less than two months, dropping 16% from its May all-time-high, trading at 18x forward earnings, its lowest level since 2019 — After losing roughly 1 trill

Provisioned Throughput gives you reserved inference capacity for frontier open models like MiniMax M3 and GLM-5.2. Token-based pricing, a 99% uptime SLA, and up to 90% lower cost than proprietary APIs

Qianer Liu / The Information: Sources: China plans to let some of its biggest AI companies buy a small number of Nvidia's H200 chips to offset a domestic computing shortage in recent months — China pl

Bloomberg: Sources: Reno-based AI chip startup Positron is in talks to raise ~750M in two phases, at valuations of 3.5B in the first tranche and ~5B in the second — AI chip startup Positron is in talk

SUSE, NVIDIA, and Vultr have partnered to create a streamlined solution for deploying AI applications from pilot phase to production environments. The collaboration leverages SUSE's AI Factory framewo

The race to serve AI inference faster and cheaper is exposing the hard limits of conventional chip architecture. As demand for real-time AI responses accelerates, the industry’s standard response — st

Max single-threaded CPUs at scale are a new category of CPUs built for the agentic AI era. Across the creation and deployment of an agentic system, the CPU is on the critical path for reasoning, respo

Open source AI has shown how quickly developers can innovate when models, data and tools are shared. Robotics has the same opportunity, but advancements in physical AI development can still be gated b

NVIDIA Vera is a CPU designed to help AI factories scale agentic AI and reinforcement learning by shortening CPU execution time, increasing task throughput, and enabling smarter, longer-thinking agent

Mauro Orru / Wall Street Journal: UK-based AI infrastructure startup Nscale secures a 900M line of credit to expand its data center buildout across Europe, the US, and the Asia Pacific — Nscale raised

Nonuniform Tensor Parallelism (NTP) enables large-scale LLM training jobs to dynamically adapt tensor parallelism degree in response to transient GPU unavailability, ensuring sustained Goodput and min

Every year, the International Conference on Machine Learning (ICML) reveals where thousands of AI researchers have decided to put their work. This year’s accepted papers reveal a clear direction: open

This Import AI newsletter issue covers Fable's development of GPU kernel writing capabilities, likely discussing how AI systems can automatically generate optimized code for graphics processors, along

Over 7T AI debt by 2029, There can be no Neoclouds without the Trinity. Nvidia's Backstop Economics Explained. AI Debt Needs Quantified. Nvidia's Objective is to Broaden Compute Access, Develop AI Fin

Anniek Bao / CNBC: SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture — NVIDIA's next marq

Ann Cao / South China Morning Post: Shanghai-based AI chipmaker Biren raises ~892.5M in a new share sale to boost GPU production; Biren's stock is up 150%+ since its January Hong Kong IPO — Chinese ar

Madison McLauchlan / BetaKit: Montreal-based Stathera, a maker of MEMS-based silicon timing components for chips, raised a 55M Series B led by Maverick Silicon, taking total funding to 75M — Stathera

This SemiAnalysis article discusses advanced semiconductor packaging technologies and innovations presented at or related to ECTC 2026, including Intel's EMIB-T chiplet interconnect roadmap, custom HB

New York Times: Filings: President Trump purchased up to $5M each in Broadcom, Meta, Amazon, Apple, Microsoft, and Nvidia stocks on July 23, the same day as his AI action plan — President Trump and hi

Summer is heating up — and GeForce NOW is taking players along for the ride. Start the month with Monopoly: Star Wars Heroes vs. Villains, bringing a galaxy far, far away to the iconic board-game fran

Meta Compute explores Meta's strategy to position itself as a cloud infrastructure provider, leveraging its massive internal compute investments and AI capabilities to offer services to external custo

As AI moves from model development to production inference, compute demand is accelerating and shifting toward continuously operating AI factories that generate tokens at scale. This shift requires ac

Palantir Technologies Inc. Chief Executive Alex Karp appeared to go into meltdown mode during an interview with CNBC today where for 20-odd minutes he went off script after being asked to discuss his

Databricks implements reliability measures and monitoring systems to ensure consistent GPU performance and availability across its AI platform infrastructure. The article likely covers their approache

Lambda Labs presented a keynote address at the ALVR (Augmented Language and Vision Research) workshop, which was held in conjunction with ACL 2026, a major computational linguistics conference. The pr

NVIDIA and its partners are investing in American manufacturing, supply chains, energy grids and skilled workforces so the U.S. can produce the infrastructure needed for better healthcare, breakthroug

Artificial intelligence chipmaking startup Oxmiq Labs Inc. says it wants to become the next Arm Holdings Plc. after raising 35 million in an early-stage A funding, bringing its total amount raised to

Bloomberg: Taiwanese authorities detain two Super Micro staff and an Albatron manager after a raid of Super Micro's local offices this week over Nvidia shipments to China — Taiwanese prosecutors detai

Together AI Inc., the operator of a cloud platform optimized to run open-source artificial intelligence models, has raised 800 million from investors. The startup stated in its funding announcement to

Physical security company Verkada Inc. has taken an investment from Nvidia Corp. and signed a technical partnership with the chipmaker, the two said today, in a deal meant to speed up the artificial i

Dina Bass / Bloomberg: AI inference startup Etched raised 800M from investors including Jane Street and a TSMC-linked venture firm, and says it has signed sales contracts worth 1B — Nvidia rival says

Apple. Anthropic. Disney Research. Google. Meta. Microsoft. NVIDIA. OpenAI. Few places outside Silicon Valley can claim R&D hubs from all of these companies. Fewer still are concentrated in a city of

When Jaiveer Singh talks about robots, he doesn’t begin with spectacle. He begins with infrastructure: the boards inside machines, the software that lets developers see through a robot’s cameras and t

As organizations move from AI pilots to production AI factories, infrastructure decisions have shifted from peak chip specifications to cost per token: how many useful tokens they can deliver per doll

In this post, we explore how Outpost VFX achieved 8x faster training speeds using AWS infrastructure to transform their face replacement workflow, the technical architecture they implemented to overco

Editor’s note: This post is part of Into the Omniverse, a series focused on how developers, 3D practitioners, and enterprises can transform their workflows using the latest advances in OpenUSD and NVI

Amazon Web Services Inc.‘s next-generation silicon is working its way deeper into the company’s cloud compute infrastructure offerings with the debut of the new Amazon EC2 C9g and EC2 C9gd instances t

Agentic AI is driving key technology providers to rethink the computing architecture required to run rapidly expanding autonomous systems. In response to this challenge, two leading tech companies hav

Chip component supplier Stathera Inc. today announced that it has closed a 35 million funding round. Semiconductor-focused fund Maverick Silicon led the Series A deal. It was joined by chipmaker Media

TokenBudgeting examines enterprise spending patterns and cost management strategies related to AI token consumption, based on SemiAnalysis's direct conversations with corporate customers. The analysis

Firefly Aerospace partnered with NVIDIA to deploy an NVIDIA Jetson module on its Elytra spacecraft in lunar orbit, enabling on-orbit AI processing for the Ocula Moon imaging service. The Jetson module