AI Hardware
Sep 9, 2026 · 5 min read
China’s AI Infrastructure Build-Out Bifurcates Global Hardware Market
DeepSeek's reported plan to deploy 160,000 Huawei Ascend 950DT chips at a new Inner Mongolia data centre, disclosed…
AI Hardware
Sep 8, 2026 · 4 min read
OpenAI’s Jalapeño Chip Claims Inference Efficiency Over Nvidia
Jalapeño went from architectural concept to running OpenAI's Codex model in nine months, with AI models writing more…
AI Hardware
Sep 6, 2026 · 4 min read
HyperVault Builds India’s Premier 1GW AI Data Center Campus
On September 5, 2026, Tata Consultancy Services subsidiary HyperVault announced a 1GW AI data center campus spanning 264…
AI Hardware
Sep 5, 2026 · 4 min read
AI Hyperscalers Build Their Own Power as Grid Delays Bind Buildout
Grid connection delays, not capital or compute, are the binding constraint on AI infrastructure buildout. The International Energy…
AI Hardware
Sep 5, 2026 · 7 min read
Nvidia’s $99 Billion AI Investments Drive Full Stack Control
Nvidia's equity investments in AI companies hit an estimated $99 billion as of July 26, 2026, according to…
AI Hardware
Sep 2, 2026 · 4 min read
Google’s TPUs and Software Tackle 75% AI Memory Costs
Memory, not compute, is now the dominant cost in AI server hardware, and at the SEMICON Taiwan Memory…
AI Hardware
Sep 2, 2026 · 4 min read
Europe Bets €387.8 Million on an AMD-Only Supercomputer, Snubbing Nvidia
Europe's largest publicly funded AI supercomputer contract went to AMD, not Nvidia. The €387.8 million award for LUMI-AI,…
AI Hardware
Aug 29, 2026 · 6 min read
Andreessen Horowitz Bets $1.1B on AI Hardware With Machine Age Fund
Andreessen Horowitz quietly built its reputation on software bets. Its $1.1 billion Machine Age Fund, launched August 28,…
AI Hardware
Aug 22, 2026 · 4 min read
Google’s $12.2 Billion Marvell Deal and Custom Silicon Expansion
On August 18, 2026, Google issued Marvell Technology a stock warrant covering up to 58,970,907 shares at $206.58…
AI Hardware
Aug 22, 2026 · 5 min read
Anthropic Builds Custom Chips to Cut Its $19B Annual Compute Bill
Anthropic's compute bill runs to roughly $19 billion a year, and custom silicon is how the company plans…