AI Hardware
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
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 Agents
Microsoft, Nvidia Unveil RTX Spark Chip and Majorana 2 at Build 2026
Microsoft's Build 2026 brought two announcements that don't often share a stage: a laptop-sized device capable of running…
AI Hardware
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
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…
Enterprise AI
Enterprises Favor Non-Nvidia AI Chips by 14 Points, Survey Finds
Nvidia still dominates production AI infrastructure, but a July 2026 VentureBeat survey suggests enterprises are actively building alternatives…
AI Hardware
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
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,…
Enterprise AI
Apple’s Mac Mini and Mac Studio Face Months-Long Supply Shortages
Apple's supply chain spent most of Q2 2026 scrambling to keep up with a category it never anticipated:…
AI Hardware
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,…