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AI Hardware
GPUs, accelerators, AI chips, and datacenter AI hardware
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GPU Shortage Hits AI Startups Harder Than Tech Giants
AI chip shortages are creating acute pressure on startups building proprietary models, forcing founders to negotiate…

AI Compute Prices Spike as Demand Outpaces Supply
Nvidia-backed cloud compute firms CoreWeave and Nebius are capitalizing on surging demand for AI chip capacity by…

Cisco AI Networking Demand Strong, But Stock Signals Market Caution
Cisco Systems reported strong fourth quarter revenue growth driven by cloud providers increasing spending on AI…

LTX-2.5 Generates Video Faster Than Real-Time, Pushes Open Weights Forward
LTX released LTX-2.5, an open-weights video generation model that produces 10-second clips in 6.8 seconds on Nvidia…

Microsoft Bets Big on Homegrown AI Chips Despite Slow Start
Microsoft is planning to dramatically scale production of its next-generation Maia 300 AI chip, with plans to order…
Firebird Opens CIS AI Factory in Armenia, Eyes 2-Gigawatt Expansion
Firebird, an emerging AI cloud provider, opened the CIS region's largest AI factory in Armenia with support from NVIDIA…

AWS Pushes Engineers to Cut CPU Waste as Capacity Tightens
AWS leadership told engineers in May to reduce CPU and AI chip capacity waste across its EC2 cloud server business to…

OpenAI Acquires Rain AI Patents After Failed Chip Deal
OpenAI acquired patents from Rain AI, an eight-year-old chip startup backed by CEO Sam Altman, after the company failed…
SpaceX AI Revenue Triples, But Losses Persist
SpaceX's AI division generated $2.6 billion in revenue, more than triple the prior year, driven by compute supply deals…
Runware launches portable data center pod for AI inference
AI infrastructure company Runware announced the launch of Sonic Inference Pod, a modular data center designed for…
NVIDIA Opens Storage APIs as AI Demands Overwhelm Infrastructure
NVIDIA is addressing a critical bottleneck in AI infrastructure by open sourcing its cuFile APIs and advancing storage…

CyrusOne Prepares Major Data Center IPO
CyrusOne, a data center operator owned by KKR and BlackRock's Global Infrastructure Partners, is preparing for what…

Xsight Raises $300M as Investors Back GPU Networking Infrastructure
Xsight, an Israeli server networking and storage chip startup, raised $300 million at a $2.8 billion valuation in its…

Amazon Hires Google TPU Software Leader for Trainium Chip Team
Robert Hundt, a Google distinguished engineer who led software development for Google's Tensor Processing Unit chips,…

Chinese AI Startup Moonshot Trained K3 on Restricted Nvidia Chips
Beijing-based AI startup Moonshot has trained its Kimi K3 model, the world's largest open-source model with 2.8…
NVIDIA Jetson Brings Generative AI to Handheld Robotics
NVIDIA is promoting its Jetson platform for edge AI and robotics as a compact, portable solution for developers…
Chinese RAM Maker CXMT Debuts at $484B Valuation
ChangXin Memory Technologies (CXMT), a China-based RAM manufacturer, debuted on the Shanghai stock exchange with shares…

Nvidia Invests $1B in Naver to Expand South Korea AI Data Centers
Nvidia is investing $1 billion in South Korean internet company Naver to expand the country's AI data center…
Brain Waves Join Video as Physical AI Training Data
Frontier physical AI models are moving beyond video training data to incorporate multiple camera angles, dense…
NVIDIA Deploys Vera CPU to Speed Chip Design Workflows
NVIDIA is deploying its Vera CPU across electronic design automation workflows to accelerate the development of…

