Hardware
Nvidia GPUs, Google TPUs, Cerebras, AMD MI300, Groq, AWS Trainium, custom accelerators and AI-specialized data centers. Chip announcements, inference capacity, fundraisings and sector IPOs.
Hardware Nvidia bets $3.5 billion on MediaTek to lock in AI
Nvidia is investing $3.5 billion in MediaTek to remain indispensable in the face of in-house AI chips from Google, Amazon, Microsoft and Meta.
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Hardware Meta tests robots to maintain its data centers
Meta is experimenting with robots to assist technicians in its data centers, a test revealing the physical automation of AI.
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Hardware Lambda borrows $1bn to buy more Nvidia GPUs
Neocloud Lambda takes on $1bn in debt to buy Nvidia GPUs and rent them to Microsoft, revealing the financialization of AI inference.
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Hardware Amazon orders 2 million Nvidia GPUs amid AI demand
Amazon reportedly tripled its Nvidia chip orders, with 2 million additional GPUs planned for its data centers over two years.
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Hardware MTIA 300: Meta unveils its AI training chip
Meta introduces MTIA 300, its first AI training chip with built-in NICs, designed to accelerate recommendations at very large scale.
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Hardware Kog wants to boost agent inference on GPUs
French start-up Kog says GPUs can better serve AI agents, with an approach aimed at optimizing inference without changing hardware.
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Hardware The Amazon data center threatening the U.S. climate
Amazon is funding an on-site power plant to supply a data center in Texas. The project could become the country’s largest source of climate pollution.
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Hardware AI data centers threatened with outages in the United States
Faced with the electricity demand of AI data centers, the largest U.S. grid is considering temporary outages to prevent blackouts.
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Hardware AMD unveils Helios, its AI rack to challenge Nvidia
AMD is launching Helios, a rack-scale AI system expected this year, to compete with Nvidia in computing infrastructure.
Read the articleGoogle and SpaceX want AI data centers in orbit
Google and SpaceX are reportedly discussing data centers in orbit for AI, a radical bet on intensive computing despite still very high costs.
Read the articleCerebras pulls off its giant IPO and sets Wall Street ablaze
Cerebras raises $5.5 billion in its IPO and its stock jumps 108%, a strong signal for AI hardware and the return of giant listings.
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Hardware OpenAI is reportedly preparing a screenless AI speaker
According to Bloomberg, OpenAI is said to be targeting a screenless AI speaker powered by ChatGPT, a first concrete step into consumer hardware.
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Hardware SoftBank wants to invest €75 billion in data centers in France
SoftBank is announcing up to €75 billion to develop AI data centers in France, a major signal for European infrastructure.
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Hardware Microsoft’s emissions jump with AI
Microsoft’s 2026 report shows a 25% rise in emissions, revealing the climate cost of the rush toward AI data centers.
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Hardware AirTrunk commits $30 billion to AI data centers in India
AirTrunk will invest $30 billion for 5 GW of AI data center capacity in India, a strong signal about the new global geography of AI infrastructure.
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Hardware Google reportedly paying $920M per month to SpaceX for AI
Google reportedly signed a deal worth $920 million per month with SpaceX for AI compute capacity, revealing the extreme strain on infrastructure.
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Hardware SK Hynix signs record foreign IPO boosted by AI
SK Hynix raises $26.5 billion on Wall Street, a record for a foreign IPO in the United States, driven by explosive demand for AI memory.
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Hardware Amazon wants to sell its AI chips to challenge Nvidia
AWS is reportedly considering selling its AI chips to other data center operators, a strategic shift that could intensify pressure on Nvidia.
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Hardware SK Hynix prepares its US IPO and rides the AI boom
The Korean HBM memory champion is targeting Wall Street to capture the AI wave, a strong signal for the hardware value chain beyond Nvidia.
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Hardware OpenAI unveils Jalapeño, its first in-house AI chip
OpenAI introduces Jalapeño, its first in-house AI chip designed with Broadcom for inference, a strategic shift in response to Nvidia and computing costs.
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Hardware Anthropic Reportedly Preparing Its Own AI Chip With Samsung
Anthropic is reportedly in talks with Samsung to develop an in-house AI chip, a strong signal in the hardware and inference battle.
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Hardware South Korea: $550B to avoid an AI memory shortage
Samsung and SK hynix are promising more than $550 billion to secure AI memory, a key issue amid exploding demand for HBM and servers.
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Hardware Etched reaches $5 billion and claims $1 billion in AI sales
Etched, a rival to Nvidia in AI inference chips, has reached a $5 billion valuation and says it has already secured $1 billion in contracted sales.
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