AMD Unveils Threadripper Halo Station to Challenge Nvidia
AMD showed off a liquid-cooled workstation at IFA 2026 that it says can run AI models with more than a trillion parameters locally, without a cloud connection.
Read more →AI Hardware
AI runs on physical infrastructure. We follow the chips, data centres, and supply deals that determine who can build and run large models.
Combine with:
Nvidia Invests $3.5B in MediaTek to Expand AI Chip Reach
Nvidia is putting $3.5 billion into MediaTek convertible bonds, deepening a partnership that spans AI data-center chips, PC hardware and automotive computing.
Read more →Andreessen Horowitz Raises $1.1B Machine Age Fund for AI Hardware
Andreessen Horowitz has raised $1.1 billion for its first fund dedicated to AI hardware, betting that chips, power and data centers — not software — are now the industry's biggest bottleneck.
Read more →
What Is the Model Hardware Standard — AI That Runs Lab Gear
Anthropic's Model Hardware Standard lets AI agents like Claude safely operate lab robots, microscopes, and factory equipment — turning weeks of custom integration into minutes.
Read more →Anthropic Unveils Standard for AI to Control Lab Hardware
Anthropic has opened a research preview of the Model Hardware Standard, letting Claude and other AI agents safely operate lab and factory equipment like liquid handlers and microscopes.
Read more →Nvidia Posts Record $96.2B Quarter, Sees 70% Growth Ahead
Nvidia's quarterly revenue more than doubled to $96.2 billion, and the company issued its first-ever full-year forecast: 70% revenue growth for fiscal 2028.
Read more →OpenAI's Jalapeño Chip Outpaces Nvidia in Inference Benchmarks
OpenAI published its first benchmark results for Jalapeño, an in-house AI chip built with Broadcom, claiming it beats Nvidia's Blackwell and Rubin systems on inference speed and power efficiency.
Read more →Anthropic Hires Amir Salek, Founder of Google's TPU Program
Anthropic has hired Amir Salek, who built and led Google's Tensor Processing Unit program for nearly a decade, to help run its own in-house chip effort, Bloomberg reported.
Read more →SK Hynix Approves Record $28.6B Buyback After AI Stock Slide
SK Hynix will buy back and cancel $28.6 billion in shares, the largest such program in Korean corporate history, after its stock fell more than 50% in two months despite record AI memory demand.
Read more →Google Wins Right to Buy $12.2B Marvell Stake in Chip Deal
Marvell issued Google a warrant worth up to $12.2 billion in stock, tied to an expanded deal for custom AI chips in Google's TPU ecosystem, an SEC filing shows.
Read more →Robot-Safety Startup FORT Robotics to List on Nasdaq for $556M
FORT Robotics, whose safety systems certify robots for Google DeepMind and Zoox, is going public through a SPAC merger valuing it at $556.6 million.
Read more →Cerebras Launches CS-4, Claims 30x Faster AI Inference Than GPUs
Cerebras unveiled its CS-4 rack-scale AI system on August 18, pairing three new wafer-scale chips to push inference speeds it says beat GPU-based servers by up to 30 times.
Read more →Unitree Unveils 'Superman' Robot, Claims Record Speed and Jump
Chinese robotics maker Unitree unveiled an experimental humanoid, Superman, claiming a 2-meter jump and a sprint speed that would top Usain Bolt's peak pace — figures the company has not independently verified.
Read more →
AI Chip Startup Etched Raises $700M at $21B Valuation
Inference-chip startup Etched raised $700 million at a $21 billion valuation, doubling its worth in a month after Jane Street tested and bought its hardware.
Read more →OpenAI Unveils Ultrafast Mode for GPT-5.6 Sol With Cerebras
OpenAI has begun previewing Ultrafast, a GPT-5.6 Sol tier that runs up to 14 times faster on Cerebras' wafer-scale chips, reaching 750 tokens per second.
Read more →
What Is Quantum Computing — and How Could It Change AI?
A plain-language explainer on how quantum computing actually works, why it's so hard to build, and how it's already crossing paths with AI today.
Read more →
What Is a Follow-On Stock Offering — and Why Chipmakers Use One?
A plain-language guide to follow-on stock offerings: how a public company raises fresh cash by selling new shares, and why chipmakers are increasingly using them to pay for AI expansion.
Read more →Intel Raises $20 Billion in Stock Sale to Fund AI Chip Expansion
Intel priced a $20 billion stock offering on August 10, upsized from an initial $15 billion plan, to fund AI chip manufacturing and foundry expansion.
Read more →
What Is a Small Modular Reactor — and Why Does AI Need One?
A small modular reactor is a compact, factory-built nuclear plant under 300 megawatts. AI companies are betting billions on them to keep power-hungry data centers running around the clock.
Read more →Tesla, SpaceX Confirm $16.8B 'Terafab' Chip Plant Site in Texas
Tesla and SpaceX will invest $16.8 billion in the first phase of Terafab, a Texas chip plant meant to supply AI compute for humanoid robots, robotaxis and orbital data centers.
Read more →AMD Acquires Taalas, an AI Inference Chip Startup
AMD has agreed to acquire Taalas, a Toronto startup that etches AI models directly into silicon, aiming to boost inference speed and efficiency across its chip lineup.
Read more →