Hardware·
Samsung won more than $200 billion of Broadcom chip work through 2030
Samsung signed an MOU with Broadcom worth more than $200 billion through 2030 across memory, 2nm foundry and advanced packaging. Nvidia locked up SK Hynix the same day.
Company
Nvidia
RSSThe GPU maker whose silicon anchors most of the AI boom. Coverage of driver releases, security research on GDDR memory, and datacenter products.
24 articles
First covered Apr 16, 2026, latest Jul 25, 2026
Hardware·
AMD's Helios rack packs 72 GPUs and 31TB of memory to take on Nvidia
AMD launched the Instinct MI455X and its Helios rack-scale system, tying 72 GPUs and 31TB of HBM4 into one machine to challenge Nvidia's data-center grip.
Hardware·
China built the world's fastest supercomputer without a single US chip
A Chinese system called LineShine debuted at No. 1 on the TOP500 at ISC'26, running entirely on domestic CPUs co-designed with Huawei. Here's what that means.
Policy·
'Pax Silica': the EU just joined the US chip pact France called colonisation
The EU signed the US-led 'Pax Silica' pact to secure AI and chip supply chains. Here's what it commits members to, who's in, and how it ties to export controls.
AI·
OpenAI built its own AI chip with Broadcom. The target is Nvidia's inference margins.
Jalapeño is OpenAI's first custom inference processor, co-designed with Broadcom. Here's what a purpose-built inference ASIC actually buys you, and who else is doing it.
Hardware·
Qualcomm is chasing a $10 billion AI-chip deal. The target is Jim Keller's RISC-V startup.
Qualcomm is in talks to buy Tenstorrent for up to $10 billion, per Reuters and The Information. The bet: a RISC-V challenger to Nvidia, not just phones.
Hardware·
DRAM and storage chips quadrupled in a year. Now Apple says price hikes are unavoidable.
Tim Cook told the WSJ that Apple price rises are unavoidable as an AI-driven memory crunch quadruples DRAM and NAND costs across every consumer device.
AI·
SpaceX's S-1 revealed who's paying for Colossus. Anthropic just locked in $45B through 2029.
Anthropic is paying SpaceX $1.25 billion a month for Colossus 1 and 2 capacity. The contract runs through May 2029 and books about 83% of SpaceX's revenue.
Hardware·
Alibaba's new Zhenwu M890 chip is 3x faster and aimed straight at agent workloads
Alibaba showed the Zhenwu M890 at its Cloud Summit on May 19. 144 GB of memory, 800 GB/s interchip bandwidth, and Qwen3.7-Max riding on top.
Hardware·
Cisco cut 4,000 jobs on its record revenue day. AI infrastructure orders jumped to $9 billion.
Cisco posted $15.8B in Q3 FY26 revenue on May 14, up 12% YoY, then sent layoff notices to 4,000 staff the same day. AI orders are now tracking to $9B for the fiscal year.
Hardware·
Cerebras priced its IPO at $185 and closed at $311. Andrew Feldman and Sean Lie became billionaires.
Cerebras raised $5.55 billion on May 14 and closed its first day at a $95 billion market cap. The wafer-scale AI chip maker shipped the year's biggest tech IPO.
AI·
Anthropic doubled Claude Code's limits by renting 220,000 GPUs from xAI
Anthropic doubled Claude Code's 5-hour limits, killed peak-hours throttling, and raised Opus API tiers. The capacity comes from xAI's Colossus 1, via a SpaceX deal.
Hardware·
AMD's data center revenue jumped 57% to $5.8 billion in Q1. Its stock closed up 18%.
AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.
Hardware·
Samsung Q1 profit hit 57.2 trillion won. Memory chips for Nvidia drove 93% of it.
Samsung Electronics posted record Q1 2026 results on April 30: 133.9 trillion won revenue and 57.2 trillion won operating profit. Semiconductors did 93% of the work.
Hardware·
AMD Zen 7 'Florence' leak: 288 cores, a separate cache die, and a 25% IPC swing
Leaked slides describe Zen 7 EPYC scaling to 288 cores per socket, with all L3 moved off the CCD onto a stacked cache die. Tape-out is October 2026, launch late 2028.
Open Source·
Arcee's Trinity-Large-Thinking is a 399B open MoE that costs 96% less than Opus
Arcee released Trinity-Large-Thinking on April 1: a 399B-param sparse MoE with 13B active, Apache 2.0 weights, $0.88 per million output tokens, and PinchBench just behind Opus 4.6.
Hardware·
Cerebras files for an IPO again, this time with $510M in revenue and a $10B OpenAI deal in its pocket
Cerebras filed an S-1 on April 17 listing as 'CBRS,' targeting roughly $23B at the prior private mark. The OpenAI inference deal is the line item that changed the story.
Hardware·
Intel's foundry finally has a whale: Musk says Tesla's Terafab will run on 14A
Elon Musk said Tesla plans to manufacture at Terafab in Austin on Intel's 14A process. It's the first major external customer Intel CEO Lip-Bu Tan needs to keep the foundry alive.
Hardware·
Google splits its AI chip: the TPU 8t trains, the TPU 8i serves, and Axion handles the rest
At Cloud Next 2026, Google unveiled TPU 8t and TPU 8i, an 8th-generation split that matches Nvidia on agentic inference. Ironwood hit GA the same day.
Security·
GPUHammer grew up: three new Rowhammer attacks take full control of Nvidia machines
IEEE S&P 2026 papers extend GPUHammer with GeForge, GDDRHammer, and GPUBreach. They flip GDDR6 bits to break out of the GPU and own the host.
AI·
NSA is running Anthropic's Mythos. The Pentagon says Anthropic is a supply-chain risk.
Axios reports the NSA is using Anthropic's unreleased Mythos model even though the Defense Department has blacklisted Anthropic. One government, two positions.
Open Source·
Cloudflare open-sourced a lossless LLM compressor that shaves 22% off model weights
Unweight is Cloudflare Research's new BF16 weight compressor. 22% smaller bundles, 13% smaller inference footprint, 30-40% throughput overhead, BSD license.
AI·
Cursor wants $50B for an AI editor that's burning cash on individuals
Cursor is in talks to raise $2B at a $50B valuation, nearly double its September mark. Revenue is up, but it's still losing money per indie seat.
Hardware·
Meta just committed 1 gigawatt of custom AI chips with Broadcom through 2029
Meta and Broadcom expanded their partnership to co-develop four generations of MTIA chips on a 2nm process. Here's what the deal includes and why Nvidia should care.