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.
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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·
Nvidia wants to own every chip inside the AI data center
Nvidia already dominates AI GPUs. Now it's pushing to supply the CPU, the network, and the whole rack. Here's who that squeezes and whether buyers benefit.
AI·
Meta will spend up to $145B on AI this year, and Zuckerberg says the agents are behind
Zuckerberg told a July 2 Meta town hall that AI agent progress hasn't accelerated as expected, even as the company plans up to $145B on AI in 2026.
Policy·
Oracle cut 21,000 jobs in a year. Its own SEC filing names AI as a reason.
Oracle's headcount fell to about 141,000 as of May 31, down roughly 21,000 in a year. Its FY2026 10-K ties the cuts to AI while capex hit $55.7 billion.
Hardware·
Realta Fusion pulled electricity straight from a fusion plasma. That's a first, not net power.
Realta Fusion says it converted fusion plasma energy directly into electricity on its WHAM device, an apparent industry first. It is not net-energy gain.
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.
Hardware·
South Korea's $576 billion bet on AI chips runs through Samsung and SK Hynix
South Korea announced a roughly $576 billion (W900 trillion) AI-chip push led by Samsung and SK Hynix, targeting HBM, DRAM fabs, and AI data centers.
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.
Hardware·
Nvidia's RTX Spark laptops run 120-billion-parameter models locally, no cloud needed
Nvidia's RTX Spark laptops put a Grace Blackwell superchip and 128GB of unified memory in a notebook, aimed at running 120B-parameter models offline.
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.
Policy·
NV Energy is cutting off 49,000 Lake Tahoe homes by May 2027. The power is going to AI data centers.
Liberty Utilities serves 49,000 Tahoe customers. NV Energy supplies 75% of that power and is reclaiming it for Northern Nevada data center expansion.
Policy·
Residents can't sleep. 29 million gallons vanished. Oregon sent the bill. Data centers are losing the neighborhood.
Three data center stories trended in one week: infrasound, 29M gallons of missing water, and Oregon forcing grid cost pass-through.