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.
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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.
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.
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.
Policy·
Taiwan weighs making AI chip exports to all of China a crime, not just to Huawei
Taiwan is considering US-aligned export controls that would treat unauthorized AI chip shipments to any Chinese customer as a crime. It's under discussion, not law yet.
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·
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·
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·
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.
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.