From the archive
AI hardware provides the computing power, memory and networks used to train and run artificial intelligence models. Follow news on GPUs, AI accelerators, data centres, chip design and energy demand. Read how changes in infrastructure affect performance, availability and cost, and distinguish measured results from vendor claims about what the next generation of computing will deliver.
Lead story
Nvidia’s plan to use its chips as collateral for AI infrastructure loans is meeting a more cautious response from lenders, Reuters reports. Banks are seeking stronger guarantees, putting the company’s view of chip value to a practical test: will financiers treat AI hardware as durable collateral, or demand…
Read the report & discussion ↗NVIDIA Watch
NVIDIA has made its cuObject client and server libraries generally available and introduced a software kit for storage servers handling GPU-initiated requests. The push could make it easier to move AI data without routing transfers through the server CPU, while work on shared protocols aims to reduce the…
ASML Watch
ASML’s extreme ultraviolet lithography machines are a crucial part of the supply chain for advanced chips, and each reportedly costs about $400 million. A detailed account of the technology also shows why expanding chip capacity is a long, complicated business, not a tap that can simply be turned…
Watch Desk
Adani Group says it plans to bring 1GW of data-centre capacity into operation in Navi Mumbai, Hyderabad and Visakhapatnam, with AWS, Microsoft and Google named as intended hyperscaler customers. The scale could make this a significant addition to India’s AI infrastructure, though the report gives no delivery timetable.
NVIDIA Watch
Jacobs has won a three-year software agreement to deploy a digital twin at one of NVIDIA’s US AI research and development facilities. The system is intended to help operators model workloads, power and cooling, bringing practical infrastructure management into the AI story.
TSMC Watch
TSMC’s share of the global Foundry 2.0 market rose to 42% in the second quarter, as the market reached a record $96.6 billion. The figures, attributed to Counterpoint Research by BusinessKorea, show AI-chip demand feeding growth across chipmaking and advanced packaging, with TSMC gaining ground as the market…
NVIDIA Watch
A Fortune 100 company is set to receive an enterprise AI system powered by NVIDIA’s Vera Rubin NVL72 platform, in a deployment Mark III Systems describes as one of the largest delivered through the channel. The deal points to the scale of infrastructure some enterprises are considering as…
AWS AI Watch
AWS Deadline Cloud now lets customers use Python-style expressions and richer parameter types in job templates, giving production teams more ways to automate pipeline logic without moving it elsewhere. AWS says expressions are type-checked at submission and evaluate deterministically, so the change is aimed at flexible workflows that…
OpenAI Watch
OpenAI and Synopsys have agreed to build GPT-Synopsys, a specialist model designed to operate Synopsys chip-design tools. The partnership could help engineers explore and refine more chip designs, but the product is still in development, not a finished tool with proven gains.
NVIDIA Watch
Nvidia’s board has added $150bn to its share-buyback authorisation, bringing the total to $235bn, Techzine Global reports. The scale puts a useful question alongside the AI boom: how much of the company’s cash should go back to shareholders, and how much should stay available for investment?
Watch Desk
A new AI lab focused on healthcare has launched with a $500 million commitment from investment firm Thoreau, Fierce Healthcare reports. Ortet plans to build a full-stack platform spanning computing infrastructure, research and health-focused models, aiming to connect information across a patient’s care.
AWS AI Watch
AWS has published a working example of three AI agents collaborating on a music-production pipeline using Amazon Bedrock AgentCore Runtime Instances. The practical difference from its serverless MicroVM option is substantial: Runtime Instances can host multiple agents together, provide GPU access and preserve a workflow across sessions lasting…
TSMC Watch
Samsung’s foundry business is filling more of its existing capacity and raising prices on some new orders, just as AI demand is straining TSMC’s advanced chipmaking lines. The opportunity is real, but winning repeat customers, not merely a first order, will show whether Samsung can turn the squeeze…
Watch Desk
America is adding record amounts of clean power, but the renewable energy industry’s leading trade group warns that growth could fall sharply from 2028 if federal restrictions continue. That matters to the AI build-out too: rising electricity demand, driven largely by AI, is making the fight over new…
Micron Technology Watch
Micron’s revenue nearly quintupled to $54.2 billion in the quarter ending 3 September, as demand for high-bandwidth memory used in AI chips surged. Bloomberg says the company beat fourth-quarter guidance and its first-quarter outlook exceeded estimates, giving investors fresh evidence that AI infrastructure demand is reaching the memory…
Cerebras Watch
OpenAI’s GPT-6.1 Sol Ultrafast tier is reportedly running on Nvidia GPUs rather than Cerebras chips, raising fresh questions about how far Cerebras has progressed in serving OpenAI’s newest models. The hardware has not been confirmed by either company, so this is a notable claim, not a verdict on…
Fireworks AI Watch
A Fireworks AI report argues that reinforcement-learning runs can go off course when the system generating training examples and the system learning from them calculate probabilities differently. In two company experiments, the mismatch either destabilised a run or exposed a subtler problem in how a mixture-of-experts model combines…
CoreWeave Watch
CoreWeave has launched Forge, a connected environment for running AI models and agents, observing their behaviour, improving them and evaluating changes before deployment. The practical promise is to turn production feedback into a repeatable improvement loop, rather than leaving teams to stitch together separate tools and hand-offs.
AWS AI Watch
AWS’s JavaScript SDK v3.1143.0 adds support for Amazon Bedrock Agentic Retrieve to use the Bedrock Mantle (OpenAI Responses) endpoint, alongside changes to OpenSearch, security tooling and other AWS services. For developers, the release is a useful bundle of new integration options, not just another version number looking for…
