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
Banks are exploring loans backed by Nvidia GPUs, insurers are weighing cover against falling chip values, and investors are edging towards trading contracts tied to compute prices. Business Insider describes a financial market taking shape around the hardware powering the AI boom, with Nvidia involved in some financing…
Read the report & discussion ↗Submer Watch
Submer India and BSNL Tower Corporation Limited have signed a memorandum of understanding to explore AI-ready data-centre infrastructure in India. The plans cover GPU access, sovereign cloud and edge computing, but remain at the feasibility-study stage, not a build announcement.
Watch Desk
A contractor linked to Super Micro Computer has pleaded guilty to four counts in a case involving the alleged diversion of servers containing advanced Nvidia AI chips to China. The plea puts a concrete legal milestone in a case about controls on access to high-end AI computing hardware,…
AMD Watch
MangoBoost has launched Mango Inference, a pay-per-token service offering developers several open-weight AI models through one API endpoint, on AMD Instinct GPUs. The pitch is practical: switch models with a configuration change, rather than rebuilding the application around each provider.
Watch Desk
San Jose has published a first draft of rules for large data centres, including a ban on using drinking water in open cooling systems and a requirement to run on 100% clean power. The proposal puts concrete limits on facilities tied to the AI boom while leaving residents…
AWS AI Watch
AWS says it will invest more than $1bn over five years in US communities hosting its data centres, and has stopped using non-disclosure agreements with county officials. The package includes education and workforce training, alongside efforts on energy affordability and local resources. The pledge puts a concrete offer…
AWS AI Watch
AWS has added new agent controls, runtime changes and a broader range of models to Bedrock and its developer tools. The practical shift is towards giving builders more ways to manage cost, permissions and the systems their agents can reach, alongside more choice about which models to run.
Allen Institute for AI Watch
Ai2 has replaced priority-based scheduling with GPU time budgets, fair-share allocation and rules for when workloads can be paused. The change is designed to give research teams a clearer share of scarce compute while keeping the cluster busy.
Watch Desk
A working paper’s central scenario puts the annual revenue needed to support the planned US AI data-centre build-out at about $3.55 trillion once the facilities are mature. The eye-catching figure is a modelled requirement, not a prediction that AI companies will actually earn that much.
Watch Desk
East Fishkill, New York, has imposed a three-year pause on large datacentres as residents oppose a proposed AI campus that could draw about one gigawatt of electricity. The dispute shows how the AI infrastructure boom is colliding with local planning, power demand and questions about who benefits.
Watch Desk
Xsight Labs has announced the E1L, a programmable data processing unit designed to bring networking, storage and security offload to power-constrained systems. Its key promise is a shared software stack spanning a low-power edge device and the company’s faster data-centre DPU, though the E1L is not expected to…
TSMC Watch
TSMC’s 15 October earnings call is approaching with analysts looking for clues about how AI demand will affect chip production, packaging capacity and future spending. One analyst cited by BigGo Finance expects TSMC’s AI revenue growth to nearly double next year, while forecasting more than 40% revenue growth…
NVIDIA Watch
Nvidia is planning to invest in d-Matrix, a startup building chips for AI inference, according to a report by The Information cited by Data Center Dynamics. The reported move would tie Nvidia more closely to a maker of rival accelerator designs, as the fight over how AI workloads…
AMD Watch
AI agents are bringing CPUs back into the centre of the data-centre debate, and AMD has become one of the clearest beneficiaries in the market’s eyes. BigGo Finance reports that AMD first passed a $1 trillion market value on 21 September, amid a surge in expectations for the…
Watch Desk
AI workloads are putting new demands on networks, while AI tools are also being used to manage those networks. Cisco technical marketing director Kshitij Mahant argues that companies should plan both sides together, rather than leave their teams to compare notes once a quarter.
GlobalFoundries Watch
GlobalFoundries has marked a major Dresden factory expansion and unveiled FDX Fusion, a planned chip platform for Physical AI. The investment could lift annual capacity at the site above one million 300mm wafers by the end of 2028, while the new platform is aimed at efficient computing in…
Watch Desk
CIQ has made Fuzzball 4.3 generally available, a release designed to help organisations run open-weight AI models and agents on infrastructure they already operate. Its practical pitch is less hand-built integration: start a model, connect an agent and let the platform manage the GPU fleet underneath.
Watch Desk
Huawei says its OceanStor M900 can give AI inference clusters a shared pool of context memory at petabyte scale, with terabyte-per-second performance. The pitch is aimed at a growing infrastructure problem: long-context AI systems need somewhere to keep the KV cache when GPU memory is too small and…
