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
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.
Read the report & discussion ↗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…
Google DeepMind Watch
Google is pursuing recursive self-improvement not just by asking AI to improve itself, but by using AI across the research and engineering systems that build future models. A 36Kr account describes a strategy spanning agents, code, chips and data-centre operations, with a central challenge: proving that each improvement…
Watch Desk
AI investment is pulling capital towards the companies and infrastructure behind the boom, with possible knock-on effects for government borrowing and developing economies. Bloomberg’s documentary also links the AI build-out to rising trade imbalances and bond yields, making the question bigger than whether the next data centre earns…
Watch Desk
Quanome Technologies says its subsidiary XDT has signed a five-year agreement to supply dedicated computing capacity for an enterprise customer’s AI applications, with a commitment exceeding $100 million. It is the first customer deal for XDT’s AI-computing business, though service has not yet started.
Watch Desk
Veir has raised $110 million to take its superconducting power-delivery systems towards commercial use in AI data centres, bringing its total funding to $225 million. The company says it has demonstrated a 3-megawatt system and is preparing initial commercial projects, tackling the less glamorous question of how to…
Watch Desk
AI chip interconnect startup Eliyan has told some investors it received a takeover bid, The Information reports, while Arm held early talks about a possible purchase but made no offer. The report puts a potential deal in the middle of a useful question for the AI hardware race:…
SoftBank Watch
SoftBank, Grab and Sarawak state-owned energy company PETROS have signed an agreement to explore an AI and digital infrastructure platform in Sarawak, Malaysia. The announcement is a partnership to develop a roadmap, not a commitment to build a data centre or a guarantee that a project will proceed.
Microsoft AI Watch
Microsoft’s September Copilot Studio update brings apps, workflows and agents into one building environment, while adding new ways to control and evaluate agents. For teams putting AI into business processes, the notable shift is from assembling the parts to managing more of the build and readiness checks in…
Watch Desk
IBM has integrated its Spyre inference accelerator into PyTorch through a new library, torch-spyre. The company says the implementation delivers up to 1.7× faster prefill and 2.4× faster decoding on its Granite 3.3 8B model.
World Labs Watch
World Labs, the spatial-intelligence company founded by Fei-Fei Li, has signed a definitive agreement to join AMD in a deal valued at about $8.2bn. The transaction would bring a company building AI models of the three-dimensional world into AMD, a major computing and semiconductor business.
Watch Desk
AI workloads do not all belong in the same place: Vinod Bijlani’s guide for CIOs argues that cost, data boundaries, latency and operational capacity should decide what runs in the cloud, on specialist GPU services, on-premises or at the edge. Its most useful advice is practical: compare the…
Epoch AI Watch
Epoch AI estimates that chips shipped through 2027 could support nearly two billion concurrent AI agents running cheaper models, while the cost of reaching a fixed level of AI performance has fallen about 47% per quarter. The figures sketch a future of abundant, cheaper AI capacity, with demand…
Watch Desk
Upscale AI has launched Token Fabric, a platform designed to connect AI chips from different suppliers in data-centre networks. Its pitch is to give operators more choice over chip suppliers without leaving those chips waiting on data to move.
Watch Desk
AI data centres may save meaningful energy by changing how they run software, not only by installing newer chips. A University of Michigan researcher told Tom’s Hardware that tests and training systems point to gains worth taking seriously, though software is no substitute for more efficient hardware or…
TSMC Watch
TSMC’s planned capital spending may still fall short of demand for advanced chip packaging, semiconductor veteran Steve Williams told Benzinga. His argument puts the spotlight on a less glamorous but crucial part of the AI-chip build-out: joining processors and high-bandwidth memory into finished accelerators.
Watch Desk
Four Lawrence Berkeley National Laboratory scientists have received US Department of Energy Early Career Research Program awards, including funding for machine-learning work in scientific research and AI-guided control of major instruments. The awards put money behind projects aimed at making scientific models more reliable and accelerator systems more…
Meta AI Watch
Meta has answered criticism of data centres with claims about how its facilities use water, pay for energy infrastructure and employ local workers. The company’s case is relevant to AI because it is discussing the infrastructure behind its AI-optimised data centres, but its examples are not an independent…
Watch Desk
Meta’s Muse may be the AI agent in the spotlight today, but investors are looking past the product leaderboard and betting that agent growth will boost demand for chips, memory and power. That infrastructure thesis is gaining ground, even as the winning AI brand remains anyone’s guess.
