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Close-up of a computer circuit board representing semiconductor manufacturing.
Hardware

Micron's $250 billion U.S. memory buildout makes AI demand a factory bet

Micron has lifted its planned U.S. investment above $250 billion through 2035 while advancing its New York campus, turning AI memory demand into a long-cycle manufacturing and supply-chain commitment.

4 min to readAug 10, 2026 · 17h
Automated semiconductor fabrication equipment in a cleanroom.
Hardware

Intel and Fortinet make custom security silicon a foundry test

The Intel–Fortinet SP6 collaboration combines purpose-built firewall silicon with Intel design, packaging, and manufacturing, creating an early test of whether Intel's foundry ambitions can win security workloads.

4 min to readAug 10, 2026 · 05h
Advanced semiconductor package and high-bandwidth memory components in a chip manufacturing setting.
Hardware

Samsung and Broadcom tie HBM, 2nm foundry, and packaging into an AI hardware bet

Samsung and Broadcom’s new collaboration targets more than a faster memory chip: it links HBM, leading-edge foundry, and advanced packaging in an effort to solve the integration bottleneck behind next-generation AI accelerators.

5 min to readAug 9, 2026 · 17h
Large industrial manufacturing complex representing the scale of a semiconductor campus.
Hardware

Terafab turns Tesla and SpaceX's chip shortage into a foundry bet

SpaceX and Tesla have fixed the first phase of their Terafab project in Texas at an estimated $16.8 billion, putting vertically integrated chip production at the center of their AI, robotics, vehicle, and space ambitions.

5 min to readAug 9, 2026 · 05h
Secure high-performance processor and edge-computing hardware inside a protected data environment.
Hardware

Intel's Secure Enclave pitch moves trusted chips toward the tactical edge

Intel's Secure Enclave program links confidential computing, advanced manufacturing, and defense workloads, making hardware-rooted trust part of the performance story for AI at the edge.

4 min to readAug 8, 2026 · 17h
Rack-scale AI computing infrastructure representing NVIDIA Vera Rubin and the rise of gigascale AI factories.
Hardware

Vera Rubin pushes AI infrastructure from servers to factories

NVIDIA’s Vera Rubin platform and its new manufacturing and networking ecosystem show how agentic workloads are turning AI hardware into coordinated factory-scale infrastructure.

4 min to readAug 8, 2026 · 05h
Intel and Fortinet security processor collaboration represented by a network hardware image.
Hardware

Intel and Fortinet make the security ASIC a foundry test

The Intel-Fortinet SP6 collaboration is about more than a firewall chip: it tests Intel's ability to combine custom silicon, advanced packaging, manufacturing, and supply-chain resilience for an external customer.

4 min to readAug 4, 2026 · 05h
Close-up illustration of an advanced semiconductor wafer and process node design.
Hardware

TSMC's A13 roadmap shows how chipmaking is splitting into more specialized paths

TSMC's 2026 technology roadmap adds A13 and previews A12 while keeping N2P and A16 on a separate path, reflecting the rising cost of one-size-fits-all leading-edge silicon.

5 min to readAug 3, 2026 · 17h
AMD EPYC server processor and data-center infrastructure image.
Hardware

AMD’s EPYC 9006 makes the CPU the coordination layer for agentic AI

AMD’s Zen 6 EPYC 9006 platform is aimed at the work around AI accelerators: retrieval, orchestration, tool execution, memory bandwidth, and the high-concurrency plumbing that turns agents into production systems.

4 min to readAug 3, 2026 · 05h
Samsung Galaxy Watch Ultra2 and Galaxy Watch9 at Galaxy Unpacked.
Hardware

Galaxy Watch Ultra2 and Watch9 make health data the quiet center of Samsung’s wearable strategy

Samsung’s July wearables launch pairs a tougher Ultra model with an everyday Watch9, using larger batteries, brighter displays, and a broader health layer to make continuous monitoring feel routine.

4 min to readAug 2, 2026 · 17h
Close-up of a semiconductor circuit board representing AI accelerator infrastructure
Hardware

AMD’s MI400 and Helios push AI hardware toward a full-stack race

AMD’s July AI announcements combine Instinct MI400 GPUs, the Helios rack-scale system, networking, CPUs, and software in a direct challenge to the idea that one accelerator can define the data-center market.

4 min to readAug 2, 2026 · 05h
Rows of AI accelerator servers inside a high-density data center
Hardware

Nvidia's AI financing role makes chip demand harder to read

Nvidia's growing role in financing AI startups and mega-projects highlights a hardware boom where chip demand, customer funding and cloud expansion are increasingly intertwined.

4 min to readAug 1, 2026 · 17h
TSMC semiconductor manufacturing facility and wafer production imagery
Hardware

TSMC revenue surge makes 2nm AI capacity a packaging test

TSMC's June revenue jump and Arizona expansion plan show why the AI-chip bottleneck is moving from demand to advanced manufacturing and packaging execution.

3 min to readAug 1, 2026 · 05h
AMD Instinct accelerator and data center rack architecture for AI infrastructure
Hardware

AMD MI400 turns open AI infrastructure into a rack-scale challenge

AMD's Instinct MI400 roadmap and Advancing AI announcements show the AI hardware fight shifting from single accelerators to full-stack rack systems.

3 min to readJul 29, 2026 · 17h
Illustration of Nvidia CEO Jensen Huang in front of the U.S. Capitol
Hardware

Nvidia Washington meetings turn Blackwell exports into a policy test

Jensen Huang's Washington meetings show how AI chip roadmaps now depend on export-control politics, open-model policy and supply-chain commitments.

5 min to readJul 29, 2026 · 05h
AI data center halls with AMD accelerators and power infrastructure planning overlays
Hardware

Core Scientific gives AMD a power-first AI infrastructure lane

AMD's Core Scientific partnership secures more than 500 megawatts of U.S. AI-ready capacity beginning in 2027, with room to scale toward 2.5 gigawatts.

5 min to readJul 28, 2026 · 17h
AI data center racks with high-bandwidth memory modules and accelerated compute systems
Hardware

SK and NVIDIA make AI memory supply a half-trillion-dollar hardware bet

SK Group and NVIDIA's $500 billion-plus AI factory and memory partnership shows the hardware bottleneck moving from GPUs alone to HBM, power, rack systems and long-term supply guarantees.

5 min to readJul 28, 2026 · 05h
AI accelerator racks and GPU servers in a modern data center
Hardware

Nvidia's SSI deal shows AI hardware supply becoming strategic capital

Reports that Nvidia is investing in Safe Superintelligence and giving it access to Vera Rubin GPUs show how AI compute deals now combine chips, financing, and privileged research partnerships.

4 min to readJul 27, 2026 · 17h
Rack-scale AI accelerator systems with GPUs, high-bandwidth memory and data-center networking
Hardware

AMD and Anthropic make Helios a real test of non-Nvidia AI scale

AMD will invest up to $5 billion in Anthropic while Anthropic plans to deploy up to 2 gigawatts of MI450 GPUs in Helios racks, giving the AI chip race a concrete frontier-lab workload.

4 min to readJul 27, 2026 · 05h
Editorial cover for Intel's Q2 rebound puts 14A and AI infrastructure back on trial
Hardware

Intel's Q2 rebound puts 14A and AI infrastructure back on trial

Intel's second-quarter beat and 14A roadmap put the company back in the AI infrastructure conversation, but the foundry story still depends on execution, customers, and capital intensity.

4 min to readJul 26, 2026 · 17h
Secure AI data center rack with protected GPU execution and attestation
Hardware

NVIDIA's Rubin confidential computing pitch makes AI security a rack-scale feature

NVIDIA is extending confidential computing across Rubin, Blackwell, and Hopper GPUs, arguing that sensitive AI workloads need protected execution from prompt to model to memory.

4 min to readJul 26, 2026 · 05h
Editorial image for AMD's Helios launch turns the AI chip race into a full-rack contest
Hardware

AMD's Helios launch turns the AI chip race into a full-rack contest

AMD used Advancing AI 2026 to argue that the next AI infrastructure fight is not a standalone GPU contest, but a rack-scale system race spanning accelerators, CPUs, networking, and software.

3 min to readJul 25, 2026 · 19h
Rack-scale AI accelerator systems inside a liquid-cooled data center.
Hardware

AMD's Anthropic deal makes AI hardware a financing and software ecosystem fight

Anthropic's planned deployment of up to two gigawatts of AMD Instinct MI450 systems gives AMD a marquee frontier-AI customer and a deeper ROCm test bed.

3 min to readJul 23, 2026 · 17h
Liquid-cooled AI server racks representing high-density data-center hardware and water efficiency.
Hardware

Nvidia's hotter liquid-cooled AI data-center design reframes advanced hardware competition around power density, water use, and city-scale infrastructure limits

The Verge reports that Nvidia says its next-generation AI data-center design can run hotter with full liquid cooling to cut water use toward near zero.

4 min to readJul 23, 2026 · 09h