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Ai Hardware

All articles tagged with #ai hardware

Arm Ventures Into Chipmaking With Its Own AGI CPU
technology18 days ago

Arm Ventures Into Chipmaking With Its Own AGI CPU

Arm unveiled its first in-house semiconductors, introducing the Arm AGI CPU designed for agentic AI tasks in data-center servers. Built by TSMC on a 3nm process, the chip is pitched as highly energy-efficient to meet surging AI compute needs. Meta is among the first customers, with OpenAI, Cerebras, Cloudflare, SK Telecom, and Rebellions also lined up, and full production expected in the second half of 2026. The move marks a shift from Arm’s licensing model toward silicon ownership and could heighten competition with AMD and Intel in the AI-focused data-center market, while underscoring Arm’s emphasis on power efficiency.

via WIRED|
#agi-cpu#ai-hardware#arm
SanDisk Surges on AI Hardware Boom, Outpacing Tech Shares
business25 days ago

SanDisk Surges on AI Hardware Boom, Outpacing Tech Shares

SanDisk shares jumped as investors bet on a shift from software to AI-driven hardware, extending a strong 2026 breakout with roughly 159% YTD gains and about 1,184% over the past year. Analysts highlight a favorable valuation (about 8.8x forward earnings) and a forecast that revenue could hit $15.2 billion in 2026 with operating income near $7 billion. The rally follows volatility from a tech selloff and short-seller cautions, with competition from Samsung cited as a ongoing risk in the NAND market.

via Benzinga|
#ai-hardware#business#memory-stocks
Nvidia’s Vera Rubin: a modular, power-efficient AI data-center rack
technology1 month ago

Nvidia’s Vera Rubin: a modular, power-efficient AI data-center rack

Nvidia unveiled Vera Rubin, its next AI rack-scale system set to ship in H2 2026, boasting about 10x the performance per watt of the Grace Blackwell platform while consuming roughly twice the total power. The 72 Rubin GPUs and 36 Vera CPUs reside in a fully liquid-cooled, modular rack designed for quick swaps and easier upgrades. Competition from AMD’s upcoming Helios and in-house cloud chips from Amazon and Alphabet adds pressure, but Meta plans to deploy Rubin by 2027. Pricing is reportedly around $3.5–$4 million per rack, signaling strong pricing power as AI data-center demand grows. Analysts show a Strong Buy with a notable upside potential.

via TipRanks|
#ai-hardware#data-centers#nvda
OpenAI, with Jony Ive, teases AI hardware trio beyond the iPhone
technology1 month ago

OpenAI, with Jony Ive, teases AI hardware trio beyond the iPhone

OpenAI is reportedly collaborating with former Apple designer Jony Ive on three AI-driven devices: a smart speaker with a camera and microphone priced around $200–$300, plus a smart lamp and AR smart glasses. The devices are pitched as potential successors to the smartphone, with launch targets not expected until 2027–2028, but the details come from a report and remain speculative.

via PhoneArena|
#ai-hardware#ar-glasses#jony-ive
AI-Fueled Memory Rally: Micron Stock Set to Extend Its Run
business1 month ago

AI-Fueled Memory Rally: Micron Stock Set to Extend Its Run

Micron Technology’s stock is forecast to extend its rally as AI data-center demand drives memory-chip sales (HBM, server DRAM, and DDR5). The company posted FY25 sales of $37.38 billion with earnings strength expected to continue, as FY26/FY27 EPS are revised higher (around $33.22 and $44.95). With a long-running Zacks Rank #1 and shares up more than 40% in 2026 after a sharp rise last year, MU trades near 12x forward earnings, suggesting further upside if AI demand remains durable.

via Zacks Investment Research|
#ai-hardware#business#eps-revisions
OpenAI reportedly developing AI-powered earbuds codenamed Sweetpea to rival AirPods
technology2 months ago

OpenAI reportedly developing AI-powered earbuds codenamed Sweetpea to rival AirPods

A circulating leak suggests OpenAI, following its io Products acquisition, is building AI-powered earbuds named “Sweetpea” to compete with Apple’s AirPods, featuring a custom, phone‑integrated chipset. Foxconn is said to be preparing five prototypes for a planned late‑2028 launch, though there is no official confirmation yet.

via Tom's Guide|
#ai-hardware#earbuds#foxconn
Michael Burry Warns of AI and Meta Earnings Fraud Risks
business5 months ago

Michael Burry Warns of AI and Meta Earnings Fraud Risks

Michael Burry has accused Meta Platforms of inflating earnings through extended useful life assumptions for AI chips, but despite concerns over increased capital expenditure and leadership changes, Meta remains financially strong with growing revenues, user engagement, and a positive analyst outlook, making its stock a 'Strong Buy' with significant upside potential.

via Barchart.com|
#ai-hardware#ai-innovation#business