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All articles tagged with #ai hardware

Copilot+ AI Comes with 8GB RAM? Surface Laptop for Business 13" Priced at $1,299
technology5 days ago

Copilot+ AI Comes with 8GB RAM? Surface Laptop for Business 13" Priced at $1,299

Microsoft unveiled a Surface Laptop for Business 13-inch variant with 8GB RAM priced at $1,299, marketed as a Copilot+ PC, despite Microsoft's own 16GB minimum RAM guidance for Copilot+ and ongoing AI ambitions. The piece argues this pairing of premium design and low RAM is misaligned with enterprise needs, especially given Windows 11’s memory footprint and the 50 TOPS NPU, and contrasts it with Apple’s $599 MacBook Neo to suggest a flawed pricing/RAM strategy for Surface. It calls for a RAM-rich or more affordable entry-level option to uphold Surface’s reliability and enterprise value.

via Windows Latest|
#ai-hardware#copilot#ram
Memory Over Speed: The AI Inference Shift
technology14 days ago

Memory Over Speed: The AI Inference Shift

Ben Thompson argues that the AI compute boom is moving from GPU-dominated training to memory-centric, agentic-inference architectures; Cerebras’ wafer-scale chips offer extraordinary on-chip memory and bandwidth for fast answer inference but face cost and scalability limits, while the long-term potential lies in memory hierarchies that support autonomous agentic work, potentially reducing Nvidia’s dominance and reconfiguring compute across training, inference, and even space data centers.

via Stratechery by Ben Thompson|
#agentic-inference#ai-hardware#cerebras
markets29 days ago

POET Shares Slump After Marvell Cancels Celestial AI Orders

POET Technologies’ stock fell after Marvell canceled all outstanding Celestial AI orders, with Marvell accusing POET of confidentiality breaches. POET says it’s pivoting to other priorities (including a $5 million order with another firm) and continues developing its POET Optical Interposer, but cautions there’s no guarantee it can reestablish the Marvell relationship. The company also faces upcoming May earnings and traders are watching key levels around support near $12 and resistance near $9 as the narrative unfolds.

via Benzinga|
#ai-hardware#celestial-ai#markets
Allbirds pivots to AI hardware, rebrands as NewBird AI amid sharp stock surge
markets1 month ago

Allbirds pivots to AI hardware, rebrands as NewBird AI amid sharp stock surge

Allbirds abandons its footwear roots to become AI hardware company NewBird AI, a move that sent its stock soaring about 660% in a day. The plan calls for leasing AI processing power, a pivot critics say could be a short-term FOMO play; the company has sold its shoe assets for $39M and aims to raise roughly $50M for initial chips. Leadership is still largely from the apparel side, and analysts have given BIRD a Hold, highlighting skepticism about building a true AI business without massive capital and expertise.

via TipRanks|
#ai-hardware#allbirds#amazon-aws
Victory Giant Seeks HK IPO to Raise Up to $2.2 Billion Amid Iran-Driven Volatility
business1 month ago

Victory Giant Seeks HK IPO to Raise Up to $2.2 Billion Amid Iran-Driven Volatility

China's Victory Giant launched a Hong Kong share sale to raise up to HK$17.5 billion ($2.2 billion), aiming for the largest HK listing since September. Cornerstone investors including CPE Rosewood, Janchor Fund and Yunfeng Capital will buy about $997 million of shares; proceeds will largely fund expansion of production of printed circuit boards for AI hardware, with listing set for April 21. The deal comes as Middle East tensions add volatility to markets, but analysts see longer-term interest from AI investors.

via Reuters|
#ai-hardware#business#hong-kong
Arm Ventures Into Chipmaking With Its Own AGI CPU
technology2 months 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
business2 months 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
technology3 months 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
technology3 months 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
business3 months 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
technology4 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