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Ai Hardware

All articles tagged with #ai hardware

Nvidia’s Groq 3 LPX racks go into full production after $20B Groq deal
technology1 day ago

Nvidia’s Groq 3 LPX racks go into full production after $20B Groq deal

Nvidia says its Groq 3 LPX rack is in full production following its $20 billion acquisition of Groq, to be deployed with Vera CPUs and Rubin GPUs at neocloud Nebius and go online later this year, underscoring the push for ultra-low-latency AI inference; the LPX rack uses 256 Groq 3 chips with 500 MB SRAM per chip and can deliver about 3,400 tokens per second, with Samsung manufacturing Groq chips and TSMC handling Nvidia GPUs as Nvidia ramps Vera Rubin shipments toward multi-year sales.

OpenAI Targets a Doughnut-Shaped AI Speaker for 2027
technology17 days ago

OpenAI Targets a Doughnut-Shaped AI Speaker for 2027

Bloomberg reports OpenAI plans a palm-sized, doughnut-shaped AI smart speaker for 2027, priced at $300–$400, featuring moving parts to signal interactivity, indicator lights, a camera and environmental sensors, and wireless portability. It would run advanced models that learn about the user and tailor conversations over time, with design input from LoveFrom and IO. The launch could face privacy concerns and a potential legal hurdle due to an Apple lawsuit, and a first wave could arrive this fall.

SpaceX commits to Nvidia-exclusive AI infrastructure, touts space-based servers
technology21 days ago

SpaceX commits to Nvidia-exclusive AI infrastructure, touts space-based servers

SpaceX says it will exclusively build its AI services on Nvidia hardware, touting Nvidia's Vera Rubin architecture as the best AI computer and planning to deploy Vera Rubin NVL72 rack-scale systems both on the ground and in space as part of its Starmind satellite program, aiming for over 2 gigawatts of compute this year and close to 10 gigawatts by the end of next year, while noting space-based data centers could bypass land and cooling challenges alongside its growing cloud/data-center partnerships.

OpenAI teases a family of devices to chat with its AI
ai27 days ago

OpenAI teases a family of devices to chat with its AI

OpenAI president Greg Brockman says the company is developing a “family of devices” for interacting with its AI models, but gave no release dates and did not confirm rumors about a smart speaker or wearables; he envisions most tasks being done by talking to computers, and OpenAI is pursuing verifiable, auditable privacy guarantees to address trust in its AI.

OpenAI Bets on Hardware: AI Speaker and Agent Phone on the Horizon
technology28 days ago

OpenAI Bets on Hardware: AI Speaker and Agent Phone on the Horizon

OpenAI is moving beyond software into hardware, previewing its first devices: a portable, screenless AI speaker developed with Jony Ive that runs GPT-Live for personalized, proactive home use, and an AI agent smartphone with a context-aware interface. The speaker reportedly includes a battery, camera, and moving parts, with a planned early-2027 release at $200–$300. The phone would use a customized MediaTek Dimensity 9600 chip on a TSMC node, with mass production targeted for the first half of 2027 and manufacturing via Luxshare and Sunny Optical; OpenAI aims for a broader lineup (glasses, lamp, earbuds) tied to its io Products acquisition, while Apple’s related trade secrets lawsuit could influence timing.

AI Build-Out Takes a Toll on Big Tech as Suppliers Rally
finance1 month ago

AI Build-Out Takes a Toll on Big Tech as Suppliers Rally

Alphabet, Microsoft, Amazon, Meta and Tesla—the top AI spenders—fell on the week as capital expenditures outpaced cash flow, with Alphabet's free cash flow turning negative after capex nearly doubled to about $45B; Tesla also slid after an earnings miss despite rising revenue, squeezing margins. In contrast, AI-hardware suppliers—memory makers, server builders, and data-center landlords—rose about 11%, Nvidia gained about 2%, and the market finished near flat as the Magnificent Seven retreated and the rest of the S&P 500 rose. Next week features earnings from Microsoft, Meta, Amazon, and Apple, plus a Federal Reserve decision.

Codex Micro Turns AI Agents into a Handy Keyboard Shortcut Pad
technology1 month ago

Codex Micro Turns AI Agents into a Handy Keyboard Shortcut Pad

Codex Micro is a $230 square macro pad made with Work Louder that offers customizable keys, a rotary dial, and a joystick to control Codex actions and display agent status, including push-to-talk and a reasoning setting. It’s aimed at power users and available while supplies last, signaling a broader shift of AI controls from screens to hardware (with a future consumer AI speaker also in the works).

Apple vs. OpenAI: A Trade-Secret Showdown in the AI Race
technology1 month ago

Apple vs. OpenAI: A Trade-Secret Showdown in the AI Race

Apple has filed a federal lawsuit against OpenAI accusing it of poaching Apple engineers, keeping a company laptop, exploiting a security flaw to access internal systems, downloading confidential files, and coaching departing employees to evade exit checks, while also allegedly using a shared supplier to replicate Apple’s proprietary metal-finishing process. OpenAI denies any secrets theft and says it’s focused on innovation. The high-profile case, unfolding as Sun Valley events wind down, has sparked mixed expert takes on California trade-secret law, potential supply-chain risks, and what the dispute could mean for AI talent and IP in the tech industry.

AMD Strix Halo Brings 120B-Parameter AI to a $1,500 PC
technology1 month ago

AMD Strix Halo Brings 120B-Parameter AI to a $1,500 PC

AMD's Strix Halo Ryzen AI Max Plus enables on-device inference for models up to 120B parameters using up to 128 GB of unified memory in a $1,499 mini PC, offering strong cost efficiency and data control but with real-world memory bandwidth around 122 GB/s and a still-maturing ROCm/Windows ecosystem. It trails NVIDIA in prefill speed and lacks CUDA-level software maturity, though its cost per GB memory (~$25.77) is far cheaper than Apple M3 Ultra’s. A future Gorgon Halo with 192 GB and up to 300B parameters is planned for 2026, signaling AMD's ongoing AI hardware push. For workloads prioritizing local processing and agent workflows, Strix Halo is compelling; for CUDA-heavy or bandwidth-intensive tasks, NVIDIA or Apple may be preferable.

AI hardware momentum keeps chips in focus as rate bets wobble this week
business1 month ago

AI hardware momentum keeps chips in focus as rate bets wobble this week

Markets start a lighter week as investors eye PMIs and ISM services data after a June jobs report that added 57,000 payrolls and saw revisions lower, tempering bets on an imminent Fed rate hike while inflation remains a concern. Earnings highlights include PepsiCo and Delta Air Lines. In the AI space, memory and processor names (MU, INTC, AMD) led gains in the first half of 2026, helping the Philadelphia Semiconductor Index rally roughly 75% year-to-date, underscoring Bank of America’s view that AI’s growth now hinges on physical infrastructure—chips and power—as memory shortages persist.

Nvidia Chief’s Praise Pushes Marvell Toward a trillion-dollar Dream
business2 months ago

Nvidia Chief’s Praise Pushes Marvell Toward a trillion-dollar Dream

Nvidia CEO Jensen Huang hailed Marvell Technology as a potential “next trillion-dollar” company, sending MRVL higher after Nvidia disclosed a $2 billion stake. Marvell’s growth story hinges on its connectivity business and optical interconnects for AI clusters, with ~70% growth expected this year and revenue near $11.5 billion, but reaching a $1 trillion valuation would be difficult given margins and current multiples; the stock remains in a high-price landscape despite the endorsement.

Microsoft’s Surface Laptop Ultra Debuts as RTX Spark-Powered Flagship
technology2 months ago

Microsoft’s Surface Laptop Ultra Debuts as RTX Spark-Powered Flagship

At Computex 2026, Microsoft unveiled the Surface Laptop Ultra, a flagship RTX Spark laptop powered by Nvidia’s RTX Spark SoC with a 20-core CPU and up to 128GB of unified memory, delivering AI-ready performance in a premium 15-inch form factor. It features a 15-inch mini-LED PixelSense Ultra display with up to 2000 nits, a premium chassis, robust cooling, and a full set of creator-friendly ports, plus a removable backplate for easier repairability. Several key questions remain about minimum RAM configurations, price (likely $2,500–$4,000+), battery life, and availability, with pre-orders expected later in the year.