AMD's Helios Rack-Scale System Is the Most Serious Nvidia Challenge Yet
AMD's Helios rack-scale AI system is shipping later this year — and it could finally give Nvidia a real fight for data center dominance.
3d ago
Nvidia Is Sending GPUs to the Moon — and That Tells You Everything About the AI Arms Race
Nvidia is literally putting GPUs on the moon. Here's why that's less crazy than it sounds and what it signals about AI's insatiable hardware hunger.
4d ago
Etched Just Hit $10.3B Without a Single GPU — And That Should Worry Nvidia
Etched's $10.3B valuation signals a serious bet that purpose-built AI inference chips can displace GPUs. Here's why that matters for the industry.
4d ago
SK Hynix's US IPO Is a Referendum on How Much AI Infrastructure Is Actually Worth
SK Hynix is heading for a multibillion-dollar US IPO. Here's what it reveals about AI's memory obsession and who really profits from the boom.
21d ago
SpaceX's AI Device Prototype in 2026: Is Elon Musk Building the First Satellite-Native Smartphone?
SpaceX showed investors a "handset-like" AI device prototype. Here's why it could reshape wireless, AI hardware, and who controls your connectivity.
26d ago
SpaceX's AI Device Prototype in 2026 Is More Than a Phone — It's a Play for the Entire Connectivity Stack
SpaceX's handset-like AI device prototype signals a bold move into wireless. Here's what it really means for the future of connected AI hardware.
26d ago
Apple Vision Pro Exec Joins OpenAI's Hardware Team in 2026: What It Really Means for the AI Device War
Paul Meade's move from Apple Vision Pro to OpenAI's hardware team signals a massive shift in the AI device race. Here's what it means in 2026.
30d ago
Europe Is Done Playing Along With Washington's Chip War — And the Stakes Are Enormous in 2026
Europe is pushing back on US chip export controls in 2026. Here's why ASML's defiance could reshape global AI hardware and who wins or loses.
33d ago
China's Brain-Computer Interface Approval in 2026: Why the West Should Be Paying Very Close Attention
China has approved its first invasive BCI chip, signaling a new AI-hardware race with massive implications for tech, medicine, and geopolitics in 2026.
56d ago