Industry
Semiconductors, datacenter infrastructure, and AI compute bottlenecks.
We’re on a journey to advance and democratize artificial intelligence through open source and open science.
Today on Decoder, I’m talking with Hayden Field, The Verge’s senior AI reporter, about the major trade secrets lawsuit between Apple and OpenAI and what this tells us about OpenAI’s future.
On a gray, humid Saturday morning in central Florida, a little under a dozen people gathered outside the Spring Hill Branch Library to protest the construction of a hyperscale data center in their community.
NVIDIA founder and CEO Jensen Huang today visited the Naval Postgraduate School in Monterey, California, to commission an NVIDIA DGX GB300 system — bringing one of the world’s most powerful AI platforms fully online for the students, researchers and faculty at the U.S.
AMD says it's going to invest up to $5 billion in Anthropic, while helping to expand the AI company's computing power, according to an announcement on Wednesday.
With the limitations of copper looming, the industry is transitioning to photonic interconnects to scale data center capabilities. We spoke to experts such as Lightmatter chief executive Nick Harris about the new scale-out paradigm and the battle for control over emerging standards.
Google’s data center team is racing to turn its infrastructure into a well-oiled machine for AI and the onslaught of agents.
Data center projects are facing increasing opposition from surrounding communities, making consent even far scarcer than the chips and power needed to run these facilities.
OpenAI really wants to avoid the local opposition seen at other data center projects, and is willing to offer commitments to the locals to ensure it's campus gets built.
Bengaluru, US-based deeptech company Mixx Technologies has acquired Bengaluru-based semiconductor intellectual property design firm Sophic Silicon Technologies and entered into a multi-year manufacturing collaboration with Kaynes Semicon.
GE Vernova raised its full-year revenue forecast on Wednesday after another quarter of booming demand for gas turbines, grid equipment and AI-driven electricity infrastructure.
Lenovo has updated the LOQ 17IRX10 with Nvidia's GeForce RTX 5070 12GB, offering more VRAM while retaining its existing hardware platform.
STMicroelectronics (ST) has raised its revenue ambition for AI data centers to above US$1 billion in 2026 and well above US$2 billion in 2027, staking a larger claim on the AI infrastructure buildout as the European chipmaker swung back to profit in the second quarter of 2026.
Wistron opened its D1 AI smart factory in Fort Worth, Texas, on July 21 local time, and began mass production of the first Nvidia GB300 compute baseboard made in the US.
Alphabet's Q2 earnings call reveals a company doubling down on compute capacity, custom silicon, and frontier model development — while investors probe the limits of the strategy
SpaceXAI is laying the groundwork for at least one large-scale AI data center in Texas, a move that could significantly expand its computing footprint beyond its existing Memphis hub and strengthen its ambitions to become a major AI infrastructure provider.
Lightelligence is positioning optical interconnects, optical switching, and optical computing as the next foundation of AI infrastructure, arguing that the industry's biggest challenge has shifted from faster chips to moving data efficiently across increasingly larger GPU clusters.
ASEAN countries have become a battleground for global cloud service providers and infrastructure developers. After visiting the Johor-Singapore Special Economic Zone (JS-SEZ) in mid-2025, DIGITIMES returned to Singapore in 2026 to examine how rapid changes in the AI supply chain are affecting ASEAN.
A council committee voted unanimously to recommend the moratorium to the full council. Later Wednesday, the council's Planning, Housing and Parks Committee voted to adopt definitions of data centers, specifying that a large data center would be a facility with energy demand of at least 25 megawatts.
In the face of backlash to concerns the AI boom will increase consumer electricity bills, the largest utility companies and data center developers in the US are now promising to do something about it.
We go into a framework for normalizing NVIDIA Vera benchmarks from its latest whitepaper to some of AMD EPYC Turin's other parts The post Normalizing NVIDIA Vera Benchmarks to AMD EPYC Turin A Framework appeared first on ServeTheHome.
Before a healthcare robot can be useful in the real world, it has to learn how the physical world pushes back.
The White House accuses Moonshot of distilling Anthropic's Fable for Kimi K3, OpenAI launches Presence and a $30B data center. 16 stories for July 23.
Thanks for reading this week’s free Where’s Your Ed At newsletter. Friday’s premium newsletter will ask the simple question: Is Oracle dying? It’s been one year since I launched the premium newsletter, and I’ve decided to extend the discount
Five tech giants have $1.65 trillion in data center obligations that are listed off their balance sheets. These liabilities are added as footnotes in their quarterly statements but will become due and payable once these data centers start operating.
Figure 1: Humanoid robot locomotion simulation. The robot's pose is represented by tracked body keypoints (green markers), while successive robot instances illustrate its movement through time.
Lawmakers are preparing to introduce an "AI Kill Switch Act" that would require AI companies to shut down or throttle their systems on orders from the Department of Homeland Security, according to a report from Politico.
Imagine you are the parent of an inquisitive seven-year-old who loves his family, playing baseball, and hanging out with his friends. It's the life you've always wanted. And then the worst thing that ever could happen happens: A freak accident takes your son away. But as it turns out, you don't have to live with […]
Under a 25-year agreement, OpenAI will pay full infrastructure and electric-service costs; thousands of jobs and billions in investment are expected.
You are one of the six billion people (75% of the world population) online today, and every click you make is routed through the data center.
The huge rise in consumer electricity pricing across the US has largely been fueled by data center construction and grid updgrades to connect them.
Intel reportedly gearing up to lay off data center workers in a bid for operational efficiency, despite strong performance.
OpenAI says its AI models mistakenly breached open-source AI platform Hugging Face during internal testing.
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Tata Consultancy Services has secured land parcels in Visakhapatnam and Pune that could support the first OpenAI-linked data centre capacity in India, moving a major AI-infrastructure partnership from strategic intent toward site-level execution.
Intel has confirmed a fresh round of job cuts in its Data Center Group (DCG), although it did not disclose the number of positions affected or the timing of the reductions.
The AI era runs on AI infrastructure. Many of these advanced systems are built and tested in Texas.
Samsung's latest round of folding Galaxy Z phones and updated smartwatches were announced at its July 2026 Unpacked event and set to launch on August 7th. The Galaxy Z Flip 8, Fold 8, and Fold 8 Ultra don't seem geared toward people who bought last year's model; Aside from a few design updates and AI […]
The increased complexity of semiconductor designs has driven chip makers to seek out AI to speed up the design process and make it more efficient. To take part in this […] The post Siemens Strengthens AI Chip Design Portfolio with Precision Innovations Acquisition appeared first on India Automation Hub.
SK Hynix said in a July 22 disclosure that it had neither pursued nor decided on an acquisition of Intel's under-construction semiconductor site in New Albany, Ohio, denying a JoongAng Ilbo report that the companies were negotiating over the campus.
TSMC's planned 2027 wafer price increases are reinforcing confidence that AI chip demand remains strong while prompting fresh discussion over whether Intel and other semiconductor companies will gain greater flexibility to adjust their own pricing.
A federal judge has signed off on Anthropic's $1.5 billion class action settlement with authors who accused the company of training its AI models on copyrighted books, as reported earlier by Reuters.
Nvidia released new information about its data center CPU, called Vera, that prospective customers need to fully evaluate the chip.
IIn March, Meta's Oversight Board called on the company to "meet its public commitments and employ its own tools" to help quell the spread of deceptive generative AI content across platforms.
Anthropic today said Claude Code for desktop has been updated to work with the iOS Simulator, with the integration available in public beta.
Nvidia Corp., the semiconductor company at the heart of the artificial intelligence boom, said its latest chip designs are making their way to customers and will help solidify the chipmaker’s leadership in the industry.
Google is launching an AI security model dedicated to quickly finding and patching security vulnerabilities.
NVIDIA Vera Rubin is here, and it’s going gigascale. Vera Rubin NVL72 production is ramping up with racks running at partners CoreWeave, Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure.
Last week, two Chinese AI companies unveiled models they say can credibly compete with the best systems from OpenAI and Anthropic.
How does AI make you feel? Are you excited to “vibe-code” your smart home? Or anxious about all the added pollution and billions of gallons of water used by data centers? Dig a little deeper and you’ll start to question the actual value of the GPUs that underpin all the leaps and promises of generative […]
As AI demand surges, LT350 is reimagining parking lots as data centers. Founder and CEO Jeff Thramann explains this innovative approach to AI infrastructure.
It's time for AMD's 2026 Advancing AI conference. Join ServeTheHome for our live blog coverage of the AAI keynote, where AMD will announce their latest and greatest hardware and software technologies The post AMD Advancing AI 2026 Keynote Live Coverage appeared first on ServeTheHome.
Karnataka expects its 200-acre Semiconductor Park at KWIN City to become operational by December, adding a fresh timeline to the state’s push to deepen its semiconductor and strategic electronics base.
For macOS 27 Golden Gate, Apple appears to be working on an immersive new interface for choosing Siri AI's voice, based on findings in the latest beta.
Japanese Prime Minister Sanae Takaichi's government has approved a sweeping economic strategy that relaxes long-standing fiscal constraints to fund JPY370 trillion (approx.
Tesla has placed equipment orders for an in-house semiconductor development facility in Austin it calls TeraFab, CEO Elon Musk confirmed during the company's Q2 2026 earnings call on July 22, marking a significant step toward chip self-sufficiency.
Mitsubishi Electric and Sony Group subsidiary Sony Semiconductor Solutions announced on July 22, 2026, that they have signed a partnership agreement to launch a joint venture focused on using image sensors to automate manufacturing sites and develop physical AI technology.
Kyushu's semiconductor production, investment and hiring have risen sharply since TSMC announced its Kumamoto expansion, but local companies have captured only a limited share of the region's growing chip-related spending.
Competition in China's AI industry is moving beyond large language models into chips, memory and computing infrastructure. CXMT's planned IPO on Shanghai's STAR Market has put renewed attention on Alibaba, the Chinese DRAM maker's largest industry investor.
Alphabet's second-quarter 2026 results, reported on July 22, have shifted the market conversation about the company from whether its massive artificial-intelligence build-out is affordable to whether it can build fast enough to meet demand.
Sumsub has unveiled what it describes as the market’s first AI-powered Trust Infrastructure, designed to help businesses enter new jurisdictions securely while streamlining risk decisioning, fraud detection and compliance.
Apple's privacy policy for the Apple Store app suggests it will soon get a virtual shopping assistant to help users decide what to purchase.
On Monday, District 9 and Gran Turismo director Neill Blomkamp unveiled his latest project: a 13-minute sci-fi short titled Nightborne that's loosely based on Peter Watts' 2014 novel Echopraxia.
Samsung has officially introduced its latest foldable smartphone, the Galaxy Z Flip8. It comes with a number of hardware upgrades over its predecessor.
The Amazon site has suffered multiple hits since the start of the U.S. bombing campaign in Iran. The IRGC claims to have 'destroyed' AWB Bahrain, but the company has moved operations off the facility since early April.
Nvidia gave Tom’s Hardware an exclusive look inside its previously undisclosed Engineering SuperLab near Nvidia HQ, where we saw Vera Rubin NVL72 in action.
Nvidia reveals all of the details about its Vera data center CPU, including an architectural breakdown of the Olympus core and the first (unofficial) SPEC CPU 2026 results.
We paired up and tested a pair of Dell's Pro Max with GB10, to see what a small cluster of Nvidia's Spark silicon can do. At $6332 each, as of writing, it's still an expensive prospect, but far cheaper and more desk-friendly than a big server box full of GPUs and the other necessary high-end hardware.
Substack will now help users determine whether what they're reading may have been written by AI.
Insider Brief PRESS RELEASE — Valarian, the company building the sovereign infrastructure layer for high-consequence operations and AI-driven systems, has announced $50 million in series A funding led by New Enterprise Associates (NEA), bringing total funding raised to $70 million.
BUDAPEST, Hungary (AP) — Prosecutors and investigators with Hungary’s tax authority on Tuesday raided offices housing data servers used by…
NVIDIA this morning has released a trove of new technical details on Vera, their upcoming server CPU, as well as the Olympus CPU core.
Chinese AI developer Z.ai (formerly Zhipu) has finished building a 1GW data center stocked exclusively with domestically made chips and has switched part of it on.
Intel plans to cut the employee numbers of its Data Center group, months after announcing record growth since its disastrous announcement in 2024.
Commercial insurance is wrestling with a silent crisis that IntellectAI has dubbed the “submission black hole”, the unmanaged space inside a carrier’s infrastructure where complex broker communications simply vanish.
Samsung announced two new Galaxy smart watches at Unpacked, with some modest hardware upgrades and AI health features.
The Galaxy Z Flip 8 puts most of its upgrades into AI and performance, leaving buyers to pay $100 more for hardware that remains largely familiar.
A total of 34 companies joined The Crunchbase Unicorn Board in June, altogether adding more than $110 billion in value, with 10 of those companies AI labs, which were collectively valued at $65 billion. Other leading sectors with multiple companies were in robotics and AI infrastructure.
Paras Semiconductors Private Limited has signed a memorandum of understanding with the Madhya Pradesh government to facilitate the establishment of an advanced semiconductor packaging facility in the state.
The Cybersecurity and Infrastructure Security Agency (CISA) on Tuesday ordered U.S. government agencies to prioritize patching an actively exploited vulnerability in the Langflow visual framework for building AI agents. [...]