Today's Hardware Pulse
Google orders 3 million AI chips from Intel
Google has placed an order with Intel for over 3 million AI chips, slated for delivery in 2028. The deal follows months of testing Intel’s process technology and signals customers’ move to diversify as TSMC grapples with capacity constraints.
Also developing:
By the numbers: Rapidus raises $943M funding round
US Policy Debate Over Taiwan's Chip Dominance Sparks Consumer Tech Supply‑Chain Concerns
Columnist Trudy Rubin notes that former President Donald Trump has frozen a $14 bn weapons sale to Taiwan, heightening fears that any disruption to Taiwan Semiconductor Manufacturing Co. (TSMC) could cripple the supply chain for smartphones, laptops and AI‑driven devices. Experts interviewed in the documentary “A Chip Odyssey” stress how Taiwan built its dominance and why on‑shoring chips to the US will take years.
SanDisk Q3 Earnings Smash Estimates, Revenue Jumps 251% as AI Memory Demand Soars
SanDisk Corp. reported fiscal Q3 results that eclipsed Wall Street forecasts, delivering $5.95 billion in revenue—a 251% year‑over‑year rise—and non‑GAAP earnings of $23.41 per share. The blowout performance, driven by soaring AI‑related memory demand, sparked a wave of analyst upgrades and...
Nvidia, SK Hynix Ink Multiyear AI Memory Deal as Enterprise Demand Soars
Nvidia Corp. and South Korean chipmaker SK Hynix have signed a multiyear technology partnership to co‑develop next‑generation memory for Nvidia’s AI supercomputers and other platforms. The deal comes as both firms race to meet exploding enterprise demand for AI‑focused hardware,...
David Tepper Dumps Microsoft, Takes $179 M Stake in AI Memory Chip Leader Sandisk
David Tepper’s Appaloosa Management sold 82% of its Microsoft stake in Q1 and launched a new $179 million position in Sandisk, now an AI‑focused memory chip company. The move underscores a broader reallocation from mega‑cap software to AI hardware amid tightening...
AMD Pledges up to $2.5 Bn to Supercharge UK AI Chip Ecosystem
Advanced Micro Devices (AMD) will invest up to £2 bn (about $2.5 bn) over the next five years in the United Kingdom to accelerate AI hardware innovation. The plan includes collaborations with Imperial College London, the University of Cambridge and Oriole Networks,...
Nvidia and Hyundai Discuss AI-Driven Autonomous Tech Partnership
Nvidia CEO Jensen Huang met with Hyundai Motor Group executives in Seoul, signaling a potential partnership to develop AI platforms for autonomous vehicles. The talks come as both companies navigate a volatile market, with Hyundai shares down 8.7% and Nvidia...
Jeff Geerling Tested Every Major IP KVM: Here Are the Results
Jeff Geerling conducted a hands‑on review of the leading IP KVM devices, from the open‑source PiKVM to the enterprise‑grade Jet KVM. He evaluated real‑world scenarios such as BIOS configuration and unresponsive servers, highlighting features like 4K video, ATX power control,...
Nvidia Has a Radical New AI-RAN Plan – a 6G Radio Unit Chip
Nvidia is extending its AI‑RAN strategy by developing a dedicated radio‑unit (RU) chip for 6G massive MIMO deployments. The new GPU‑based solution, branded Aerial, aims to replace custom ASICs in RUs that may need to support up to 1,024 antenna...
Innodisk Showcases Full Qualcomm Dragonwing Edge AI Lineup at Computex 2026, Spanning Dragonwing IQ8 Through IQ10
Innodisk showcased the complete Qualcomm Dragonwing edge‑AI portfolio at Computex 2026, spanning the IQ8, IQ9, IQ10 and IQ‑X generations and delivering from 20 to 350 TOPS of dense compute. The lineup includes COM‑HPC mini modules, starter kits, fanless edge systems...
India Becomes a Huge Data Centre Market After Government's AI Push: Submer's Dev Tyagi
India is rapidly emerging as a leading data‑centre market as the Modi government accelerates AI infrastructure initiatives. Capacity is slated to grow from roughly 1.5 GW today to 8‑10 GW by 2030, attracting about $30 billion in capex. Submer’s president Dev Tyagi urges a...
Oriole Networks Deploys Photonic AI Network in First Commercial Rollout with AMD
UK photonic networking startup Oriole Networks announced the first commercial deployment of a large‑scale AI system that runs on a pure photonic network, built together with AMD. The PRISM platform replaces electronic switches with nanosecond optical circuit switching, delivering an...
Xiaomi 17T vs OnePlus 15 5G: Which Phone Should You Buy
The Xiaomi 17T launches at roughly $730 (₹59,999) with a Leica‑powered triple camera, a 6.59‑inch 1.5K AMOLED display and a 6500 mAh battery that supports 67W HyperCharge. OnePlus 15, still unreleased, is expected to sit in the same premium bracket, featuring...
NVIDIA and LG Group Build an AI Factory to Advance Physical AI, Mobility and AI Infrastructure
NVIDIA and LG Group announced an AI factory that will combine NVIDIA’s full‑stack AI platform with LG’s expertise in consumer electronics, robotics, and data‑center technologies. The joint effort will deliver accelerated computing infrastructure for training, simulating, and deploying AI across...
GEEKOM A6 AMD Ryzen 7 6800H Mini PC Is Now Off by 20% for a Limited Time (Sponsored)
GEEKOM has slashed the price of its A6 mini PC by 20%, offering the Windows 11 Pro model for $479 instead of the $599 MSRP. The device packs an AMD Ryzen 7 6840HS octa‑core processor, 16 GB DDR5‑4800 memory and a 1 TB NVMe SSD, and...
AI Chip Makers Slide as Mixed Earnings Guidance Triggers Market Sell‑off
Nvidia, Intel, AMD, Marvell, Micron and other AI‑focused chipmakers saw shares tumble between 6% and 13% after mixed earnings guidance this week. The sell‑off dragged the Nasdaq down 2.8% and the S&P 500 off 1.7%, underscoring how fragile investor sentiment...
Indoor SLAM Security Camera Patrols with Built‑In Privacy
Smart SLAM Security Camera That Patrols Indoors with Built-In #Privacy Protection by @CaliCrypto714 #Innovation #EmergingTech #Tech #Technology https://t.co/89cbWcsm98
Amazfit Files FCC Docs for $99 Helio Strap 2, Targeting Late 2026 Launch
Zepp Health filed FCC paperwork for the Amazfit Helio Strap 2, signaling a launch between August and November 2026 at a $99 price point. The new strap keeps the same 230 mAh battery but promises faster charging, a refined strap‑swap mechanism...
Dell's AI Server Revenue Jumps 757% as $24.4B New Orders Expand Backlog
Dell Technologies posted an 88% YoY revenue rise to $43.8 billion, driven by a 757% surge in AI‑optimized server sales that generated $16.1 billion and $24.4 billion in fresh AI orders. The influx has built a massive backlog, cementing Dell’s role as a...
WWDC 2026 Won’t Bring a New iPad Pro, The M5 Model Is Here to Stay
Apple confirmed no new iPad Pro will debut at WWDC 2026, keeping the October 2025 M5 iPad Pro as the flagship tablet. The M5 model, available in 11‑inch and 13‑inch sizes, still carries the latest Ultra Retina XDR Tandem OLED display, M5...
Sub-Watt 3D Camera Generates Real-Time Depth Maps via Blur
This 3D camera judges distance from subtle blur differences between two images captured with slightly different focus. The prototype produces real-time depth maps while staying below 1 watt. computervision
Navitas Semiconductor Shares Swing Wildly as Nvidia AI Power Tie-Up Fuels Volatility
Navitas Semiconductor Corp. saw its shares surge to a $33 high before sliding back to around $25 after announcing an 800‑volt power‑board partnership with Nvidia's AI Factory MGX. The swing underscores the high stakes of AI data‑center power‑chip exposure and...
Kevin O’Leary’s Huge Data Center in Canada Faces a Skeptical Public
Kevin O’Leary’s venture, O’Leary Digital Ltd., announced plans for Wonder Valley, a 7.5‑gigawatt data center in northwestern Alberta. The project, touted as Canada’s largest, would sit about 300 miles northwest of Edmonton and target global cloud providers. Community members and...
Intel Demonstrates Glass Substrate in Advanced Packaging Tour
On @intel and glass substrates, this article from @stshank from 2023 was from when a small group of us got to tour their advanced packaging rnd center and saw the glass substrate work in action. @stshank got some of...
I Turned on Google Home's Camera Automation and Ditched My Motion Sensors
Google Home’s latest automation update lets wired cameras act as presence detectors, replacing traditional battery‑powered motion sensors. Users can create triggers—called Starters—through a visual editor or AI‑driven “Help Me Create” interface, linking camera‑detected motion to lights, plugs, and other smart...
KTC Rolls Out Sub‑$150 Fast IPS Gaming Monitors H24T7 and H25Y7
KTC Technology (Hong Kong) Co., Ltd unveiled two new gaming displays—the 24‑inch H24T7 at $149.99 and the 25‑inch H25Y7 at $139.99. By fitting Fast IPS panels and high‑refresh rates into a sub‑$150 price point, the company aims to reshape the...
T‑Mobile Gives New Customers Free iPhone 17, 17 Pro on Select Plans
T‑Mobile is offering the iPhone 17, 17 Pro and 17e at no upfront cost to new customers who switch to Experience Beyond or Better Value plans, offsetting the phone’s retail price with 24 monthly bill credits. The promotion pits the...
Tokyo Researchers Build 1‑nm Semiconductor Nanotubes, Paving Way for Atom‑Scale Chips
A team at the University of Tokyo has fabricated semiconductor nanotubes just one nanometer in diameter—about 100,000 times thinner than a human hair—using a boron‑nitride “mold.” The breakthrough could eliminate the defect‑prone etching steps that limit silicon scaling and accelerate...
MSI, Gigabyte Debut New 5K 27-Inch Mini-LED Monitors with 2,304 Dimming Zones and Glossy Panel — Both Models Double the...
MSI and Gigabyte unveiled 27‑inch 5K Mini‑LED monitors that pack 2,304 local dimming zones and a glossy coating for OLED‑like contrast. MSI's MPG 271KRAW18 offers a native 180 Hz refresh, overclockable to 330 Hz at 1440p, while Gigabyte's Aorus FM275K16P adds a...
AMD Welcomes Nvidia to the Local AI PC Race, Points to Gorgon Halo's 192GB Memory Advantage
AMD welcomed Nvidia's entry into the local‑AI PC market, noting that Nvidia’s RTX Spark will ship with up to 128 GB of unified memory. AMD counters with its Strix Halo line, which already matches that capacity, and teases the upcoming Gorgon Halo...
Nvidia’s CEO Says New Vera Chip Will Use SK Hynix’s Memory Chips
Nvidia CEO Jensen Huang announced that the upcoming Vera central processing unit will be paired with DRAM from South Korea’s SK Hynix. The disclosure came during a dinner in Seoul with SK Group leaders, underscoring a deepening partnership between the...
Intel CFO Forecasts Explosive CPU Demand, Ties Growth to AI‑Driven Supply Ramp
Intel CFO David Zinsner told investors at the Bank of America 2026 Global Technology Conference that AI‑driven workloads will trigger explosive growth in CPU demand. He said Intel has enough data‑center orders to boost revenue, provided the company can accelerate...
Can America Make the Chip that Rules the World?
Intel’s Oregon campus offers a rare glimpse into the United States’ only integrated design‑and‑fabrication operation for advanced semiconductors. The tour covered a state‑of‑the‑art cleanroom, an R&D lab developing next‑generation nodes, and a packaging line that has never been shown to...
What Huawei’s New AI Glasses Have That Meta Ray-Bans Are Missing
Huawei has launched AI‑powered smart glasses that blend a 12‑megapixel camera, on‑device AI and a lightweight titanium frame. The device offers real‑time translation, object recognition, voice control and up to 12 hours of battery life, with interchangeable frames and IP54 resistance....
New On-Device AI Monster PC the Size of a Book Shows up in South Africa
Acer unveiled the Veriton RA110 AI Mini Workstation, a book‑sized PC powered by AMD’s AI Max+ 395 processor that can handle AI models up to 200 billion parameters. The device packs up to 128 GB LPDDR5X RAM, 2 TB SSD storage and Wi‑Fi 7, delivering 126 trillion...
Mesa 26.2 Lands VK_GOOGLE_display_timing Support For Direct Display Mode
Mesa 26.2‑devel now includes VK_GOOGLE_display_timing support for KHR_display, adding direct‑display timing to the open‑source Vulkan stack. The patch, authored by Mario Kleiner, builds on earlier work from 2018‑2025 and reuses the VK_EXT_present_timing infrastructure. Intel ANV, AMD RADV, PowerVR, Qualcomm Turnip...
Apple Pays $1 B to Google and Taps Nvidia Chips to Revive Siri
Apple has struck a $1 billion‑per‑year deal with Google to run a custom Gemini model for Siri, and will route the heavy‑weight AI queries through Nvidia’s Blackwell B200 data‑center chips. The move marks a dramatic shift in Apple’s historically self‑sufficient component...
Nvidia Launches Vera CPU to Power AI‑agent Workloads, Marking a Push Into General‑purpose Processors
Nvidia announced that its Vera CPU is in full production and already serving hyperscale AI workloads, positioning the chip as the first processor built for the "agentic future." The move expands Nvidia beyond GPUs into general‑purpose CPUs, challenging Intel and...
Intel 900 Series for Nova Lake-S: Leak Names B960, Z970, Z990, Q970 and W980
Intel’s leaked 900‑series chipset lineup—B960, Z970, Z990, Q970 and W980—targets the upcoming LGA1954 socket for the Nova Lake‑S desktop platform. The table suggests a tiered approach, with Z990 and W980 offering up to 48 PCIe lanes and 12 PCIe 5.0 lanes directly...
NVIDIA Apple Siri Alliance Puts AI Chips And Valuation In Focus
Apple is revamping Siri to run on Nvidia’s Blackwell B200 AI chips, with the workloads hosted on Google Cloud. The move places Nvidia hardware at the heart of one of the world’s most used consumer voice assistants, extending its reach...
Decent Pocket Taco Controller Suffers From Flawed Concept
‘Underneath it all, there’s a decent controller struggling to get out’ — I reviewed the Pocket Taco vertical mobile controller and it’s a good pad straining under the weight of an unworkable concept https://t.co/5yj8vd9cHk
Broadcom Shares Drop Over 10% After AI Chip Revenue Guidance Misses Expectations
Broadcom (AVGO) tumbled over 10% on Friday after the company forecast AI chip revenue of $16 billion for the current quarter, well below analysts' expectations. The miss amplified a broader tech rout, sending the Nasdaq down 4% and prompting short‑selling bets...
Nvidia CEO Jensen Huang Touts Robotics as Next Growth Engine in South Korea
Nvidia chief Jensen Huang announced during a Seoul visit that robotics will become the company's next major growth sector in South Korea. He unveiled four new AI products, highlighted collaborations with Hyundai, LG, SK hynix and Samsung, and launched a...
SuperX Shows 1.6 Tbps Optical Modules at Interop Tokyo for DevOps Centers
SuperX AI Technology Limited is rolling out a 1.6 Tbps optical module and a full‑stack AI data‑center portfolio at Interop Tokyo 2026, positioning the hardware to cut network‑automation cycles for DevOps teams. The company also touts a modular AI factory that...
I Repositioned My Router Antennas Based on How They Actually Work and My Wi-Fi Improved Immediately
Tech writer Shimul Sood discovered that simply re‑positioning router antennas can noticeably boost home Wi‑Fi performance. By angling antennas vertically and outward, she reduced dead zones and achieved more consistent speeds across her multi‑story house. The tip applies to common...
Sony's State of Play Unveils Record Eight PS5 Pro Optimized Games
Sony's State of Play streamed on Feb. 12 showcased eight games featuring "Captured on PS5 Pro" footage, the highest count to date. The lineup includes Marvel's Wolverine, a new God of War, and other first‑party and third‑party titles, signaling a push to...
Connected Alcohol Monitoring Installed Base Reaches About 560,000 Units in North America and Europe
Berg Insight reports that connected alcohol detection and monitoring solutions reached an installed base of roughly 560,000 units across North America and Europe in 2025. Ignition‑interlock devices account for about half of these deployments, with the remainder split among smartphone‑linked...
Upgrade Your PC with a 2TB PCIe 4.0 SSD, 750W Power Supply, and 240mm AIO for $300 — Hardware Bundle...
MSI’s SPATIUM M470 PRO Refresh Kit bundles a 2 TB PCIe 4.0 SSD, a 240 mm AIO liquid cooler, and a 750 W 80+ Gold power supply for $299, a steep discount from the $492 list price. The SSD, while DRAM‑less, reaches up to 6,000 MB/s...
TeamGroup Built an External SSD that Destroys Itself when You Send It a Text Message
TeamGroup unveiled the T‑Create Expert P35SG, an external SSD that can be remotely destroyed by sending a simple text message over a built‑in 4G LTE connection. The drive executes a two‑step wipe, first performing a deep logical erase and then...
Elon Musk to Attend ASML’s Private Tech Event to Discuss Terafab
Elon Musk will virtually address a closed‑door ASML technology conference to discuss the Terafab joint venture between SpaceX and Tesla. Terafab is positioned to develop advanced chips for robotics, artificial intelligence and space‑based data centers. The venture announced a $55 billion...
HP Launches GB300 Grace Blackwell AI Workstation with 784 GB Memory
HP announced the ZGX Fury GB300, a deskside AI workstation built around Nvidia's GB300 Grace Blackwell superchip and 784 GB of unified memory. The platform promises trillion‑parameter inference on Windows, targeting enterprise developers and high‑performance computing workloads.