Today's Hardware Pulse

Nvidia driver adds DLSS 5 profile options, hinting at next‑gen AI rendering
Nvidia's GeForce Game Ready driver 610.47 introduces three new profile settings—Enable DLSS NR override, Enable DLSS NR SL override, and Override DLSS NR presets—suggesting continued development of its upcoming DLSS 5 neural‑rendering technology. The earlier DLSS 5 reveal sparked debate over AI‑driven image alteration, after which Nvidia fell silent on the feature.
Also developing:
By the numbers: Cyient Semiconductors raises $30M Series A
Google To Build $15B Data Center Next To Amazon Center In Missouri
Google announced a $15 billion, 900‑acre data center in Montgomery County, Missouri, positioned directly beside Amazon’s $35 billion, 1,000‑acre project. The investment is part of Alphabet’s $190 billion capex plan for 2026, emphasizing AI‑driven infrastructure. Google will bring more than 1 gigawatt of capacity and has created a $20 million Energy Impact Fund to lower local household energy costs. The project promises thousands of construction jobs and hundreds of long‑term operational roles, alongside a training program for over 2,300 workers.
IBM Spins Out First U.S. Quantum Manufacturing Foundry
IBM wants to turn its captive quantum fab into an industry fab. A proposed $1B CHIPS award + $1B @IBM cash plus IP and workforce spins out "Anderon", what could be America's first foundry purpose-built solely for quantum manufacturing. Not greenfield....
AMD Ramps up 2nm "Venice" CPU Production at TSMC Taiwan and Arizona Fabs
AMD announced that its 6th‑gen EPYC "Venice" processor is now in production on TSMC’s 2nm node in Taiwan, with a future ramp at TSMC’s Arizona fab. The move is backed by more than $10 billion in Taiwan ecosystem investments and signals...
Micron's AI Memory Dominance Is Just Beginning
Micron Technology guided for $33.5 billion quarterly revenue with roughly 81% gross margins, levels rarely seen in memory. DRAM prices surged 65%‑67% sequentially while NAND demand rose, indicating AI‑driven supply constraints across the market. Investors are fixated on Micron losing Nvidia’s...
Nissan Mulls Importing Low‑Cost Chinese‑Built Cars to Canada
Nissan is evaluating the import of one to two budget‑friendly models built in China for the Canadian market. The plan reflects mounting cost pressure and a broader industry warning that automakers without unified software platforms risk becoming mere commodity hardware...
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Gecko Robotics announced it will integrate Ouster’s new Rev8 digital lidar into its Cantilever operating platform. The Rev8 sensor suite delivers full‑color, structured 3D point clouds together with infrared and intensity data, enabling richer visualizations of industrial assets. By feeding...

NVIDIA Predicts $1 Trn in GPU Sales, Moves in on CPUs
NVIDIA projects its graphics processors will generate roughly $1 trillion in revenue between 2025 and 2027, driven by surging demand for generative and agentic AI. The company just reported a record $81.6 billion in Q1 fiscal 2027 revenue, with its nascent CPU...

Europe Is Getting Serious About ASIC Innovation
European ASIC innovation is gaining momentum as startups secure substantial funding and policy support. Companies such as Fractile, Axelera, Arago and Vertical Compute have raised $220 M and $250 M respectively to develop next‑generation inference engines, while collaborations like Quintaris and Semidynamics...
China Built a Gaming GPU: Lisuan's LX 7G100 Performs Like an RTX 3060 but Costs Almost $500
Chinese firm Lisuan Technology has launched the LX 7G100, a 12 GB gaming GPU that benchmarks near Nvidia’s five‑year‑old RTX 3060 in synthetic tests. Priced at roughly $480 (3,300 RMB), it competes with mainstream cards like the RTX 5060 Ti but falls short in real‑world gaming...
Computex 2026: Silicon Power Launches CreatePro Series: A Purpose-Built Storage Ecosystem for Modern Content Creators
Silicon Power unveiled its CreatePro Series at Computex 2026, a purpose‑built storage ecosystem tailored for modern content creators. The lineup spans CFexpress and SDXC cards, a universal card reader, portable and internal SSDs, and NAS SSDs, each aligned with five creator...

Computex 2026: OWC to Showcase Mac and PC Storage, Connectivity, and Expansion Solutions
Other World Computing (OWC) announced it will showcase a full suite of storage, memory, connectivity and expansion products at Computex 2026 in Taipei (June 2‑5). Highlights include the Envoy Ultra, the first 8 TB Thunderbolt 5 portable SSD, and the StudioStack system that can...
333. The Brain Behind AI-Powered Vehicles
In this episode, Qualcomm VP Ashiman Saxena explains the evolution of the Snapdragon Digital Chassis, a unified AI-driven platform that serves as the vehicle’s brain, integrating cockpit experiences, safety, and connectivity. He details how Qualcomm’s scalable compute and sensor architecture...
Microsoft Refreshes Surface Line with Biz-Friendly Features – and a High Price Tag
Microsoft unveiled an updated Surface for Business lineup, adding a new Surface Pro for Business and two Surface Laptop for Business models—13‑inch entry‑premium and 13.8‑/15‑inch premium versions. All devices run the latest Intel Core Ultra Series 3 chips, offer optional...

Mizuho Just Rerated These 3 AI Winners
Mizuho analyst Vijay Rakesh upgraded price targets for Micron, STMicroelectronics and Texas Instruments, citing AI‑driven data‑center demand that is tightening memory markets and boosting analog chip content. The target for Texas Instruments rose to $300 from $255, reflecting a 90%...
New Semiconductor Building Blocks Make Power Converters Smaller, More Affordable
Oak Ridge National Laboratory (ORNL) has demonstrated a power converter built with gallium‑nitride (GaN) semiconductors supplied by ROHM. The GaN devices switch 10‑20 times faster than traditional silicon, delivering higher efficiency while shrinking the converter’s size and weight. The compact,...

IPhone 18 Pro Max Might Not Be the Best From Apple in 2026
Apple is set to launch the iPhone 18 Pro Max later this year, but analysts say the flagship could be eclipsed by a new premium line. Leaks point to either an iPhone Ultra or a foldable iPhone—potentially called iPhone Fold—targeting the high‑margin segment in 2026....
AMD Launches $310 Ryzen 7 5800X3D 10‑Year AM4 Anniversary Edition
AMD has listed a special‑edition Ryzen 7 5800X3D at roughly $310, timed for the 10th anniversary of its AM4 socket. The eight‑core, 96 MB 3D V‑Cache CPU targets DDR4 builders seeking a high‑end gaming upgrade without moving to DDR5. The move...
Malaysia's Trade Hits Record RM1.127 Trillion in Jan‑Apr 2026, Up 15.3% YoY
Malaysia's external trade surged 15.3% year‑on‑year to a historic RM1.127 trillion ($248 bn) in the first four months of 2026, with exports jumping 19% to RM609.31 bn. The boom, led by AI‑enabled electronics and a push into African and Eastern European markets, underscores...

Infineon Expands CoolGaN BDS Portfolio with Compact 40 V Bidirectional GaN Switches
Infineon Technologies has added two compact 40 V bidirectional GaN switches, the IGK048B041S and IGK120B041S, to its CoolGaN BDS family. The devices shrink PCB footprint by up to 82% and halve component count by integrating two MOSFET functions into a single...

Trump Approved an Nvidia Chip for Sale in China. Beijing Doesn’t Want It.
President Trump lifted a long‑standing export ban, allowing Nvidia to sell its high‑performance H200 AI chip to China. The move was touted as a win for Chinese artificial‑intelligence ambitions and a revenue boost for Nvidia, the world’s leading AI‑chip maker....

AMD EPYC Venice Enters Production on TSMC 2nm Process
AMD announced that its next‑generation EPYC “Venice” processor is now ramping production at TSMC’s 2 nm fab in Taiwan, with later production planned for TSMC’s Arizona plant. Venice is the first high‑performance server CPU built on the 2 nm node, targeting cloud,...

Nokia, KDDI Test Energy-Efficient 6G Base Station Technology
Nokia Bell Labs and KDDI Research completed a proof‑of‑concept trial of Intelligent 4D Resource Optimisation Technology for 6G base stations, showing up to 40% lower power consumption at equal throughput and up to four‑fold throughput without extra energy. The month‑long...
AMD to Invest $10 Billion in Taiwan's AI Industry to Advance Top-End Chips
AMD announced a $10 billion investment in Taiwan's semiconductor and AI ecosystem, targeting advanced chip packaging and manufacturing. The program will partner with local firms such as ASE, SPIL, Sanmina, Wiwynn, Wistron and Inventec to accelerate development of its Helios AI...

Advancing Heterogeneous Integration Through Industry Roadmap Improvements
A multinational research team led by Intel published a perspective in Nature Reviews Electrical Engineering calling for a new generation of heterogeneous integration (HI) roadmaps. The paper argues that existing roadmaps lag behind rapid advances in AI, 5G/6G, and aerospace,...

Cost-Effective High-Performance Flip Chip MicroLeadFrame (fcMLF) Package Introduction
Amkor introduced the flip‑chip MicroLeadFrame (fcMLF), a hybrid package that merges the low‑cost, high‑volume leadframe process with the performance benefits of flip‑chip interconnects. The technology uses copper pillar bumps and supports fine‑pitch, fan‑in configurations while maintaining a wettable flank for...

Fraunhofer IPMS Develops Wafer-Level Chiplet Systems
Researchers at Germany’s Fraunhofer Institute for Photonic Microsystems (IPMS) have unveiled a wafer‑level quasi‑monolithic integration (QMI) technique that embeds chiplets into structured silicon pockets and levels them for back‑end‑of‑line wiring. The method bridges the gap between traditional chip packaging and...

Infineon 40V CoolGaN BDS Family Shrinks Portable Power Designs
Infineon has added two GaN bidirectional switches, the IGK048B041S and IGK120B041S, to its 40 V CoolGaN BDS family. The devices shrink PCB footprints by up to 82 percent and halve the component count by merging two MOSFETs into a single package. Both...
Scaling the Next Generation of Multi-Die Systems
The EE Times virtual conference on June 23‑24 will examine how to scale next‑generation multi‑die chiplet systems for AI workloads. Sessions focus on accelerating design flows, advanced packaging, interconnect standards and the thermal, power and yield challenges that arise at production...

Acer Veriton GN100 Packs NVIDIA Blackwell AI Compute Into Compact Workstation
Acer unveiled the Veriton GN100, a compact AI workstation built around NVIDIA’s DGX Spark platform and the GB10 Grace Blackwell Superchip. Despite measuring only 150 mm × 150 mm × 50.5 mm, the system delivers up to 1 petaFLOPS of AI performance, 128 GB of unified LPDDR5x memory, and a 4 TB...
Imec Unveils Quantum Dot Qubit Device Using High NA EUV Lithography
imec demonstrated a silicon quantum dot qubit array fabricated with High NA EUV lithography at ITF World. The device features 6‑nm gate gaps, enabling dense qubit integration compatible with 300 mm CMOS fabs. This marks the first integrated hardware using High...
Armada Secures $230 Million Series B to Build Arizona Modular Data‑Center Factory
Armada announced a $230 million Series B round that values the San Francisco‑based modular data‑center builder at $2 billion. The funding, led by Johnson Controls, will finance a 400,000‑square‑foot factory in Arizona to mass‑produce its megawatt‑scale Leviathan units, targeting AI workloads in defense, energy...

This $3,999 AMD Mini PC Replaces Expensive Cloud AI without the Nvidia Price Tag
AMD unveiled the Ryzen AI Halo, a $3,999 mini PC that aims to replace costly cloud AI services and Nvidia's $4,699 DGX Spark workstation. Powered by a Ryzen AI Max CPU with up to 16 Zen 5 cores, a 40‑core integrated GPU...
AMD Unveils Ryzen AI Max 400 ‘Gorgon Halo’ APU with 192 GB Unified Memory and 5.2 GHz Boost
AMD announced the Ryzen AI Max 400 ‘Gorgon Halo’ APU, a refreshed SoC that supports up to 192 GB of unified memory, Zen 5 CPU cores, RDNA 3.5 graphics and a 5.2 GHz boost clock. The chip targets AI‑heavy consumer and workstation workloads, with...
NVIDIA Q1 FY2027 Earnings Beat Forecasts, Shares Climb 1.4% After Hours
NVIDIA reported first‑quarter FY2027 earnings of $1.87 per share on $82 billion of revenue, beating analyst forecasts of $1.77 EPS and $79.19 billion revenue. The results sent the shares up 1.37% in after‑hours trading, reinforcing confidence in the company’s AI‑centric growth strategy.

AMD Ryzen AI Max 400 ‘Gorgon Halo’ Packs up to 192GB of Unified Memory — Refreshed APU Uses Zen 5...
AMD has refreshed its Ryzen AI Max line with the Gorgon Halo‑based Max 400 series, offering up to 192 GB of unified memory and Zen 5/ RDNA 3.5 cores. The top Max+ Pro 495 model clocks a 5.2 GHz boost, 16 CPU cores, and a 40‑CU Radeon 8065S iGPU. AMD positions...

AMD Launches New Ryzen Processors and Ryzen AI Halo Dev Platform
AMD unveiled the Ryzen AI Halo developer platform, now available for pre‑order at $3,999 and powered by the Ryzen AI Max+ 395 processor with up to 128 GB unified memory and 50 TOPS AI performance. The company also announced the upcoming Ryzen...

Spintronic Memory Switches in 40 Ps
University of Tokyo researchers have demonstrated a non‑volatile spintronic memory cell that flips its magnetic state in just 40 picoseconds using an antiferromagnetic Mn₃Sn‑tantalum stack. The switching is driven by spin‑orbit torque from ultra‑short electrical pulses, and the team also showed...

Nvidia H100 Rental Prices Jump 20% in 2026
Nvidia $NVDA just said the price to rent a H100 has increased by ~20% so far in 2026 Nvidia released the H100 in 2022 and has introduced multiple new chips since the H100
Supply Constraints Signal Stronger‑Than‑Perceived NVIDIA Demand
Jensen says they will be supply constrained for the life of Vera Rubin. Shipments started this fall. My take: that’s a positive, because it opens the door that demand is actually better than what we see. $NVDA shares had little...
The BOOK II
The Pocket 8086 team has launched the BOOK II, a portable Apple II (Plus) compatible computer built from standard TTL components and early Apple‑II ROMs. It adds modern conveniences such as an 80‑column video card, a 16 KB Language Card, a Z80...
Nvidia Beats Q1 Forecast, Forecasts Strong Chip Sales
Nvidia tops Q1 estimates, offers upbeat outlook on strong chip sales Nvidia did not see any revenue from Hopper products into China occurred during the quarter. https://t.co/uRv7ik3OMn
Analog Devices to Acquire Empower Semiconductor for $1.5 B, Expanding AI Power Portfolio
Analog Devices (ADI) agreed to purchase Empower Semiconductor for $1.5 billion in cash, a move designed to broaden ADI’s high‑density power‑management portfolio for AI‑driven compute. The deal positions ADI to deliver power conversion closer to processors, shortening delivery paths and improving...
Microsoft Launches AI‑enabled Surface Pro and Laptop for Business, Starting at $1,949
Microsoft introduced a new line of Surface devices for enterprise customers on May 19, pricing the 13‑inch Surface Pro for Business at $1,949.99 and the 13‑inch Surface Laptop for Business at $1,499.99. Both models run Intel’s third‑generation Core Ultra 3...
Razer Viper V4 Pro Takes on Logitech with 49‑Gram Ultra‑Fast Mouse
Razer unveiled the Viper V4 Pro, a 49‑gram mouse with a 50,000‑DPI Focus Pro Optical sensor and up‑to‑8,000 Hz polling, directly targeting Logitech's X2 Superstrike. The launch intensifies the rivalry between the two brands for esports‑focused gamers seeking the fastest, lightest...
Cerebras Says Its Chips Run a Trillion-Parameter AI Model Nearly 7 Times Faster than GPU Clouds
Cerebras Systems announced that its wafer‑scale CS‑3 chip can run Moonshot AI’s trillion‑parameter Kimi K2.6 model at 981 tokens per second, 6.7× faster than the leading GPU‑based cloud provider and 23× faster than the median. In a 10,000‑token coding task, Cerebras...

GetD GSPro Glasses: Just Mic and App, Not AI
The GetD GSPro Smart Glasses are advertised as "AI Glasses", but does the inclusion of a microphone and a custom app really imbue them with artificial intelligence? I slip a polarized pair on to find out: https://t.co/C2XA3Xw0tJ #GetD #smartglasses #aiglasses...
Seagate Sparks Memory Sell-Off As CEO Says It Would 'Take Too Long' To Build New Factories
Seagate CEO Dave Mosley told investors that building new memory‑chip factories would take too long to satisfy the rapid surge in AI‑driven storage demand. He said the company will instead focus on maintaining four to five quarters of supply visibility...
MCUs Bridge I3C Across Voltage Domains
Microchip has launched the PIC18‑Q20 family of 8‑bit MCUs that embed up to two I3C peripherals and Multi‑Voltage I/O (MVIO) in ultra‑compact 14‑ and 20‑pin packages as small as 3 × 3 mm. The devices operate across three independent voltage domains, with MVIO‑enabled...
Motor MCU Integrates Driver and Control Functions
Toshiba has begun sampling the TB9M040FTG, a motor‑control device that merges an Arm Cortex‑M23 MCU with a 2 A three‑phase brushless‑DC driver. The part, part of the SmartMCD series, adds flash memory, a 5‑V high‑side driver, LIN transceiver and a hardware...
CPU IP Processes Mixed Scalar and Vector Workloads
SiFive unveiled its Performance P570 Gen 3, a RISC‑V out‑of‑order superscalar processor IP that blends scalar and vector execution. The chip promises a sizable performance uplift over the earlier P550 Gen 1 and complies with the mandatory RVA23 profile, including Hypervisor and...