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#AI硬件

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Oct 15Thu
  1. The Verge · AI73

    Your secrets aren’t safe with this cute robot toy — they’re on Chinese servers ready to be hacked

    A Verge reporter and hacker Sammy Azdoufal tested Energize Lab’s Eiliko companion robot toy and found its service has no protections at all: full conversation transcripts are stored in a searchable database on Chinese servers, and user profiles are automatically generated covering names, ages, occupations, family members, and psychological states.

Oct 13Tue
Oct 8Thu
Oct 2Fri
  1. Ars Technica · AI62

    The 7-year-old Nvidia Shield TV is now $100 more expensive due to AI

    Nvidia announced that the Shield TV Pro, released in 2019, is getting a $100 price increase effective immediately, bringing the new price to $299.99. An Nvidia spokesperson confirmed to Ars Technica that the adjustment took effect October 2, citing sharply rising industry-wide costs for memory and other components; the non-Pro model has already been discontinued. The Shield remains in production, and new units face the same supply chain cost pressures as current devices.

Sep 30Wed
Sep 29Tue
  1. AMD Official Announcements81

    AMD to Acquire World Labs to Advance the Future of AI Compute

    AMD announced it will acquire World Labs in an all-stock deal worth about $8.2 billion. World Labs, founded by Fei-Fei Li, focuses on spatial intelligence models and robotic learning and simulation technologies. The deal is expected to close by the end of 2026, after which Fei-Fei Li will become AMD's executive vice president and chief scientist, reporting to Lisa Su, with the team continuing its AI model research.

    Why it matters: AMD's official announcement fully discloses the deal value, equity structure, Fei-Fei Li's new role and the closing timeline, letting readers understand how the acquisition strengthens its model research capabilities.

Sep 28Mon
  1. TrendForce Insights Semiconductor Industry Insights39

    Weekly Radar 003: Meta's Muse Puts Server CPUs Back in Focus

    TrendForce's weekly radar focuses on server CPUs: agentic AI has pushed lead times to 25–30 weeks, well above the balanced level of 16–20 weeks. Meta's AI agent Muse reportedly surpassed ChatGPT in downloads early after launch, driving AMD's market cap past $1 trillion for the first time, and at Connect 2026 Meta unveiled the Meta Charm handheld device powered by Muse.

  2. AMD Chips and Compute78

    AMD to Acquire World Labs to Advance the Future of AI Compute

    AMD announced a definitive agreement to acquire World Labs in an all-stock deal valued at approximately $8.2 billion, expected to close by the end of 2026, subject to regulatory approval and other customary closing conditions. Founded by Fei-Fei Li and headquartered in San Francisco, World Labs develops spatial intelligence models that generate, reconstruct, and simulate interactive 3D environments from text, image, and video inputs, as well as robot learning and simulation technology.

    Why it matters: AMD's official announcement gives the deal amount, equity form, and timeline, helping readers understand its direction of integrating AI hardware with model research.

Sep 22Tue
  1. TrendForce Insights Semiconductor Industry Insights67

    By 2028, US Data Centers Could Have the Servers but Not the Power to Run Them

    Based on AI server shipments, TrendForce projects that global data center power demand capacity will reach 490.7GW by 2030, with the US at 272.4GW, while US grid deliverable capacity will be only 100.7GW, leaving a gap of more than 170GW, of which about 49GW stems from the grid being unable to deliver on schedule.

Sep 9Wed
Aug 7Fri
  1. AMD Official Announcements54

    AMD Acquires Taalas to Advance Compute Solutions for Rapidly Growing AI Inference Market

    AMD announced on August 6 that it has reached a definitive agreement to acquire Taalas, a Toronto-based specialized AI inference chip company. Founded in 2023, Taalas develops technology that reduces the compute and memory bottlenecks of general-purpose architectures by optimizing inference data flow; AMD plans to integrate the technology into its accelerator roadmap and develop system-level solutions alongside AMD Instinct GPUs. The deal remains subject to regulatory approval.

Aug 6Thu
  1. AMD Chips and Compute58

    AMD Acquires Taalas to Advance Compute Solutions for Rapidly Growing AI Inference Market

    On August 6, AMD announced a definitive agreement to acquire Taalas, a Toronto-based company founded in 2023 focused on dedicated AI inference chips. Taalas' technology optimizes inference data flow to reduce the compute and memory bottlenecks of general-purpose architectures; AMD plans to integrate it into its accelerator roadmap, co-develop system-level solutions with AMD Instinct GPUs, and fold it into its full-stack AI platform spanning the Helios rack solution, EPYC CPUs, and ROCm software.

Aug 5Wed
Jul 22Wed
  1. AMD Official Announcements84

    AMD and Anthropic Announce Strategic Partnership to Deploy Up to 2 Gigawatts of AMD Instinct MI450 Series GPUs

    AMD and Anthropic announced a strategic partnership under which Anthropic will deploy up to 2GW of AMD Instinct MI450 series GPUs (including MI455X, paired with EPYC "Venice" CPUs, Pensando networking, and ROCm) in AMD Helios rackscale solutions, with the first 1GW starting deployment in the first half of 2027.

    Why it matters: The official announcement gives the deployment scale, timeline, and equity investment amount, letting readers understand the full structure of the partnership.