AI Hardware
All topicsTracking technology and supply-demand dynamics across AI chips and memory, lithography and manufacturing equipment, optical modules and silicon photonics, high-speed interconnects, advanced packaging, PCB substrates, AI servers, power and liquid cooling, and edge devices; equipment coverage must be clearly tied to AI chips, advanced logic, or HBM.
Technology timeline
News collected over the past year · Latest 5 entries · Collection time is used when the source has no publication date
Latest selected stories
Items 1–16 of 16 itemsNVIDIA BlogSelectedAI score7171
NVIDIA BlogSelectedAI score6868 All Systems Go: Global PC App Ecosystem Ready for NVIDIA RTX Spark
NVIDIA announced that RTX Spark laptops go on sale October 16, with up to 128GB unified memory and 1 petaflop of AI compute, alongside multiple software updates released with ecosystem partners.
Why it matters: The official roundup covers the software ecosystem around the RTX Spark launch, with specific updates and timing for local agent, creative, and developer tools.
Latent SpaceSelectedAI score8484 [AINews] Meta Muse Wonder & Wonder Full: MSL’s Claude 5.5-tier Frontier Model
Meta Superintelligence Labs released its second-generation model family, Muse Wonder (codename Watermelon) and Muse Wonder Full, scoring 52 and 56 respectively on the third-party Artificial Analysis Intelligence Index v4.3, a clear jump from Muse Spark 1.3's 48, just 6 weeks after the previous generation's release.
Why it matters: The article gathers third-party benchmarks, pricing, and early hands-on feedback for Meta's new model family, letting readers compare where it actually stands against competitors.
NVIDIA BlogSelectedAI score6363 OCP Global Summit: Amid Ecosystem Adoption, NVIDIA Opens Vera Rubin Architecture to Help Scale AI Factories Worldwide
At the OCP Global Summit, NVIDIA announced it is contributing Vera Rubin rack and compute tray designs to the OCP through its MGX open architecture. The MGX 1.2 spec adds rack-level blind-mate liquid cooling, a 5000A liquid-cooled busbar, and support for rack deployments of up to 250kW.
Why it matters: The piece collects multiple open specifications such as MGX 1.2 and Open Data Center Specification v0.7, along with accompanying software, giving readers a view into the open foundations of AI factories.
NVIDIA BlogSelectedAI score7272 NVIDIA, Microsoft Kick Off a New Beginning for Windows PCs With RTX Spark and AI Agents
NVIDIA and Microsoft announced at the Windows AI and Surface event in San Francisco that they are jointly building agent software and hardware for Windows PCs.
Why it matters: The article details the specs and launch timeline for RTX Spark and DGX Station for Windows, helping readers assess how realistic running large models locally with resident agents will be.
AMD Official AnnouncementsSelectedAI score8181 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.
AMD Chips and ComputeSelectedAI score7878 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.
Marvell Optical Interconnect and Official AnnouncementsSelectedAI score6969 Marvell Technology, Inc. Reports Second Quarter of Fiscal Year 2027 Financial Results
Marvell reported fiscal 2027 second-quarter results with record net revenue of $2.739 billion, up 37% year over year and $39 million above the midpoint of the May 27 guidance. Data center revenue was $2.1715 billion, up 46% year over year and 79% of revenue; GAAP gross margin was 53.1%, non-GAAP gross margin 58.9%, and operating cash flow $605.5 million.
Why it matters: The earnings report shows accelerating data center revenue growth and raised guidance, helping readers gauge how AI demand is actually driving Marvell's business.
Intel Official AnnouncementsSelectedAI score6767 Intel Announces Proposed $15 Billion Common Stock Offering
Intel announced a proposed $15 billion underwritten public offering of common stock, with net proceeds intended for general corporate purposes, including capital expenditures and working capital. The company said unprecedented investment in AI compute has created a strong demand environment, and it granted underwriters a 30-day option to purchase up to an additional $2.25 billion of stock, with J.P. Morgan, Goldman Sachs, Morgan Stanley and Citigroup acting as joint bookrunners.
Why it matters: The announcement details the offering size, use of proceeds and underwriting arrangements, letting readers see how Intel plans to fund capital expenditures tied to AI compute demand.
AMD Official AnnouncementsSelectedAI score7575 AMD Reports Second Quarter 2026 Financial Results
AMD reported Q2 2026 results with revenue of $11.5 billion, up 50% year over year, GAAP net income of $2.3 billion, and data center revenue of $6.7 billion, up 107% and accounting for 58% of total revenue.
Why it matters: The earnings report gives specific figures on doubled data center revenue, AI-related product deployments and next-quarter guidance, helping readers gauge the pace of AMD's AI business growth.
Arista Switches and Official AnnouncementsSelectedAI score6868 Arista Networks, Inc. Reports Second Quarter 2026 Financial Results
Arista Networks reported Q2 2026 revenue of $3.036 billion, up 12.1% sequentially and 37.7% year over year, its first quarter above $3 billion; non-GAAP diluted EPS was $1.02, up 40% year over year.
Why it matters: The report gives specific figures for quarterly revenue, profit, and Q3 guidance, helping readers assess the pace of Arista's growth in AI networking hardware.
Intel Official AnnouncementsSelectedAI score7171 Intel Reports Second-Quarter 2026 Financial Results
Intel reported Q2 2026 revenue of $16.1 billion, up 25% year over year, with non-GAAP EPS of $0.42 and a GAAP loss per share of $2.16.
Why it matters: The report also discloses segment revenue, 18A-P progress, and capacity expansion investment plans, helping readers compare growth structure against changes in capital spending.
AMD Official AnnouncementsSelectedAI score6969 AAI 2026: AMD Delivers Full-Stack Compute for the Agentic AI Era
At Advancing AI 2026 on July 23, AMD unveiled a full-stack AI and physical AI product portfolio, including its first rackscale solution, AMD Helios (72 Instinct MI455X GPUs plus 18 6th Gen EPYC "Venice" CPUs).
Why it matters: The official announcement consolidates Helios rack, MI400 series CPU/GPU spec figures, and major customer deployment plans, allowing readers to benchmark actual progress against competing solutions.
AMD Official AnnouncementsSelectedAI score8484 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.
AMD Official AnnouncementsSelectedAI score7272 Microsoft to Deploy Next-Gen AMD Instinct and AMD EPYC Processors as the Companies Expand Their Long-Term Strategic Partnership
AMD announced an expanded long-term strategic partnership with Microsoft, which will deploy the AMD Helios Rackscale Solution at scale on Azure for frontier model inference, its own AI customers, and Azure AI services.
Why it matters: The official announcement specifies the concrete vehicle and product composition of the partnership, helping readers understand how the two companies divide roles in AI infrastructure and the pace of deployment.
Arista Switches and Official AnnouncementsSelectedAI score6262 Arista Networks, Inc. Reports Fourth Quarter and Year End 2025 Financial Results
Arista Networks (NYSE: ANET) reported fourth-quarter and full-year 2025 results: Q4 revenue of $2.488 billion, up 7.8% quarter over quarter and 28.9% year over year; full-year revenue of $9.006 billion, up 28.6% year over year.
Why it matters: The report discloses quarterly and annual revenue, margins, and Q1 2026 guidance, letting readers gauge the growth pace of its AI networking business.