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AI news for: Hardware And Infrastructure

Explore AI news and updates focusing on hardware-and-infrastructure for the last 7 days.

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27 news
52 posts
5 tools
4 videos
16 Oct
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Everything Apple launched on Oct. 15: M5 chipset, MacBook Pro, iPad, Vision Pro, more
Everything Apple launched on Oct. 15: M5 chipset, MacBook Pro, iPad, Vision Pro, more
source www.zdnet.com 5h ago

Apple this week unveiled three new Pro devices with an all-new chipset that focuses on AI compute performance. Here's what to know....

TL;DR
Apple's new M5 chipset offers up to 4x the peak GPU compute performance and 45% higher ray tracing compared to M4, powering enhanced AI-driven workflows in new devices.

Key Takeaways:
  • The M5 chipset provides up to 4x the peak GPU compute performance for AI compared to M4.
  • New devices powered by M5, including the 14-inch MacBook Pro, iPad Pro, and Vision Pro, offer improved AI performance and workflows.
  • The M5's Neural Engine provides a nearly 30% increase in unified memory bandwidth to 153GB/s.
OpenAI and Broadcom partner on AI hardware
OpenAI and Broadcom partner on AI hardware
source techcrunch.com Oct 14, 2025

OpenAI will purchase 10 gigawatts worth of AI accelerator hardware from semiconductor Broadcom....

Brookfield, Bloom Energy to launch up to $5 billion AI infra partnership - Yahoo Finance
Brookfield, Bloom Energy to launch up to $5 billion AI infra partnership - Yahoo Finance
source consent.yahoo.com Oct 13, 2025

Brookfield, Bloom Energy to launch up to $5 billion AI infra partnership Yahoo FinanceBloom Energy shares soar 25% after striking deal with Brookfield...

Intel Unveils Panther Lake Architecture: First AI PC Platform Built on 18A - intc.com
Intel Unveils Panther Lake Architecture: First AI PC Platform Built on 18A - intc.com
source www.intc.com Oct 09, 2025

Intel Unveils Panther Lake Architecture: First AI PC Platform Built on 18A intc.comIntel gives first look at next-gen chips, says Arizona fab is fully...

TL;DR
Intel unveils Panther Lake Architecture, its first AI PC platform built on 18A, delivering improved power efficiency, performance, and scalability for a broad spectrum of consumer and commercial AI PCs, gaming devices, and edge solutions.

Key Takeaways:
  • Panther Lake features a scalable, multi-chiplet architecture with up to 16 new performance-cores and efficient-cores, delivering more than 50% faster CPU performance vs. previous generation.
  • Intel Xeon 6+ (code-named Clearwater Forest) is the most efficient server processor the company has ever created, with up to 288 E-cores, 17% Instructions Per Cycle (IPC) uplift over prior generation, and considerable gains in density, throughput, and power efficiency.
  • Intel 18A is the first 2-nanometer class node developed and manufactured in the United States, delivering up to 15% better performance per watt and 30% improved chip density compared to Intel 35.
Microsoft, AWS and Google are trying to drastically reduce China’s role in their supply chains
Microsoft, AWS and Google are trying to drastically reduce China’s role in their supply chains
source techcrunch.com 5h ago

Microsoft, Amazon and Google are ramping up efforts move production of their products and data centers outside of China, Nikkei reported, citing suppl...

TL;DR
Microsoft, Amazon, and Google plan to move production of products and data centers outside of China due to intensified US-China tensions.

Key Takeaways:
  • Microsoft aims to have 80% of Surface notebook and tablet components manufactured outside of China by 2026.
  • Amazon considers reducing printed circuit board purchases from Chinese suppliers and moving Xbox production to other parts of Asia.
  • Google is pushing its suppliers to boost server production in Thailand, where it has secured multiple partners for parts and assembly.
Meta partners up with Arm to scale AI efforts
Meta partners up with Arm to scale AI efforts
source techcrunch.com Yesterday

Semiconductor firm Arm is partnering with Meta to enhance the social media company's AI systems amid an unprecedented infrastructure buildout....

TL;DR
Arm is partnering with Meta to enhance Meta's AI systems with Arm's Neoverse platform for efficient scalability.

Key Takeaways:
  • Meta is expanding its data center network with multiple projects, including 'Prometheus' and 'Hyperion', to meet anticipated demand for AI services.
  • Arm's partnership with Meta doesn't involve ownership stakes or physical infrastructure exchange, setting it apart from recent AI infrastructure deals.
  • Nvidia and AMD are also investing heavily in AI infrastructure, with Nvidia committing $100 billion to OpenAI and AMD supplying OpenAI with 6 gigawatts of compute capacity.
Nscale inks massive AI infrastructure deal with Microsoft
Nscale inks massive AI infrastructure deal with Microsoft
source techcrunch.com Yesterday

Nscale plans to deploy the chips over the next few years to three data centers in Europe and a fourth in the U.S....

TL;DR
Nscale, an AI hyperscaler startup, signs a significant deal with Microsoft to deploy approximately 200,000 Nvidia GB300 GPUs across multiple data centers in Europe and the US.

Key Takeaways:
  • Nscale will deploy the GPUs to its own data centers, as well as through a joint venture with Aker, across three data centers in Europe and one in the US, with 104,000 GPUs heading to Texas over the next 12-18 months.
  • The deal marks a significant expansion of Nscale's presence, with plans to increase its footprint in Texas to 1.2 gigawatts and deploy 12,600 GPUs to Portugal's Start Campus in the first quarter of 2026.
  • Nscale has secured funding of over $1.7 billion from strategic partners, including Aker, Nokia, and Nvidia, and is considering an IPO as early as the end of next year.
Accelerate Qubit Research with NVIDIA cuQuantum Integrations in QuTip and scQubits
Accelerate Qubit Research with NVIDIA cuQuantum Integrations in QuTip and scQubits
source developer.nvidia.com Oct 14, 2025

NVIDIA cuQuantum is an SDK of libraries for accelerating quantum simulations at the circuit (digital) and device (analog) level. It is now integrated ...

TL;DR
NVIDIA cuQuantum is now integrated into popular quantum simulation packages QuTip and scQubits, enabling end-to-end acceleration and significant speedups for designing and studying novel qubits.

Key Takeaways:
  • Achieves a 4000x speedup from CPU to an 8x GPU node for transmon-resonator systems with the new qutip-cuquantum plugin.
  • Supports scaling of simulations to much larger Hilbert spaces with multi-GPU and multi-node capabilities, enabling study of more complex quantum systems.
  • Enables researchers to explore more complex composite qubit systems and develop new quantum devices with improved coherence times and performance.
Nvidia sells tiny new computer that puts big AI on your desktop - Ars Technica
Nvidia sells tiny new computer that puts big AI on your desktop - Ars Technica
source arstechnica.com Oct 14, 2025

Nvidia sells tiny new computer that puts big AI on your desktop Ars TechnicaNVIDIA DGX Spark Arrives for World’s AI Developers NVIDIA NewsroomNvidia’s...

TL;DR
Nvidia has launched the DGX Spark, a desktop AI computer with 1 petaflop computing performance and 128GB of unified memory, targeting AI developers who need larger-than-typical AI models for local tasks.

Key Takeaways:
  • The DGX Spark can handle up to 200 billion parameters for local AI tasks, including running larger open-weights language models and media synthesis models.
  • The system includes 128GB of shared memory between system and GPU tasks, allowing for larger AI model sizes.
  • The pricing of the DGX Spark starts at $4,000, making it potentially more cost-effective than high-end GPUs and AI server GPUs.
Google to invest $15B in Indian AI infrastructure hub
Google to invest $15B in Indian AI infrastructure hub
source techcrunch.com Oct 14, 2025

Google's investment in India will roll out over the next five years, through 2030....

TL;DR
Google is investing $15 billion to set up a 1-gigawatt data center and AI hub in India, its largest investment outside of the US.

Key Takeaways:
  • The investment will take place over five years and marks Google's largest investment in India.
  • The AI hub will offer a 'full stack of solutions' including custom TPUs and access to AI models, enabling local AI processing.
  • The hub is expected to serve not only India but also Asia and other parts of the world, with Google aiming to make Vishakhapatnam a global connectivity hub.
Anduril’s new EagleEye MR helmet sees Palmer Luckey return to his VR roots
Anduril’s new EagleEye MR helmet sees Palmer Luckey return to his VR roots
source techcrunch.com Oct 13, 2025

Anduril Industries on Monday unveiled “EagleEye,” a helmeted computing system that seeks to turn soldiers into AI-augmented warfighters....

TL;DR
Anduril Industries unveiled 'EagleEye,' a helmeted computing system that integrates AI and sensors directly into a soldier's field of vision, aiming to turn soldiers into AI-augmented warfighters.

Key Takeaways:
  • EagleEye integrates live video feeds, rear- and side-sensors, and real-time teammate tracking.
  • Anduril secured a $159 million award to prototype a new mixed-reality system for soldiers, part of the broader Soldier Borne Mission Command effort.
  • The system has been in development for years, first appearing in Anduril's pitch deck draft, before being prioritized after investors convinced the team to focus on software like Lattice.
The billion-dollar infrastructure deals powering the AI boom
The billion-dollar infrastructure deals powering the AI boom
source techcrunch.com Oct 10, 2025

Here's everything we know about the biggest AI infrastructure projects, including major spending from Meta, Oracle, Microsoft, Google, and OpenAI....

TL;DR
Tech companies are racing to build the infrastructure that will power AI models, with estimated $3 trillion to $4 trillion in spending on AI infrastructure by the end of the decade.

Key Takeaways:
  • Major tech companies like Microsoft, OpenAI, Amazon, and Oracle are investing heavily in AI infrastructure, forming partnerships and striking deals worth billions of dollars.
  • The growth in AI infrastructure spending is putting immense strain on power grids and pushing the industry's building capacity to its limit.
  • Companies are exploring alternative energy solutions and sustainability options, such as using local nuclear power plants and wind power, to support their massive data centers.
While OpenAI races to build AI data centers, Nadella reminds us that Microsoft already has them
While OpenAI races to build AI data centers, Nadella reminds us that Microsoft already has them
source techcrunch.com Oct 09, 2025

Microsoft CEO Satya Nadella offered a glimpse of the "first of many" massive Nvidia AI systems it is rolling out, starting now....

A Mystery C.E.O. and Billions in Sales: Is China Buying Banned Nvidia Chips? - The New York Times
A Mystery C.E.O. and Billions in Sales: Is China Buying Banned Nvidia Chips? - The New York Times
source www.nytimes.com Oct 09, 2025

A Mystery C.E.O. and Billions in Sales: Is China Buying Banned Nvidia Chips? The New York TimesHow China could pull ahead in the AI race Financial Tim...

TL;DR
The US Commerce Department is investigating Nvidia's ties to Chinese firms, specifically Megaspeed, over concerns of breached export restrictions.

Key Takeaways:
  • Nvidia's A.I. chips, worth $2 billion, have been imported by Megaspeed, which has close ties to Chinese tech firms.
  • US government concerns that Nvidia's chips could help China develop new weapons, surveil dissidents, and leap ahead in A.I. development.
  • Singaporean police are also investigating Megaspeed for breaching local laws, adding to the scrutiny.
Stethoscope, meet AI – helping doctors hear hidden sounds to better diagnose disease
Stethoscope, meet AI – helping doctors hear hidden sounds to better diagnose disease
source theconversation.com 8h ago

With the help of AI, doctors might be able to detect heart disease before it becomes audible to the human ear....

TL;DR
Researchers develop an AI-powered system to diagnose heart disease using heart sounds, achieving high accuracy and early-stage detection

Key Takeaways:
  • AI algorithms can detect subtle differences in heart sounds to diagnose heart disease
  • The system achieved over 95% accuracy in classifying healthy heart sounds and nearly 85% accuracy in differentiating between types of heart disease
  • The algorithm can detect early stages of heart disease before cardiac murmurs or structural changes appear
‘The city that draws the line’: one Arizona community’s fight against a massive data center
‘The city that draws the line’: one Arizona community’s fight against a massive data center
source www.theguardian.com Yesterday

Questions grow over water and energy costs of warehouse of computers in Sonoran desert – but will Project Blue be stopped?A company’s opaque plan to b...

TL;DR
An Arizona community has pushed back against a massive data center project due to concerns over water and energy costs, highlighting the emotionally charged mix of issues in the US quest for AI computing power.

Key Takeaways:
  • Data centers like Project Blue can consume vast amounts of water and electricity, raising concerns over water depletion and environmental impact.
  • Developers may use tactics like paying for water use or 'water positivity' to mask the true costs of these projects.
  • The controversy highlights the need for greater transparency and oversight in big data center projects, with cities like Tucson considering alternatives to private utilities.
OpenAI, Broadcom Ink 10-Gigawatt Chip Deal | Bloomberg Tech 10/13/2025
OpenAI, Broadcom Ink 10-Gigawatt Chip Deal | Bloomberg Tech 10/13/2025
source www.bloomberg.com Oct 13, 2025

Bloomberg’s Caroline Hyde breaks down the latest deal by OpenAI with a chipmaker, this time with Broadcom. Plus, tech stocks bounce back as President ...

TL;DR
OpenAI inks multi-year deal with Broadcom for up to 10-Gigawatt custom chip production, enabling the development of more efficient A.I. systems

Key Takeaways:
  • The deal could lead to up to 30-40% cost reduction in A.I. data centers, with Broadcom's custom chips potentially becoming a major player in the A.I. infrastructure market
  • OpenAI's partnership with Broadcom may be seen as a significant move to develop more efficient A.I. systems, with the company aiming to create a scalable and cost-effective infrastructure for A.I. applications
  • The deal's impact on the broader tech industry, including the A.I. chip market, cloud computing, and the role of large technology companies like Alphabet and Meta, is still uncertain
Building the 800 VDC Ecosystem for Efficient, Scalable AI Factories
Building the 800 VDC Ecosystem for Efficient, Scalable AI Factories
source developer.nvidia.com Oct 13, 2025

For decades, traditional data centers have been vast halls of servers with power and cooling as secondary considerations. The rise of generative AI ha...

TL;DR
The AI industry is shifting to 800 VDC power distribution and integrated energy storage to meet the demands of modern AI workloads, addressing efficiency-at-scale and volatility challenges.

Key Takeaways:
  • The use of 800 VDC power distribution enables higher power density, reduced copper usage, and lower cost compared to traditional 3-phase systems.
  • Multi-timescale energy storage with high-power capacitors and large-scale battery energy storage systems decouples power demands from the utility grid, improving stability and efficiency.
  • Next-generation AI factories will adopt a native DC architecture with a centralized AC-to-DC conversion system, eliminating layers of AC switchgear and simplifying the overall system.
Sora 2 and ChatGPT are consuming so much power that OpenAI just did another 10 gigawatt deal - CNN
Sora 2 and ChatGPT are consuming so much power that OpenAI just did another 10 gigawatt deal - CNN
source edition.cnn.com Oct 13, 2025

Sora 2 and ChatGPT are consuming so much power that OpenAI just did another 10 gigawatt deal CNNBig bank earnings, Broadcom's OpenAI chip deal, record...

TL;DR
OpenAI is partnering with Broadcom to design and develop 10 gigawatts of custom AI chips and systems, a massive power-intensive effort.

Key Takeaways:
  • The partnership will use as much electricity as a large city, raising environmental concerns about AI's impact.
  • ChatGPT has 800 million weekly users, and the recently released Sora video generation app is growing faster than ChatGPT.
  • Custom AI accelerators will give OpenAI a larger role in the hardware required to power AI services like ChatGPT.
Microsoft Azure delivers the first large scale cluster with NVIDIA GB300 NVL72 for OpenAI workloads
Microsoft Azure delivers the first large scale cluster with NVIDIA GB300 NVL72 for OpenAI workloads
source azure.microsoft.com Oct 10, 2025

The post Microsoft Azure delivers the first large scale cluster with NVIDIA GB300 NVL72 for OpenAI workloads appeared first on Source....

TL;DR
Microsoft collaborates with NVIDIA to deliver the world's first at-scale GB300 production cluster, enabling faster model training and inference workloads.

Key Takeaways:
  • The cluster features 4,600 NVIDIA GB300 NVL72, connected through NVIDIA InfiniBand network, and will deliver high-throughput inference workloads.
  • This will enable model training in weeks instead of months and support training models with hundreds of trillions of parameters.
  • The massive scale clusters will be deployed across Microsoft's AI datacenters globally, setting a new standard for accelerated computing.
NVIDIA Blackwell Leads on SemiAnalysis InferenceMAX™ v1 Benchmarks
NVIDIA Blackwell Leads on SemiAnalysis InferenceMAX™ v1 Benchmarks
source developer.nvidia.com Oct 09, 2025

SemiAnalysis recently launched InferenceMAX™ v1, a new open source initiative that provides a comprehensive methodology to evaluate inference hardware...

TL;DR
NVIDIA's Blackwell platform delivers up to 15x performance gains and 15x revenue opportunities over the prior Hopper generation, setting a new standard in AI inference performance.

Key Takeaways:
  • Blackwell platforms achieve a 15x performance gain over the Hopper generation and unlock a 15x revenue opportunity.
  • NVIDIA's extreme hardware-software co-design enables native support for NVFP4 low precision format, fifth-generation NVIDIA NVLink, and NVIDIA TensorRT-LLM and NVIDIA Dynamo inference frameworks.
  • Continuous software optimizations through ongoing engineering efforts and community contributions further improve performance and cost efficiency in large-scale AI deployments.
The Meta Ray-Ban Display’s most interesting tech might be the glass
The Meta Ray-Ban Display’s most interesting tech might be the glass
source www.theverge.com Oct 09, 2025

iFixit has broken down Meta’s Ray-Ban Display glasses, revealing that the tech inside isn’t what makes them special — it’s the glassmaking. iFixit exp...

TL;DR
The Meta Ray-Ban Display smartglasses feature unique glass lenses that provide a reflective geometric waveguide system for AR capabilities, but are also expensive to manufacture and may be sold at a loss.

Key Takeaways:
  • Meta's Ray-Ban Display smartglasses use a reflective geometric waveguide system in the glass lenses, which provides AR capabilities.
  • The unique glassmaking technology is expensive to manufacture, potentially making the $800 price tag a loss for Meta.
  • iFixit finds that the glasses are difficult to repair, with limited accessibility for users seeking to maintain or upgrade their devices.
Accelerated and Distributed UPF for the Era of Agentic AI and 6G
Accelerated and Distributed UPF for the Era of Agentic AI and 6G
source developer.nvidia.com Yesterday

The telecommunications industry is innovating rapidly toward 6G for both AI-native Radio Access Networks (AI-RAN) and AI-Core. The distributed User Pl...

TL;DR
NVIDIA's dUPF (distributed User Plane Function) on AI Aerial platform enables ultra-low latency, energy efficiency, and enhanced data privacy for 6G AI-Native Wireless Networks.

Key Takeaways:
  • dUPF offers ultra-low latency, high throughput, and the seamless integration of distributed AI workloads.
  • The technology reduces CPU usage, energy consumption, and transport costs through distributed processing and optimized resource utilization.
  • dUPF is a crucial component in the evolution of mobile networks to AI-native infrastructure, aligned with the 6G AI-WIN initiative.
This Linux distro will make any user comfortable - and there's a free version
This Linux distro will make any user comfortable - and there's a free version
source www.zdnet.com Oct 14, 2025

If you're into AI, and want to make Linux your go-to operating system, the latest version of Gnoppix might be right up your alley....

TL;DR
Gnoppix Linux distribution is a user-friendly, AI-capable OS that's free to install and use, despite having some issues with its gnoppix-ai package.

Key Takeaways:
  • Gnoppix is based on Debian and offers a KDE Plasma desktop option, making it a user-friendly OS for any user type.
  • Even without the working gnoppix-ai package, the OS includes a large number of software applications, including office and multimedia tools.
  • Gnoppix can be used as a smooth and high-performing Linux distribution for daily use, despite some installation issues with its AI capabilities.
AI Data Centers Are an Even Bigger Disaster Than Previously Thought
AI Data Centers Are an Even Bigger Disaster Than Previously Thought
source futurism.com Oct 10, 2025

"No wonder my new contacts in the industry shoulder a heavy burden — heavier than I could ever imagine. They know the truth." The post AI Data Centers...

TL;DR
The estimated cost of AI data centers has been revised upward, suggesting the industry may need $320-$480 billion in revenue to break even, and potentially $1 trillion by 2026.

Key Takeaways:
  • AI data centers have a very short depreciation period, lasting only 3-10 years.
  • The financial math for AI data centers is unclear, even for senior industry professionals, and may require a massive investment to turn a profit.
  • The estimated cost of breaking even on data center spending has increased significantly, from $160 billion to potentially $1 trillion by 2026.
Meta wants its metaverse everywhere
Meta wants its metaverse everywhere
source www.theverge.com Oct 09, 2025

This is Lowpass by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for The Verge subscriber...

TL;DR
Meta is working to expand its metaverse platform, Horizon Worlds, beyond VR and into various devices, including phones, Facebook, and Instagram, and is developing new AI-powered tools to make it happen.

Key Takeaways:
  • Meta Horizon Engine reduces load times and enables higher concurrencies, making it a crucial step in its efforts to turn Horizon Worlds into a connective tissue between social VR hangouts, mobile gaming, and future XR co-presence experiences.
  • The new engine, along with AI-powered tools, aims to simplify the ecosystem and make it more accessible to a wider audience.
  • As part of this effort, Meta plans to remove some early Horizon Worlds games from the platform and deprecate certain core experiences, potentially alienating early VR users.
TSMC posts forecast-beating Q3 revenue surge on AI boom - Yahoo Finance
TSMC posts forecast-beating Q3 revenue surge on AI boom - Yahoo Finance
source consent.yahoo.com Oct 09, 2025

TSMC posts forecast-beating Q3 revenue surge on AI boom Yahoo FinanceView Full Coverage on Google News...

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