Hardware & Infra

GPUs, chips, datacenters, cloud capacity, power, networking for AI.

Anthropic Seals $100B Infrastructure Deal With Amazon

Anthropic secured a $100 billion infrastructure commitment from Amazon, expanding the AI vendor's compute capacity for model development and deployment. The deal underscores intensifying competition among cloud providers to lock in generative AI workloads.

AI Business·13h ago

Research Hardware & Infra

Optimal Routing for Federated Learning over Dynamic Satellite Networks: Tractable or Not?

Researchers analyze the computational tractability of routing optimization for federated learning over dynamic satellite networks, where multiple satellites relay model updates through inter-satellite links to ground or orbital servers. The work addresses a practical constraint in distributed ML for space systems where communication topology constantly shifts.

arXiv cs.LG·16h ago

Hardware & Infra Products & Apps

Amazon pours $33B into Anthropic, which promises to spend $100B right back on AWS

Amazon is committing up to $33 billion to Anthropic, which in turn pledges to spend over $100 billion on AWS infrastructure within a decade. The arrangement addresses Anthropic's compute bottleneck while exemplifying the circular capital flows now defining AI infrastructure investment.

The Decoder·18h ago

Business & Funding Hardware & Infra

Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return

Amazon invested another $5 billion in Anthropic, with the AI company committing to spend $100 billion on AWS infrastructure over time. The deal deepens Amazon's position as a major backer of frontier AI while securing long-term cloud revenue.

TechCrunch — AI·1d ago

Hardware & Infra

A Humanoid Robot Set a Half-Marathon Record in China

Honor's autonomous humanoid robot completed a half marathon in 50:26, outpacing the human record by over 7 minutes. The feat demonstrates real-world robotics capability in sustained physical performance, marking a milestone in autonomous system endurance.

WIRED — AI·1d ago

Hardware & Infra Business & Funding

Siemens Trials Nvidia-Powered Humanoid

Siemens ran a trial of Nvidia-powered humanoid robots at a German factory, testing whether robotics and AI can drive autonomous manufacturing workflows. The experiment signals industrial automation's shift toward embodied AI systems rather than software-only solutions.

AI Business·1d ago

Business & Funding Hardware & Infra

CEO and CFO suddenly depart AI nuclear power upstart Fermi

Fermi, the nuclear power startup co-founded by former Energy Secretary Rick Perry and positioned to power AI datacenters, lost its CEO and CFO amid operational challenges at its Texas campus. The dual departure signals trouble for a company betting on nuclear as the infrastructure backbone for AI scaling.

TechCrunch — AI·1d ago

Hardware & Infra Business & Funding

Google plans nearly two million new AI chips as it turns to Marvell for custom designs

Google is partnering with Marvell Technology to design two custom AI chips for its data centers, planning to deploy nearly two million units. The move signals Google's shift toward vertical integration of silicon to reduce reliance on third-party vendors and control costs at scale.

The Decoder·1d ago

Research Hardware & Infra

Towards Real-Time ECG and EMG Modeling on $μ$ NPUs

PhysioLite enables real-time ECG and EMG analysis on microcontroller-scale neural processing units by replacing Transformer attention with learnable wavelet filters and hardware-aware layer design, solving a gap where physiological signal processing was previously infeasible on edge devices.

arXiv cs.LG·1d ago

Hardware & Infra Business & Funding

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

TSMC's latest earnings reveal skepticism within leadership about AI-driven demand, despite plans for new N3 fabrication capacity and Nvidia's ongoing ramp. The gap between public AI enthusiasm and internal caution signals potential overcapacity risk in chip supply.

Stratechery·1d ago

Hardware & Infra Research

M100: An Orchestrated Dataflow Architecture Powering General AI Computing

Li Auto unveiled M100, a custom AI chip architecture designed to handle autonomous driving inference, LLM serving, and in-car AI interactions with better efficiency and cost than general-purpose GPUs. The dataflow-based design uses compiler-architecture co-optimization to balance performance across diverse automotive AI workloads.

arXiv cs.LG·1d ago

Research Hardware & Infra

Enabling AI ASICs for Zero Knowledge Proof

Researchers introduced MORPH, a framework that reformulates zero-knowledge proof computations to run efficiently on AI ASICs like TPUs by converting high-precision modular arithmetic into dense matrix operations. The work bridges cryptographic workloads and commodity ML hardware, potentially unlocking cheaper ZKP proving for blockchain and privacy applications.

arXiv cs.CL·1d ago

Research Hardware & Infra

DuQuant++: Fine-grained Rotation Enhances Microscaling FP4 Quantization

Researchers propose DuQuant++, a fine-grained rotation technique that improves MXFP4 quantization for LLM inference by targeting activation outliers that degrade precision in Nvidia Blackwell's microscaling format. The method outperforms data-agnostic rotation approaches by adapting to where outliers concentrate within tensor blocks.

arXiv cs.CL·2d ago

Hardware & Infra

The RAM shortage could last years

DRAM suppliers will only meet 60% of global demand by end-2027, with SK Group warning shortages could persist until 2030. Samsung, SK Hynix, and Micron are ramping production but face a multi-year capacity crunch affecting AI infrastructure buildout.

The Verge — AI·3d ago

Business & Funding Hardware & Infra

AI chip startup Cerebras files for IPO

Cerebras, an AI chip maker, is going public following major partnerships with Amazon Web Services and OpenAI (valued at $10B+). The IPO marks a significant milestone for the specialized hardware sector supporting large-scale AI infrastructure.

TechCrunch — AI·3d ago

Hardware & Infra Business & Funding

Meta Paid Broadcom $2.3 Billion in 2025

Meta disclosed it paid Broadcom $2.3 billion in 2025 for custom AI chip design assistance, marking a rare public window into how major tech firms fund semiconductor development for AI infrastructure.

The Information — AI·4d ago

Business & Funding Hardware & Infra

Cerebras Prepares Public Listing, Eyes $35 Billion-Plus Valuation

Cerebras, an AI chip designer, is filing for IPO with plans to raise over $3 billion at a $35 billion valuation—a 60% jump from its $22 billion private round in February. The move signals investor confidence in specialized AI infrastructure amid intense competition for compute capacity.

The Information — AI·5d ago

Business & Funding Hardware & Infra

OpenAI to Spend More Than $20 Billion on Cerebras Chips, Receive Equity Stake

OpenAI committed over $20 billion to purchase Cerebras AI chips over three years, gaining minority equity warrants and providing $1 billion for datacenter development. The deal signals OpenAI's effort to reduce Nvidia dependence and cut future compute costs.

The Information — AI·5d ago

Business & Funding Hardware & Infra

TSMC’s Strong Results is One More Bullish AI Sign

TSMC reported Q1 revenue growth of 40.6% and raised full-year guidance above 30%, driven by robust AI chip demand from customers like Nvidia and cloud providers. CEO C.C. Wei signaled continued strength in AI-related orders, suggesting upcoming earnings from major tech firms will reflect similar momentum.

The Information — AI·5d ago

Business & Funding Hardware & Infra

Nvidia Partners with Chip Software Maker to Close Sim-to-Real Gap

Nvidia expanded its partnership with Cadence Design Systems to improve sim-to-real transfer for robot training and expand AI tools for engineers. The deal targets more accurate synthetic training data and broader AI infrastructure for hardware design workflows.

AI Business·5d ago

Products & Apps Hardware & Infra

This Beanie Is Designed to Read Your Thoughts

Sabi, a California startup, is developing a wearable beanie that translates neural signals directly into text, positioning brain-computer interfaces as a near-term consumer application rather than distant sci-fi.

WIRED — AI·5d ago

Hardware & Infra Business & Funding

Meta, Broadcom Agree to Mega-Deal to Co-Develop AI Chips

Meta and Broadcom announced a partnership to jointly develop AI chips, part of a broader industry trend toward reducing dependence on Nvidia's dominance in AI compute infrastructure.

AI Business·6d ago

Business & Funding Hardware & Infra

Oracle Expands AI Infrastructure Drive with Bloom Deal

Oracle has struck a deal involving Bloom to bolster its AI compute infrastructure, as major vendors grapple with surging power consumption demands and explore on-premises energy solutions.

AI Business·Apr 14