#hardware-partnerships

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Tech industry
fromTNW | Meta
2 hours ago

Meta and Broadcom extend their AI chip deal to 2029

Meta expands partnership with Broadcom to develop custom AI processors, committing over one gigawatt of computing capacity for a multi-gigawatt rollout.
#ai
European startups
fromComputerWeekly.com
5 days ago

Treon lands 6.8m to accelerate industrial AI innovation | Computer Weekly

Treon secured €6.8m in funding to enhance AI-driven services for factories and logistics, addressing maintenance challenges in industrial environments.
Tech industry
from24/7 Wall St.
18 hours ago

Why Google's TPU Talks Just Made Marvell Technology a Must-Buy AI Stock

The custom ASIC market for AI data centers is projected to reach $118 billion by 2033, with Marvell Technology emerging as a key player.
DevOps
fromTheregister
6 days ago

Rebrand automation as 'zero-token architecture' to master AI

IT professionals can enhance productivity by rebranding existing automations as 'zero-token architecture' to manage AI costs effectively.
Artificial intelligence
fromTechzine Global
5 days ago

Anthropic considers developing own chip to reduce third party reliance

Anthropic is exploring the design of proprietary chips to address growing demand and infrastructure strain, but no final decisions have been made yet.
Tech industry
from24/7 Wall St.
11 hours ago

"Every Chip Is Getting Used Instantly" - Here's Why Google's AI Dominance May Be Unstoppable

Google's dominance in AI chip ownership positions it as the future leader in technology.
European startups
fromComputerWeekly.com
5 days ago

Treon lands 6.8m to accelerate industrial AI innovation | Computer Weekly

Treon secured €6.8m in funding to enhance AI-driven services for factories and logistics, addressing maintenance challenges in industrial environments.
Tech industry
from24/7 Wall St.
18 hours ago

Why Google's TPU Talks Just Made Marvell Technology a Must-Buy AI Stock

The custom ASIC market for AI data centers is projected to reach $118 billion by 2033, with Marvell Technology emerging as a key player.
#semiconductors
Silicon Valley
fromTechCrunch
1 week ago

Intel signs on to Elon Musk's Terafab chips project | TechCrunch

Intel will collaborate with SpaceX and Tesla to build a semiconductor factory in Texas, enhancing AI and robotics capabilities.
World politics
fromSilicon Canals
3 weeks ago

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
Silicon Valley
fromTechCrunch
1 week ago

Intel signs on to Elon Musk's Terafab chips project | TechCrunch

Intel will collaborate with SpaceX and Tesla to build a semiconductor factory in Texas, enhancing AI and robotics capabilities.
World politics
fromSilicon Canals
3 weeks ago

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
#intel
Business
from24/7 Wall St.
19 hours ago

Susquehanna Raises Intel's Price Target to $65: Is the Struggling Chipmaker Finally Turning the Corner?

Intel's stock has surged, prompting Susquehanna to raise its price target to $65, indicating confidence in the company's near-term performance.
Tech industry
from24/7 Wall St.
1 day ago

Intel Climbs 5%: Landmark Google Partnership and Geopolitical Tailwinds Fuel the Rally

Intel shares are up 5% due to a partnership with Google and strong year-to-date performance.
Tech industry
from24/7 Wall St.
1 day ago

Intel's Tesla Chip Deal Is a Genuine Game Changer

Intel's stock has surged over 65% year-to-date, driven by strong fundamentals and strategic partnerships in the AI sector.
Toronto startup
fromWIRED
6 days ago

5 Burning Questions About Elon Musk's Terafab Chip Partnership with Intel

Intel will collaborate with Elon Musk on the Terafab project, a significant chip development and fabrication operation.
Toronto startup
fromTechzine Global
1 week ago

Intel joins Musk's Terafab AI chip project

Intel collaborates with SpaceX and Tesla on Terafab, a chip project for AI and robotics, enhancing Musk's chip manufacturing ambitions.
Business
from24/7 Wall St.
19 hours ago

Susquehanna Raises Intel's Price Target to $65: Is the Struggling Chipmaker Finally Turning the Corner?

Intel's stock has surged, prompting Susquehanna to raise its price target to $65, indicating confidence in the company's near-term performance.
Tech industry
from24/7 Wall St.
1 day ago

Intel Climbs 5%: Landmark Google Partnership and Geopolitical Tailwinds Fuel the Rally

Intel shares are up 5% due to a partnership with Google and strong year-to-date performance.
Tech industry
from24/7 Wall St.
1 day ago

Intel's Tesla Chip Deal Is a Genuine Game Changer

Intel's stock has surged over 65% year-to-date, driven by strong fundamentals and strategic partnerships in the AI sector.
Toronto startup
fromWIRED
6 days ago

5 Burning Questions About Elon Musk's Terafab Chip Partnership with Intel

Intel will collaborate with Elon Musk on the Terafab project, a significant chip development and fabrication operation.
Toronto startup
fromTechzine Global
1 week ago

Intel joins Musk's Terafab AI chip project

Intel collaborates with SpaceX and Tesla on Terafab, a chip project for AI and robotics, enhancing Musk's chip manufacturing ambitions.
Toronto startup
from24/7 Wall St.
21 hours ago

Elon Musk's Tesla Exec: Shanghai Factory Is the Key to Unlocking Robot Mass Production

Tesla's Shanghai Gigafactory is crucial for scaling robot mass production, aiming for 1 million units annually by 2026.
#apple
Mobile UX
fromGSMArena.com
6 days ago

Apple to use foldable panels made by Samsung Display

Apple will exclusively source foldable screens from Samsung Display for its upcoming iPhone Fold.
Gadgets
fromgizmodo.com
2 weeks ago

The Best Gadgets of March 2026

Apple launched the $600 MacBook Neo, which received positive reviews despite some tradeoffs in features and specifications.
Apple
fromGSMArena.com
2 weeks ago

Apple expands its American Manufacturing Program with new partners

Apple expands its American Manufacturing Program by adding new partners to enhance domestic production of critical components and advanced technologies.
Tech industry
fromEngadget
2 weeks ago

The RAM crisis is Apple's best chance in decades to capture the PC market

Apple is well-positioned to leverage the current RAM shortage to enhance its market presence with products like the MacBook Neo.
Mobile UX
fromGSMArena.com
6 days ago

Apple to use foldable panels made by Samsung Display

Apple will exclusively source foldable screens from Samsung Display for its upcoming iPhone Fold.
Gadgets
fromgizmodo.com
2 weeks ago

The Best Gadgets of March 2026

Apple launched the $600 MacBook Neo, which received positive reviews despite some tradeoffs in features and specifications.
Apple
fromGSMArena.com
2 weeks ago

Apple expands its American Manufacturing Program with new partners

Apple expands its American Manufacturing Program by adding new partners to enhance domestic production of critical components and advanced technologies.
Tech industry
fromEngadget
2 weeks ago

The RAM crisis is Apple's best chance in decades to capture the PC market

Apple is well-positioned to leverage the current RAM shortage to enhance its market presence with products like the MacBook Neo.
Gadgets
fromThe Verge
6 days ago

The AI RAM shortage is also driving up SSD prices

Consumer SSD prices have surged dramatically, with some models increasing by over 300% since late 2025 due to high demand and limited supply.
#artificial-intelligence
fromComputerWeekly.com
1 day ago

Qualcomm expands strategic advanced driver assistance systems, immersive eyewear collaborations | Computer Weekly

Qualcomm is helping address one of the auto industry's most pressing needs - scaling intelligent vehicle technology to meet growing consumer demand for vehicles that are automated, connected and highly personalised.
European startups
#nvidia
Silicon Valley
from24/7 Wall St.
6 days ago

Nvidia Chips Are Getting Stolen

Nvidia faces significant chip smuggling issues, particularly involving Chinese companies, prompting actions from Bain Capital to address the situation.
Silicon Valley
from24/7 Wall St.
6 days ago

Nvidia Chips Are Getting Stolen

Nvidia faces significant chip smuggling issues, particularly involving Chinese companies, prompting actions from Bain Capital to address the situation.
#tsmc
Business
fromTechzine Global
2 days ago

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.
Business
fromTechzine Global
2 days ago

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.
fromArs Technica
6 days ago

Motorola suddenly raises budget phone prices up to 50%-you can probably thank AI

Motorola has enacted price increases of up to 50 percent on the rest of its 2026 Moto G lineup, indicating a shift in pricing strategy for budget smartphones.
Mobile UX
fromTheregister
2 weeks ago

Humanoid tests humanoid robot for automotive logistics

This proof of concept in the manufacturing industry allows us to demonstrate how humanoid robots can act as extensions of an organization's operations by providing business context awareness and integration with existing workflows.
London startup
Business
from24/7 Wall St.
4 days ago

This Semiconductor Stock Is All You Need To Be Buying

Taiwan Semiconductor is a crucial stock for portfolios, outperforming competitors and holding significant market share in chip manufacturing.
European startups
fromTechRepublic
4 days ago

Alibaba Launches AI Data Center Powered by 10,000 Homegrown Chips

Alibaba is creating its own semiconductors to power new data centers in response to US export restrictions on AI chips.
fromTechRepublic
4 days ago

Samsung Eyes Vietnam for $4B Semiconductor Packaging Project

The ministry is coordinating with other ministries and agencies to finalise and submit to the Prime Minister the Memorandum of Understanding between the Government of Vietnam and Samsung Group regarding the group's semiconductor manufacturing project in Vietnam.
European startups
#ai-chips
Tech industry
from24/7 Wall St.
4 days ago

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.
Tech industry
from24/7 Wall St.
4 days ago

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.
Business
from24/7 Wall St.
4 days ago

After Fabrinet's Massive Run, Is the Opportunity Already Gone?

Fabrinet's stock has risen significantly, and strong revenue growth suggests potential for continued investment.
#microsoft
Tech industry
fromEngadget
15 hours ago

Microsoft raises prices on Surface PCs due to skyrocketing RAM costs

Microsoft has significantly increased prices across its Surface product line due to rising component costs influenced by generative AI.
Tech industry
fromEngadget
15 hours ago

Microsoft raises prices on Surface PCs due to skyrocketing RAM costs

Microsoft has significantly increased prices across its Surface product line due to rising component costs influenced by generative AI.
Artificial intelligence
fromComputerWeekly.com
5 days ago

Physical AI device shipments to reach 145 million units by 2035 | Computer Weekly

Physical AI is rapidly evolving, enabling machines to autonomously interact with the real world, with significant growth predicted in device shipments.
Business
from24/7 Wall St.
6 days ago

Broadcom Cut to Neutral at Seaport: Has the AI Chip Party Finally Gone Too Far?

Broadcom's stock was downgraded to Neutral due to valuation concerns after a significant AI-driven rally.
#ai-infrastructure
Tech industry
from24/7 Wall St.
5 days ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
fromTNW | Artificial-Intelligence
5 days ago
Tech industry

Google Cloud deepens AI infrastructure partnership with Intel across Xeon and custom chips

Google Cloud and Intel are enhancing their AI infrastructure partnership, focusing on CPU deployment and custom chip co-development.
Tech industry
from24/7 Wall St.
5 days ago

Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia

The Broadcom-Google deal signifies a major shift in AI infrastructure competition, enhancing revenue visibility and growth potential for both companies.
Tech industry
from24/7 Wall St.
5 days ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
Tech industry
fromTheregister
5 days ago

AWS ponders selling its home-grown chips by the rack-load

Amazon's chip business could generate ~$50 billion annually if sold independently, highlighting significant demand and growth potential.
Startup companies
fromBusiness Insider
1 month ago

From price hikes to working with chip brokers, Framework's CEO tells us how he's navigating the memory shortage

Framework, a small PC startup, navigates memory chip shortages and rising costs by raising prices, maintaining transparency, and operating with financial self-sufficiency despite competing against tech giants for limited supply.
Tech industry
fromTheregister
5 days ago

Google taps Intel for another round of custom network chips

Google continues collaboration with Intel for SmartNICs, opting for established technology over developing its own solutions like AWS's Nitro NICs.
#elon-musk
Toronto startup
fromFuturism
3 weeks ago

There's a $10 Billion Problem With Elon Musk's New Chip Factory

Elon Musk's Terafab chip factory could be the largest and most expensive building, with costs potentially exceeding $45 billion.
Toronto startup
fromFast Company
3 weeks ago

How Elon Musk plans to build his own chip empire in Texas

Elon Musk plans to build a chip manufacturing factory in Austin, Texas, to meet the needs of his companies, including SpaceX and xAI.
Toronto startup
fromTechCrunch
3 weeks ago

Elon Musk unveils chip manufacturing plans for SpaceX and Tesla | TechCrunch

Elon Musk plans to build a chip manufacturing facility called 'Terafab' to meet the semiconductor needs of Tesla and SpaceX.
Toronto startup
fromFuturism
3 weeks ago

There's a $10 Billion Problem With Elon Musk's New Chip Factory

Elon Musk's Terafab chip factory could be the largest and most expensive building, with costs potentially exceeding $45 billion.
Toronto startup
fromFast Company
3 weeks ago

How Elon Musk plans to build his own chip empire in Texas

Elon Musk plans to build a chip manufacturing factory in Austin, Texas, to meet the needs of his companies, including SpaceX and xAI.
Toronto startup
fromTechCrunch
3 weeks ago

Elon Musk unveils chip manufacturing plans for SpaceX and Tesla | TechCrunch

Elon Musk plans to build a chip manufacturing facility called 'Terafab' to meet the semiconductor needs of Tesla and SpaceX.
Tech industry
fromTechCrunch
5 days ago

Google and Intel deepen AI infrastructure partnership | TechCrunch

Google Cloud and Intel expand partnership to enhance AI infrastructure and develop processors, focusing on Xeon processors and custom IPUs.
Business
from24/7 Wall St.
4 weeks ago

Intel's New CEO Has Completed His First Year. Here's Where Things Stand.

Intel's stock surge reflects partial progress under CEO Lip-Bu Tan, who implemented cost cuts and improved cash flow, but foundry losses and competitive pressures remain unresolved challenges.
Information security
fromTheregister
1 month ago

Memory scalpers hunt scarce DRAM with bot blitz

Web scraping bots are systematically targeting DRAM inventory across e-commerce sites, submitting millions of requests to identify stock for resale at inflated prices, with operators increasingly using AI tools to enhance their scraping effectiveness.
Tech industry
fromKotaku
6 days ago

Dell Says AI Demand For RAM Will Increase Dramatically In Future

The demand for RAM is predicted to increase significantly due to AI and datacenter needs, potentially worsening the ongoing RAM crisis.
Tech industry
from24/7 Wall St.
1 week ago

Intel Is On the Verge of Delivering Its First Billion-Dollar Foundry Wins

Advanced packaging is crucial for AI performance, efficiency, and cost control, positioning Intel for significant revenue growth in its foundry business.
fromdzone.com
2 months ago

Managing Changing Hardware/Peripherals in a Robust POS

Retail point-of-sale systems today offer a wide range of options for peripherals and hardware. Their technical specifications play a major role in selection, and big retailers often choose multiple vendors to reduce a single point of failure. This gives them an advantage to negotiate price or support as well. Technically, these peripherals also require updating with new models and may have new feature sets. This necessitates the redevelopment of point-of-sale applications, increasing development costs.
Information security
Tech industry
from24/7 Wall St.
2 weeks ago

This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition

Lam Research has outperformed competitors in AI semiconductor equipment with a 321% total return over three years, despite recent stock fluctuations.
fromTESLARATI
2 months ago

Samsung nears Tesla AI chip ramp with early approval at TX factory

Samsung Electronics has secured temporary certificates of occupancy (TCOs) for a portion of its semiconductor facility in Taylor. This should allow the facility to start operations ahead of full completion later this year. City officials confirmed that approximately 88,000 square feet of Samsung's Fab 1 building has received temporary approval, with additional areas expected to follow. The overall timeline for permitting the remaining sections has not yet been finalized.
Gadgets
Gadgets
fromEngadget
1 month ago

HP says RAM now accounts for more than a third of its PC costs

PC component costs have doubled due to AI infrastructure demand, with RAM now comprising 35% of system costs, prompting price increases across the industry.
fromTheregister
1 month ago

Broadcom says AI companies can't make their own silicon

Our custom accelerator business is progressing very well across five customers. Anthropic will soon implement one gigawatt of Broadcom-baked TPUs, and we expect the AI company plans a three-gigawatt deployment in 2027. Meta will install multiple gigawatts of Broadcom's XPU accelerators in 2027 and beyond. OpenAI will deploy over one gigawatt of compute capacity based on custom XPUs in 2027.
Artificial intelligence
fromArs Technica
2 months ago

DIY PC maker Framework has needed monthly price hikes to navigate the RAM shortage

AI-driven memory and storage price hikes have been the defining feature of the PC industry in 2026, and hobbyists have been hit the hardest-companies like Apple with lots of buying power have been able to limit the price increases for their PCs, phones, and other gadgets so far, but smaller outfits like Valve and Raspberry Pi haven't been so lucky.
Gadgets
Tech industry
from24/7 Wall St.
1 month ago

Coherent CEO says NVIDIA supply deal is 'multibillion dollar' and stretches to end of decade

NVIDIA's multibillion-dollar long-term supply agreement with Coherent through decade's end represents a structural shift embedding Coherent deeply in AI infrastructure, centered on silicon photonics and optical interconnects technology.
Artificial intelligence
fromTechzine Global
2 months ago

IFS gives industrial AI ecosystem leg up through partnerships

IFS is building an AI ecosystem through strategic partnerships to deliver measurable industrial and physical AI solutions integrated into customer operations.
Artificial intelligence
fromFuturism
1 month ago

Personal Electronics Spiking in Price as AI Industry Buys Up All the Components

AI data center expansion is inflating GPU, RAM, and storage prices, causing component shortages and higher costs across consumer electronics and gaming.
Tech industry
fromTheregister
1 month ago

Intel CFO swears big Foundry wins coming soon

Intel's Foundry division is close to securing multi-billion dollar annual revenue deals for advanced packaging technology, addressing the division's significant financial losses.
Tech industry
fromTechzine Global
1 month ago

Broadcom: AI companies currently dependent on external chipmakers

Major AI companies lack the capability to develop and mass-produce custom chips at scale, creating sustained demand for Broadcom's specialized AI accelerators.
Tech industry
fromwww.mercurynews.com
2 months ago

OpenAI seeks US-based suppliers for planned robotics, AI device push

OpenAI is expanding its US hardware supply chain and seeking manufacturing partners to support consumer devices, robotics, and massive US data-center expansions.
Tech industry
fromwww.bbc.com
2 months ago

Can India be a player in the computer chip industry?

India excels at chip design but lacks semiconductor manufacturing, prompting investment to build local fabs after Covid exposed fragile global chip supply chains.
Tech industry
fromFortune
2 months ago

Palmer Luckey says AI will make hardware so cheap you'll be able to buy a 'Ford F-150 for $1,000' | Fortune

AI-driven manufacturing will cut production and recycling costs drastically, enabling cars for about $1,000 and making vehicles effectively seasonal purchases.
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