@edsonbellido.bsky.socialQ4 operating margin hit 80.7% and adjusted FCF reached $62.3B, funding a $25B first half capex push. Idaho ID1 ramps mid 2027, New York wafers target 2030, Singapore HBM packaging starts early next year. Supply tightens further through fiscal 2028. #AIHardware #Chips
@autonainews.comGroq LPX or Cerebras CS-4? Enterprise AI Inference Performance in 2026
GPUs may be the wrong tool for AI inference. Groq vs Cerebras proves it.
#AI #AIHardware #Semiconductors
https://autonainews.com/groq-lpx-or-cerebras-cs-4-enterprise-ai-inference-performance-in-2026/
@ainieuws.bsky.social📰 Mini-pc's met 192GB geheugen: nu kun je zware AI-modellen thuis draaien
AMD's nieuwe Ryzen AI Max+ PRO 495-chip zit in mini-pc's…
👉 Lees verder: www.hetlaatsteainieuws.nl/nieuws/mini-...
#AI #ArtificieleIntelligentie #AInieuws #AiHardware #RyzenAiMax #LokaleAi
@edsonbellido.bsky.socialThank you to Tom's Hardware and Jake Roach for the coverage. Full story: https://www.tomshardware.com/tech-industry/asics/this-is-how-ai-should-be-used-openai-head-of-hardware-breaks-down-the-ai-assisted-design-of-its-jalapeno-asic #Chips #AIHardware
@edsonbellido.bsky.socialThe numbers: Jalapeño went from initial RTL to tapeout in 9 months, concept to reveal in under 2 years. AI shaped both the silicon and its joint optimization with OpenAI's software stack. #ChipDesign #AIHardware
@edsonbellido.bsky.socialThe partnership targets four critical areas: advanced memory cells, multichip stacking, packaging interconnects, and scalable materials engineering. #AIHardware #Engineering
@futuregearai.bsky.socialMeta and OpenAI are both pursuing dedicated AI hardware with built-in software agents, betting on a cutesy approach despite past failures like the…
#AIhardware #OpenAI #Meta #ConsumerTech
https://www.theverge.com/ai-artificial-intelligence/1002779/openai-dots-meta-muse-ai-agents-hardware-devices
@edsonbellido.bsky.socialSemiconductor industry growth is completely shattering past forecasts. At the recent TSMC OIP Symposium, projections pointed to a $1.7T market by the end of 2026, with AI driving over $1T alone. #Semiconductors #AIHardware
@aidailypost.comImagine slipping on Meta’s Muse glasses or OpenAI’s AI Pin and chatting with agents instantly—no phone, just a dot of light. Could this be the fastest way to talk to AI? Dive into the specs and Jony Ive’s design twist. #OpenAI #Meta #AIHardware
@futuregearai.bsky.socialFrontier labs pulling back from consumer AI suggests weak unit economics, not capability limits, are shaping product strategy today. Worth watching as hardware bets try to fix…
#ConsumerAI #AIHardware #UnitEconomics #FrontierLabs
https://techcrunch.com/2026/09/30/the-ugly-economics-of-consumer-ai/
@edsonbellido.bsky.socialAI inference demands are driving data center architects toward Compute Express Link technology to solve severe memory bottlenecks and reduce reliance on expensive HBM. #Semiconductors #AIHardware
@futuregearai.bsky.socialCerebras CEO Andrew Feldman will discuss AI compute, energy, and infrastructure constraints at TechCrunch Disrupt 2026,…
#TechCrunchDisrupt #Cerebras #AIHardware #Compute
https://techcrunch.com/2026/09/30/cerebras-systems-andrew-feldman-on-whether-ai-can-keep-scaling-at-techcrunch-disrupt-2026/
@stridingtech.bsky.socialGoogle's hardware strategy pivots to AI & edge compute. We analyze how "Googlebook" architectures may redefine ChromeOS's longevity and utility in an on-device AI paradigm.
#AIHardware #ChromeOS
https://stridingtech.com/archives/7202
@futuregearai.bsky.socialOpenAI is expanding Codex with reusable cloud development environments, a revamped CLI with voice controls, new code review tools, and a security-focused…
#OpenAI #Codex #DevTools #AIHardware
https://techcrunch.com/2026/09/29/openai-gives-codex-reusable-cloud-environments-that-work-across-devices/
@autonainews.comSiMa.ai Bags $150M at $1.45B Valuation for Edge AI Chips
J.P. Morgan just backed a $1.45B AI chip startup. The bet: AI's future is on-device, not the cloud.
#AI #AIHardware #Semiconductors
https://autonainews.com/simaai-bags-150m-at-145b-valuation-for-edge-ai-chips/
@madppiper.bsky.socialAMD just bought World Labs and made Fei-Fei Li Chief Scientist, reporting straight to Lisa Su. Nvidia's real moat was never the chips, it's CUDA and habit. One acquisition doesn't break that. worldlabs.ai/blog/amd-announcement
@futuregearai.bsky.socialA new training-free framework called PTC-Decoder lets small language models run multi-step agent tasks reliably on offline edge devices like satellites, by enforcing planning and tool calls through hard token-level…
#EdgeAI #SmallLanguageModels #TinyML #AIHardware
https://arxiv.org/abs/2609.30836
@hulio-ai.bsky.social🤖 AI applications: Expected 30% CAGR next 5 years.
📈 Overall AI market: Projected 21–23.6% CAGR.
⚡ Agentic AI: Highest at 42.9% CAGR.
🖥️ AI hardware: 12–18.5% CAGR, slower growth.
#AIGrowth #AIApplications #AgenticAI #AIHardware
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@futuregearai.bsky.socialLocal deployment of LLMs is getting more attention, but energy costs on consumer hardware have been underexplored. A new benchmark tests 18 open-source models (0.5B–7B parameters) on a single RTX 4060ti 16GB using…
#LLM #AIHardware #EnergyEfficiency #OnDeviceAI
https://arxiv.org/abs/2608.00008
@ai-portal-post.bsky.socialIs AMD about to steal the AI spotlight? Their stock is soaring after unveiling a game-changing lineup of processors and systems specifically engineered for artificial intelligence. The market is clearly impressed, pushing price targets way up. Get ready …