@edsonbellido.bsky.social3/4 Americas equipment investment more than doubles from $18.1B in 2026 to $40.6B in 2029. With 13 fabs starting up or shipping first silicon in 2026 and 23 in 2027, what breaks first: tool lead times, construction labor, or utilization economics? #AIHardware
@leansupplai.bsky.socialThe shift to 800 VDC for dense AI hardware is creating a sourcing problem: the list of qualified suppliers is short. Lite-On Technology is stepping in. Its. https://www.digitimes.com/news/a20261014PD251/lite-on-data-liquid-cooling-efficiency-power-supply.html #SupplyChain #DataCenter #AIHardware
@puretech.newsApple Intelligence reportedly coming to China in December, but without Siri AI #Technology #AI #AIHardware #appleintelligence #siri #chinarelease #bloombergreport #aifeatures
@pakistan-newsland.bsky.socialHesai Launches a 3D Spatial Camera Designed to Give AI Robots Better Awareness of Their Surroundings #Hesai #Robotics #PhysicalAI #ComputerVision #AIHardware
@nile11.bsky.socialRazer Bets Future on AI Hardware With Grok-Powered Companion, Smart Headset
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https://nile1.com/razer-bets-future-on-ai-hardware-with-grok-powered-companion-smart-headset/
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#aiHardware #barracudaAi #cognitiveGaming #cvcCapitalPartners #gamingIndustry #google #grok
@autonainews.comCoreWeave Expands India Capacity 240MW for Liquid-Cooled AI
240MW of liquid-cooled AI muscle is headed to Mumbai. India's GPU race just got real.
#AI #AIHardware #Semiconductors
https://autonainews.com/coreweave-expands-india-capacity-240mw-for-liquid-cooled-ai/
@edsonbellido.bsky.social3/4 Why it holds: fabs need 3.5+ years from groundbreaking to production, so the shortage lasts through 2028. HBM4 revenue should more than triple QoQ. But memory costs pushed Samsung's DX device unit to an ₩800B loss in Q2. Who absorbs that? #AIHardware #SupplyChain
@thedailytechfeed.comOpenAI alleges Apple used stolen hardware secrets after a former employee rejoined in June 2026. #TradeSecrets #OpenAI #Apple #AIHardware #IPLaw #TechLaw #SecurityNews thedailytechfeed.com/openai-alleg...
@nile11.bsky.socialTechCrunch Disrupt 2026 Day 2 Spotlights AI Hardware, Robotics, and Surveillance Debate
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https://nile1.com/techcrunch-disrupt-2026-day-2-spotlights-ai-hardware-robotics-and-surveillance-debate/
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#aiHardware #benchmarkCapital #flockSafety #nvidia #robotics #startup
@edsonbellido.bsky.social3/4 The catch: stacking puts hot dies above heat sensitive DRAM, and one bad chiplet can sink the interposer, every HBM stack and the whole package. Vertically bonded dies rarely separate cleanly. Where do you draw the 2.5D vs 3D line? #AIHardware #Semiconductors
@puretech.newsApple researchers turn idle Macs into a virtual GPU cloud with ‘Minions’ #Technology #AI #AIHardware #apple #minions #gpucloud #aiworkloads #arxivpaper
@futuregearai.bsky.socialA new arXiv study measures inference energy across 86 open-weight LLMs on seven benchmarks and six hardware platforms, finding large efficiency gaps and median energy use 2.6–4.8× higher than equally capable…
#LLMEnergy #OpenWeight #AIHardware #GreenAI
https://arxiv.org/abs/2610.14389
@edsonbellido.bsky.social3/4 GF ties the capacity to growing demand for high performance computing and AI systems, with a foundation to expand as customer demand grows. Open question: does a U.S. interposer source change how CoWoS capacity gets planned? #SupplyChain #AIHardware
@hardwarebriefcom.bsky.socialMicrosoft Surface Laptop Ultra Sells Out Online
#SurfaceLaptopUltra #Microsoft #RTXSpark #AIHardware #TechNews
@securityonline.bsky.socialDiscover the new AMD Ryzen AI Halo platform featuring the Ryzen AI Max+ PRO 495 processor. It supports 192GB memory to run massive AI models locally.
#AMD #RyzenAIHalo #RyzenAIMaxPlus #AIHardware #MachineLearning
@hulio-ai.bsky.social🤖 Agentic models: Meta's Muse Wonder rivals top models in coding and reasoning.
🧠 Long memory: AI agents retain context for weeks.
🔌 AI hardware: NVIDIA/Microsoft push custom chips.
#AI2026 #AgenticAI #LongMemory #AIHardware
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@edsonbellido.bsky.social2/4 The numbers: September revenue of NT$511.86B slipped 0.6% versus August. Q3 revenue landed around NT$1.49 trillion. Customers like Nvidia and Apple keep driving advanced AI chip demand. #AIHardware #Chips
@stridingtech.bsky.socialGigabyte's W775-V10-L01 platform brings NVIDIA's GB300 to a desk-side form factor, forging a new frontier for high-density AI compute beyond the rack. A notable architecture shift.
#AIHardware #NVIDIA
https://stridingtech.com/archives/7364
@securityonline.bsky.socialDiscover how the new Nvidia and Cisco USFP optics revolutionize data centers. This innovative 400Gbps pluggable module boosts speed and energy efficiency.
@securityonline.bsky.socialDiscover the new Intel GPU D-series, featuring the D270 chip. This Crescent Island accelerator delivers robust AI inference for modern data centers.