💾 AI Hardware - zhsh.cao · Scour

Navitas (NVTS): The Power Bottleneck Bet Inside The AI Infrastructure Buildout 🏗️Infrastructure

seekingalpha.com

·1d

Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply (... 🤖AI

techmeme.com·7h

In another wild turn for AI chips, Meta signs deal for millions of Amazon AI CPUs 🤖AI

techcrunch.com·6d

Podcast: China and AI supply chains 🤖AI

highcapacity.org·2d

Introducing DigitalOcean AI-Native Cloud for Production AI Workloads 🤖AI

news.radio-t.com·21h

Nvidia, Atlassian Invest in AI Legal Tech Startup Legora 🤖AI

news.bloomberglaw.com

·2h

Meta's multi-billion-dollar Graviton deal highlights intensifying CPU shortages in AI infrastructure — the industry signals a shift to Agentic inference workloads, pushing demand 🏗️Infrastructure

tomshardware.com

·1d·Hacker News

SUSE, Nvidia Launch AI Infra for Enterprise AI Deployment and Sovereignty ☸️K8S

eetimes.com·10h

Ayar Labs: AI Scale-up Beyond the Rack 🤖AI

ayarlabs.com·5d

The third leg of AI’s infrastructure race isn’t silicon or power. It’s capital 🏗️Infrastructure

siliconangle.com·2d

Andy Jassy weighs in on the rapid growth of Amazon’s chips business 🤖AI

aboutamazon.com·19h

Swedish Legal Tech Startup Legora Lands Another $50M In Nvidia-Led Series D Extension 🏗️Infrastructure

news.crunchbase.com·1h

Google TPU Chips Reach Its 8th Generation With Separate Chips For Training And Inference 🧠LLMs

gizchina.com·6d

Evaluating CUDA Tile for AI Workloads on Hopper and Blackwell GPUs 🤖AI

arxiv.org·2d·Hacker News

Nvidia VP Says AI Costs ‘Far’ More Than Human Employees 🤖AI

entrepreneur.com·23h

Nvidia tumbles after hyperscaler earnings, with GPUs no longer the missing ingredient in the AI boom 🏗️Infrastructure

sherwood.news·2h

Swiss semiconductor startup Mosaic SoC raises €3.2 million to bring spatial intelligence to low-power devices 🏗️Infrastructure

eu-startups.com·11h

umbecanessa/neural-ledger-system: An inference architecture that makes LLMs stateful. Patent pending (US 64/050,345). 🧠LLMs

github.com·1d·Hacker News

NEO Semiconductor's revolutionary 3D X-DRAM for AI processors has passed proof-of-concept validation — company secures funding to develop next-gen memory HBM alternative 🏗️Infrastructure

tomshardware.com

·6d·Hacker News

Nvidia Boosts Mobile RTX 5070 to 12GB VRAM — But the Price Hike Is Brutal 🏗️Infrastructure

technology.org·8h

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