AI Chips & Hardware

intel shares plunge nearly 30 in worst day since the 1970s after soft For the eighth quarter running, Intel beat its own targets. A day later, the stock had lost close to 30% of its value.

Intel shares plunge nearly 30% in worst day since the 1970s after soft Q4 outlook overshadows AI chip demand

maia 300 microsofts third gen ai chip aims to cut its dependence on nvidia from 2027 It was only in January that Microsoft introduced Maia 200. Before the year is out, the company has already revealed the next generation and attached a deadline to it: from 2027, the Maia 300 is slated to take on most of Microsoft's AI work, leaving a smaller share for Nvidia's GPUs.

Maia 300: Microsoft’s Third-Gen AI Chip Aims to Cut Its Dependence on Nvidia From 2027

microsofts windows and surface showcase start time livestream and what we expect to see Microsoft hasn't given much away. Its only hint so far is that "something new is coming from Windows," and that line won't mean much until someone actually takes the stage.

Microsoft’s Windows and Surface Showcase: Start Time, Livestream and What We Expect to See

akamai lands record 11 6b seven year cloud contract with anthropic sweetened with a stock warrant In May, Bloomberg put Anthropic's agreement with Akamai at $1.8 billion. The actual figure turns out to be more than six times higher: on Thursday, Akamai announced that Anthropic will spend $11.6 billion on its cloud infrastructure over the course of seven years.

Akamai lands record $11.6B, seven-year cloud contract with Anthropic, sweetened with a stock warrant

Microsoft Is Letting the ‘Copilot Plus PC’ Label Fade Away Without Fanfare

one report just put a number on ais e waste pile 23 million shipping containers by 2050 Picture 23 million shipping containers packed with dead electronics. That, according to a new report, is the scale of the junk heap the AI buildout will leave behind by 2050 — line up that many 40-foot containers end to end and they would circle the planet roughly six times.

One report just put a number on AI’s e-waste pile: 23 million shipping containers by 2050

nvidia clears the bar again and points to a 108 billion quarter ahead Across the entire history of the S&P 500, just nine companies have ever posted a quarter with revenue of $100 billion or more. Nvidia has now told investors it plans to sail past that mark next quarter, and not narrowly.

Nvidia clears the bar again — and points to a $108 billion quarter ahead

jalapeno benchmarks openais inference chip outruns blackwell on paper ships at scale in 2027 Jalapeño finally has numbers attached to it, and OpenAI's first set looks strong. Measured on SemiAnalysis' InferenceX benchmark, the chip delivered both more tokens per user and more throughput per kilowatt than the best inference processors currently on the market.

Jalapeño Benchmarks: OpenAI’s Inference Chip Outruns Blackwell on Paper, Ships at Scale in 2027

nvidia guarantees up to 25 of gpu residual value to unlock a 500 billion ai financing push Nvidia has signalled to the market that it is willing to absorb part of the loss if its own GPUs end up worth less than promised. This isn't marketing language. It is a contractual guarantee, capped at 25 percent of any given transaction and assessed on a project-by-project basis.

Nvidia guarantees up to 25% of GPU residual value to unlock a $500 billion AI financing push

sk hynix pours 38 billion into two new dram and nand plants but chips wont ship until 2029 The very first cleanroom SK Hynix is funding today isn't scheduled to turn out a single chip before June 2029 at the earliest. Hold onto that date before treating any of this as a reprieve from the memory prices currently gutting PC builds.

SK Hynix Pours $38 Billion Into Two New DRAM and NAND Plants — But Chips Won’t Ship Until 2029