AI Boom Far From Over: Jefferies Bets Bigger On Chip Stocks
Christopher Wood says AI infrastructure spending remains intact, but warns the rally could unravel if returns on massive investments fail to materialise.
#AI Hardware
2683 articles tagged with AI Hardware
S. Korean Vice FM attends Pax Silica Summit, discusses AI and chip supply chains
Seoul, June 27 (IANS) Vice Foreign Minister Kim Jina attended the Pax Silica Summit in Washington this week where partner nations discussed cooperation in artificial intelligence a...
Risk perception in global markets rise amid high chip demand driving up costs
Risk aversion increased in global markets amid concerns that rising costs in technology and artificial intelligence (AI) sectors could weaken end-user demand, despite
Ask HN: MacBook vs. Dedicated GPU for LLMhttps://news.ycombinator.com/item?id=48694802#HackerNews #Tech #LLM
Ask HN: MacBook vs. Dedicated GPU for LLMhttps://news.ycombinator.com/item?id=48694802#HackerNews #Tech #LLM
NYT Spotlights Korea's "Hottest High School" Feeding Chip Talent
The New York Times spotlights Chungbuk Semiconductor High School as a cradle of chip talent, as Samsung and SK hynix boom drives soaring demand and admission inquiries triple.
Jefferies says cheaper AI models to boost infrastructure demand; Favours memory chip makers
New Delhi [India], June 26 (ANI): The emergence of low-cost artificial intelligence (AI) models is unlikely to slow AI investments. Instead, it could increase demand for computing ...
Chinese AI, chip firms are driving an onshore IPO rebound
China’s onshore technology IPOs are on track for their strongest year since 2023 as Beijing seeks to bolster listings of chip and artificial intelligence companies in a push for te...
XMax Announces Up to Approximately US$25 million in AI API-Related Service Contracts and Expansion into GPU-as-a-Service
LOS ANGELES, June 26, 2026 (GLOBE NEWSWIRE) -- XMax Inc. (Nasdaq: XMAX) ('XMax' or the 'Company') today announced a significant commercial milestone in its artificial intelligence ...
AI News: Texas Grid Strain, Open Weights Gap & OpenAI Jalapeño Chip | Jun 26
Texas grid alerts over 500MW AI clusters are wild. The open versus closed model gap refuses to close. Plus OpenAI's Jalapeño ...
OpenAI Cerebras Bet Spawns Jalapeño Chip as GPT-5.6 Faces Government Gate
OpenAI Cerebras inference strategy produced a homegrown chip and a government-gated frontier model in five months. Codex-Spark on wafer-scale silicon delivered 1,000 tokens per sec...
OpenAIがBroadcomと共同開発した独自推論チップ「Jalapeño」を発表しました。GoogleのTPU、AppleのSiliconと合わせ、NVIDIA一極集中からの脱却が加速しています。各社が「自社のワークロードに最適化」を追...
OpenAIがBroadcomと共同開発した独自推論チップ「Jalapeño」を発表しました。GoogleのTPU、AppleのSiliconと合わせ、NVIDIA一極集中からの脱却が加速しています。各社が「自社のワークロードに最適化」を追求し始めた点が重要です。推論特化チップが増えればAI運用コストは下がり、ユーザー体験の向上につながります。単一ベンダー依...
Healthcare AI Leaders Are Rapidly Trying To Outmaneuver Skyrocketing Memory And GPU Costs
Compute power has become one of the most crucial components of the healthcare delivery cycle.
AI News: Deepfakes in Midterms, $200M Art Win & Chip Race | Jun 26
Deepfakes are messing with US elections in a big way and artists just banked a massive settlement. OpenAI is making moves in ...
nvoc: linux overclocking gains multi GPU support, scripting, and is improved for ai use
The latest version has focused on overclocking for running local LLMs (AI). Primarily better memory...
AI News Jun 26 | EP27 | US Limits GPT 5.6 & OpenAI's Custom Chip & Google Kills Search Box #Shorts
Shorts CHAPTERS 0:00 Intro 0:32 OpenAI Reveals Jalapeño Chip 0:48 Support the Show 1:08 Google Kills the Search Box ...
Amazon Raises AI Cloud Prices Again as Memory Chip Shortages Tighten Grip on Global Infrastructure
Amazon has increased prices for several of its artificial intelligence cloud services, underscoring how persistent shortages of advanced memory chips are beginning to reshape the e...
Qualcomm (QCOM) Developing AI Chip for Use in Smartphones
Qualcomm (QCOM) says it plans to develop an artificial intelligence (AI) microchip for use in smartphones. TipRanks' Prime Week Sale - 70% Off U...
Modern GPU Programming for MLSyshttps://mlc.ai/modern-gpu-programming-for-mlsys/#HackerNews #GPUProgramming #MLSys #Mach...
Modern GPU Programming for MLSyshttps://mlc.ai/modern-gpu-programming-for-mlsys/#HackerNews #GPUProgramming #MLSys #MachineLearning #TechInnovation #MLC
Broadcom, Micron, AMD, and Other AI Chip Stocks Slumped on Friday. You Can Thank OpenAI and SpaceX
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconduc...
#aiengineering #llm #selfhosted #BestPractice https://pub.towardsai.net/when-local-gpu-inference-beats-the-cloud-0937eb4...
#aiengineering #llm #selfhosted #BestPractice https://pub.towardsai.net/when-local-gpu-inference-beats-the-cloud-0937eb43279d
RT @jun_song: Wir präsentieren SuperGemma4-12b-abliterated 🚀 Das beste Modell für kleinere Hardware 🔥 abliterated (ungef...
RT @jun_song: Wir präsentieren SuperGemma4-12b-abliterated 🚀 Das beste Modell für kleinere Hardware 🔥 abliterated (ungefiltert) nachtrainiert mit Super-Tune verbesserte allgemeine ...
The macro error is treating AI as infinite software. It’s a physical hardware drain. If data centers cause chip costs to...
The macro error is treating AI as infinite software. It’s a physical hardware drain. If data centers cause chip costs to explode, forcing Apple to hike prices and choking consumer ...
Sakana’s Fugu Core Killer & OpenAI’s Secret Custom Chip Launched! | AI News This Week (Jun 26, 2026)
The architectural race for raw parameter scaling is officially dying. This past week (June 18–26, 2026), the AI landscape shifted ...
OpenAI’s Jalapeño chip is Big Tech’s spiciest move away from Nvidia
Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending. OpenAI just shared its plans to spice things up with Jalapeño, its custom infe...