Hardware & Semiconductors
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Micron Revenue Triples to Record 23.9 Billion Dollars as AI Memory Supercycle Accelerates
Micron Technology posted record fiscal Q2 revenue of 23.9 billion dollars, nearly tripling year over year on surging AI memory demand, while guiding fiscal Q3 to 33.5 billion dollars -- a single quarter that would exceed its entire annual revenue through fiscal 2024.
Tenstorrent Launches TT-QuietBox 2, the First RISC-V AI Workstation to Run 120-Billion-Parameter Models on a Desktop
Jim Keller's Tenstorrent unveils a $9,999 liquid-cooled workstation with four Blackhole ASICs, 480 Tensix cores, and a fully open-source software stack, shipping globally in Q2 2026.
Billion-Dollar Acquisitions and Hot-Water Breakthroughs Signal a Turning Point for Data Center Cooling
Ecolab's $4.75 billion acquisition of CoolIT, Trane Technologies' purchase of LiquidStack, and NVIDIA's chiller-free Vera Rubin design mark a consolidation wave in data center cooling as AI power densities push the industry beyond the limits of air.
Chiplets Enter the Production Era as UCIe 3.0, Massive Packaging Expansions, and Multi-Die AI Accelerators Converge
UCIe 3.0 wins its first interoperability demonstrations, TSMC targets 130,000 CoWoS wafers per month by year-end, and Rebellions ships the first quad-chiplet AI accelerator with UCIe interconnects — three signals that the chiplet era is moving from specification to silicon.
Neuromorphic Computing Crosses the Production Threshold as Sandia Solves Physics on Brain-Inspired Hardware
Sandia demonstrates that spiking neural networks can solve physics simulations on Intel Loihi 2, Intel ships the 4nm Loihi 3 with eight million neurons, and UT San Antonio opens the first public neuromorphic computing hub in the United States.
University of Sydney Builds Nanophotonic AI Chip That Performs Inference at the Speed of Light
A prototype chip encodes neural network weights directly into nanoscale photonic structures, classifying biomedical images with up to 99 percent accuracy on a picosecond timescale while generating virtually no resistive heat.
HBM4 Enters Mass Production as All Three Memory Giants Race to Supply NVIDIA's Vera Rubin
Samsung, SK Hynix, and Micron have all confirmed high-volume HBM4 production for NVIDIA's Vera Rubin platform at GTC 2026, with 12-layer stacks delivering 2.8 TB/s bandwidth and 16-layer samples already shipping to customers.
NVIDIA IGX Thor Reaches General Availability as Industrial Edge AI Moves from Pilot to Production
NVIDIA launched IGX Thor at GTC 2026, bringing safety-certified edge AI to factories, hospitals, and rail networks as AT&T, Cisco, and a dozen hardware partners build commercial deployments.
AI's Insatiable Memory Appetite Forces NVIDIA and AMD to Retreat From 16 GB Gaming GPUs as PC Hardware Makers Warn of the Most Challenging Year Ever
Both GPU makers are shifting mainstream production to 8 GB models as DRAM prices surge 180 percent, MSI calls 2026 its hardest year since founding, and IDC warns the sub-$500 PC market may vanish by 2028.
AT&T Pledges $250 Billion Over Five Years to Rebuild U.S. Network Infrastructure for the AI Era
AT&T commits $250 billion through 2030 to expand fiber, 5G, and satellite networks, but analysts question how much is new spending versus relabeled costs.
TSMC and Intel Reach Preliminary Deal on Foundry Joint Venture as Chip Giants Navigate New Alliance
TSMC and Intel have entered preliminary discussions to form a joint venture that would see TSMC operate Intel's U.S. manufacturing facilities, with the Taiwanese chipmaker holding up to 20 percent and pitching Nvidia, AMD, and Broadcom as co-investors.
Xanadu Clears Final Shareholder Vote to Become the First Publicly Traded Photonic Quantum Computing Company
Crane Harbor shareholders approve SPAC merger with Xanadu Quantum Technologies, clearing the way for a $3.6 billion Nasdaq and TSX listing under ticker XNDU on March 27.