Meet the startup helping Wall Street put a price on AI compute
As spending on data centers and GPUs surges, a startup is tackling the lack of a standard way to price AI compute or hedge against price changes.
#hardware
44 articles tagged with “hardware”.
TerraPower’s nuclear reactor has a secret weapon for powering AI data centers
TerraPower's nuclear power plant reportedly holds a strategic advantage over competitors as it pursues deals to power AI data centers.
Nvidia’s new financial strategy does not compute
Nvidia and firms including Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR are assembling $500 billion in financing to frame compute as a new asset class, a claim The Verge scrutinizes.
Relativity Networks raises $22 million to bring a faster kind of fiber to data centers
Relativity Networks secured $22 million to deploy hollow-core fiber, a rarely used technology it says transmits data 30% faster than conventional fiber, in data centers.
Securing the Infrastructure of Intelligence
NVIDIA frames AI factories as the defining infrastructure of the AI era, requiring advanced chips, packaging, memory, networking, plus land and power.
Hyperscalers might regret embracing natural gas if new forecast proves correct
A new forecast suggests natural gas prices could triple in some U.S. regions, potentially leaving hyperscalers with large bills to power their AI data centers.
Previewing Ultrafast mode: GPT-5.6 Sol at up to 14X the speed
OpenAI is previewing Ultrafast, an API service tier that runs GPT-5.6 Sol up to 14x faster, reaching up to 750 output tokens per second using Cerebras hardware.
NVIDIA AI Factory Compute Is Becoming an Investable Asset Class
NVIDIA announced partnerships with six major financial firms to create independent financing platforms aimed at mobilizing over $500 billion in third-party capital for AI infrastructure buildout.
Why Scaling AI Compute Performance Requires a New Power Architecture
NVIDIA outlines why scaling AI compute requires rethinking power delivery, noting that the challenge lies in how electricity moves from the grid to the GPU, not just total wattage.
Bose CEO Lila Snyder on the fight for high-quality audio
In a Decoder interview, Bose CEO Lila Snyder describes the company's transformation into a B2B technology licensor and reflects on AI wearables and a disrupted headphones market.
Discovered Materials is playing AI whack-a-mole to hunt cooler chips
Discovered Materials secured $9 million in funding to support its search for new materials intended to enable more efficient chips.
Firebird Launches CIS Region’s Largest AI Factory in Armenia
Firebird, an emerging AI cloud, has launched what it describes as the CIS region's largest AI factory in Armenia, using NVIDIA accelerated computing and Dell high-performance infrastructure.
Anthropic is hiring an AI chip design team
Anthropic, the maker of Claude, is building a team to design its own custom AI chips, aiming to co-design hardware and models for improved speed and efficiency.
AMD’s datacenter business is booming while gaming takes a backseat
AMD reported that AI-driven demand more than doubled its data center revenue to $5.8 billion, while gaming hardware sales slowed due to price hikes and component shortages.
As AI Increases Demands on Memory, Storage Steps Up
NVIDIA highlights how growing AI demands push datasets and context windows past system memory, requiring efficient, secure storage architectures rather than added capacity alone.
SpaceX won’t remove all of xAI’s unpermitted turbines for another year
SpaceX is constructing a new power plant to supply xAI's Colossus data centers, while unpermitted turbines will remain in place for many more months.
Friend re-launches its AI pendant with a speaker that talks to you, for twice the price
Friend has relaunched its AI pendant, adding a speaker so the device can talk aloud rather than only messaging back, now sold at double the previous price.
GPU Management: Why Idle GPUs Are the New Grounded Aircraft
A Hugging Face Blog post addresses GPU management, framing idle GPUs as a costly problem akin to grounded aircraft.
Data centers may face temporary power cuts to prevent blackouts on largest US grid
Grid operators may impose temporary power cuts on data centers to prevent blackouts on the largest US grid, as rapid data center construction strains power supply.
Samsung’s chip workers are jumping ship to rival SK Hynix
MIT Technology Review reports that engineers at Samsung's semiconductor division are increasingly applying to work for its South Korean rival SK Hynix.
Power up your AI infrastructure! A first look at the Smart Systems Stage agenda at TechCrunch Disrupt …
TechCrunch Disrupt 2026 has unveiled a first look at its Smart Systems Stage agenda, focused on energy, infrastructure, and technology, including AI's growing strain on the grid.
Ilya Sutskever’s Safe Superintelligence partners with Nvidia to scale its AI research
Safe Superintelligence, founded by Ilya Sutskever, announced a long-term partnership with Nvidia to scale its AI research as it enters a new phase after two years in stealth.
NVIDIA Harnesses Vera CPU to Speed Up Design of Next-Generation CPUs and GPUs
NVIDIA is working with Cadence and Synopsys to optimize electronic design automation applications for its Vera CPU, which it is deploying to accelerate chip design.
One fallen power line exposed a growing AI data center problem. Here’s how to fix it.
A close call from a fallen power line in Northern Virginia highlighted weaknesses in how data centers respond to grid disruptions, with a look at potential fixes.
At AI Summit, South Korea Outlines Its AI Future With NVIDIA and Partners
South Korea's president and top business and research leaders met with NVIDIA and ecosystem partners at an AI Summit in San Francisco to advance the country's AI development.
AMD takes on Nvidia with its Helios AI rack-scale system
AMD introduced Helios, a rack-scale AI system that the company says will begin shipping to customers later this year, in a challenge to rival Nvidia.
Here’s what Samsung’s smart glasses actually look like
Samsung has shown its upcoming AI smart glasses in person, unveiling two new designs and initial specs including 9-hour battery life, with a fall launch planned.
Built in Fort Worth: Wistron Opens Advanced Manufacturing Plant to Produce NVIDIA AI Systems
Wistron opened its first U.S. manufacturing plant in Fort Worth, Texas — a 324,000-square-foot greenfield facility producing superchips used in NVIDIA AI systems.
Data centers expected to use 4x more electricity by 2035
A projection indicates data centers could quadruple their electricity consumption by 2035, with new facilities built through 2033 potentially using as much power as India does today.
NVIDIA Vera Rubin Driving Performance Per Watt, Lowest Token Cost for Partners Worldwide
NVIDIA's Vera Rubin is moving into production, with NVL72 racks deployed at major cloud partners and backed by a supply chain spanning over 350 factory sites in 30 countries.
Built for Vera Rubin, NVIDIA Spectrum-6 Arrives in Gigascale AI Factories
NVIDIA has announced Spectrum-6, a networking milestone built for Vera Rubin and aimed at gigascale AI factories connecting hundreds of thousands of GPUs and CPUs.
Halliday’s latest smart glasses feature a much-improved display
Halliday's second-generation smart glasses replace the criticized movable display window from the original with a more conventional design that a reviewer found improved.
Bristol Myers Squibb Building Life Science Industry’s Most Advanced AI Factory on NVIDIA Vera Rubin
Bristol Myers Squibb announced it will deploy a second NVIDIA DGX SuperPOD, built on NVIDIA Vera Rubin, to expand one of the largest AI clusters in life sciences.
Vertu wants executives to pay $6,880 for an AI agent — here’s how it actually performs
Vertu is positioning a $6,880 luxury foldable phone with a built-in AI agent for executives. A hands-on review examines its AI workflows, battery life, and security.
AI-driven memory crunch jolts India’s smartphone market
A memory crunch tied to the AI boom is affecting India's smartphone market, with impacts on pricing, demand, and corporate strategy.
NVIDIA Vera Rubin Maximizes Intelligence per Dollar for Post-Training Workloads — a Key Metric for Age…
NVIDIA's Vera Rubin is positioned to reduce cost per token for post-training workloads through codesign, maximizing intelligence per dollar for agentic AI.
Why the first GPU financiers are turning to inference chips in a $400 million deal
A $400 million chip-backed loan highlights a move by early GPU financiers toward inference chips as part of the next wave of AI infrastructure financing.
NVIDIA Introduces New Jetson Thor Computers to Advance Mainstream Robotics and Edge AI
NVIDIA unveiled the T3000 and T2000 modules based on its Thor architecture, aimed at bringing compact, power-efficient AI computing to mass-market robotics and edge AI.
Amid hardware legal battle, OpenAI releases a $230 keyboard for Codex
OpenAI has released a $230 light-up keyboard built to pair with its agentic coding app Codex, launched during an ongoing legal dispute with Apple over hardware trade theft allegations.
NVIDIA and Japan Bring Full-Stack AI and Robotics to Every Industry
NVIDIA and partners in Japan are highlighting the latest full-stack AI and robotics advancements across industries this week.
Why Performance per Watt Is the Ultimate Metric for AI Infrastructure Efficiency
NVIDIA frames performance per watt as the defining efficiency metric for AI infrastructure, arguing power is the main constraint on how many tokens an AI factory can generate.
Apple’s failed self-driving car program left a legacy of powerful AI chips
Apple's shelved self-driving car project drove the creation of the Neural Engine, the on-device AI processor first shipped in the iPhone X and A11 Bionic.
The fight against AI data centers is just beginning
The Verge's Stepback newsletter looks at rising community resistance to AI data centers, tracing current disputes back to early opposition to an Apple data center in Ireland.
Inside the AI Chip Race: Why Compute Became the Real Bottleneck
Modern AI runs on a scarce resource: specialized compute. This feature unpacks why GPUs became the bottleneck, why everyone is building custom chips, and what it means for the balance of power in AI.