#Hardware

Micron to raise capex as memory chip sales for AI data centers hit records

DayOne seeks to increase its loan to a record $7 billion for data centers in Asia

Wall Street debates whether the AI boom will become a new goldmine or a dangerous bubble

Hardware·Guardian

WTO warns: expensive oil due to war with Iran could slow the AI boom

John McNeill: AI will accelerate IT hiring through demand for infrastructure and architecture

Silicon Valley faces an AI PR crisis amid growing distrust in the US

Hardware·Hugging Face Blog

NVIDIA showed how to fine-tune an embedding model for a specific domain in a day

NVIDIA and Hugging Face published a step-by-step recipe that turns a base embedding model into specialized search over internal documents in

01SK Hynix to invest nearly $8 billion in ASML EUV tools for next-generation memoryMay 2, 2026·2 min 02Energy Vault acquires 175 MW Texas battery storage project amid AI data center demandMay 2, 2026·3 min 03Arm will start selling its own chips, and Meta will be one of the first major customersMay 2, 2026·3 min 04Arm introduced its first 136-core server AGI CPU for agentic AIMay 2, 2026·3 min 05Congressman Suhas Subramanyam calls for AI data center construction to be spread across the USMay 2, 2026·3 min

Top themes

Hardware·3DNews AI

China could capture up to 42% of the mainstream chip market by 2028 amid AI demand

Chinese semiconductor makers, despite lagging behind the West technologically, expect to sharply increase their share in the mainstream chip

01U.S. Army selects Carlyle and CyrusOne to build AI data centers on basesMay 2, 2026·3 min 02AI data centers prepare to switch to direct current instead of the usual alternating currentMay 2, 2026·3 min 03Meta cuts hundreds of staff in Reality Labs and sales while ramping up AI spendingMay 2, 2026·3 min

Hardware·Habr AI

ChatGPT, DeepSeek, and GigaChat built a gaming PC for 100,000 rubles — no ideal option emerged

X-Com compared how ChatGPT, DeepSeek, and GigaChat pick a gaming PC for 100,000 rubles: all produced workable builds, but each model made mi

Hardware·CNews AI

Samsung and SK hynix have helium secured through June, but shortage risk for chipmaking remains

Samsung and SK hynix have stockpiled helium for chip production through June 2026, but further supplies depend on the conflict in the Middle

Hardware·Bloomberg Tech

Armenian banks to provide Firebird AI with a record $300 million syndicated loan

Armenian banks signed an agreement on a joint $300 million loan to build Firebird AI's data center — the country's largest project of its kind.

Hardware·3DNews AI

Panasonic sold out next year's battery output amid the AI infrastructure boom

Hardware·Bloomberg Tech

Prologis chief: demand for AI and data centers will remain a growth driver for a long time

Hardware·Bloomberg Tech

Fraudsters target Russian users' banking apps with bots, while AI amplifies the scale of attacks

Arm prepares its first in-house chips for Meta as SpaceX lifts space stocks

Keir Starmer's AI bet in Britain has raised questions about the promised billions

Hardware·CNews AI

Russian scientists propose cooling for AI data centers that cuts electricity use by up to 22%

Russian researchers have proposed an adsorption cooling scheme for AI servers: it reuses waste heat and could cut electricity use by up to 2

Hardware·Habr AI

OpenClaw turned out to be a costly autonomous agent: 81 million tokens and server conflicts

Firsthand experience installing OpenClaw showed that an autonomous AI agent can quickly run into infrastructure conflicts, consume tens of m