#Hardware

FERC criticized US tech giants over weak dialogue on power grids for data centers

Meta to build seven gas-fired power plants for new AI data center in Louisiana

U.S. Congress proposes tightening chip equipment shipments to China through allies

Hardware·Guardian

Google advances AI data center in Texas with gas plant despite climate goals

Huawei's growth slowed after Apple's surge in China and intensifying competition in AI chips

Jensen Huang showed how Nvidia is redefining agentic AI infrastructure

Hardware·3DNews AI

TSMC to further prioritize AI orders amid a 3nm chip shortage by the end of the third quarter of 2026

By the end of the third quarter of 2026, the shortage of TSMC's 3nm capacity may intensify: the company is allocating lines to AI chips and

01Fujitsu to have Rapidus produce a 1.4 nm AI chip, aims to integrate it into servers by 2030May 2, 2026·2 min 02Alphabet nearly caught up with Nvidia by market cap after Google Cloud's record quarterMay 2, 2026·3 min 03South Korea turns to Russian naphtha because of the blockade of the Strait of HormuzMay 2, 2026·2 min 04Microsoft and Chevron discuss a $7 billion energy complex for data centers in TexasMay 2, 2026·3 min 05Valar Atomics raises $450 million for small nuclear reactors for AI data centersMay 2, 2026·3 min

Top themes

Hardware·CNews AI

Samsung and SK Hynix move AI customers to 3–5-year contracts with a price floor

Manufacturers of HBM memory for AI accelerators are moving their largest cloud and GPU customers to multi-year agreements with a price floor

01Microsoft CFO Amy Hood: betting on AI amid fears of a new bubbleMay 2, 2026·3 min 02Ollama accelerates local AI on Apple M5: a Mac with at least 32 GB of memory is requiredMay 2, 2026·3 min 03Repka-Pi 4 gets local text-to-speech with Piper and FastAPI, without a GPU and with autostartMay 2, 2026·3 min

Hardware·Hugging Face Blog

Hugging Face added gradio.Server: custom frontends can now connect to a Gradio backend

Hugging Face’s new gradio.Server turns Gradio into a backend layer for React, Svelte, and plain HTML/JS, while preserving request queues, Ze

Hardware·CNews AI

Russians are building home supercomputers en masse to work with neural networks

In 2026, Russian users are buying powerful GPUs and NVMe drives in large numbers to run and train neural network models at home, without clo

Hardware·Bloomberg Tech

Amazon may sell its AI chips to third parties as the business heads toward $20 billion

Amazon is considering selling its own AI chips to other companies: according to Andy Jassy, its internal semiconductor unit is already on track for more than $20 billion in annual revenue.

Hardware·TNW

TSMC increased quarterly revenue by 35% and confirmed resilient demand for AI chips

Hardware·Bloomberg Tech

PJM seeks 15 gigawatts of new generation capacity to meet AI data-center demand

Arm changes course: smartphone chip architect moves into AI, clouds, and data centers

Arm changes course: René Haas's company bets on data centers and AI

STMicroelectronics' STM32N6 demonstrated on-device speech recognition without the cloud at 0.2 W

Hardware·3DNews AI

SK hynix could surpass Microsoft and Google in profitability amid AI memory boom

South Korean memory manufacturer SK hynix is expected by analysts to increase operating profit by 432% in 2026 due to demand for HBM, DRAM,

Hardware·Guardian

Artist Molly Crabapple called generative AI the biggest art theft

In her new column, artist Molly Crabapple argues that generative AI was built on the mass scraping of others’ work without consent, and that