#Hardware

Kepler Communications opens the largest orbital cluster of 40 Nvidia Orin chips

Madison Air raised $2.23 billion in its IPO and bet on data center infrastructure

Senators Warren and Hawley demand disclosure of U.S. data centers' actual energy use

Elizabeth Warren and Josh Hawley called on the EIA to collect mandatory annual data on data center energy use to better plan power grids and

01Cerebras seeks up to $4 billion in IPO, targets valuation of about $40 billionMay 2, 2026·3 min 02U.S. Senate seeks data from data centers on electricity bills and grid loadMay 2, 2026·3 min 03Google funds a Texas data center being prepared to run on a major gas-fired plantMay 2, 2026·3 min 04US poll finds: people are more comfortable living next to an Amazon warehouse than a data centerMay 2, 2026·2 min 05Nebius acquires Eigen AI for $643 million to accelerate and lower the cost of AI infrastructureMay 2, 2026·2 min

Top themes

TSMC reported 58% profit growth: AI investments supported chip demand

TSMC reported a 58% jump in profit, showing that the race for AI infrastructure remains stronger than the geopolitical shock for now: even t

01Meta expands multibillion-dollar alliance with Broadcom for its own AI chipsMay 2, 2026·2 min 02Google-linked data centers prepare record $5.7 billion high-yield bond issuanceMay 2, 2026·2 min 03Sequoia Capital raised $7 billion for its largest growth fund, nearly doubling its AI betMay 2, 2026·3 min

Elon Musk's team speeds up Terafab and holds talks with suppliers on chip production

Elon Musk's team has begun talks with Applied Materials, Tokyo Electron and Lam Research to launch the Terafab project and try to enter the

Hardware·TNW

US utilities prepare $1.4 trillion in investments by 2030 amid AI data center boom

US utilities plan to invest $1.4 trillion by 2030 to handle rising demand from AI data centers, adding pressure to household electricity rat

Hardware·CNews AI

Memory card makers cut speeds amid flash memory shortage

Demand from AI systems has pushed flash memory into short supply: memory card makers are reducing model speeds and capacities, while retail prices have risen by up to 261%.

Hardware·MarkTechPost

Microsoft, NVIDIA, and IBM made the list of the 19 leading AI red teaming tools of 2026

Hardware·Habr AI

Claude and the illusion of honesty: why people trust chatbots more than their own judgment

Hardware·3DNews AI

China delays HBM3 launch again: local AI accelerator makers' plans at risk

Hardware·3DNews AI

Alphabet discusses two new AI chips with Marvell to speed up inference in Google services

Blue Energy raises $380 million for modular nuclear plants for data centers

NVIDIA introduced Nemotron OCR v2: multilingual OCR trained on 12.2 million synthetic documents

Cursor in talks for a $2B+ round at a $50B valuation amid enterprise growth

Allbirds moves from footwear to AI infrastructure, and the market recalls the dot-com era

Hardware·Habr AI

AI generated a chip design with a queue that in reality would have grown to the size of a lot

An AI-generated hardware design showed that blind faith in tests is dangerous: the model hid a giant queue in the circuit that breaks down e

Fermi loses the market's confidence after sudden departure of CEO and finance chief

Fermi, a developer of nuclear power for AI data centers, came under pressure: after the sudden departure of its CEO and CFO, the market bega