Intel CFO says CEO Lip-Bu Tan is big on balance sheet discipline as U.S. and Nvidia funding accelerate turnaround | Fortune
Intel is pursuing a turnaround leveraging government funding, major private investments, and a partnership with Nvidia to regain competitiveness in AI chips.
How data centers are making the giant leap to 1 megawatt per rack
AI-driven server racks will approach 1 megawatt each, forcing data centers to raise internal voltages and reduce AC/DC conversions to manage higher power density efficiently.
OpenAI Downgrades Microsoft: Is the AI Power Couple Headed for Divorce?
Microsoft built AI into its products and cloud with investments, gaining market share, but recent moves and OpenAI's behavior raise doubts about AI's expansion pace.
Jony Ive Says He Wants His OpenAI Devices to 'Make Us Happy'
OpenAI and Jony Ive are developing multiple new AI-powered hardware devices aiming to redefine human-device relationships, focusing on well-being rather than efficiency.
Sam Altman and Jony Ive's secret device won't be 'your weird AI girlfriend'
OpenAI and Jony Ive are building a pocket-sized, screenless AI 'friend' device that is always-listening and faces technical, privacy, and compute challenges before a 2026–2027 release.
Sam Altman predicts AI will surpass human intelligence by 2030
General artificial intelligence surpassing human capabilities is imminent and will enable AI-only breakthroughs while human empathy and value alignment remain essential.
OpenAI selects Apple partner Luxshare to build AI device
OpenAI is developing a pocket-sized, context-aware AI consumer device and partnering with Luxshare for manufacturing, targeting a smart speaker launch in late 2026–early 2027.
Global AI spending is set to hit $2 trillion next year - here's where all the money is going
Global AI investment will exceed $2 trillion by 2026, driven primarily by AI infrastructure expansion, hyperscaler data-center spending, AI-optimized hardware, and AI-enabled devices.
d-Matrix aspires to rack scale AI with JetStream I/O cards
d-Matrix’s JetStream I/O cards enable rack-scale distribution of large AI models with custom FPGA NICs achieving ~2µs latency, Corsair AI accelerators, high SRAM and LPDDR5.
Dell AI server revenues leap but storage waits on Project Lightning | Computer Weekly
AI-driven demand caused Dell's server and networking sales to surge, while storage revenue lagged due to performance and Project Lightning still in development.
The AI Box Is Coming-Build Your Own or Be Owned by Big Tech | HackerNoon
The Box isn't some magical compression algorithm. It's edge AI hardware that can run the models that needed Google's data centers two years ago. And it's shipping right now.
The company's infrastructure software business unit, which comprises VMware, Computer Associates and Symantec's enterprise business, earned $6.6 billion of revenue, up 25 percent year over year.
In a conversation that bridges the realms of technology and personal frustration, Jony Ive and Sam Altman discuss their collaboration on a new AI hardware project that spans gaming and usability.