Search: AI hardware scaling

SoftBank to manufacture its own batteries with water-based tech to power AI data centers — targets gigawatt-hour-scale production by 2028

… Battery manufacturing will be co-located on the same campus alongside solar panel manufacturing and an AI hardware plant, creating what SoftBank calls its "GX Factory" for energy infrastructure and "AX Factory" for AI compute. …

May 12, 2026 · Luke James

Imec builds world's first High-NA EUV-fabricated quantum dot qubit device — breakthrough could pull quantum computing onto the same manufacturing roadmap as next-gen AI processors, compressing timelines

… The problem is scaling those systems into reliable machines containing millions of reproducible, controllable qubits. — the level widely considered necessary for commercially useful, fault-tolerant quantum computers. …

May 25, 2026 · Etiido Uko

SpaceX admits it can't find enough chips for orbital AI yet, requires 'significantly more than are currently available to us' — firm's risk factors in IPO paperwork also says ambitious TeraFab project may not be successful

Ahead of its hotly anticipated IPO, Elon Musk's SpaceX has admitted in its Form S-1 document that to fully scale its orbital AI ambitions, it needs more AI hardware than it can currently obtain. …

May 27, 2026 · Anton Shilov

Laser-driven spintronic memory device switches 1,000 times faster than DRAM —non-volatile device switches in 40 picoseconds while generating almost no heat

… Currently, almost all electrical energy consumed by computing hardware eventually becomes heat. Modern AI infrastructure is already hitting serious power and cooling limits as GPU clusters scale to hundreds of thousands of accelerators. …

May 20, 2026 · Etiido Uko

Intel swipes Qualcomm veteran of 25 years to lead client computing — Alex Katouzian jumps ship to oversee consumer CPUs and physical AI

… Speaking on the appointment, which officially kicks off this month, Katouzian expressed excitement about joining Intel at what he described as a pivotal moment for AI-driven transformation across computing platforms. “Intel is creating the foundation for AI-driven transformation, from leading in AI… …

May 4, 2026 · Etiido Uko

Microsoft's massive Kenya AI data center would require switching off 'half the country' to meet power requirements, government says — $1 billion project stalls over capacity disagreements and lack of infrastructure

A $1 billion data center that Microsoft and Abu Dhabi-based AI firm G42 planned to build in Kenya has stalled after the Kenyan government failed to meet Microsoft's demand for guaranteed annual capacity payments, Bloomberg reported Sunday. …

May 12, 2026 · Luke James

AI costs begin to bite as agents may increase token demand by 24 times, says Goldman Sachs report — Uber and Microsoft among companies feeling the bite of tokenized billing

… More tokens on less efficient hardware The reality is, even as some token costs are falling, the explosion in the number of agentic AI requires cannot be offset by hardware efficiency gains that are many years away from reaching effective deployment, if they ever get to the scale needed to catch up… …

May 27, 2026 · Jon Martindale

Semiconductor News, Analysis and Features | Tom's Hardware

… Premium Premium TSMC claims that CoWoS innovations will enable 48x more compute and 34x more memory bandwidth for 2029 AI processors. …

May 11, 2026

AMD begins production ramp of 256-core EPYC Venice — first 2nm HPC chip claims 70% performance leap

… Tom's Hardware Premium Roadmaps High-Bandwidth Memory HBM Roadmap Nvidia Enterprise GPU and CPU Roadmap AI accelerator Roadmap Desktop GPU Roadmap 3D NAND Roadmap TSMC began volume production on its N2 node late last year, and the foundry is ramping five separate 2nm fabs this year to meet what it … …

May 21, 2026 · Luke James

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