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Ai Hardware

All articles tagged with #ai hardware

Nvidia’s Vera Rubin: a modular, power-efficient AI data-center rack
technology11 hours ago

Nvidia’s Vera Rubin: a modular, power-efficient AI data-center rack

Nvidia unveiled Vera Rubin, its next AI rack-scale system set to ship in H2 2026, boasting about 10x the performance per watt of the Grace Blackwell platform while consuming roughly twice the total power. The 72 Rubin GPUs and 36 Vera CPUs reside in a fully liquid-cooled, modular rack designed for quick swaps and easier upgrades. Competition from AMD’s upcoming Helios and in-house cloud chips from Amazon and Alphabet adds pressure, but Meta plans to deploy Rubin by 2027. Pricing is reportedly around $3.5–$4 million per rack, signaling strong pricing power as AI data-center demand grows. Analysts show a Strong Buy with a notable upside potential.

via TipRanks|
#ai-hardware#data-centers#nvda
OpenAI, with Jony Ive, teases AI hardware trio beyond the iPhone
technology3 days ago

OpenAI, with Jony Ive, teases AI hardware trio beyond the iPhone

OpenAI is reportedly collaborating with former Apple designer Jony Ive on three AI-driven devices: a smart speaker with a camera and microphone priced around $200–$300, plus a smart lamp and AR smart glasses. The devices are pitched as potential successors to the smartphone, with launch targets not expected until 2027–2028, but the details come from a report and remain speculative.

via PhoneArena|
#ai-hardware#ar-glasses#jony-ive
AI-Fueled Memory Rally: Micron Stock Set to Extend Its Run
business10 days ago

AI-Fueled Memory Rally: Micron Stock Set to Extend Its Run

Micron Technology’s stock is forecast to extend its rally as AI data-center demand drives memory-chip sales (HBM, server DRAM, and DDR5). The company posted FY25 sales of $37.38 billion with earnings strength expected to continue, as FY26/FY27 EPS are revised higher (around $33.22 and $44.95). With a long-running Zacks Rank #1 and shares up more than 40% in 2026 after a sharp rise last year, MU trades near 12x forward earnings, suggesting further upside if AI demand remains durable.

via Zacks Investment Research|
#ai-hardware#business#eps-revisions
Michael Burry Warns of AI and Meta Earnings Fraud Risks
business3 months ago

Michael Burry Warns of AI and Meta Earnings Fraud Risks

Michael Burry has accused Meta Platforms of inflating earnings through extended useful life assumptions for AI chips, but despite concerns over increased capital expenditure and leadership changes, Meta remains financially strong with growing revenues, user engagement, and a positive analyst outlook, making its stock a 'Strong Buy' with significant upside potential.

via Barchart.com|
#ai-hardware#ai-innovation#business
Qualcomm Q4 Earnings Surpass Expectations Despite Challenges
technology3 months ago

Qualcomm Q4 Earnings Surpass Expectations Despite Challenges

Qualcomm reported strong Q4 earnings with $10.4B revenue driven by automotive and IoT growth, and announced strategic moves into AI data centers, PC ecosystems, and automotive, including the acquisition of Arduino to democratize AI development. Despite a GAAP loss due to tax charges, the company's fundamentals remain robust, with significant growth in automotive, IoT, and AI at the edge sectors, positioning it for continued expansion.

via 24/7 Wall St.|
#ai-hardware#automotive#iot