Category / T-CAT / HARDWARE
Hardware
Hardware / T-2026-0875
Qualcomm enters the AI data center with inference chips, stock jumps 11%
Qualcomm announced the AI200 and AI250 AI chips for data centers, focusing on inference. The stock rose 11%. The move challenges Nvidia's dominance with a different architectural…
SourceQualcomm announces AI chips to compete with AMD and Nvidia
Hardware / T-2026-8658
AMD's 'No Asterisk' Bet: MI450 vs. Nvidia Rubin
AMD promises its MI450 GPU will outperform any Nvidia product, including Rubin Ultra. The claim is a bet on silicon, software, and timing.
SourceAMD says MI450 GPUs will outperform every Nvidia product including ...
Hardware / T-2026-8037
AMD's MI350 to MI500 Roadmap Puts a Clock on Nvidia's AI Hardware Lead
AMD's Instinct MI350 series, built on CDNA4 and 3nm chiplets, ships this year. The roadmap through 2027 signals a direct challenge to Nvidia's dominance in AI training and…
SourceFrom MI350 to MI500: AMD's Bold AI Accelerator Roadmap Through 2027
Hardware / T-2026-7646
With Maia 200, Microsoft builds an inference-first accelerator for the GPT era
Microsoft's Maia 200 inference accelerator, built on TSMC 3nm, delivers 10 petaFLOPS at FP4 with 30% better performance per dollar. The chip is already serving GPT-5.2 and…
SourceMaia 200: The AI accelerator built for inference - The Official Microsoft Blog
Hardware / T-2026-5073
VAST Data's 2026 Inference Predictions: Agents, Cost Fluidity, and the End of GPU-Only Thinking
VAST Data argues 2026 is the year AI inference goes mainstream. Its five trends reveal a maturing industry wrestling with scale, cost, and architectural diversity.
Source2026: The Year of AI Inference - VAST Data
Hardware / T-2026-8346
Google splits its next TPU into two chips, one for training and one for reasoning
Google splits its next TPU into two chips — 8t for training, 8i for reasoning — and unveils a data center fabric that stitches a million accelerators together.
SourceAI infrastructure at Next '26 | Google Cloud Blog
Hardware / T-2026-2588
Custom AI ASICs hit an inflection point: 27.8% of server shipments in 2026
Custom AI ASIC shipments will hit 27.8% of the market in 2026, with Broadcom alone carrying a $73 billion backlog. An inflection point for inference compute.
SourceThe custom AI ASIC state of play (May 2026) - Tom's Hardware
Hardware / T-2026-7107
AMD's Vivado bait-and-switch betrays Linux users
AMD changed Vivado licensing to require a Windows tool, breaking Linux workflows and eroding trust in its open-source commitments.
SourceAMD pulls a bait-and-switch on Linux users with Vivado licensing changes
Hardware / T-2026-2473
Rust on a Jailbroken Kindle: The Hardware Tinkerer's Playground
A developer ports Rust and Slint to a jailbroken Kindle, revealing the state of embedded software tooling and the appeal of repurposing old hardware.
SourceRust (and Slint) on a Jailbroken Kindle