Hardware - News Articles

Etched Hits $5 Billion Valuation After $500 Million Raise, Challenges Nvidia in AI Inference Chip Market

Jul 01, 2026

TechCrunch

AI inference chip startup Etched surges to a $5 billion valuation after closing a $500 million funding round, backed by Peter Thiel, Geoffrey Hinton, and Fei-Fei Li, while securing $1 billion in contract orders as it takes direct aim at Nvidia's dominance in the booming AI chip market.

Hardware Funding

Moondream's Photon Engine Cuts GPU Idle Time, Boosts VLM Decode Throughput by Up to 35%

Jul 01, 2026

Moondream

Moondream's new Photon inference engine eliminates GPU idle time through pipelined decoding, boosting vision-language model throughput by up to 35% on NVIDIA B200 hardware and achieving near-realtime inference at approximately 33ms.

Hardware Computer Vision Coding & Developer Tools

Apple Vision Pro VP Paul Meade Leaves for OpenAI Hardware Team Amid Internal Leadership Shake-Up

Jun 29, 2026

TechCrunch

Apple VP Paul Meade, who led Vision Pro and AI smart glasses development, is leaving to join OpenAI's rapidly expanding hardware team amid an internal leadership shake-up linked to John Ternus' expected rise to CEO.

AR/VR & Wearables Hardware Business

Google Restricts Meta's Access to Gemini AI Models Amid Computing Capacity Shortage

Jun 29, 2026

CNBC

Google is restricting Meta's access to its Gemini AI models due to a computing capacity shortage, disrupting Meta's internal AI projects and forcing staff to use AI tokens more efficiently, with several other Google clients also feeling the impact.

Cloud Computing Hardware Business

Apple Vision Pro Engineering VP Paul Meade Leaves for OpenAI's Hardware Unit, Joining Jony Ive's AI Device Team

Jun 29, 2026

Bloomberg.com

Apple Vision Pro engineering VP Paul Meade is leaving Apple to join OpenAI's hardware unit, reuniting with Jony Ive and former Apple colleagues to build next-generation AI-powered devices, as Apple struggles with Vision Pro's poor sales and pivots toward smart glasses.

AR/VR & Wearables Hardware Business Consumer Products

Apple Shares Plunge 6.1% as Memory Shortage Forces Mac and iPad Price Hikes of Up to $500

Jun 26, 2026

Bloomberg.com

Apple shares plunge 6.1% to $275.15 in their biggest single-day drop since April 2025, as a global memory chip shortage driven by AI data center expansion forces price hikes of up to $500 on Macs, iPads, and other products, with analysts warning iPhone Pro models could soon follow with a $100 increase.

Hardware Business Data Centers

Tech Giants Unite at Confidential Computing Summit to Lock Down AI Agents With Chip-Level Security

Jun 26, 2026

The Deep View

Tech giants including Google, Apple, Microsoft, and Anthropic are uniting at the Confidential Computing Summit in San Francisco to push chip-level security as the definitive solution for controlling AI agents, with Apple making a rare public appearance to reveal Private Cloud Compute details and the Linux Foundation unveiling a tamper-proof identity system for AI agents.

Security Agents Hardware

Apple Hikes MacBook Prices Up To $300 As AI-Driven Memory Chip Costs Surge 98%

Jun 26, 2026

the Guardian

Apple hikes MacBook prices by up to $300 as AI-driven demand sends Dynamic RAM costs surging 98%, with analysts warning iPhone price increases are coming next.

Hardware Business Finance

Qualcomm Surges 15% After Unveiling Data Center CPU, Doubling Revenue Forecast to $40 Billion

Jun 25, 2026

CNBC

Qualcomm surges 15% after unveiling its Dragonfly C1000 data center CPU for agentic AI, nearly doubling its non-handset revenue forecast to $40 billion by fiscal 2029, with Meta signed as a launch customer and $15 billion targeted from data center sales alone.

Hardware Data Centers Funding Agents

OpenAI Launches Jalapeño AI Chip With Broadcom, Already Running GPT-5.3-Codex-Spark Workloads

Jun 25, 2026

The Deep View

OpenAI unveils its first-generation AI inference chip, Jalapeño, developed with Broadcom, already powering GPT-5.3-Codex-Spark workloads with superior performance per watt, reducing reliance on Nvidia while positioning OpenAI as a major player across the entire AI hardware and datacenter stack.

Hardware Foundation Models Data Centers