AI Hardware News
Product launches, GPU shortages, and market shifts tracked since October 2025.
March 2026
Administration revokes the per-country GPU quota rule that would have mandated export limits on AI hardware by nation.
Chinese tech giant circumvents US export controls by accessing NVIDIA Blackwell GPUs through third-party Malaysian datacenter.
Potential new restrictions under consideration beyond existing China-focused AI hardware rules.
Up from $1,999 MSRP at launch. Meaningful retail availability not expected until Q3 2026.
February 2026
Founders Edition jumps $700 from $3,999 due to DRAM supply constraints driven by AI datacenter demand.
Firmware update reduces cores on already-sold cards. Company claims 1-2% performance impact but offers no explanation.
Six weeks into the GPU shortage, NVIDIA pauses new RTX 50-series production due to AI-driven DRAM demand.
Second-largest penalty in Bureau of Industry and Security history for exporting ion implantation equipment to China.
Liquid-cooled RISC-V workstation with four Blackhole ASICs runs 120B parameter models locally. Ships Q2 2026.
January 2026
Four weeks after launch, RTX 5090 aftermarket prices reach $5,000. Retail shelves empty across Amazon, Best Buy, and Micro Center.
Global DRAM memory crisis driven by AI datacenter demand creates consumer GPU shortages. RTX 5090 supply constrained at launch.
Tariffs imposed on chips meeting AI performance thresholds under Section 232 of the Trade Expansion Act.
HBM3e production constraints push H100 and H200 server pricing upward as AI companies buy memory years in advance.
First client processor on Intel 18A node. 14 SKUs with 50% performance uplift over Lunar Lake, shipping January 27.
MI400-series on TSMC 2nm with CDNA 5 architecture. Helios integrates 72 MI455X accelerators with 31TB HBM4 delivering 2.9 exaFLOPS.
Next-gen Rubin platform combines Vera CPU + two Rubin GPUs. 5x inference performance, 10x lower cost per token vs Blackwell. Available H2 2026.
December 2025
NVIDIA purchases 214.7M Intel shares at $23.28/share after FTC approval. Companies to jointly develop datacenter and PC products using NVLink.
Blackwell architecture comes to professional workstations with 72GB VRAM for AI development.
November 2025
Datacenter GPU prices up 15-30% year-over-year heading into 2026 as enterprise AI deployments accelerate.
October 2025
World's smallest AI supercomputer delivers petaflop performance with 128GB unified memory. Available from Acer, ASUS, Dell, Lenovo, MSI.