AI Hardware News

Product launches, GPU shortages, and market shifts tracked since October 2025.

May 2026

May 6
Nvidia invests $300 million in Corning to build three new US-based optical fiber plants — AI infrastructure deal would boost fiber production capacity by over 50%

Nvidia invests $300 million in Corning to help partners that deploy its hardware in the U. S. to get enough of optical fiber, grant Nvidia control over a significant chunk of domestic fiber production.

May 6
SpaceX files for $55 billion semiconductor fab in rural Texas for Musk's Terafab — total chipmaking fab investment could reach $119 billion

The project would be a "multi-phase, next-generation, vertically integrated semiconductor manufacturing and advanced computing fabrication facility," according to the proposal.

May 6
AMD Ryzen AI Max+ PRO 495 APU could arrive with 192GB of unified memory — leaked PassMark benchmarks suggest modest update over Strix Halo

The Ryzen AI Max+ PRO 495 appears to retain the same core configuration as its predecessor while adding more unified memory and slightly better performance.

May 5
Apple considering Intel and Samsung for US chip production, report claims — consumer electronics giant looks to diversify supply chain amid chip shortages

Many of the world’s most advanced electronic systems—including Internet routers, wireless base stations, medical imaging scanners, and some artificial intelligence tools—depend on field-programmable gate arrays. Computer chips with internal hardware circuits, the FPGAs can be reconfigured after manufacturing. On 12 March, an IEEE Milestone plaque recognizing the first FPGA was dedicated at the Advanced Micro Devices campus in San Jose, Calif.

May 4
Intel swipes Qualcomm veteran of 25 years to lead client computing — Alex Katouzian jumps ship to oversee consumer CPUs and physical AI

Intel appoints Alex Katouzian to lead client computing and physical AI efforts and confirms Pushkar Ranade as CTO, signaling a deeper shift toward AI-driven and edge computing systems

May 4
AMD Ryzen 9 PRO 9965X3D spotted on Passmark — company's first PRO chip with 3D V-Cache also bumps the lineup up to 16 cores

A new Ryzen PRO series processor has appeared on PassMark with just three samples, but a very promising spec sheet. The Ryzen 9 PRO 9965X3D is a 16-core Zen 5 chip with 3D V-Cache, making it the first of its kind. It performs quite closely to the standard 9950X3D it's based on, but likely has a lower TDP.

May 4
AI chipmaker Cerebras targets $3.5 billion raise in IPO

The share sale could give the company a valuation of up to $24.5 billion, compared with $23 billion as of February.

May 4
Intel's Arc Pro B70 workstation GPU with 32GB of VRAM gets tested in games — Roughly twice as fast as Arc B580 on average, beats RTX 5060 Ti in some titles

In a new review for the Arc Pro B70, the workstation GPU performs rather well across five games tested at 1440p resolution. On average, it loses to the RTX 5060 Ti 16GB in traditional raster but beats it in ray tracing. Overall, the B70 was only 2.

May 4
AMD Ryzen AI Max+ PRO 495 APU could arrive with 192GB of unified memory — leaked PassMark benchmarks suggest modest update over Strix Halo

The Ryzen AI Max+ PRO 495 appears to retain the same core configuration as its predecessor while adding more unified memory and slightly better performance.

May 4
AMD Ryzen AI Max+ PRO 495 APU could arrive with 192GB of unified memory — leaked PassMark benchmarks suggest modest update over Strix Halo

The Ryzen AI Max+ PRO 495 appears to retain the same core configuration as its predecessor while adding more unified memory and slightly better performance.

May 3
The Reviews Are In: AMD's Ryzen 9950X3D2 Is the Fastest for Gaming, But Not by Much

We take a look at the ASUS ROG Crosshair X870E Hero which is an AMD socket AM5 motherboard with lots of neat features The post ASUS ROG Crosshair X870E Hero AMD AM5 Motherboard Quick Look appeared first on ServeTheHome.

April 2026

Apr 30
As Tim Cook steps down, Apple hit record sales — but a chip shortage looms

Cook warned that Apple is facing supply-chain headwinds from RAMageddon that could impact its business.

Apr 30
As Tim Cook steps down, Apple hit record sales — but a chip shortage looms

Cook warned that Apple is facing supply-chain headwinds from RAMageddon that could impact its business.

Apr 30
As Tim Cook steps down, Apple hit record sales — but a chip shortage looms

Cook warned that Apple is facing supply-chain headwinds from RAMageddon that could impact its business.

Apr 30
As Tim Cook steps down, Apple hit record sales — but a chip shortage looms

Cook warned that Apple is facing supply-chain headwinds from RAMageddon that could impact its business.

Apr 28
Intel's Low-Cost Wildcat Lake Beats Apple's MacBook Neo in Multi-Threaded Testing

It fell behind the faster A19 Pro in single-threaded workloads but leaves the Neo's A18 Pro in the dust.

Apr 28
The Chip That Made Hardware Rewriteable

Many of the world’s most advanced electronic systems—including Internet routers, wireless base stations, medical imaging scanners, and some artificial intelligence tools—depend on field-programmable gate arrays. Computer chips with internal hardware circuits, the FPGAs can be reconfigured after manufacturing. On 12 March, an IEEE Milestone plaque recognizing the first FPGA was dedicated at the Advanced Micro Devices campus in San Jose, Calif.

Apr 28
Intel's Low-Cost Wildcat Lake Beats Apple's MacBook Neo in Multi-Threaded Testing

It fell behind the faster A19 Pro in single-threaded workloads but leaves the Neo's A18 Pro in the dust.

Apr 28
The Chip That Made Hardware Rewriteable

Many of the world’s most advanced electronic systems—including Internet routers, wireless base stations, medical imaging scanners, and some artificial intelligence tools—depend on field-programmable gate arrays. Computer chips with internal hardware circuits, the FPGAs can be reconfigured after manufacturing. On 12 March, an IEEE Milestone plaque recognizing the first FPGA was dedicated at the Advanced Micro Devices campus in San Jose, Calif.

Apr 28
Intel's Low-Cost Wildcat Lake Beats Apple's MacBook Neo in Multi-Threaded Testing

It fell behind the faster A19 Pro in single-threaded workloads but leaves the Neo's A18 Pro in the dust.

Apr 28
The Chip That Made Hardware Rewriteable

Many of the world’s most advanced electronic systems—including Internet routers, wireless base stations, medical imaging scanners, and some artificial intelligence tools—depend on field-programmable gate arrays. Computer chips with internal hardware circuits, the FPGAs can be reconfigured after manufacturing. On 12 March, an IEEE Milestone plaque recognizing the first FPGA was dedicated at the Advanced Micro Devices campus in San Jose, Calif.

Apr 28
Intel's Low-Cost Wildcat Lake Beats Apple's MacBook Neo in Multi-Threaded Testing

It fell behind the faster A19 Pro in single-threaded workloads but leaves the Neo's A18 Pro in the dust.

Apr 28
The Chip That Made Hardware Rewriteable

Many of the world’s most advanced electronic systems—including Internet routers, wireless base stations, medical imaging scanners, and some artificial intelligence tools—depend on field-programmable gate arrays. Computer chips with internal hardware circuits, the FPGAs can be reconfigured after manufacturing. On 12 March, an IEEE Milestone plaque recognizing the first FPGA was dedicated at the Advanced Micro Devices campus in San Jose, Calif.

Apr 27
Intel Is Selling Duff CPUs to AI Builders as They Scramble for Chips

Processors once destined for the scrap heap are now being rebinned and sold for a profit.

Apr 24
In another wild turn for AI chips, Meta signs deal for millions of Amazon AI CPUs

Meta has commandeered a big chunk of Amazon's homegrown CPUs (not GPUs) for AI agentic workloads, signaling that a new kind of chip race has begun.

Apr 23
More Intel CPUs Could Be Overclockable in Future Generations

Alongside more cores, bigger cache, and better socket longevity, Intel is listening to gamers more than ever.

Apr 23
More Intel CPUs Could Be Overclockable in Future Generations

Alongside more cores, bigger cache, and better socket longevity, Intel is listening to gamers more than ever.

Apr 23
More Intel CPUs Could Be Overclockable in Future Generations

Alongside more cores, bigger cache, and better socket longevity, Intel is listening to gamers more than ever.

Apr 23
macOS 27 to Drop Intel Mac Support, Making Apple Silicon the Only Path Forward

macOS 26 is the last major update for Intel-based Macs, with only security updates coming after that.

Apr 23
macOS 27 to Drop Intel Mac Support, Making Apple Silicon the Only Path Forward

macOS 26 is the last major update for Intel-based Macs, with only security updates coming after that.

Apr 23
macOS 27 to Drop Intel Mac Support, Making Apple Silicon the Only Path Forward

macOS 26 is the last major update for Intel-based Macs, with only security updates coming after that.

Apr 23
macOS 27 to Drop Intel Mac Support, Making Apple Silicon the Only Path Forward

macOS 26 is the last major update for Intel-based Macs, with only security updates coming after that.

Apr 22
The Second Time Will Be The IPO Charm For Cerebras

The share sale could give the company a valuation of up to $24.5 billion, compared with $23 billion as of February.

Apr 22
The Second Time Will Be The IPO Charm For Cerebras

The share sale could give the company a valuation of up to $24.5 billion, compared with $23 billion as of February.

Apr 22
The Second Time Will Be The IPO Charm For Cerebras

The share sale could give the company a valuation of up to $24.5 billion, compared with $23 billion as of February.

Apr 16
Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth

Previously, Apple and Google announced a multi‑year deal where Apple uses Google’s Gemini models for Apple Intelligence.

Apr 9
“Negative” views of Broadcom driving thousands of VMware migrations, rival says

Western Union exec says there were "challenges" working with Broadcom.

March 2026

Mar 17
NVIDIA IGX Thor industrial edge AI platform now generally available

Blackwell-based industrial platform delivering 5,581 FP4 TFLOPS for robotics, manufacturing, and medical edge AI. Developer kits available from distribution partners.

Mar 16
NVIDIA reveals full Vera Rubin specs at GTC — 7 chips, $1T revenue target by 2027

336B transistor dual-die Rubin GPU on TSMC 3nm with HBM4. NVL72 racks train models with 1/4 the GPUs vs Blackwell. AWS, Azure, Google Cloud deploying H2 2026.

Mar 15
US revokes controversial AI Diffusion Framework export rule

Administration revokes the per-country GPU quota rule that would have mandated export limits on AI hardware by nation.

Mar 5
US considering new sweeping chip export controls

Potential new restrictions under consideration beyond existing China-focused AI hardware rules.

Mar 1
RTX 5090 prices reach $4,199 on Amazon — shortage persists

Up from $1,999 MSRP at launch. Meaningful retail availability not expected until Q3 2026.

February 2026

Feb 25
NVIDIA DGX Spark price hiked 18% to $4,699 as memory shortages bite

Founders Edition jumps $700 from $3,999 due to DRAM supply constraints driven by AI datacenter demand.

Feb 20
Tenstorrent downgrades Blackhole p150 from 140 to 120 tensor cores

Firmware update reduces cores on already-sold cards. Company claims 1-2% performance impact but offers no explanation.

Feb 14
NVIDIA halts RTX 50-series production temporarily

Six weeks into the GPU shortage, NVIDIA pauses new RTX 50-series production due to AI-driven DRAM demand.

Feb 12
Applied Materials fined $252M for illegal chip exports to China

Second-largest penalty in Bureau of Industry and Security history for exporting ion implantation equipment to China.

Feb 1
Tenstorrent announces TT-QuietBox 2 at $9,999

Liquid-cooled RISC-V workstation with four Blackhole ASICs runs 120B parameter models locally. Ships Q2 2026.

January 2026

Jan 24
RTX 5090 scalper prices hit $5,000 as shortage deepens

Four weeks after launch, RTX 5090 aftermarket prices reach $5,000. Retail shelves empty across Amazon, Best Buy, and Micro Center.

Jan 22
NVIDIA confirms GeForce RTX GPU shortage through fiscal 2027

Global DRAM memory crisis driven by AI datacenter demand creates consumer GPU shortages. RTX 5090 supply constrained at launch.

Jan 14
White House announces 25% tariff on AI-capable semiconductors

Tariffs imposed on chips meeting AI performance thresholds under Section 232 of the Trade Expansion Act.

Jan 12
HBM memory shortage drives GPU server price increases

HBM3e production constraints push H100 and H200 server pricing upward as AI companies buy memory years in advance.

Jan 8
Intel launches Panther Lake Core Ultra Series 3 at CES 2026

First client processor on Intel 18A node. 14 SKUs with 50% performance uplift over Lunar Lake, shipping January 27.

Jan 7
AMD announces MI400 series and Helios rack-scale AI at CES 2026

MI400-series on TSMC 2nm with CDNA 5 architecture. Helios integrates 72 MI455X accelerators with 31TB HBM4 delivering 2.9 exaFLOPS.

Jan 6
NVIDIA launches Vera Rubin AI platform at CES — in full production

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

Dec 29
NVIDIA takes $5B stake in Intel

NVIDIA purchases 214.7M Intel shares at $23.28/share after FTC approval. Companies to jointly develop datacenter and PC products using NVLink.

October 2025

Oct 15
NVIDIA DGX Spark begins shipping at $3,999

World's smallest AI supercomputer delivers petaflop performance with 128GB unified memory. Available from Acer, ASUS, Dell, Lenovo, MSI.

January 2025

Jan 20
DeepSeek R1 released — surpasses ChatGPT on iOS App Store

Chinese AI lab releases open-weight reasoning model, driving demand for local inference hardware worldwide.