Taiwan's chip show will go on, with or without Jensen Huang
www.businessinsider.com — Tech analysts say TSMC's grip on the AI industry's hunger for semiconductors should keep its business going, no matter who helms Nvidia.
Infrastructure & Hardware
Infrastructure and hardware comprise the physical compute systems, specialized chips, and data center components that power artificial intelligence workloads. Truncated covers chip architectures, supply chains, energy requirements, and the hardware deployments that enable large scale computing.
Armada Starts Dublin Production of Sovereign AI Data Centers
www.unite.ai — Armada announced on November 10, 2026, that continuous production had started at Galleon Forge Two, its 90,000-square-foot manufacturing operation inside a Johnson Controls facility in Dublin, and that the first Dublin-b...
Microsoft says tech firms must 'prove' AI data centers benefit locals
asia.nikkei.com — CTO says company taking measured approach to infrastructure expansion
TSMC is seeing 'insatiable' demand for chips, executive tells Nikkei Forum
asia.nikkei.com — Companies want to get their hands on any AI compute capability, says Kevin Zhang
LLM Quantization: What fp8 and fp4 Do to Quality and Price
openrouter.ai — When you call an open-weight model through an API, several providers may serve it at different precisions, such as 16-bit bf16, 8-bit fp8 or 4-bit fp4. The
Meta’s Faiss 1.16.0 Adds E-Means for Faster Large-Scale Clustering
www.unite.ai — Meta’s Faiss maintainers released version 1.16.0 on November 10, 2026, packaging FAIR at Meta’s e-means clustering algorithm with CPU, GPU and distributed implementations. The researchers report beating Lloyd k-means’ lo...
Amazon EC2 G7 instances now available in additional regions - AWS
Bitcoin Miner HIVE Eyes $45 Million in Annual Revenue From AI Deal
decrypt.co — Bitcoin miner HIVE says its Boden facility could generate $45 million annually, but a June letter of intent remains nonbinding.
Nebul Selects NetApp Novus to Scale Its Sovereign AI Cloud
www.unite.ai — NetApp announced on November 10, 2026 that Nebul, a European AI-native cloud provider, is the first neocloud to adopt its Novus storage architecture for sovereign AI infrastructure. Nebul will use Novus in its sovereign...
Nvidia's Israel operations are about more than chips. They may help secure the AI revolution
www.calcalistech.com — The company's Israeli engineers are developing BlueField-4, a processor designed to provide an external layer of control over autonomous AI agents. Nvidia says the technology could prevent agents from exceeding their permissions as AI systems become more capable.
Apple has new Mac app coming to make running local AI models easy
9to5mac.com — Leaker Aaron Perris has discovered evidence of a new Mac app in the works at Apple that makes it easy to run local AI models.
NVIDIA DLSS 4.5 has presets you should know about
www.engadget.com — These tweaks can help you squeeze better performance and cleaner visuals from your favorite PC gaming titles on multiple types of hardware.
Applied Digital is building in the only US town to say yes to data centers
www.datacenterdynamics.com — CEO says firms must earn the right to launch new projects as it plots expansion into Europe
Memory chip CEO warns 2027 shortage will be so bad that 'even money can’t buy goods'
fortune.com — The CEO of Taiwan’s Team Group says the worst of the memory shortage runs through mid-2027, with prices still climbing and supply balance unlikely before late 2028.
AMD looks to tighten grip on CPU crown with Venice customer-centric core power
www.sdxcentral.com — Leadership leans in on customer outcomes over benchmarks while still flexing big performance numbers
How We Built TLX: A Hardware-Native GPU Compiler for Production ML at Scale
engineering.fb.com — Triton Low-Level Extensions (TLX), is an extension to Triton that helps engineers optimize GPU performance while preserving Triton’s productive programming model. TLX introduces explicit war…
A closer look at Verano, AMD's first step toward a Zen-based superchip to rival Nvidia's Vera Rubin
The Register — Cores, clocks, memory, and interconnects all perfectly balanced for a singular mission: keeping instinct fed.
NVIDIA CEO Huang's Troubles Send Shockwaves Across AI Chip Supply Chains As Chatter Starts About Firm Losing Dominance To Custom ASIC AI Chips
wccftech.com — Long-term TSMC contracts rarely free up capacity, but cheaper ASICs such as Google's TPUs could gain volume as US scrutiny of NVIDIA grows.
Private AI Needs Infrastructure That Can Evolve With the Workload
www.unite.ai — Two years ago, almost every enterprise I talked to assumed AI meant calling a frontier model through an API. That assumption is breaking down. Open-weight models have gotten good enough for a lot of day-to-day work, and...
SoftBank, Petros, and Grab plan Malaysian data center buildout with "long-term target" of 5GW
www.datacenterdynamics.com — Kicking off with an initial $1 billion investment
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