Nvidia Cosmos 3 Is the First Open Physical AI Model
Nvidia's Cosmos 3 is the first fully open omnimodel for physical AI, trained on 20 trillion tokens to teach robots and autonomous vehicles how to reason and act in the real world.
Articles Tagged "Hardware"
XCENA Raises $135M Betting Memory Is AI's Real Bottleneck
XCENA raises $135M at a $570M valuation to build the MX1 - a CXL 3.2 chip with thousands of RISC-V cores that processes AI workloads where data lives, eliminating costly data transfers between GPU and RAM.
Wall Street and Google Pool $5B to Rival CoreWeave
Blackstone commits $5 billion to a new Google joint venture selling TPU compute-as-a-service, directly challenging CoreWeave with Wall Street capital and Google's chip stack.
Qualcomm Hits Record High as AI Device Bet Pays Off
Qualcomm stock surged 12% to an all-time high on May 22 and is now up 75% in a month, driven by an OpenAI smartphone deal, a Stellantis car contract, and a data center chip push - forcing Wall Street to rethink a company it had written off.
NVIDIA Ships Vera CPU to Labs, Claims $200B Market
NVIDIA delivered first Vera CPUs to Anthropic, OpenAI, and SpaceX on May 17-19 as Q1 FY2027 earnings hit $81.6B, with $20B in standalone Vera CPU orders on the books for 2026.
Brett Adcock's Hark Raises $700M for AI Interface
Brett Adcock's AI lab Hark has closed a $700M Series A at a $6B valuation before shipping a single product, with chip companies AMD, Intel, Qualcomm, and NVIDIA all backing the bet.
Android XR Glasses Land with Samsung and Warby Parker
Google unveiled three Android XR smart glasses form factors at I/O 2026, backed by Samsung, XREAL, Warby Parker, and Gentle Monster as launch partners.
LetinAR Scores $18M for the Optics Behind AI Glasses
South Korean startup LetinAR raises $18.5M to scale its PinTILT optical modules, which already power AI glasses and AR helmets as shipments hit 8.7 million units globally in 2025.
Lumai Iris Nova: Optical AI Inference Server
Lumai's optical AI inference server uses light-based computing to run billion-parameter LLMs with up to 90% less power than GPUs.
Skymizer HTX301: 700B LLMs at 240W on PCIe
Skymizer's HTX301 uses six 28nm chips and 384 GB LPDDR5 to run 700B-parameter LLMs on a single PCIe card at just 240W.
AMD Helios: 72-GPU Rack for AI at Scale
AMD Helios packs 72 Instinct MI455X GPUs and 31 TB HBM4 into a single rack delivering 2.9 FP4 ExaFLOPS for AI workloads.
Google Turns to SpaceX for Orbital AI Data Centers
Bloomberg reports Google is in talks with SpaceX to launch its Project Suncatcher satellites - TPU-equipped spacecraft designed to run ML workloads in low Earth orbit.
