Meta is reportedly building an AI pendant and expanding its AI glasses roadmap as it pushes further into wearable hardware.

Google Cloud unveiled its eighth-generation TPU AI chips split into two variants at Google Cloud Next, challenging Nvidia's dominance in AI hardware.

Elon Musk showcased the first sample of Tesla's AI5 chip, claiming a 40x performance improvement over its predecessor, manufactured by TSMC.

Foxconn reported a 29.7% year-on-year revenue rise in Q1 2026, fuelled by strong demand for AI racks, while cautioning on geopolitical uncertainty.

Nvidia is set to announce a new inference chip platform at its upcoming GTC conference in March, aiming to further solidify its dominance in the AI hardware market.

A significant global shortage of DRAM and NAND storage is causing price hikes of over 50% and long delivery delays, creating a major bottleneck that could stall on-premise AI projects for many enterprises in 2026.

OpenAI has announced a landmark $10 billion agreement with chipmaker Cerebras to deploy 750 megawatts of AI computing power by 2028, significantly expanding its hardware infrastructure and reducing its reliance on Nvidia.