Shortages of crucial chip packaging material threatens AI accelerator supply chains — Nittobo's Fukushima plant is tripling capacity, but it'll take years before market

Latest from Tom's Hardware in Artificial-intelligence

Denmark presses pause on new data center grid connections as total requests hit 60 GW — Nordic nation is the latest to put the brakes on AI buildouts Microsoft says 'Transformation Paradox' holding back AI adoption in the workplace — 45% of respondents say it's safer to focus on current goals, rather than AI innovation Palantir co-founder Peter Thiel backs $140M wave-powered AI data center startup — Panthalassa aims to run offshore… Google, Microsoft, and xAI agree to let US government test AI models before public release — OpenAI and Anthropic also on board after renegotiating deals with Washington Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware China pushes for 70% homegrown silicon wafer use as domestic firm ramps up 12-inch production — government seeking to localize critical chip supply chain amid AI boom and export restrictions Intel swipes Qualcomm veteran of 25 years to lead client computing — Alex Katouzian jumps ship to oversee consumer… Trump administration considers mandatory pre-release vetting of AI models — Anthropic's Mythos cited as… Nvidia's exposure to Asian supply chains for components hits 90% of its production costs — marked increase from 65% could intensify as physical AI adds even more exposure Anthropic in early talks to buy DRAM-less AI inference chips from UK startup — Fractile's SRAM architecture reduces need for pricey memory during extreme pricing and shortage crunch Chinese court rules companies can't fire workers just because AI is cheaper — ruling says automation alone… Jensen says Nvidia now has 'zero percent' market share in China — says US export policy 'has… US Navy signs deal with AI firm for training underwater drones to detect mines in Strait of Hormuz — $100 million would allow drone minesweepers to update their detection algorithms in days instead of months The Pentagon announces AI deals with OpenAI, Google, Microsoft, Amazon, Nvidia, and more — LLMs to be deployed on classified Department of War networks ‘for lawful operational use’ SoftBank plans robotics and AI firm in the US to build data centers — aims for $100 billion valuation and an IPO… Huawei could seize China’s AI chip crown in 2026 as Nvidia's H200 shipments stall in regulatory limbo — Beijing pushes homegrown AI hardware dominance in a market projected to hit $67 billion by 2030 Talent over tokens: AI models are becoming more expensive to run, and productivity gains are limited — efficient workers might be the solution to strained budgets Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten Victim of AI agent that deleted company's entire database gets their data back — cloud provider recovers critical files and broadens its 48-hour delayed delete policy Exploding number of AI data center build-outs delay Texas housing projects — data centers' high demand for electricians prices out contractors, homes now take two months longer to complete Meta's multi-billion-dollar Graviton deal highlights intensifying CPU shortages in AI infrastructure — the industry signals a shift to Agentic inference workloads, pushing demand OpenAI has effectively abandoned first-party Stargate data centers in favor of more flexible deals — company now prefers to lease compute and says Stargate is an umbrella term Google signs classified Pentagon AI deal but exits $100 million drone swarm program — report claims employees revolted over ethical fears, delivered letter to CEO Pichai Nvidia exec says AI is more expensive than actual workers — yet some companies don't see the extra costs as a… Meta will beam sunlight from space to power AI data centers, solar-collecting satellites will orbit 22,000 miles above Earth — firm reserves 1 Gigawatt of orbital solar energy and 100 Gigawatt-hours of long-duration storage Market slumps as OpenAI reportedly misses internal targets for active users and revenue — Nvidia, Oracle, AMD, and CoreWeave shares all tremble on the news OpenAI and Microsoft News site linked to OpenAI super PAC sent bots posing as journalists to interview real people — site has published nearly 100 articles with real quotes gathered by fake writers Claude-powered AI coding agent deletes entire company database in 9 seconds — backups zapped, after Cursor tool… DeepSeek launches 1.6 trillion parameter V4 on Huawei chips as U.S. escalates AI theft accusations — U.S. gov't alleges IP theft by DeepSeek and other Chinese AI firms NEO Semiconductor's revolutionary 3D X-DRAM for AI processors has passed proof-of-concept validation — company secures funding to develop next-gen memory HBM alternative SoftBank subsidiary working with Intel to develop radical new ZAM memory is now receiving Japanese gov't subsidies — new memory designed as a lower-power HBM for AI workloads Anthropic surpasses biggest rival OpenAI in secondary market valuation — surges to $1 trillion amid frantic… SpaceX says it is going to begin manufacturing GPUs — $1.75 trillion IPO listing reportedly includes in-house GPU… AI agent designs a complete RISC-V CPU from a 219-word spec sheet in just 12 hours — comparably simple design required 'many tens of billions of tokens' Google Cloud customer wakes up to $18,000+ bill despite $7 budget, thanks to forgotten API key in published project — attacker put in 60,000+ requests and blasted through $1,400 spending cap Linux may be ending support for older network drivers due to influx of false AI-generated bug reports — maintenance has become too burdensome for old largely-unused systems Anthropic's Model Context Protocol includes a critical remote code execution vulnerability — newly discovered exploit puts 200,000 AI servers at risk Cerebras files for IPO — company remains unprofitable despite 20x revenue growth Anthropic nuked a company's access to Claude, stopping 60 employees dead in their tracks — support via Google Form is the only recourse for vague usage policy violation Biohacker claims to have sequenced their own genome at the kitchen table with M3 Ultra Mac Studio, Claude, and a $3,200 sequencer — DIY project requires 100GB of data storage per run, oodles of RAM New Jersey datacenter expansion got $77m in tax breaks to create exactly one permanent job — JPMorgan's site already scored $35m and currently employs just 25 workers Analytics group signals possible delays at 40% of AI data center construction sites — companies deny schedule holdups, but satellite imagery indicates otherwise Google and Pentagon in talks to run custom AI chips inside classified environments — Google pushes for tight controls for TPUs surrounding use for mass surveillance and autonomous weapons Broadcom to supply Meta with custom silicon through 2029 — Broadom CEO Hock Tan departs Meta Elon Musk demonstrates first sample of Tesla AI5 processor, accidentally thanks TSC rather than TSMC  — claims 40X performance boost over the predecessor Nvidia releases open AI models for quantum computing tasks — 'Ising' said to be 2.5x faster and 3x more accurate than existing tools for decoding Anthropic Mark Zuckerberg reportedly working on AI clone of himself — Meta insiders claim 3D photoreal animated Zuck will be able to engage with employees on his behalf Veteran Windows dev shows off AI running on 47-year-old PDP11 with 6 MHz CPU and 64KB of RAM — 'gloriously absurd' project runs transformer model written in PDP-11 assembly language Half of all US employees now use artificial intelligence at work, crossing landmark threshold for first time — Gallup data shows daily and weekly usage hitting all-time high of 28% in Q1 2026, with 65% feeling positive about its impact on productivity Nvidia says AI cuts 10-month, eight-engineer GPU design task to overnight job — company is still 'a long way' from AI designing chips without human input Anthropic's Claude Mythos isn't a sentient super-hacker, it's a sales pitch — claims of 'thousands' of severe zero-days rely on just 198 manual reviews Steam files suggest Valve is developing  internal 'SteamGPT' AI bot — aimed at tackling customer support tickets and CS2 anti-cheat Intel and SambaNova team up on heterogenous AI inference platform — different hardware performs different… Bain Capital's data center unit removes disgraced tenant suspected of smuggling Nvidia GPUs to China — Megaspeed previously alleged to have spent roughly $2 billion on AI processors for illicit distribution Tech industry lays off nearly 80,000 employees in the first quarter of 2026 — almost 50% of affected positions cut… Anthropic's latest AI model identifies 'thousands of zero-day vulnerabilities' in 'every major operating system and every major web browser' — Claude Mythos Preview sparks race to fix critical bugs, some unpatched for decades Expert maps out more than 80 different Microsoft Copilot products, but there may be more than 100 — 'What happens when you name everything Copilot,' an AI consultant mapped out the myriad products Half of planned US data center builds have been delayed or canceled, growth limited by shortages of power infrastructure and parts from China — the AI build-out flips the breakers Microsoft says Copilot is for entertainment purposes only, not serious use — firm pushing AI hard to consumers and businesses tells users not to rely on it for important advice Iran says it has struck Oracle data center in Dubai, Amazon data center in Bahrain — country has threatened to attack Nvidia, Intel, and others, too The largest programming community on Reddit just banned all content related to AI LLMs — r/programming is prioritizing only high-quality discussions about AI Chinese military reveals drone wolf pack capable of swarm operations — robot dogs can be equipped with grenade launchers and machine guns for urban combat Meta to fund seven new natural gas power plants to fuel AI data centers — Entergy partnership to deliver 7 gigawatts of power for Louisiana AI facility US judge sides with Anthropic, says company supply chain risk branding over Pentagon disagreement 'Orwellian' — Trump slapped AI company with designation after it refused to lower its guardrails for the military Google's TurboQuant reduces AI LLM cache memory capacity requirements by at least six times — up to 8x performance boost on Nvidia H100 GPUs, compresses KV caches to 3 bits with no accuracy loss Kentucky farm family rejects $26 million offer for 600 acres of land from unnamed AI data center suitor — declines 7x offer, wants to ‘Stay and hold and feed a nation’ HP's new AI workstation can expand horizontally to add 15% more internal volume — alternate side panel also includes more active cooling Pentagon formalizes Palantir's Maven AI as a core military system with multi-year funding — platform's investment grows to $13 billion from $480 million in 2024 Autonomous mobile drone swarm killer created in trilateral US defense company collab — the new Leonidas Autonomous Ground Vehicle (AGV) is a high-power microwave platform Price of Nvidia's Vera Rubin NVL72 racks skyrockets to as much as $8.8 million apiece, but server makers' margins will be tight — Nvidia is moving closer to shipping entire full-scale systems YouTuber upgrades 14-year-old ThinkPad laptop with a $25 DIY IPS display — simple panel swap breathes new life into 2012-era machine with 'visually noticeable' results Jensen Huang says Nvidia engineers should use AI tokens worth half their annual salary every year to be fully productive — compares not using AI to using paper and pencil for designing chips Rogue OpenClaw AI wrote and published 'hit piece' on a Python developer who rejected its code — disgruntled bot accuses Matplotlib maintainer of discrimination and hypocrisy, later backtracks with an apology Planned 10-gigawatt Softbank data center in Ohio might be the largest in the world — will require a $33 billion natural gas plant, equivalent to nine nuclear reactors Microsoft considering suing OpenAI over Altman's recent deal with Amazon, report claims — exclusivity dispute revolves around Frontier multi-agent service Nvidia launches DGX Station with its bleeding-edge GB300 Grace Blackwell Superchip — now available to order and will begin shipping in the coming months Examining Nvidia's 60 exaflop Vera Rubin POD — how seven chips underpin company's 40 rack AI factory… South Korean company following ChatGPT management advice forced to backtrack by court — Krafton improperly ousted Subnautica developer bosses to dodge $250m bonus payout Nvidia's Nemotron coalition brings eight AI labs together to build open frontier models Nvidia debuts DLSS 5 for increased visual fidelity in games — AI-infused tech transforms pixels with photorealistic lighting and materials Tennessee grandmother wrongly jailed for six months, latest victim of AI-driven misidentification — facial recognition is jailing the wrong people, but police keep using it anyway US gov't revokes controversial AI hardware export rule that would mandate investments from foreign companies — new export rules are still in the works, though Tech titans team up to form optical interconnect alliance to solve the AI buildout's big data bottleneck — Nvidia, AMD, Broadcom & more set sights on building PHY to break through the limitations of copper China bans OpenClaw from government computers and issues security guidelines amid adoption frenzy — nation scrambles to rein in popular AI agent AMD, Broadcom, and Nvidia join hyperscalers to define optical scale-up interconnect of the future for AI clusters — Meta, Microsoft, and OpenAI to benefit as speeds eventually scale to 3.2 Tb/s OpenClaw AI agent craze sweeps China as authorities seek to clamp down amid security fears — adoption surges as state-run enterprises are barred from use Crafty AI tool caught repurposing its training GPUs for unauthorized crypto mining during testing — experimental agent breached safety, controllability, and trustworthiness barriers Human brain cells set to power two new data centers, thanks to 'body-in-the-box' CL1 — Cortical Labs targets the AI energy crisis with biological computer that reportedly uses less energy than a calculator Nvidia reportedly building its own AI agent to compete with OpenClaw, report claims — ‘NemoClaw’ will supposedly be open source and designed for enterprise use In wake of outage, Amazon calls upon senior engineers to address issues created by 'Gen-AI assisted changes,' report claims — recent 'high blast radius' incidents stir up changes for code approval Anthropic sues Pentagon over 'supply chain risk' designation, citing free speech and due process violations — company refused to allow its AI to be used for autonomous attacks, mass surveillance Amazon's Rufus AI shopping assistant can be easily jailbroken and tricked into answering other questions — specific prompts break the chatbot's guidelines and reach underlying AI engine OpenAI's massive Stargate data center canceled as firm can't reach terms with Oracle, operator struggles with reliability issues — Meta said to be interested in snatching excess capacity Oracle reportedly set to axe thousands of jobs and freeze hiring as AI data center bets ignite financial perfect storm… Claude Code deletes developers' production setup, including its database and snapshots — 2.5 years of records were nuked in an instant Nvidia CEO Huang declares ‘I love constraints’ amid ongoing component shortage — claims lack of options forces AI clients to only choose the very best Motherboard buying advice for the PC building apocalypse — Our benchmarks, and years of testing, show you where to save and when to spend AI creates jobs, data from bank survey shows — companies with wide AI deployments and investments are more likely to be hiring than those that don't

2026-03-09 · via Latest from Tom's Hardware in Artificial-intelligence

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