Cowlpane has published 21 articles on ai hardware — primarily in Tech, AI, Markets , with coverage from 2026. Sourced from global financial publications.
Google trades hardware specs for Gemini intelligence, raising Pixel 11 base prices to secure its dominance in the generative AI era.
China’s latest AI hardware rollout threatens to upend global supply chains and force U.S. firms to rethink their innovation strategies.
Moonshot AI's Kimi K3 delivers superior performance-per-dollar on AMD hardware, challenging Nvidia's Blackwell moat in the enterprise sector.
Gluon kernel optimizations for the AMD MI450 could break NVIDIA's software moat and reshape enterprise AI hardware procurement.
AI data center demand triggers a multi-year chip shortage, threatening consumer device prices and enterprise hardware margins through 2028.
A new unified model architecture bridges the gap between physical motion and high-level reasoning, slashing the complexity of training autonomous machines.
Safe Superintelligence Inc. bypasses traditional compute bottlenecks by securing early access to Nvidia's next-generation Rubin architecture.
AMD pivots from a secondary alternative to a primary AI platform contender, threatening Nvidia's dominant market position in accelerated computing.
AMD targets the enterprise data center market with its new Instinct MI455X, aiming to break NVIDIA's stranglehold on AI training workloads.
China's Unitree Robotics achieves a $50 billion valuation through state-backed circular financing, mirroring US-based Nvidia criticisms.
AMD's acquisition of Taalas moves AI from flexible software to rigid silicon, trading versatility for 16,000 tokens per second speeds.
OpenAI plans a $300+ smart speaker with moving parts to challenge established voice assistants by 2027.
The Australian government’s disposal of thousands of test routers could send ripples through the AI hardware market, raising costs for edge deployments.
OpenAI's shift toward a full-stack model threatens to disrupt the entire AI infrastructure supply chain by integrating software and silicon.
Unitree's Shanghai listing accelerates China's push for mass-market humanoid robots, shifting the AI investment focus from software to physical embodiment.
Micron's recent price surge signals a massive shift in memory demand that could reprice the entire semiconductor sector.
Hong Kong’s new tech listings could tilt portfolios toward AI hardware, reshaping the tech‑sector landscape worldwide.
Brokerages launch coverage on SK Hynix with optimistic ratings, signaling a potential pivot for semiconductor supply chains.
Rising memory‑chip prices slashjspx
