AI hardware
PulseAugur coverage of AI hardware — every cluster mentioning AI hardware across labs, papers, and developer communities, ranked by signal.
5 day(s) with sentiment data
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AI Power Demand Fuels Second Wave of Price Hikes for Power Devices
CITIC Securities has identified a second wave of price increases for power devices, driven by the growing demand for AI power supplies. This trend is expected to continue until 2027, leading to significant revenue growt…
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Institutions flock to A-share tech firms, focusing on humanoid robots and semiconductor materials
In June, 989 A-share listed companies were visited by institutional investors, with a strong focus on "hard tech" sectors. These sectors are favored for their clear industrial upgrade paths, ongoing domestic substitutio…
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New TreeGRNG offers efficient probabilistic AI hardware
Researchers have developed TreeGRNG, a novel binary tree Gaussian random number generator designed for efficient probabilistic AI hardware. This innovation addresses the significant power and computational demands of tr…
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Huatai Securities: AI hardware sector awaits July earnings season for opportunities
Huatai Securities suggests that Hong Kong stocks may continue to outperform due to overseas liquidity risks. They recommend focusing on sectors like discretionary retail and media, as well as defensive high-dividend sto…
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Goldman Sachs favors China AI hardware over Hong Kong stocks
Goldman Sachs is shifting its investment focus from Hong Kong to mainland China, specifically targeting companies involved in AI hardware. This strategic move indicates a growing confidence in the mainland's AI sector o…
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Tokyo researchers unveil laser-driven memory switching 1000x faster than DRAM
Researchers at the University of Tokyo have developed a novel spintronic memory device that utilizes lasers to switch bits in an astonishing 40 picoseconds. This non-volatile memory technology, based on Mn₃Sn, operates …