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374 stories · Last updated November 14, 2026

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Chips & Infrastructure

Google and Samsung’s Gemini glasses open for preorder

Warby Parker frames start at $395 and Gentle Monster frames at $449. The glasses have a camera, speakers and microphones, and Google lists no display. They go on sale in the US on December 10, and Gentle Monster’s also in South Korea.

Preorders opened on November 12 for the first Intelligent Eyewear collections, built by Samsung with Google, Warby Parker and Gentle Monster. Wearers say “Hey Gemini” or tap the frame to ask about what they see, translate speech or get directions.

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Chips & Infrastructure

Ring’s $249.99 drone camera will patrol homes from January

The Ring Drone Cam flies set routes inside a home when a sensor or alarm goes off. It ships in the US on January 27 and still needs approval from the US communications regulator. A $999.99 Rover Cam robot for businesses ships on December 16.

Amazon’s Ring launched Ring Robotics on November 10 with two devices: an indoor drone camera for homes and a wheeled security robot for businesses. Both use AI Pilot, a Ring system that relies on cloud processing to map a space and move around it.

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2 stories

Chips & Infrastructure

Google adds two new TPU systems, one with AMD processors

TPU 8tx keeps data protected while the chip works on it, with AMD EPYC processors as hosts. TPU 8i Max puts two TPU 8i chips in one package for very long inputs. Google has given no date or price.

Google announced TPU 8tx and TPU 8i Max on November 9. With TPU 8t and TPU 8i from earlier this year, Google has introduced four TPU systems in one year, which it says is a first. Both new systems reuse existing chips in new setups.

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Chips & Infrastructure

Huawei says its new desktop PC uses only China-made parts

The Qingyun HM650 runs on Huawei’s own Kirin X90 chip and an office version of HarmonyOS. It is Huawei’s first desktop with HarmonyOS, and it is made for government and business offices. The 100% figure covers where parts are made, not who designed them.

Huawei launched the Qingyun HM650 and HM650g desktops on November 5. Huawei says a testing company found that 100% of their parts are made in China, and calls them the first desktops to reach that. No one has taken the PC apart to check.

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Chips & Infrastructure

Google plans $17B data centre in Wyoming, its first there

Google says it will pay for all the power the site uses, and its utility partner says those costs won’t shift to other customers. Google bought the site from Crusoe. The plan came two days after US voters backed limits on data centres.

Google announced the campus in Laramie County, near Cheyenne, on November 5. It will run partly on a planned 702-megawatt plant of fuel cells that use natural gas and capture carbon. On November 6, Crusoe said Google had acquired the site. No price was given.

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Chips & Infrastructure

OpenAI pledges no NDAs with officials at sites it owns

Two days after US voters turned against data centres, OpenAI published a National Community Compact. It also promises to pay its full power costs. The promises are voluntary, and cover only future campuses that OpenAI owns and operates.

OpenAI published a National Community Compact on November 5, after voters rejected data centres in the US midterm elections. It says it will stop using NDAs with public officials, with narrow exceptions, pay the full cost of its electricity, and publish water, noise and energy data. Reuters says the policies had been in the works since August.

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Chips & Infrastructure

AMD values its Taalas deal at about $2.9B, filing shows

Up to about $1.4 billion of that is contingent, on conditions AMD has not explained. The Toronto start-up builds chips around a single AI model, and AMD expects the deal to close by the end of 2026.

AMD’s quarterly filing, published on November 4, puts its pending purchase of Taalas at about $2.9 billion in cash and stock. That includes up to about $1.4 billion of contingent payment. AMD announced the deal in August but gave no price. Taalas, founded in Toronto in 2023, makes chips hard-wired for one AI model.

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Chips & Infrastructure

AMD’s data centre sales nearly double to $8.5B

Total revenue rose 45% to $13.38 billion, and AMD forecasts about $17 billion for the next quarter. It says Anthropic, Meta, Microsoft, OpenAI and Oracle now run work on its new Helios AI racks.

AMD reported third-quarter results on November 3. Revenue rose 45% from a year earlier to $13.38 billion, above the $13.09 billion that analysts expected, according to LSEG. Data centre sales rose 97% to a record $8.5 billion, helped by server processors and new MI450 AI chips. AMD forecasts about $17 billion for the fourth quarter, and its shares rose after the report.

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Chips & Infrastructure

Marvell agrees to buy Lumentum in a $115B bet on AI optics

The all-stock deal gives Lumentum an enterprise value of $115 billion, including debt. Marvell says copper links are reaching their limits in AI data centres. Both companies’ shares fell on Monday, and the deal is due to close in the first half of 2028.

Marvell and Lumentum announced on Monday, November 2, that they will combine. Each Lumentum share becomes 4.5 Marvell shares, worth about $1,132 at prices before reports of the talks. Marvell’s owners would hold about 67% of the combined company.

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Chips & Infrastructure

Google’s satellite runs AI in orbit and sends back a haiku

Its Suncatcher prototype answered a first prompt with the Gemma 4 model, a month after launch. Google calls it the first AI response from a data-centre-class chip in orbit. Tests of heat and radiation come next.

Google said on October 30 that its Project Suncatcher prototype satellite has answered its first AI prompt in orbit. Engineers sent a prompt to Gemma 4, an open Google model on board, and asked for a haiku about being in space. The answer came down as the satellite passed over Svalbard, Norway.

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Chips & Infrastructure

Samsung says its 2027 HBM supply is already sold out

Samsung confirmed a record quarterly profit of 107.4 trillion won, almost all from chips. It plans to spend about 84.4 trillion won on factories and equipment this year, a record.

Samsung Electronics published its final results for July to September on October 29. Operating profit was a record 107.4 trillion won, about $80 billion, up 783% from a year earlier. On its earnings call, Samsung said it has finished selling its 2027 supply of HBM, the fast memory used in AI chips.

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Chips & Infrastructure

Apple’s new MacBook Pro is the first Mac with a touchscreen

The 14-inch and 16-inch models have an OLED screen, the Dynamic Island from the iPhone, and M5 Pro or M5 Max chips. They start at $2,899 and $3,399 and reach stores on November 6.

Apple announced a new MacBook Pro on October 28 with a touch display that it calls PROLED XDR. It is the first Mac that people can control by touching the screen. Orders opened the same day in 30 countries, Apple says. The new laptops sit above the cheaper M6 MacBook Pro that Apple announced a day earlier.

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Chips & Infrastructure

SK hynix sales pass 100 trillion won on AI memory demand

The Korean chipmaker’s July–September sales rose 328% from a year earlier, and its operating profit rose 632%. SK hynix expects demand for memory to beat supply through 2030.

SK hynix, a top maker of the memory chips that AI systems need, published its third-quarter results on October 28 in Seoul. Sales were 104.6 trillion won, its first quarter above 100 trillion won. Operating profit was 83.3 trillion won, or about $62.8 billion, AFP reports. The figures are preliminary.

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Chips & Infrastructure

Apple puts its M6 chip in the MacBook Pro and iMac

The 14-inch MacBook Pro starts at $1,999 and the iMac at $1,499, and both go on sale on November 6. Apple says the M6 runs AI work up to 25% faster than the M5, but no outside test has checked its claims yet.

Apple announced a new 14-inch MacBook Pro and a new 24-inch iMac with its M6 chip on Tuesday, October 27. Both can be ordered from October 28 and go on sale on November 6, in 35 countries and regions, Reuters reports. Apple sells both as machines that run AI on the device. The speed claims are Apple’s own.

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Chips & Infrastructure

Apple’s new iPad mini gets OLED, an A20 Pro and a $699 price

Apple announced a thinner iPad mini with an 8.5-inch OLED screen, its A20 Pro chip and protection against water and dust. Orders open on Wednesday and it goes on sale on November 6. It costs $200 more than the 2024 model did at launch.

Apple’s new iPad mini, announced on Monday, October 26, starts at $699 for Wi-Fi and $849 with cellular. Apple says the A20 Pro chip runs AI tasks up to 4.5 times faster than before. No independent tests are out yet.

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Chips & Infrastructure

Amazon plans more than €16bn for Germany in 2027

Amazon says €4.8 billion of it will expand its cloud data centres around Frankfurt. The total is a plan for one year, close to what Amazon says it spent in Germany in 2025.

Amazon says it will invest more than €16 billion in Germany in 2027, in cloud and AI data centres, warehouses, its Leo satellite internet and Prime Video shows. It announced the plan in Berlin at the government’s Invest in Germany Summit.

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Chips & Infrastructure

Amazon open-sources TorchNeuron to run PyTorch on Trainium

The tool lets PyTorch code run on Amazon’s own AI chips, and its public beta starts on October 20. Amazon says one setting is enough, but its own list of gaps shows that some code still needs work.

Amazon has released TorchNeuron, a tool that lets code written for PyTorch run on its Trainium2 and Trainium3 AI chips. It is open source under the Apache 2.0 licence, and its public beta starts on October 20. Amazon says developers need only one setting and no rewrite.

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Chips & Infrastructure

Microsoft quits Nscale’s Essex AI data centre, reports say

The Telegraph and the BBC say Microsoft has ended its part in the planned UK site, which cannot get enough power until the 2030s. Microsoft declined to comment, and Nscale says it still plans to build.

Microsoft has pulled out of Nscale’s planned AI data centre in Loughton, Essex, the Telegraph reported on October 18. The BBC said it understood the same. Nscale, a British company, has been told that the site will not get its power until the 2030s. Microsoft declined to comment to the BBC, and Nscale says it remains committed to the project.

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Chips & Infrastructure

iPhone Duo deliveries slip to late January after preorders

Within about half an hour of preorders opening, new orders for every version of Apple’s $1,999 foldable showed late-January delivery in the US. Apple calls the demand “nothing short of extraordinary”, but gave no order numbers.

Apple opened preorders for the iPhone Duo, its first foldable iPhone, on October 16 in more than 70 countries. By 5:30 a.m. Pacific time, half an hour after the start, Apple’s US store showed January 25 delivery for all eight versions, MacRumors found. Launch-day store pickup also sold out.

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Chips & Infrastructure

Tests find RTX Spark laptops fast at local AI, but hot

Reviewers ran AI models with more than 100 billion parameters on laptops with Nvidia’s new chip. Laptops with RTX 5090 graphics were faster on smaller models, and three testers saw crashes or shutdowns under heavy load.

The first independent tests of laptops with Nvidia’s RTX Spark chip came out on October 15 and 16. In Tom’s Hardware’s test of local AI agent tasks, Apple’s M5 Max MacBook Pro took about 25% longer than Microsoft’s Surface Laptop Ultra. Most AI tests used versions with 128GB of memory, which cost $5,899.99 for the Surface.

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Chips & Infrastructure

Amazon’s Bee launches two AI recorders, from $74.99

The Bee Frontier goes on a wrist or clothing, and the Bee Eclipse sticks to the back of a phone. Both turn conversations into summaries and to-dos, and a Bee Pro plan costs $11.99 a month.

Bee, a maker of AI note-taking devices that Amazon bought in 2025, launched its first new products since then on October 15. The $74.99 Bee Frontier is on sale now at Amazon.com. The Bee Eclipse, from $99.99, comes “soon”. While switched on, both listen to conversations and turn them into summaries, reminders and to-dos.

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Chips & Infrastructure

TSMC’s profit jumps 69% to a record on AI chip demand

The world’s biggest contract chipmaker beat forecasts for a sixth record quarter in a row. It expects sales of $52.3 billion to $54.3 billion in the last three months of 2026.

TSMC made a net profit of NT$763.1 billion from July to September, 68.7% more than a year earlier and above analysts’ forecasts. Its sales rose 41.2% in US dollars, to $46.72 billion. Chips for high-performance computing, a group that includes AI chips, brought in 68% of its sales.

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Chips & Infrastructure

Google to buy power from a $4B fuel cell plant in Wyoming

American Electric Power will build a 702-megawatt plant of Bloom Energy fuel cells near Cheyenne and sell its power to Google for 20 years. It should run fully by the end of 2028.

American Electric Power (AEP), a big US utility, plans to spend about $4 billion on a 702-megawatt fuel cell plant near Cheyenne, Wyoming. Google will buy its power for 20 years. Google is building a large data centre campus nearby. The fuel cells make electricity from natural gas without burning it, and AEP plans to add carbon capture.

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Chips & Infrastructure

ASML says AI demand will outrun its supply in 2027 and 2028

The Dutch maker of chipmaking machines raised its 2026 sales forecast to €44–45 billion. Some customers already want to order for 2029 and even 2030, ASML says.

ASML reported third-quarter sales of €11.7 billion and a profit of €5.0 billion on October 14. Its customers keep raising their forecasts for new machines, mainly because of AI investment, the company says. ASML now expects that its planned supply for 2027 and 2028 will not fully meet that demand.

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Chips & Infrastructure

Apple’s $299 HomeView puts Siri AI on a home screen

Apple also showed a new Apple TV 4K and HomePod mini on October 13. Siri AI starts as a test version in English and in eight countries, and HomeView will not be sold in the EU.

Apple unveiled HomeView, a 7-inch screen for the home, at its “Welcome home” event in New York. It costs $299 and arrives on November 13, on the same day as a new $299 Apple TV 4K. A new $149 HomePod mini ships on October 30, but it gets Siri AI only in a later update.

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Chips & Infrastructure

Alibaba starts selling its Qwen N1 AI glasses in China

The glasses run Alibaba’s Qwen assistant and cost from 2,218 yuan after subsidies and launch discounts. The N1 Pro adds eye control and payment by iris scan, Alibaba says.

Alibaba’s N1 and N1 Pro AI glasses went on sale in China on October 13, after pre-orders opened on September 22. Both have a 50-megapixel camera and batteries that can be swapped, and they run Alibaba’s Qwen assistant for tasks such as translation and notes. Alibaba also showed Qwen Clip, AI earbuds tuned with Bose.

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Chips & Infrastructure

Microsoft’s Maia 300 chip will run its AI from 2027

Microsoft says its own chips will become the main system that runs AI in its products. It claims 40% more AI output per unit of power than leading GPU systems, but nobody outside has tested the chip yet.

Microsoft unveiled Maia 300, the third generation of its own AI chip, on October 12. It is built to run AI models rather than train them, and its production use starts in 2027. Microsoft plans to scale its Maia chips to several gigawatts of data-centre power from 2027.

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Chips & Infrastructure

Yandex says drones shut a third data centre in four days

Its Vladimir site stopped on October 11, after strikes on two other sites on October 8 and 9. Reuters says the first site held two of the three supercomputers Yandex used to train YandexGPT.

Yandex said a drone attack damaged its data centre in the Vladimir region on Sunday, October 11, and that work there was completely suspended. Its cloud platform was still running in a limited mode that evening, and it told customers to consider other sites. It is the third Yandex data centre hit since October 8.

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Chips & Infrastructure

PC shipments fall 20% as AI demand lifts memory prices

IDC counts 62.7 million PCs shipped from July to September, and Omdia 58.1 million. Both say buyers stocked up early in the year to beat price rises, and HP and Dell fell the most.

Research firm IDC estimates that 62.7 million PCs were shipped worldwide in the third quarter, 20.1% fewer than a year earlier. Omdia counts 58.1 million, down 21.2%. Lenovo, HP, Dell and Apple all shipped fewer computers. IDC says high prices, driven by the building of AI data centres, are holding buyers back.

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