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Tag

AI Hardware

3 articles

Technology17h ago

CFET Transistors Could Cut SRAM Size in Half by 2031, Changing Chip Economics

Leading chipmakers are betting on stacked transistor designs to unlock 50 percent density gains in memory, but production remains seven years away and manufacturing hurdles are steep.

U.S. Equities111d ago

OpenAI's Potential Spinoffs: Why Robotics, Hardware Are Underpriced in AI's Future

Sam Altman's past discussions to spin out OpenAI's robotics and consumer hardware divisions highlight a strategic move to unlock growth and focus the core AI business, signaling new investment opportunities.

Technology111d ago

Cerebras IPO: A Trillion-Dollar AI Market Opportunity or Niche Hardware Play?

The impending public offering of Cerebras Systems, an OpenAI partner, will test investor appetite for specialized AI infrastructure and its wafer-scale computing economics against Nvidia's dominance.