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Hardware & Infrastructure

161 summarised stories in Hardware & Infrastructure, each linking back to the original source. Browse all topics →

Tuesday, 21 July 2026

AMD launches Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer

TLDR 4 hours ago

AMD launched Helios, its first rack-scale AI system, with Microsoft as a major new customer joining Meta, OpenAI, and Oracle. The Helios system is estimated to cost between $5 million and $5.5 million, compared to Nvidia's Vera Rubin at $3.5 million to $4 million, and AMD will begin shipping later this year. AMD's entry into rack systems could increase its data center GPU market share from 4.5% to potentially 20-25%, challenging Nvidia's 95% dominance in this segment.

Google is building a chip with Gemini baked into the silicon

TLDR 4 hours ago 3 sources

Google is reportedly developing a chip called Frozen v2 that would have Gemini's neural-network architecture physically etched into the silicon rather than stored in memory, potentially achieving 6 to 10 times greater efficiency than current custom AI chips and targeting deployment as early as 2028. The project reflects Google's effort to reduce reliance on Nvidia and address internal capacity constraints, trading flexibility for speed and power efficiency. If successful, this approach could force competitors to develop similar custom silicon solutions optimized for specific models rather than general-purpose hardware.

NVIDIA Releases Cosmos 3 Edge: A 4B-Parameter Open World Model That Reasons and Generates Robot Actions On-Device

MarkTechPost 7 hours ago 4 sources

NVIDIA released Cosmos 3 Edge, a 4-billion-parameter world model designed to run on edge devices like robots and vision agents. The model uses a Mixture-of-Transformers architecture with separate reasoning and generation towers, achieving 15 Hz real-time control at 640×360 resolution on NVIDIA Jetson Thor hardware. This enables robots to understand their environment, reason about actions, and generate control outputs locally without relying on data centers.

Who’s afraid of the big, bad GPU?

The Verge 9 hours ago

Data centers powering AI models consume enormous amounts of energy and water while producing air pollution and greenhouse gas emissions, with GPUs in these facilities now drawing scrutiny for environmental and health impacts. Training Meta's Llama 3.1 could generate air pollution equivalent to 10,000 round-trip car journeys between Los Angeles and New York, and AI data centers' power consumption is projected to reach 165-326 terawatt-hours annually by 2028 in the US. Communities are increasingly concerned as data centers expand in their regions, raising utility costs and local pollution while many consumers question whether promised AI benefits justify the environmental costs.

Grabette: an open system to record robot-manipulation data

Hugging Face Blog 15 hours ago

Pollen Robotics released Grabette, an open-source handheld gripper system that records robot manipulation demonstrations using a handheld device with cameras and IMU sensors. The hardware costs approximately €490 for the recording device (Grabette) and €120 for the robotic gripper counterpart (Gripette), with all components sourced from standard off-the-shelf parts. The system aims to democratize robot learning data collection by enabling anyone to record manipulation tasks and contribute to a shared open dataset on Hugging Face, removing the need for expensive teleoperation rigs or dedicated robotics labs.

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