Now The Information (paywalled) is citing sources from an all hands meeting at OpenAI touting an early prototype of a smart speaker.
Continue reading “OpenAI’s first device will reportedly be a pocket-sized AI speaker, due in 2027”
Tag: hardware
ByteDance is developing in-house AI chips, to be manufactured by Samsung
ByteDance has been known to work with US chip producer Broadcom, and started seriously hiring chip specialists in 2022.
The new chips are set to be produced with Samsung in a deal that includes memory chips, which definitely sweetens the deal.
Production is advanced enough that Reuters’ sources say engineering samples are due by late March, which is the last stage before production.
A spokesperson for the company does not deny the report outright, but claims the information is «inaccurate,» Reuters writes.
Most US frontier labs are developing their own chips, as is Alibaba and Baidu.
Read the scoop at Reuters.
Apple is doing early work on an AirTag-sized AI pin, set for 2027
The device in early stage planning will be similar to a slightly thicker AirTag, paywalled The Information writes.
It will be thin, flat and circular, come with an aluminum shell and offer two cameras on the front to observe it’s surroundings and take pictures. It will also have a three microphone array for listening in — and an included speaker for output, writes MacRumors.
There is only one button on it, presumably for turning it on and off.
The presumptive idea for such a pin would be for use with an AI assistant without having to spring out a full feature phone just to check the surroundings — and it will probably work along with a phone in the Apple ecosystem.
The finished system could be able to launch as early as 2027, and Apple plans to produce around 20 million devices at launch, Engadget writes.
There is not much time to act; OpenAI said yesterday that their first device will be ready in late 2026.
Google demos smart glasses with Android XR, set to debut in 2026
They are mostly concerned with the glasses with internal screens, that can run bog standard Android apps as well as Android XR apps — and provides you with information right inside the glasses.
These spectacles, while impressive, connect via wire to a puck in your pocket that serves as a battery and trackpad in one, and use a phone or laptop for computing power, but they don’t have a release date as of yet.
Continue reading “Google demos smart glasses with Android XR, set to debut in 2026”
Nvidia gets all clear from Trump Commerce to sell H200 chip in China
Nvidia’s H200 is a much more advanced chip than the custom H20 that the company was allowed to export to China earlier, with the newer Blackwell chips being only about 1.5 times faster, Reuters notes.
The H20 chips were recently banned in China, where the authorities instead opted for Huawei chips for data center supplies.
Continue reading “Nvidia gets all clear from Trump Commerce to sell H200 chip in China”
Apple’s interface chief leaves for new Meta AI design studio
He brings with him his deputy at Apple, Billy Sorrentino, and will oversee a new studio that encompasses hardware, software and AI integration across all of Meta’s products — including future AI devices.
— Our idea is to treat intelligence as a new design material and imagine what becomes possible when it is abundant, capable, and human-centered, writes Mark Zuckerberg on Threads, not being short of ambition.
He goes on to say that Meta will «elevate design,» and put together people with talents in «craft, creative vision, systems thinking, and deep experience building iconic products that bridge hardware and software»
The potential is «enormous,» Zuck says, for AI glasses and «other devices» to change how we connect with «technology and each other.»
Read more: Scoop by Bloomberg, writeups by The Verge and 9to5Mac.
Micron is pivoting to AI chips, will kill off Crucial consumer brand in 2026
— The AI-driven growth in the data center has led to a surge in demand for memory and storage, says Sumit Sadana, EVP and Chief Business Officer at Micron Technology in a press release.
Continue reading “Micron is pivoting to AI chips, will kill off Crucial consumer brand in 2026”
Jony Ive and Altman detail new device as something «to take a bite of»
They are looking to make a device that’s «simple and playful,» The Verge reports, and it is rumored to be screen-free and about the size of a smartphone, they say.
Continue reading “Jony Ive and Altman detail new device as something «to take a bite of»”
Broadcom to supply OpenAI with 10 GW’s worth of custom chip capacity
Starting up in late 2026, just like the AMD and Nvidia deals — OpenAI will have added 26 gigawatts of capacity from these agreements alone, and one can wonder how capable the future of GPT will be.
Continue reading “Broadcom to supply OpenAI with 10 GW’s worth of custom chip capacity”
Friday roundup: Unis hiring AI officers, OpenAI on jobs and Nano Banana
OpenAI will make custom chips with Broadcom
With Nvidia lurking in the background, more companies are working on their custom AI chips. Now OpenAI has entered the fray, said to produce their own chips with Broadcom next year. It will be for internal use, and won’t be released broadly. They have a long history with this, having first entered talks with TSMC last year. Broadcom said on its earnings call this Thursday that it had secured a $10B order for AI chips without naming from whom, and now the Financial Times is reporting that it is, indeed, OpenAI, who has no comment on this.
More at: Financial Times (Paywalled) and Reuters.
Amazon lens lets you shop for anything you can see
The latest feature in the Amazon Shopping app on iOS lets you simply point your camera on anything you like, and shop for the same or similar items in real-time. It partners with Amazon’s AI shopping assistant, Rufus, to also answer questions about the products in the shop. It should «roll out to more customers in the coming weeks,» meaning there’s likely an Android version in the works.
More at: Amazon’s product page, and The Verge.
Read on for more News!
Continue reading “Friday roundup: Unis hiring AI officers, OpenAI on jobs and Nano Banana”
Just three customers accounted for half of Nvidia’s chip sales last quarter
They are anonymized in the filing, but Nvidia clearly states that they account for 23%, 16% and 14% of sales.
Last quarter, two top customers accounted for 14% and 11% of revenue, writes CNBC.
OEM manufacturers?
These customers are not end users of the product, but rather systems manufacturers who buy chips directly from Nvidia and put them on circuit boards and servers — which they call «Direct customers.»
Continue reading “Just three customers accounted for half of Nvidia’s chip sales last quarter”
OpenAI’s hardware device is a year out, won’t be a wearable
It is clear now that the device won’t be an in-ear device or some kind of glasses.
Continue reading “OpenAI’s hardware device is a year out, won’t be a wearable”
OpenAI takes down Ive partnership Io page due to court order
The name of the company purchased by OpenAI for 6.5 billion dollars in late may, has, for all its hype at the time, been taken down by a court order.
Continue reading “OpenAI takes down Ive partnership Io page due to court order”
Jony Ive joins OpenAI on breakthrough hardware project
Citing significant progress already done, Sam Altman says «I think it is the coolest piece of technology that the world will have ever seen,» according to The Washington Post.
Continue reading “Jony Ive joins OpenAI on breakthrough hardware project”