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Is your tech portfolio on the wrong side of the AI boom? Why a $1,000 videogame console will squeeze hardware stocks.

The AI buildout is printing money for memory-chip suppliers. But it’s slamming device-makers and their customers.

MarketWatch 1d ago

FTSE 100’s likely new entrant puts a British spin on the AI boom

Hardware reseller’s trick will be to convince investors artificial intelligence can augment its services rather than replace them

Financial Times 9d ago

AI boom: Demand for data centers drives innovation by energy, tech industries to produce new power sources

Energy experts acknowledge the need for additional power sources, and they’re turning to new technology and infrastructure to address the demand. "As an industry, we are investing approximately $1.1 trillion in our infrastructure over the next five years to ensure that we're meeting that need and that demand," Exelon CEO Calvin Butler said. In 2024, data centers consumed about 1.5% of global electricity use and the demand has continued to surge.

Fox News 5d ago

Flush With Cash From OpenAI, Opal Is Making an AI-Powered Audio Gadget

A small San Francisco startup known for making well-appointed, beautifully designed webcams is now vying to become the AI hardware company of the moment. Opal Camera is rebranding to Opal Electronics and will expand its product portfolio beyond webcams to a broad range of consumer devices, some of which will be AI-focused. It aims to emulate Sony Electronics as a wide-ranging consumer gadget brand by focusing on design and culture, not just tech.

Wired 7d ago

Everything Apple Announced at WWDC 2026

Apple held its annual Worldwide Developer Conference today. WWDC is the event in which the company uses its keynote address to announce lots of changes coming to its software platforms on iPhone, iPad, Apple Watch, and Mac. Apple has been chasing the artificial intelligence boom for the past few years, though many of its promised AI features across its platforms have been delayed or have not quite panned out into a fully-fledged suite.

Wired 1d ago

Nvidia announces new AI chip for personal computers

Nvidia announces new AI chip for personal computers Nvidia has announced a new chip for PCs as it moves into the consumer market for devices integrated with AI technology. "This reinvention of the computer is as big of a deal as the reinvention of the phone into what we now know as the smartphone," Nvidia's chief executive Jensen Huang said as he unveiled the RTX Spark chip. Huang made the announcement on Monday as he delivered a keynote speech ahead of the opening of the Computex technology...

Hacker News 9d ago

Nvidia launches Windows laptop chip in consumer PC push

Nvidia launches Windows laptop chip in consumer PC push Analysts say Nvidia's move challenges the likes of Apple, Intel and AMD in the PC domain. TAIPEI: Nvidia unveiled a powerful laptop chip for Windows machines on Monday (Jun 1), staking its claim in the market for next-generation consumer PCs integrated with artificial intelligence. Analysts said the US hardware titan's move challenges the likes of Apple, Intel and AMD in the PC domain, although the new devices will likely carry a hefty...

Channel News Asia 9d ago

Hidden beneath AI chips, Chinese-made circuit boards raise national security concerns in U.S.

Printed circuit boards sit underneath almost every chip, a necessity in nearly every electronic. They make up a quiet but crucial piece of the booming artificial intelligence market, and represent a growing problem for the U.S., because nearly all AI circuit boards, for Nvidia and others, are made in China. Circuit boards present all sorts of opportunities for adversaries to sneak through malicious components.

CNBC 6d ago

Our systems editor flew all the way to Taiwan and still couldn't get away from AI

KETTLE El Reg's systems editor Tobias Mann has been in Taipei for the past week getting the skinny on the hottest new chips, and what he's heard has been less about actual hardware announcements and more about how chipmakers are rushing to meet the demands of AI, other customers be damned. Tobias joins host Brandon Vigliarolo to discuss what he noticed at Computex 2026, how AI has taken over yet another industry event, and whether the world is going to have to adjust to new, more expensive...

The Register 2d ago