# AI hardware
Latest news and articles about AI hardware
Total: 7 articles found
As Cloud Giants Duel, China’s Mianbi Pushes a 9‑Billion‑Parameter Multimodal ‘Brain’ for Edge Devices
Mianbi Intelligence has launched MiniCPM‑o 4.5, a 9‑billion‑parameter multimodal model that can ingest continuous audio, video and text while producing simultaneous outputs, and introduced a Jetson‑based developer board called Pinea Pi. The company positions the stack as an early example of on‑device, embodied AI aimed at robotics, automotive and personal devices, arguing that hybrid cloud‑edge deployments will better meet latency, privacy and stability needs than cloud‑only approaches.
A‑Shares Rally as Solar Supply Chain and AI Hardware Drive Broad Market Advance
A‑shares rallied on February 3 as photovoltaic supply‑chain stocks and AI/compute hardware names led gains, while overall market turnover contracted slightly. The advance was broad—nearly 4,900 stocks rose—but lower volume suggests the move may be more sentiment‑driven than conviction‑led.
Musk Says Tesla’s Next-Gen Optimus Will Be Made in Texas as Production Scales Up
Elon Musk announced that Tesla’s Optimus 4 humanoid robot will be produced in Texas with a substantial increase in output. The declaration signals a push from prototypes toward scaled manufacturing, carrying significant supply‑chain, competitive and regulatory implications for the robotics industry and Tesla’s business mix.
OpenAI Bets on Hardware and Ads as Costs Balloon — But the Path to Profit Is Fraught
OpenAI is expanding into advertising and consumer hardware as it confronts surging compute costs and intensifying competition from Google and others. Strong 2025 revenue growth masks large cash burn and funding needs that could force aggressive monetization or deep capital raises over the next 18 months.
Guangzhou's Yuexin Kicks Off 12‑inch Fab to Supply AI, Auto and Industrial Chips — A RMB25.2bn Bet on Specialty Silicon
Yuexin Semiconductor has started a RMB25.2 billion Phase‑IV project in Guangzhou to build a 12‑inch, mixed‑signal specialty wafer fab with a monthly capacity of 40,000 wafers (about 480,000 a year). The plant aims to serve booming demand in AI, industrial and automotive electronics, reflecting China’s broader push to strengthen domestic semiconductor supply chains for strategic and commercial reasons.
CES 2026: The Year Physical AI Left the Screen — China’s Hardware Push and the End of Demo Theatre
CES 2026 moved the narrative from flashy demos to physical, embodied AI and underscored China’s shift from exporter to global supplier of AI hardware. Investors returned with cautious optimism: the technology is making measurable progress, but crowded categories and deployment challenges demand clearer paths to revenue and regulatory compliance.
OpenAI's Hardware Gamble: First Device Planned for 2026 as It Seeks Control of the AI Endpoint
OpenAI plans to ship its first hardware device in 2026, signalling a strategic move to control the AI endpoint and diversify revenue beyond cloud services. The launch raises technical, commercial and regulatory challenges but could reshape competition between model builders and incumbent tech hardware ecosystems.