Section · 30 pieces in the archive
AI Hardware.
All ai hardware coverage from The Sideline.
30 articles
AI Hardware
Microsoft and Nvidia Are Betting Big on Arm Again — Meet the Surface Laptop Ultra
Microsoft and Nvidia have unveiled the Surface Laptop Ultra, a 15-inch Arm-based machine powered by Nvidia's new RTX Spark chip — a bold do-over of a $900 million mistake, but with meaningfully better odds this time around.
Dispatch desk · Jun 1, 2026
AI Hardware
Nvidia's Arm-Based Laptop Chips Are the Worst-Kept Secret at Computex
Nvidia, Microsoft, and Arm are all but announcing Nvidia's N1X Arm-powered laptop chips at Computex, with matching "new era of PC" posts and GPS coordinates. Here's what the synchronized hype actually means — and what to watch for in the real specs.
Dispatch desk · May 30, 2026
AI Hardware
Groq Eyes $650M Raise as It Bets Everything on AI Inference
Groq is reportedly raising $650M as it pivots from chip hardware toward AI inference services—a rational bet in a brutal market, but the clock is ticking.
Dispatch desk · May 30, 2026
AI Hardware
Snowflake Bets $6B on AWS Graviton—Here's What That Actually Tells Us About the AI Chip War
Snowflake's $6 billion AWS commitment isn't just a cloud spending story—it's a window into how agentic AI is quietly reshaping the chip market in ways the GPU hype cycle keeps missing.
Dispatch desk · May 29, 2026
AI Hardware
Nvidia's Chokehold on AI: How a Graphics Card Company Became the Infrastructure Behind Everything That Matters
Nvidia didn't plan to own AI infrastructure—it just happened to build the right parallel math hardware fifteen years before anyone needed it at scale. Here's what actually explains the moat, and where it's genuinely vulnerable.
Dispatch desk · May 25, 2026
The archive
30 pieces.
Every ai hardware piece The Sideline has ever published.