
AMD Signals Valve Steam Machine for Early 2026; Xbox Development Points Toward 2027 Window
Read Our Expert Analysis
Create an account or login for free to unlock our expert analysis and key takeaways for this development.
By continuing, you agree to receive marketing communications and our weekly newsletter. You can opt-out at any time.
Recommended for you

Valve signals Steam Deck OLED shortages as global RAM market tightens
Valve warned that availability of the Steam Deck OLED will be intermittent in some markets as memory and storage allocations tighten under surging AI datacenter demand. Suppliers’ prioritization of large hyperscale orders — a dynamic industry executives and chip vendors now say could persist for years — is forcing OEMs to reassess launch timing, pricing, and BOM choices.

AMD’s Lisa Su Signals Rapid AI Demand Growth as Q1 Guidance Disappoints and Shares Slide
AMD’s CEO told CNBC the company has seen a sudden ramp in AI-driven compute demand that is boosting data-center activity, but management issued cautious near-term revenue guidance that missed some expectations and sent the stock sharply lower. The reaction came amid a broader sector repricing and concentrated credit and deal-structure concerns that have amplified sensitivity to guidance and timing of product ramps such as Helios.
CES 2026 Signals Shift: Physical AI Turns Robots From Demos into Deployable Machines
CES 2026 marked a turning point where advances in AI and simulation turned many robots from show-floor curiosities into machines nearing commercial deployment. Chipmakers, established robotics firms and startups showed how 'physical AI' and investment scale are aligning to push humanoids into industrial pilots and early consumer niches.

Samsung Sets Sights on 2026 Release for AI-Enhanced AR Eyewear
Samsung told investors it plans to bring an augmented-reality eyewear product to market in 2026, positioning the device around multimodal artificial intelligence. The project leverages partnerships with established eyewear brands and an XR-focused software stack to deliver camera and sensor-driven experiences without necessarily using a traditional head-mounted display.

Intel warns memory shortage will persist through 2028
Intel’s CEO says global memory shortages will likely last until 2028, and rising AI-driven demand is already provoking supplier reallocations that squeeze consumer and midrange products. The combination of prolonged tightness and targeted wafer starts for high‑performance DRAM and HBM will keep prices elevated and complicate procurement for OEMs, cloud operators and smaller system integrators.
Arista’s move toward AMD accelerators nudges Nvidia lower and reshapes data-center dynamics
Arista said roughly one-fifth to one-quarter of recent deployments are built around AMD accelerators, prompting a modest market reaction that nudged Nvidia shares down and AMD shares up. The disclosure is an early, measurable sign of buyer diversification in AI infrastructure that will play out over procurement cycles, supply constraints and software-stack alignment.

Surging ASML orders point to sustained AI-driven chip demand
ASML reported €32.7 billion in net sales and a record €13 billion in new orders, signaling continued demand for advanced lithography tied to AI data‑center growth. Complementary industry signals — stronger foundry results and memory reallocation toward HBM/DRAM, plus eased export friction for some accelerators into China — reinforce that manufacturers are locking in capacity even as long lead times and upstream bottlenecks keep execution risk elevated.

China’s AI Hardware Sector Pulls Ahead of Big Internet Players in Growth Prospects
Analysts now expect Chinese makers of AI accelerators and related infrastructure to outpace domestic internet platforms in near‑term growth forecasts, driven by confirmed demand from cloud buyers and OEM‑level partnerships. Recent market signals — including a high‑profile device‑maker tie‑up with a major cloud player and foundries’ plans to lift capex and add North American capacity — reinforce a multiyear hardware build cycle while highlighting supply‑chain and execution risks.