# AI hardware insights

Rangoon Insights reporting and guides tagged AI hardware.

Canonical: https://rangoon.ai/insights/tags/ai-hardware/

## Topics
- [Agent systems](https://rangoon.ai/insights/topics/agents/): Agent runtimes, handoffs, tools, and the boundaries that make them reviewable.
- [Governance](https://rangoon.ai/insights/topics/governance/): Policy, identity, authorization, approvals, and evidence for consequential work.
- [Infrastructure](https://rangoon.ai/insights/topics/infrastructure/): Model serving, sandboxes, tool services, and deployment boundaries.
- [Models](https://rangoon.ai/insights/topics/models/): Inference choices, local serving, compatibility, and operational tradeoffs.

## Stories
- [GlobalFoundries’ $16 billion U.S. plan paired expansion with packaging and research](https://rangoon.ai/insights/archive-globalfoundries-us-investment-june-2025/)
  GlobalFoundries announced a $16 billion U.S. investment plan on June 4, 2025, covering manufacturing, packaging and research in New York and Vermont.
- [AMD said its Pollara 400 AI NIC became available for purchase](https://rangoon.ai/insights/archive-amd-pollara-400-availability-april-2025/)
  AMD said on April 9, 2025 that its Pensando Pollara 400 AI NIC was available for purchase, moving the 400G programmable Ethernet component past sampling.
- [Micron’s HBM4 samples separated customer evaluation from a 2026 ramp plan](https://rangoon.ai/insights/archive-micron-hbm4-samples-2025/)
  Micron announced HBM4 36GB 12-high samples on June 10, 2025. The release paired present samples with a planned future ramp, a distinction procurement records must retain.


## More information

- [Documentation index](https://rangoon.ai/llms.txt)
- [AI access and policies](https://rangoon.ai/ai/)
- [Source repository](https://github.com/hypler-dev/rangoon)