The Coming Patent Storm in AI Hardware

A Texas-based technology company filed patent infringement actions in May 2026 in Texas district courts, Delaware, and the ITC against Nvidia, SK Hynix, Kioxia, Corsair Gaming, and Western Digital over memory technologies, per Law360. The article argues that concentrated value in AI chips, shared engineering bottlenecks in HBM, chiplet interconnects, co-packaged optics, and cooling, and a maturing patent landscape are converging to make AI hardware the next major patent litigation front. It notes that the window before large operating companies build defensive moats through cross-licensing and inter partes review appears open now in HBM and CPO and is opening in chiplet interconnects.