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16 Jan 2026

SiFive becomes first RISC-V designer to integrate Nvidia NVLink for AI data centers

SiFive has become the first maker of RISC-V chip designs to integrate Nvidia NVLink Fusion interconnect technology. The partnership enables RISC-V CPU cores to connect with Nvidia's AI chips at speeds matching Intel and Arm implementations. Products featuring this integration won't reach the market until 2027 or later, but the move signals a multi-generational commitment between both companies.

2 Sources

Nozomi Networks unveils Vantage IQ, a private AI assistant for OT and IoT security teams

Nozomi Networks has launched Vantage IQ, the world's first private, company-trained AI assistant designed for operational technology and internet of things security teams. The tool addresses the growing crisis of cyberattacks on critical infrastructure while tackling the shortage of skilled cybersecurity professionals by delivering context-aware, actionable intelligence tailored to each organization's unique environment.

2 Sources

Aeva unveils high-power optical amplifier to tackle AI data center power and thermal challenges

Mountain View-based Aeva announced a new semiconductor optical amplifier delivering over 28 dBm optical output power with greater than 20% wall-plug efficiencies at temperatures up to 50 degrees Celsius. The technology addresses mounting power efficiency and thermal management challenges as AI workloads scale rapidly in data centers. Aeva stock surged 8% following the announcement, as the company expands beyond its LiDAR sensing roots into the AI infrastructure market.

2 Sources

OpenAI taps Samsung Exynos for Sweetpea earbuds as it builds AI hardware ecosystem

OpenAI is developing AI-powered earbuds codenamed Sweetpea that will feature Samsung's 2nm Exynos application processor for on-device processing. The partnership marks OpenAI's push into consumer hardware, with projected first-year shipments of 40-50 million units. Meanwhile, OpenAI continues work on its Titan AI ASIC with Broadcom to reduce dependence on NVIDIA GPUs.

2 Sources

BlackRock Microsoft Partnership Raises $12.5 Billion to Fund Data Centers for AI Boom

BlackRock and Microsoft have raised $12.5 billion toward their $30 billion goal to bankroll data centers and energy infrastructure for the growing artificial intelligence sector. The Global AI Infrastructure Investment Partnership includes Nvidia, xAI, and UAE's MGX, with plans to mobilize up to $100 billion in total investment potential through debt financing.

2 Sources

Dell Technologies wins Barclays upgrade as AI server orders surge and enterprise markets recover

Dell Technologies secured a Barclays upgrade to Overweight from Equal Weight, driven by surging AI server demand and improving enterprise prospects. The company plans to ship $9.4 billion of AI servers in Q4, pushing full-year AI server shipments to approximately $25 billion. Barclays maintained its $148 price target while citing Dell's resilient operating margin profile and expanding market opportunities.

2 Sources

Mytra raises $120 million Series C to scale supply chain robotics amid labor shortage crisis

Warehouse automation startup Mytra has closed a $120 million Series C funding round led by Avenir Growth to expand its AI-powered robotics system. Founded by ex-Tesla engineer Chris Walti, the company addresses acute industrial pain points with automated storage solutions that maximize warehouse efficiency while tackling the U.S.'s 400,000 unfilled industrial jobs.

2 Sources

MongoDB launches Voyage 4 embedding models to fix enterprise AI retrieval problems at scale

MongoDB introduced four new Voyage 4 embedding models designed to address retrieval quality failures in production AI systems. The company argues that better data retrieval, not larger models, is critical for trustworthy enterprise AI. The launch integrates database and embedding technologies to eliminate fragmented AI stacks that undermine accuracy and cost efficiency.

3 Sources

Nvidia backs Harmonic's $120M Series C as AI math startup reaches $1.45 billion valuation

Nvidia's venture arm has invested in Harmonic, an AI math startup developing Aristotle, a mathematical reasoning engine that formally verifies accuracy. The $120 million Series C round valued Harmonic at $1.45 billion. The company is expanding beyond mathematics into coding and chip design, achieving 96.8% on verifiable code generation benchmarks.

2 Sources

Memory suppliers caught between AI boom and consumer DRAM shortages as market dynamics shift

Micron defends its exit from the Crucial brand while SK hynix commits to consumer business amid intensifying memory shortages. Enterprise requirements now consume 50-60% of overall memory supply, forcing manufacturers to balance AI infrastructure demands against consumer needs. Production increases won't materialize until 2028, signaling prolonged supply constraints.

2 Sources

Amazon secures first US-mined copper in decade as AI data centers strain global supply

Amazon has struck a two-year deal with Rio Tinto to source copper from Arizona's Johnson Camp mine, marking the first new domestic copper supply in over a decade. The agreement uses innovative low-carbon Nuton Technology to extract 14,000 metric tons, though this covers just a fraction of AWS needs as each hyperscale facility requires tens of thousands of tons. With copper demand expected to surge 50% by 2040 due to AI expansion, the deal highlights growing supply chain pressures.

3 Sources

Higgsfield secures $80M, hits $1.3B valuation as AI video generation explodes for marketers

Founded by ex-Snap executive Alex Mashrabov, Higgsfield has raised $80 million in Series A extension funding, pushing its valuation to $1.3 billion. The AI video generation startup now serves 15 million users and claims a $200 million annual revenue run rate, with 85% of usage coming from social media marketers creating commercial content.

3 Sources

Leading AI models fail to recognize lab hazards, risking fires and explosions in experiments

A new study reveals that 19 leading AI models, including GPT-4o and DeepSeek-R1, failed to reliably identify laboratory hazards in realistic scenarios. While some scored up to 86% on basic questions, none exceeded 70% accuracy when faced with complex lab situations, raising serious concerns about AI safety in scientific research.

2 Sources

Digg relaunches with AI enhancements to compete as a toxicity-free Reddit rival

Digg has emerged from over a decade of dormancy with a public open beta launch. Original co-founder Kevin Rose and Reddit co-founder Alexis Ohanian have reacquired and rebuilt the pioneering social news aggregation site with AI-driven trust tools designed to combat bots and toxicity while maintaining community-driven content discovery.

2 Sources

Opera One R3 launches with smarter Browser AI, color-coded Tab Islands, and music-reactive themes

Opera has released Opera One R3, updating its flagship browser with enhanced AI capabilities and improved multitasking tools. The update introduces color-coded Tab Islands for better organization, a rebuilt agentic AI engine that's 20% faster, and dynamic themes including a Spotify collaboration that reacts to music. The Browser AI now understands tab context and can analyze YouTube videos.

2 Sources

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