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Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Xpeng IRON Robot Walks Off World's First Automated Production Line for Advanced Humanoid Robots

Chinese automaker Xpeng has activated what it calls the world's first automated production line for advanced humanoid robots, with its IRON robot walking off the line under its own power. The company targets mass production by end of 2026, while Tesla's Optimus robot remains delayed. Xpeng's robotics arm recently raised over $900 million at a $6.3 billion valuation.

Technology2 sources

Xpeng IRON Robot Walks Off World's First Automated Production Line for Advanced Humanoid Robots

Technology2 sources

Samsung and ASML Deepen Partnership to Advance High NA EUV Lithography and 12-Inch Photomasks by 2028

Samsung Electronics and ASML announced an expanded strategic collaboration on High NA EUV lithography and 12-inch photomask technology for next-generation semiconductor manufacturing. Samsung plans to introduce High NA EUV into DRAM production by 2028, marking an industry first that will extend the DRAM scaling roadmap while improving fab productivity and reducing chipmaking costs.

Technology3 sources

Samsung and ASML Deepen Partnership to Advance High NA EUV Lithography and 12-Inch Photomasks by 2028

Technology3 sources

Anthropic Walks Away from $6B Decart AI Acquisition After Due Diligence

Anthropic has abandoned its $6 billion pursuit of Decart AI after completing due diligence, Bloomberg reports. The AI acquisition would have been Anthropic's largest by far, targeting chip efficiency technology rather than world models. The collapsed deal comes as Anthropic prepares for a public listing expected to rival SpaceX's record IPO.

Business3 sources

Anthropic Walks Away from $6B Decart AI Acquisition After Due Diligence

Business3 sources

Arm CSS for Mobile 2 Delivers 4x Graphics Boost With AI-Native GPU for Android Phones

Arm launched CSS for Mobile 2, featuring the Mali G2-Ultra NX GPU with dedicated neural accelerators that deliver up to 4x performance improvement through AI upscaling and frame generation. The platform also introduces C2 CPU cores optimized for agentic AI workflows, enabling on-device AI agents to run efficiently on smartphones arriving in 2026-2027.

Technology5 sources

Arm CSS for Mobile 2 Delivers 4x Graphics Boost With AI-Native GPU for Android Phones

Technology5 sources

AMD unveils Agentic AI chips at IFA 2026 to run 125-billion parameter models locally on Windows

AMD announced Strix Halo and Gorgon Halo chips at IFA 2026, enabling local compute for 125-billion parameter models on Windows. Microsoft's Pavan Davuluri revealed Project Zenith for developers, while AMD showcased the 96-core Threadripper Halo Station—a personal supercomputer designed to shift computing from command-based to agentic AI that understands user goals.

Technology2 sources

AMD unveils Agentic AI chips at IFA 2026 to run 125-billion parameter models locally on Windows

Technology2 sources

Nvidia Equity Investments Surge to $99bn as AI Chip Giant Finances Its Own Customers

Nvidia equity investments reached $99bn in July 2024, up from just $2.2bn two years earlier. Roughly half sits in private AI companies that buy its chips, including a $30bn stake in OpenAI. While Nvidia calls it a growth flywheel, critics like Michael Burry warn the chip giant is overreaching by financing its own customers.

Business2 sources

Nvidia Equity Investments Surge to $99bn as AI Chip Giant Finances Its Own Customers

Business2 sources

IQE Swings to £6M Profit as AI Infrastructure Demand Drives 43% Revenue Growth

British semiconductor materials manufacturer IQE posted a £6 million half-year profit compared to a £0.4 million loss last year, fueled by surging AI infrastructure demand and data center expansion. The Wales-based company reported 43% revenue growth to £64.6 million and plans to expand indium phosphide capacity to meet accelerating demand from AI and data center markets.

Business3 sources

IQE Swings to £6M Profit as AI Infrastructure Demand Drives 43% Revenue Growth

Business3 sources

Japan Signals AI and Chips Will Dominate Next Phase of $550B US Investment Pact

Japan's trade minister Ryosei Akazawa confirmed that artificial intelligence and semiconductor projects will carry "very significant weight" in the upcoming third tranche of the $550B US-Japan investment pact. With $109B already committed to energy and minerals, the strategic investment is now pivoting toward high-tech industrial policy as both nations deepen technology-driven economic collaboration.

Business2 sources

Japan Signals AI and Chips Will Dominate Next Phase of $550B US Investment Pact

Business2 sources

Gimlet Labs Raises $300M to Solve AI's Growing Power Crisis with Multi-Silicon Inference Cloud

Gimlet Labs secured $300 million in Series B funding led by Andreessen Horowitz at a $3 billion valuation. The startup addresses AI inference bottlenecks with its disaggregated inference platform that orchestrates heterogeneous compute systems, delivering up to 10X throughput gains while optimizing intelligence per watt across GPUs and specialized accelerators.

Startups2 sources

Gimlet Labs Raises $300M to Solve AI's Growing Power Crisis with Multi-Silicon Inference Cloud

Startups2 sources

AMD Unveils Threadripper Halo Station: 96-Core AI Workstation Runs Trillion-Parameter Models

AMD introduced the Threadripper Halo Station at IFA 2026, calling it the most powerful workstation in the world. The liquid-cooled system features a 96-core Threadripper Pro 9995WX processor and dual Instinct MI350P accelerators with 288GB of HBM3E memory, expandable to 576GB with four GPUs. Designed for machine learning researchers and developers, the workstation can run trillion-parameter models locally, with pricing expected to exceed $100,000.

Technology8 sources

AMD Unveils Threadripper Halo Station: 96-Core AI Workstation Runs Trillion-Parameter Models

Technology8 sources

DeepSeek Orders 160,000 Huawei AI Chips for Inner Mongolia Data Centre, Shifting From Nvidia

DeepSeek plans to deploy at least 160,000 Huawei Ascend 950DT chips at its new 1-gigawatt data centre in Ulanqab, Inner Mongolia. The $2.56 billion order marks a significant shift toward domestic AI hardware as US export restrictions limit access to Nvidia's accelerators, advancing China's AI infrastructure independence.

Technology3 sources

DeepSeek Orders 160,000 Huawei AI Chips for Inner Mongolia Data Centre, Shifting From Nvidia

Technology3 sources

G42 Considers US Ownership to Guarantee AI Chip Access Past April 2027 Deadline

Abu Dhabi-based AI firm G42 is in exploratory talks to sell a majority stake to American companies, seeking to secure access to advanced Nvidia AI chips beyond April 2027. The move follows escalating US export controls that now prioritize corporate ownership over geography, marking a shift in how Washington manages technology access to strategic partners.

Business2 sources

G42 Considers US Ownership to Guarantee AI Chip Access Past April 2027 Deadline

Business2 sources

ByteDance Secures $29.6 Billion Unsecured Loan to Fund Global AI Push and Data Center Expansion

ByteDance has closed a $29.6 billion unsecured loan from nearly 30 banks to accelerate its AI push outside China. The TikTok parent company increased the facility from an initial $20 billion target after overwhelming lender demand, with Chinese banks providing over 60% of the financing. The funds will support AI infrastructure and data center capacity across Southeast Asia.

Business7 sources

ByteDance Secures $29.6 Billion Unsecured Loan to Fund Global AI Push and Data Center Expansion

Business7 sources

Ultrahuman Raises $70M From Qualcomm Ventures to Turn Smart Rings Into AI-Powered Computers

Ultrahuman, the Indian smart ring maker, has raised $70 million in a funding round led by Qualcomm Ventures to develop next-generation AI wearables that function as standalone computing platforms. The company plans to integrate Qualcomm silicon into its rings, enabling on-device computing for AI interactions, gesture control, and third-party applications beyond traditional health tracking.

Startups4 sources

Ultrahuman Raises $70M From Qualcomm Ventures to Turn Smart Rings Into AI-Powered Computers

Startups4 sources

Ugreen Launches Local AI HomeAgent Platform to Challenge Cloud-Based Smart Homes

Ugreen, known for chargers and NAS devices, unveiled its HomeAgent smart home platform that combines local AI processing, security camera storage, and device control in one hub. The system promises complete data privacy with on-device AI powered by the Uliya voice assistant, eliminating monthly subscription fees while offering three configurations from $899 to $19,999.

Technology9 sources

Ugreen Launches Local AI HomeAgent Platform to Challenge Cloud-Based Smart Homes

Technology9 sources

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