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Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

SiMa.ai slashes Physical AI deployment to days with Palette Neat agentic development tool

AI chip startup SiMa.ai unveiled Palette Neat, the industry's first agentic development environment for Physical AI that reduces deployment timelines from months to days. The open-source tool uses natural language commands to eliminate low-level coding complexity, preserving 90% of legacy software investments while offering a pin-compatible alternative to Nvidia's edge AI solutions.

Technology2 sources

SiMa.ai slashes Physical AI deployment to days with Palette Neat agentic development tool

Technology2 sources

NVIDIA Blackwell dominates MLPerf Training 6.0 with fastest times and 8,192-GPU scale

NVIDIA Blackwell swept every category in MLPerf Training 6.0, the industry's leading AI training benchmark. The platform achieved the fastest training times across all seven benchmarks, scaled to 8,192 GPUs, and was the only vendor to submit results for every test. GB300 systems delivered up to 60% faster performance than GB200, while competitors failed to submit results for newer workloads.

Technology2 sources

NVIDIA Blackwell dominates MLPerf Training 6.0 with fastest times and 8,192-GPU scale

Technology2 sources

Israel launches National AI Plan to claim AI leadership and reshape millions of jobs

Israel's government approved a comprehensive National AI Plan aimed at establishing the country as a global AI leader. The AI initiative targets 100,000 processing units for technological self-reliance, a National Institute for AI, and workforce training programs as up to four million workers may need to adapt. Led by newly appointed AI Chief Erez Eskel, the plan leverages Israel's cybersecurity strengths while addressing its late start in the AI race.

Policy2 sources

Israel launches National AI Plan to claim AI leadership and reshape millions of jobs

Policy2 sources

US holds off blacklisting DeepSeek despite military ties as trade tensions with China simmer

The Trump administration has delayed adding Chinese AI startup DeepSeek and over 100 other Chinese companies to the US Entity List despite national security concerns. DeepSeek was flagged for allegedly supporting China's military and intelligence operations, while accusations emerged that it used shell companies to acquire banned Nvidia chips and illicitly distilled American AI models from Anthropic and OpenAI.

Policy7 sources

US holds off blacklisting DeepSeek despite military ties as trade tensions with China simmer

Policy7 sources

Nokia expands chip packaging in Pennsylvania, targeting AI infrastructure with $500M impact

Nokia announced a $30 million expansion of its advanced test and packaging operations in Allentown, Pennsylvania, nearly doubling its workforce to over 500 employees. The move aims to increase domestic production capacity for photonic chips used in AI infrastructure, with an estimated economic impact exceeding $500 million over the next five years.

Business2 sources

Nokia expands chip packaging in Pennsylvania, targeting AI infrastructure with $500M impact

Business2 sources

Rackspace Technology stock surges 30% as AMD partnership brings 30 MW of AI compute power

Rackspace Technology shares soared 30% following a definitive agreement with AMD to deploy 30 megawatts of AI-dedicated compute power across its global data centers. The strategic partnership, running from late 2026 through 2028, will incorporate AMD Instinct GPUs and EPYC CPUs to serve regulated industries like healthcare, marking a significant expansion of managed enterprise AI infrastructure for enterprises moving from AI experiments to production-scale agentic workflows.

Business2 sources

Rackspace Technology stock surges 30% as AMD partnership brings 30 MW of AI compute power

Business2 sources

Qualcomm unveils Snapdragon Reality Elite chip as it bets AI glasses will replace smartphones

Qualcomm launched Snapdragon Reality Elite, a new chip for mixed reality glasses with 160% better AI performance, alongside START, a white-label toolkit for eyewear makers. CEO Cristiano Amon revealed the company is working on over 40 AI wearable devices, signaling an aggressive push to power whatever computing platform replaces smartphones.

Technology15 sources

Qualcomm unveils Snapdragon Reality Elite chip as it bets AI glasses will replace smartphones

Technology15 sources

HPE expands AI infrastructure portfolio with NVIDIA to power next-generation autonomous agents

HPE unveiled sweeping updates to its AI infrastructure at Discover Las Vegas, integrating NVIDIA's Vera CPU and Agent Toolkit into its Private Cloud AI platform. The company is positioning itself as a full-stack supplier for enterprises deploying AI agents at scale, with new self-driving networking capabilities, confidential computing protections, and enhanced data management tools designed specifically for agentic AI workloads.

Technology7 sources

HPE expands AI infrastructure portfolio with NVIDIA to power next-generation autonomous agents

Technology7 sources

Microsoft Surface gets Snapdragon X2 upgrade as AI PC demand accelerates across enterprises

Microsoft unveiled new Surface Pro and Surface Laptop models powered by Qualcomm's Snapdragon X2 processors, delivering up to 58% faster graphics and extended battery life. The devices feature dedicated neural processing units for local AI workloads and hybrid cloud workflows. Enterprise versions arrive July 14 as solution providers report surging AI PC demand.

Technology2 sources

Microsoft Surface gets Snapdragon X2 upgrade as AI PC demand accelerates across enterprises

Technology2 sources

Xreal unveils Aura smart glasses with Android XR, 70-degree field of view, and Gemini AI

Xreal officially launched Aura, its next-generation smart glasses powered by Android XR and built with Qualcomm's Snapdragon Reality Elite chip. Weighing less than 95 grams, the glasses offer a 70-degree field of view and deep integration with Google's Gemini AI. The device launches this fall in the US, UK, Japan, Canada, and South Korea, with a limited $99 reservation offer.

Technology2 sources

Xreal unveils Aura smart glasses with Android XR, 70-degree field of view, and Gemini AI

Technology2 sources

KAIST's internal chip cooling tech slashes energy use by 90% for AI data centers

Researchers at KAIST developed a liquid cooling technology that embeds microscopic channels directly inside silicon semiconductor chips, cutting cooling energy to one-tenth of current levels. The system achieved a Coefficient of Performance of 106,000—ten times higher than the previous world record—using ordinary room-temperature water and existing manufacturing processes.

Technology2 sources

KAIST's internal chip cooling tech slashes energy use by 90% for AI data centers

Technology2 sources

iPhone 18 Gets 12GB RAM Upgrade to Unlock Full Siri AI Features Without Price Increase

Apple plans to equip the iPhone 18 with 12GB of RAM, enabling access to its most powerful on-device AI model and advanced Siri features that the iPhone 17 can't run. Despite rising memory costs, the company will maintain the $799 starting price to boost market share and AI adoption, though buyers may need to wait until spring 2027.

Technology5 sources

iPhone 18 Gets 12GB RAM Upgrade to Unlock Full Siri AI Features Without Price Increase

Technology5 sources

AMD FSR 4.1 on RDNA 3 will deliver no quality loss despite different AI model

AMD confirms that FSR 4.1 on RDNA 3 will match RDNA 4's image quality despite using a different AI model optimized for INT8 hardware. The upscaling technology arrives next month for Radeon RX 7000 Series cards, while RDNA 2 support faces delays until 2027 due to the lack of dedicated AI accelerators and significant optimization challenges.

Technology2 sources

AMD FSR 4.1 on RDNA 3 will deliver no quality loss despite different AI model

Technology2 sources

Qualcomm eyes $8-10 billion Tenstorrent acquisition in major AI chip and RISC-V power play

Qualcomm is negotiating to acquire AI chip startup Tenstorrent for between $8 billion and $10 billion, according to recent reports. Led by renowned chip architect Jim Keller, Tenstorrent develops RISC-V-based AI accelerators and data center processors. The deal would represent one of Qualcomm's largest acquisitions and signal a significant commitment to RISC-V architecture.

Business4 sources

Qualcomm eyes $8-10 billion Tenstorrent acquisition in major AI chip and RISC-V power play

Business4 sources

AMD Stock Hits Record High After MEXT Acquisition and Wave of Bullish Analyst Upgrades

Advanced Micro Devices stock surged 7.3% to a new all-time high of $558.37 following its acquisition of MEXT, a developer of AI-driven memory optimization technology. The rally was fueled by Citigroup upgrading AMD to Buy with a $575 price target, citing undervaluation as a GPU company. Wolfe Research echoed optimism about upside potential driven by AMD's deepening ties with Meta Platforms and Microsoft.

Business2 sources

AMD Stock Hits Record High After MEXT Acquisition and Wave of Bullish Analyst Upgrades

Business2 sources

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