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Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

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 support arrives early for RDNA 3 GPUs, bringing AI upscaling to RX 7000 series

AMD has released FSR 4.1 support for RDNA 3 desktop GPUs ahead of schedule, bringing AI-powered upscaling to the RX 7000 series. The INT8 model is now available in over 300 games through driver updates, delivering up to 50% performance improvements with no quality loss. RDNA 2 support faces delays until early 2027 due to optimization challenges.

Technology4 sources

AMD FSR 4.1 support arrives early for RDNA 3 GPUs, bringing AI upscaling to RX 7000 series

Technology4 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

Dell and AMD expand on-premises AI platform with next-generation MI350P GPU support

Dell and AMD are expanding their collaboration to deliver enterprise-grade on-premises AI infrastructure. Starting July 2026, Dell PowerEdge XE7745 and R7725 servers will support AMD Instinct MI350P PCIe GPUs, enabling organizations to scale generative and agentic AI workloads within existing data center infrastructure without costly redesigns.

Technology2 sources

Dell and AMD expand on-premises AI platform with next-generation MI350P GPU support

Technology2 sources

Qualcomm CEO says AI agents will replace apps as chip giant develops 40 new AI-powered devices

Qualcomm is developing over 40 new AI-powered devices including smart jewelry, camera-equipped earbuds, and watches as CEO Cristiano Amon predicts AI agents will become the new interface for digital tasks. The shift signals a post-app future where wearable devices with personal AI agents could rival smartphones in scale.

Technology2 sources

Qualcomm CEO says AI agents will replace apps as chip giant develops 40 new AI-powered devices

Technology2 sources

Van der Waals crystal mimics human neurons, advancing AI hardware with light-based learning

Sungkyunkwan University researchers developed an optoelectronic synaptic device that mimics human neuronal and synaptic functions using a designable van der Waals crystal. The device, created through a single-step sulfurization process, learns and stores information with light, achieving 96.24% accuracy on image recognition tasks and showing 34.7% better retention efficiency than conventional materials.

Science2 sources

Van der Waals crystal mimics human neurons, advancing AI hardware with light-based learning

Science2 sources

Intel Serpent Lake CPUs with NVIDIA RTX GPU tiles target Q1 2028 launch for AI and gaming PCs

Intel is developing Serpent Lake processors that integrate NVIDIA RTX GPU tiles with x86 CPU cores, targeting a Q1 2028 release. This Intel and NVIDIA collaboration aims to deliver single-chip PC devices capable of handling AI-focused PCs, gaming, and creative workloads with RTX-powered capabilities previously unavailable in integrated solutions.

Technology2 sources

Intel Serpent Lake CPUs with NVIDIA RTX GPU tiles target Q1 2028 launch for AI and gaming PCs

Technology2 sources

Premium handhelds push AI gaming PC prices past $2,000 as MSI and OnexPlayer target niche buyers

MSI's Claw 8 EX AI+ debuts at $1,699 with Intel's Arc G3 Extreme processor, making it the most expensive retail handheld gaming PC ever. OneXPlayer's X2 Mini Pro pushes even higher at $2,399, though it quietly downgraded from a 16-core to 8-core Ryzen AI Max+ chip. Both devices face tough competition from gaming laptops at similar price points.

Technology2 sources

Premium handhelds push AI gaming PC prices past $2,000 as MSI and OnexPlayer target niche buyers

Technology2 sources

Tensordyne's Napier AI chip claims 13x faster inference than Nvidia Blackwell using log math

AI chip startup Tensordyne has completed tape-out of its Napier AI chip, built on TSMC's 3nm process. The company claims its logarithmic matrix multiplication approach delivers 13x more tokens per second and 17x better tokens per watt than Nvidia Blackwell systems. With over $200 million in projected demand, Tensordyne plans beta deployment in Q1 2027 and broader shipments by mid-2027.

Technology4 sources

Tensordyne's Napier AI chip claims 13x faster inference than Nvidia Blackwell using log math

Technology4 sources

Samsung Galaxy Book6 Edge debuts with Snapdragon X2 Elite but 16GB RAM sparks controversy

Samsung unveiled the Galaxy Book6 Edge, the first laptop powered by Qualcomm's Snapdragon X2 Elite processor delivering 80 TOPS of AI performance. Priced at $2,100, the AI PC features a 16-inch Dynamic AMOLED display and deep Galaxy ecosystem integration. But the decision to ship with just 16GB of soldered RAM has raised questions about whether the specs match its premium positioning.

Technology5 sources

Samsung Galaxy Book6 Edge debuts with Snapdragon X2 Elite but 16GB RAM sparks controversy

Technology5 sources

Nvidia raises $25 billion in first bond sale since 2021 as AI demand drives massive financing needs

Chipmaker Nvidia completed a $25 billion bond offering, its first debt issuance in five years, drawing over $85 billion in investor orders. The upsized deal reflects surging AI demand and marks a shift as even cash-rich tech giants turn to capital markets to fund the AI infrastructure buildout and chip production needs.

Business9 sources

Nvidia raises $25 billion in first bond sale since 2021 as AI demand drives massive financing needs

Business9 sources

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