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Neocloud providers set to claim $53 billion slice of AI cloud market by 2030, Gartner predicts

Gartner forecasts neocloud providers will capture 20% of the $267 billion AI cloud market by 2030, driven by surging demand for GPU-intensive computing and stricter data sovereignty requirements. These specialized cloud services are challenging hyperscalers with AI-optimized infrastructure, flexible deployment models, and sovereign cloud capabilities that keep data within specific jurisdictions.

Business2 sources

Neocloud providers set to claim $53 billion slice of AI cloud market by 2030, Gartner predicts

Business2 sources

AI Demand Powers China Factory Activity as High-Tech Exports Offset Geopolitical Headwinds

China's manufacturing sector expanded for the seventh straight month in June, driven by surging demand for AI hardware including chips and data-center equipment. The official PMI reached 50.3, exceeding forecasts despite weak domestic consumption and rising costs from the Iran war. High-tech exports are now the primary engine keeping Asia's factories running.

Business7 sources

AI Demand Powers China Factory Activity as High-Tech Exports Offset Geopolitical Headwinds

Business7 sources

Supermicro raided as Taiwan escalates chip smuggling probe with staff detentions

Taiwanese authorities raided Supermicro's Taiwan office and supply-chain partners in a widening Nvidia smuggling probe that has now detained two employees. The investigation centers on whether AI servers equipped with Nvidia chips were illegally exported to China through falsified documents, marking Taiwan's first criminal probe into the diversion of advanced AI technology despite lacking specific export control laws.

Policy8 sources

Supermicro raided as Taiwan escalates chip smuggling probe with staff detentions

Policy8 sources

Users turn to local AI as cloud computing capacity hits unexpected limits

Cloud AI is facing unprecedented constraints as Google reportedly told Meta it couldn't supply all the Gemini computing capacity the company requested. The shortage delayed several of Meta's internal AI projects and forced token rationing. Meanwhile, users are increasingly turning to local AI solutions like Gemma 4, running AI models directly on personal devices for email management, document processing, and everyday tasks without cloud dependencies.

Technology5 sources

Users turn to local AI as cloud computing capacity hits unexpected limits

Technology5 sources

Omen AI raises $31M to solve bacterial contamination problem in data center cooling systems

Omen AI secured $31 million in Series A funding to address a critical issue in AI infrastructure: bacterial growth in liquid cooling systems. The startup's real-time monitoring technology helps data centers avoid millions in downtime costs by detecting contamination before it clogs chip cooling systems. Led by Nava Ventures, the round signals growing investor interest in solutions that optimize the efficiency of liquid cooling as AI compute demands surge.

Startups3 sources

Omen AI raises $31M to solve bacterial contamination problem in data center cooling systems

Startups3 sources

Apple pursues CXMT partnership as AI boom triggers global memory supply shortage through 2027

Apple is lobbying the Trump administration to keep Chinese chipmaker CXMT off the U.S. Entity List as AI data centers reshape the global memory market. Analyst Ming-Chi Kuo warns that 15-20% of memory capacity could shift from consumer electronics to AI infrastructure by 2027, leaving Apple facing potential chip shortfalls. The move signals Apple's focus on supply security rather than cost reduction.

Business2 sources

Apple pursues CXMT partnership as AI boom triggers global memory supply shortage through 2027

Business2 sources

Firmus and Nvidia partner to build 360MW AI data center in Indonesia with $30B in expected deals

Australian AI infrastructure firm Firmus Technologies will develop a 360-megawatt Nvidia DSX AI Factory campus in Batam, Indonesia, with access to 170,000 Nvidia chips. The eight-year partnership expects to generate $25 billion to $30 billion in committed offtake agreements during its first six years, positioning Batam as a major regional AI compute hub near Singapore.

Technology2 sources

Firmus and Nvidia partner to build 360MW AI data center in Indonesia with $30B in expected deals

Technology2 sources

Baidu's AI chip unit Kunlunxin targets $50 billion Hong Kong IPO with unusual investor terms

Baidu's AI chip subsidiary Kunlunxin is pursuing a Hong Kong IPO at a $50 billion valuation, up 17 times from December's $3 billion funding round. In an unusual move, prospective investors are being asked to commit to purchasing semiconductors worth three to seven times their share subscription, blurring the line between shareholder and customer amid warnings of AI investment excess.

Business6 sources

Baidu's AI chip unit Kunlunxin targets $50 billion Hong Kong IPO with unusual investor terms

Business6 sources

Firmus Technologies partners with Nvidia to democratize AI computing power for startups

Australian AI infrastructure company Firmus Technologies has secured a strategic partnership with Nvidia to deliver 170,000 GPUs and provide emerging AI firms with more affordable access to computing resources. The deal aims to level the playing field between AI startups and tech giants, with Firmus projecting up to $30 billion in revenue over six years based on customer commitments.

Technology3 sources

Firmus Technologies partners with Nvidia to democratize AI computing power for startups

Technology3 sources

AWS raises GPU instance prices 20% as memory shortage drives AI infrastructure costs higher

Amazon Web Services has increased prices for EC2 Capacity Blocks for ML by approximately 20%, effective July 1. This marks the second AWS price increase in six months, reflecting the growing high-bandwidth memory shortage that's squeezing AI compute capacity across the cloud industry. The move affects reservations for Nvidia Blackwell, H100, and H200 systems, signaling that premium AI infrastructure costs continue climbing as demand outpaces supply.

Business4 sources

AWS raises GPU instance prices 20% as memory shortage drives AI infrastructure costs higher

Business4 sources

Apple loses Vision Pro chief Paul Meade to OpenAI as hardware talent exodus continues

Paul Meade, who led Apple's Vision Pro and smart glasses development, is leaving for OpenAI after 15 years at Apple. The departure marks another high-profile exit as OpenAI builds its hardware team with former Apple talent, including Jony Ive and key designers. Analysts suggest Apple may be rethinking its product roadmap amid leadership changes under incoming CEO John Ternus.

Business3 sources

Apple loses Vision Pro chief Paul Meade to OpenAI as hardware talent exodus continues

Business3 sources

iPhone 18 RAM boost to 9GB may not be enough for key AI features coming in iOS 27

Apple plans to equip the standard iPhone 18 with 9GB of RAM, up from 8GB, to handle Apple Intelligence workloads in iOS 27. But analyst Ming-Chi Kuo suggests this unconventional memory configuration may still fall short of supporting advanced Siri voices and enhanced on-screen dictation, which require 12GB of RAM. The move highlights how AI demands are reshaping hardware decisions while Apple balances performance with cost efficiency.

Technology3 sources

iPhone 18 RAM boost to 9GB may not be enough for key AI features coming in iOS 27

Technology3 sources

Onsemi acquires Synaptics in $7 billion all-stock deal to dominate physical AI and edge markets

Onsemi announced a $7 billion all-stock acquisition of Synaptics, marking the chipmaker's largest deal to date. The strategic move combines Onsemi's intelligent power and sensing capabilities with Synaptics' edge AI hardware and connectivity solutions. The Onsemi Synaptics deal aims to capture the emerging physical AI market, where systems sense, decide, and act in real time across automotive, robotics, and industrial applications.

Business7 sources

Onsemi acquires Synaptics in $7 billion all-stock deal to dominate physical AI and edge markets

Business7 sources

Apple fast-tracks AI-focused M7 chip for 2027, skips high-end M6 Pro and Max variants entirely

Apple is breaking its M-series pattern by skipping M6 Pro and Max chips entirely, jumping straight to an AI-focused M7 family in 2027. The move accelerates the M7 timeline by up to six months, targeting 240 GB/s memory bandwidth for on-device AI processing. It marks the first time since M1 that a generation won't include higher-end variants, reflecting Apple's urgent response to AI competition.

Technology12 sources

Apple fast-tracks AI-focused M7 chip for 2027, skips high-end M6 Pro and Max variants entirely

Technology12 sources

Big Tech's $8 trillion AI bet drives inflation, pushing up prices for consoles, cars, and electricity

Tech giants are pouring hundreds of billions into AI infrastructure, creating a massive demand shock that's straining supply chains and driving up costs across the economy. From Apple's unprecedented price hikes to surging electricity bills, consumers are bearing the immediate burden while promised productivity gains remain years away.

Business4 sources

Big Tech's $8 trillion AI bet drives inflation, pushing up prices for consoles, cars, and electricity

Business4 sources

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