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Samsung unveils UFS 5.0 storage with 10.8GB/s speeds to accelerate on-device AI workloads

Samsung has announced its Universal Flash Storage 5.0 chips, delivering unprecedented 10.8GB/s read speeds and 9.5GB/s write speeds—more than double UFS 4.1 performance. The storage solution is designed to accelerate on-device AI applications while improving power efficiency by 40% and reducing chip size by 16.7%. Mass production begins in Q4 2026.

Technology10 sources

Samsung unveils UFS 5.0 storage with 10.8GB/s speeds to accelerate on-device AI workloads

Technology10 sources

Groq raises $650M to rebuild AI inference cloud after Nvidia's $20B licensing deal stripped key talent

AI chipmaker Groq confirmed a $650 million funding round led by Disruptive and Infinitum, six months after Nvidia licensed its chip technology for $20 billion and hired away founder Jonathan Ross. The company is pivoting to its neocloud business, operating 13 data centers serving over five million developers and processing trillions of tokens weekly, while planning to quadruple capacity to 200 megawatts by 2027.

Startups3 sources

Groq raises $650M to rebuild AI inference cloud after Nvidia's $20B licensing deal stripped key talent

Startups3 sources

Micron invests in Anthropic and signs multi-year deal to power next-generation AI infrastructure

Micron Technology has invested in Anthropic's Series H funding round and signed a multi-year supply agreement to provide memory and storage products for AI workloads. The partnership deepens collaboration on next-generation AI infrastructure design while Micron expands its deployment of Claude AI across engineering and manufacturing operations.

Business2 sources

Micron invests in Anthropic and signs multi-year deal to power next-generation AI infrastructure

Business2 sources

NVIDIA Vera CPU Powers New Los Alamos Supercomputers for Agentic AI and Scientific Discovery

NVIDIA unveiled its Vera CPU and Vera Rubin platform to power next-generation supercomputers at Los Alamos National Laboratory. The Mission, Vision, and Veritas systems will accelerate agentic AI for science, delivering 7x higher performance on AI workloads and 3x faster simulation speeds. The deployment marks a shift toward AI agents that can autonomously form hypotheses, run simulations, and refine experiments.

Technology2 sources

NVIDIA Vera CPU Powers New Los Alamos Supercomputers for Agentic AI and Scientific Discovery

Technology2 sources

Europe Unveils 35 NVIDIA AI Supercomputers Across 23 Countries With 800 Exaflops of Power

Europe is building 35 NVIDIA AI supercomputers spanning 23 countries, marking the continent's largest one-year expansion of AI infrastructure. The systems deliver 800 exaflops of AI compute power and will support over 3 million researchers working on climate science, healthcare, clean energy, and quantum computing breakthroughs.

Technology2 sources

Europe Unveils 35 NVIDIA AI Supercomputers Across 23 Countries With 800 Exaflops of Power

Technology2 sources

NVIDIA launches Halos for Robotics as first full-stack safety system for physical AI deployment

NVIDIA has introduced Halos for Robotics, the industry's first comprehensive safety platform for autonomous robots and physical AI systems. The full-stack solution combines hardware, software, and certification tools to enable safe human-robot interaction in factories and warehouses. Agility Robotics becomes the first company to integrate the system into its Digit humanoid, already deployed by Amazon and Toyota.

Technology4 sources

NVIDIA launches Halos for Robotics as first full-stack safety system for physical AI deployment

Technology4 sources

Credo Technology stock surges 89% as AI connectivity firm eyes $10 billion optical market

Credo Technology has nearly doubled in 2026 as the company transitions from a copper-based AI-connectivity provider to a dual copper-and-optical AI connectivity platform. Evercore ISI initiated coverage with a $325 price target, citing the firm's expansion into optical solutions and a total addressable market that could reach $10 billion—20 times larger than its current market.

Business2 sources

Credo Technology stock surges 89% as AI connectivity firm eyes $10 billion optical market

Business2 sources

Upscale AI raises $190 million to build networking infrastructure for the AI era, hits $2B valuation

Upscale AI closed a $190 million Series A-1 round led by Premji Invest, bringing total funding to $500 million and valuation to $2 billion in under 18 months. The startup is building open-standard networking fabric to connect AI chips from different manufacturers, challenging Nvidia's dominance in AI data center switches as spending approaches $100 billion annually by 2030.

Startups2 sources

Upscale AI raises $190 million to build networking infrastructure for the AI era, hits $2B valuation

Startups2 sources

Nvidia liquid cooling system slashes data center water use, but AI's broader water problem persists

Nvidia unveiled a warm liquid cooling system that eliminates nearly all water consumption inside AI data centers by operating at 45°C. The closed-loop technology addresses facility-level usage but doesn't solve water demands from electricity generation and chip manufacturing, which can double or triple total AI water footprint.

Technology15 sources

Nvidia liquid cooling system slashes data center water use, but AI's broader water problem persists

Technology15 sources

SanDisk proposes stacking HBF NAND beneath GPUs to tackle memory bottlenecks in AI systems

SanDisk has unveiled High-Bandwidth Flash (HBF), a memory architecture that stacks NAND flash directly beneath AI processors using advanced packaging. The technology could deliver up to 4 TB of storage capacity per stack, addressing HBM shortages and capacity constraints. While still in the patent stage, HBF represents a shift toward tiered memory solutions for AI workloads.

Technology2 sources

SanDisk proposes stacking HBF NAND beneath GPUs to tackle memory bottlenecks in AI systems

Technology2 sources

Apple unveils ambitious roadmap with foldable iPhone, AI-powered devices, and smart glasses

Apple is preparing an unusually crowded product lineup for 2026-2027, including its first foldable iPhone Ultra, the iPhone 18 Pro series, updated Apple Watches, and AI-enhanced HomePod devices. The roadmap also hints at future smart glasses, AirPods with cameras, and a robotic home device, marking a shift from incremental updates to bold innovation.

Technology2 sources

Apple unveils ambitious roadmap with foldable iPhone, AI-powered devices, and smart glasses

Technology2 sources

Tesla Megapod trademark reveals plan to sell modular AI data centers with integrated power

Tesla filed a trademark application for Megapod, a self-contained AI data center system combining servers, cooling, and power distribution. The move signals a strategic shift after shutting down its Dojo AI chip project, positioning Tesla to compete in AI infrastructure rather than chip manufacturing. But the company faces trademark conflicts and stiff competition from NVIDIA's established platforms.

Technology4 sources

Tesla Megapod trademark reveals plan to sell modular AI data centers with integrated power

Technology4 sources

NVIDIA's open-source NVK Vulkan driver gains experimental DLSS support in Mesa 26.2

Developers merged experimental DLSS support into Mesa 26.2 for NVIDIA's open-source NVK Vulkan driver, enabling AI upscaling in compatible Vulkan games on Linux. The implementation uses VK_NVX_binary_import to load NVIDIA's proprietary DLSS binaries, closing the performance gap with NVIDIA's proprietary Linux driver when the stable release arrives in August.

Technology2 sources

NVIDIA's open-source NVK Vulkan driver gains experimental DLSS support in Mesa 26.2

Technology2 sources

Micron earnings become crucial test for AI rally momentum as memory chip demand takes center stage

Micron Technology's quarterly earnings report has emerged as a critical indicator for the sustainability of the AI-driven stock market rally. With shares up 298% this year, investors are closely watching for signs that surging demand for high-bandwidth memory and AI data centers can continue. The report comes amid elevated valuations and questions about whether AI spending momentum can sustain its impressive trajectory.

Business7 sources

Micron earnings become crucial test for AI rally momentum as memory chip demand takes center stage

Business7 sources

China tightens indium phosphide export controls as AI demand surges, threatening infrastructure

China has intensified scrutiny of indium phosphide exports, a compound essential for high-speed optical chips in AI data centres. The export controls have driven InP wafer prices from $1,400 to $5,000—a 250% increase—as Beijing leverages its 70% share of global indium production. The move threatens to slow AI infrastructure buildout worldwide.

Business2 sources

China tightens indium phosphide export controls as AI demand surges, threatening infrastructure

Business2 sources

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