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Amazon plans custom processors for Kindle, Fire TV, and Echo devices starting in 2027

Amazon is shifting to custom-designed chips across its device lineup, following Apple's playbook. Supply chain analyst Ming-Chi Kuo reports the transition begins in 2027, with Alchip as exclusive partner aiming to ship 40 million processors annually. The move aims to reduce AI infrastructure costs while giving Amazon greater control over hardware optimization.

Technology3 sources

Amazon plans custom processors for Kindle, Fire TV, and Echo devices starting in 2027

Technology3 sources

Memory chip stocks surge triple digits on AI boom, but analysts warn volatility ahead

Memory chip stocks delivered exceptional gains in 2026, with Micron climbing over 300% as AI infrastructure investments drove unprecedented demand for high-bandwidth memory. But respected research firm Morningstar now warns investors to prepare for sharp corrections of 20-30% as supply begins catching up with demand. The warning highlights a critical inflection point in the AI hardware supply chain.

Business6 sources

Memory chip stocks surge triple digits on AI boom, but analysts warn volatility ahead

Business6 sources

Spintronic computing hardware outpaces quantum annealers in speed and energy efficiency

Researchers at the National University of Singapore developed spintronic computing hardware that solves complex optimization problems faster and more efficiently than tested quantum annealers. The probabilistic computing system achieved a 3.2-fold speedup with 58.3% energy savings compared to CPUs, while consistently outperforming D-Wave quantum systems as problem complexity increased.

Science2 sources

Spintronic computing hardware outpaces quantum annealers in speed and energy efficiency

Science2 sources

IREN Limited names two executives to lead AI Cloud expansion and data center development

IREN Limited appointed Kambiz Aghili as Chief Product Officer and Michael Nudelman as Chief Development Officer to strengthen its AI Cloud platform. The move comes as the vertically integrated AI infrastructure provider pursues aggressive expansion with a 5GW power portfolio and over 100% revenue growth in twelve months.

Business3 sources

IREN Limited names two executives to lead AI Cloud expansion and data center development

Business3 sources

Amazon designs custom AI chips for Echo and Fire TV as Alexa Plus expands to mobile devices

Amazon is manufacturing its own AI chips for Echo Show and Fire TV devices while planning a new wave of mobile gadgets. The company's head of devices, Panos Panay, revealed the in-house semiconductor strategy aims to improve security and on-device AI processing. Amazon acquired wearables brand Bee in 2025 and is developing a roadmap of on-the-go devices that integrate with Alexa Plus.

Technology4 sources

Amazon designs custom AI chips for Echo and Fire TV as Alexa Plus expands to mobile devices

Technology4 sources

SK Hynix invests $64 billion in AI memory chips as NAND flash shortage intensifies

SK Hynix announced a $64 billion investment to build new NAND flash memory and chip packaging facilities in South Korea by 2029. The move addresses a global memory shortage driven by AI datacentre demand, with the company spending $51 billion on a NAND factory and $13 billion on advanced packaging. The investment comes amid concerns about whether massive AI infrastructure spending can deliver returns.

Business6 sources

SK Hynix invests $64 billion in AI memory chips as NAND flash shortage intensifies

Business6 sources

Elon Musk denies SpaceX AI device prototype report as company eyes mobile market expansion

The Wall Street Journal reports SpaceX demonstrated a sleeker-than-iPhone AI phone prototype to investors before its June IPO, featuring xAI technology and a proprietary OS. Elon Musk swiftly denied the claims as 'utterly false,' though the company is actively exploring Starlink-branded mobile services. The conflicting signals raise questions about SpaceX's hardware ambitions as it pours billions into AI infrastructure.

Technology21 sources

Elon Musk denies SpaceX AI device prototype report as company eyes mobile market expansion

Technology21 sources

Raja Koduri's Oxmiq raises $35M to license AI chip designs instead of selling finished chips

Oxmiq Labs, founded by veteran chip architect Raja Koduri, has closed a $35 million Series A to scale OxCore, a licensable GPU architecture that lets chipmakers build custom AI silicon without years of design work. The startup aims to become the 'Arm for AI GPUs,' licensing chip designs rather than selling finished chips, with backing from Samsung Catalyst Fund and legendary chip architect Jim Keller joining its board.

Technology6 sources

Raja Koduri's Oxmiq raises $35M to license AI chip designs instead of selling finished chips

Technology6 sources

UAE's MGX closes $49 billion AI fund, one of the biggest investment vehicles focused on AI ever

Abu Dhabi's sovereign wealth fund MGX has closed a $49 billion AI fund, marking one of the largest investment vehicles ever focused on artificial intelligence. The technology investment firm attracted global institutional investors and plans to deploy up to $10 billion annually across the AI stack, from semiconductors to frontier models, with major backing already committed to OpenAI, Anthropic, and xAI.

Business2 sources

UAE's MGX closes $49 billion AI fund, one of the biggest investment vehicles focused on AI ever

Business2 sources

AMD highlights how CPUs power end-to-end agentic AI workflows beyond traditional GPU focus

AMD is reframing the AI infrastructure conversation by emphasizing that agentic AI workflows require diverse CPU capabilities, not just GPU power. The company's EPYC processor portfolio addresses different workflow stages—from orchestration to inference—with varying core counts and frequencies. As agents proliferate in enterprises, IT teams face a multiplier effect on existing infrastructure.

Technology2 sources

AMD highlights how CPUs power end-to-end agentic AI workflows beyond traditional GPU focus

Technology2 sources

Jim Cramer says the AI trade has shifted to suppliers as Intel surges 254% year to date

CNBC's Jim Cramer identifies a major shift in Wall Street's approach to AI investing. While the Magnificent Seven shed $2.3 trillion in June, AI infrastructure suppliers like Intel, Micron, and AMD are leading gains. Cramer calls Intel a 'national treasure' as memory chips and networking equipment shortages reward component makers over big tech spenders.

Business2 sources

Jim Cramer says the AI trade has shifted to suppliers as Intel surges 254% year to date

Business2 sources

Meta smart glasses face backlash as Conversation Focus gets rate limits and $20 monthly paywall

Meta has quietly introduced rate limits on Conversation Focus, a feature that amplifies voices in noisy environments for its AI-powered smart glasses. Free users get just three hours monthly, while Meta One Premium subscribers pay $19.99 for 15 hours. The move has sparked criticism since the feature runs entirely on-device without using Meta's servers or requiring internet connectivity.

Technology11 sources

Meta smart glasses face backlash as Conversation Focus gets rate limits and $20 monthly paywall

Technology11 sources

Beth Hammack warns AI inflation could force Fed to raise interest rates as demand stays insatiable

Cleveland Federal Reserve President Beth Hammack says surging AI infrastructure spending is driving inflation higher, with hyperscalers paying almost any price for data center equipment. She warns that if inflation persists above the Fed's 2% target, rate hikes may be necessary—a view that contrasts sharply with Fed Chair Kevin Warsh's belief that AI will ultimately prove disinflationary through productivity gains.

Policy2 sources

Beth Hammack warns AI inflation could force Fed to raise interest rates as demand stays insatiable

Policy2 sources

Etched raises $800M, hits $5B valuation with $1B in sales for AI inference chips

AI chip startup Etched has raised $800 million and secured $1 billion in sales contracts for its specialized inference chips, positioning itself as a serious Nvidia competitor. The company successfully manufactured its first silicon with TSMC and plans to start shipping frontier inference clusters this summer, backed by AI luminaries including Geoffrey Hinton and Peter Thiel.

Startups4 sources

Etched raises $800M, hits $5B valuation with $1B in sales for AI inference chips

Startups4 sources

SharonAI Holdings secures $1.6B financing as former OpenAI researcher increases stake to 19.9%

SharonAI Holdings closed a $1.6 billion strategic financing round anchored by former OpenAI researcher Leopold Aschenbrenner's fund, which now holds 19.9% of the company. The AI infrastructure provider plans to deploy up to 40,000 NVIDIA Grace Blackwell GB300 GPUs across Australia and Asia-Pacific. But traders are watching Meta's potential entry into selling compute capacity, which could pressure pricing for smaller neocloud providers.

Business3 sources

SharonAI Holdings secures $1.6B financing as former OpenAI researcher increases stake to 19.9%

Business3 sources

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