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DeepSeek plans to make its own AI chips to sidestep US export controls and reduce Nvidia reliance

Chinese AI startup DeepSeek is developing its own AI chip for inference workloads, marking a strategic shift for the company behind globally popular models. The year-long effort aims to reduce dependence on Nvidia and Huawei amid US export controls that have reshaped China's semiconductor landscape. DeepSeek joins OpenAI and other AI leaders in seeking greater control over their hardware stack.

Technology11 sources

DeepSeek plans to make its own AI chips to sidestep US export controls and reduce Nvidia reliance

Technology11 sources

Apple commits $30 billion to Broadcom through 2031 for AI servers and custom chips

Apple has extended its partnership with Broadcom through 2031 in a $30 billion deal, the largest commitment yet under its American Manufacturing Program. The agreement secures custom ASIC chips for AI servers and wireless components, even as Apple works to reduce dependence on external suppliers. Broadcom will produce over 15 billion US-made chips to power Apple Intelligence cloud infrastructure.

Business4 sources

Apple commits $30 billion to Broadcom through 2031 for AI servers and custom chips

Business4 sources

IBM shrinks z17 mainframes into rack-mounted systems to bring enterprise AI to smaller organizations

IBM has introduced compact versions of its z17 mainframes and LinuxONE 5 servers in rack-mounted and single-frame configurations. The new systems pack up to 82 cores and 18TB of memory into standard 19-inch racks, democratizing access to mainframe computing for smaller enterprises. With on-chip AI acceleration and the ability to match x86 server performance while using fewer resources, IBM positions these platforms as solutions for organizations running sensitive AI workloads on-premises.

Technology3 sources

IBM shrinks z17 mainframes into rack-mounted systems to bring enterprise AI to smaller organizations

Technology3 sources

Lenovo packs 180 TOPS of AI power into palm-sized Yoga AI Mini PC with Panther Lake processor

Lenovo unveils the Yoga AI Mini PC, a compact desktop weighing just 600 grams that delivers 180 TOPS of AI performance through Intel's Core Ultra X7 358H processor. The system features 64GB of memory, handles local AI models with up to 80 billion parameters, and is priced at $2,650 exclusively in China.

Technology2 sources

Lenovo packs 180 TOPS of AI power into palm-sized Yoga AI Mini PC with Panther Lake processor

Technology2 sources

Intel-Backed Syntiant Files IPO to Bring On-Device AI Chips to Public Markets

Syntiant Corp., a maker of ultra-low-power chips for on-device AI, filed for an initial public offering on Nasdaq under ticker SYTN. Founded in 2017, the company has deployed over 100 million AI processors across earbuds, wearables, and automotive applications. Backed by Intel, Microsoft, and Knowles Corp., Syntiant posted $64.5 million in revenue for Q1 fiscal 2026.

Startups3 sources

Intel-Backed Syntiant Files IPO to Bring On-Device AI Chips to Public Markets

Startups3 sources

AMD Ryzen AI Halo brings 128GB unified memory for local AI development at $3,999

AMD launches the Ryzen AI Halo, a compact AI workstation designed for local AI development with 128GB of unified memory. Priced at $3,999, this powerful mini PC runs on the Ryzen AI Max+ 395 processor and directly challenges Nvidia's DGX Spark. The system supports models up to 200 billion parameters and ships with either Windows 11 or Linux with full ROCm software stack pre-installed.

Technology6 sources

AMD Ryzen AI Halo brings 128GB unified memory for local AI development at $3,999

Technology6 sources

Apple Silicon Exec Touts Mac Mini for AI Agents, But Price Hikes Tell Different Story

Apple's senior silicon product manager Doug Brooks praised the Mac mini and Mac Studio as ideal machines for running AI agents, citing incredible demand and power efficiency. However, recent price increases—including a $1,300 jump for the M3 Ultra Mac Studio—have complicated Apple's value proposition just weeks after the executive touted compelling price-performance ratios.

Technology2 sources

Apple Silicon Exec Touts Mac Mini for AI Agents, But Price Hikes Tell Different Story

Technology2 sources

KIDZ AI wins EdTechX Award, unveils KIDZBot robotics learning platform with AI capabilities

KIDZ AI has won the 2026 EdTechX Award for the Americas and launched KIDZBot, an AI-native robotics learning platform. The platform integrates physical robotics with AI capabilities including persistent memory, reasoning, and adaptive learning. Commercial rollout is expected in the second half of 2026, starting with learning centers before expanding to classrooms and after-school programs.

Technology2 sources

KIDZ AI wins EdTechX Award, unveils KIDZBot robotics learning platform with AI capabilities

Technology2 sources

ASML stock surges 123% as Bernstein raises price target to $2,623 on AI-driven semiconductor demand

Bernstein raises its ASML stock price target to $2,623, implying 48% upside, as AI demand drives unprecedented expansion in advanced logic and DRAM capacity. The firm forecasts EUV revenue will grow at 30% annually, reaching €42.7 billion by 2030, more than 30% above street estimates, positioning the semiconductor stock for continued gains.

Business2 sources

ASML stock surges 123% as Bernstein raises price target to $2,623 on AI-driven semiconductor demand

Business2 sources

Nvidia Kyber AI rack delayed to 2028 as circuit board manufacturing hits roadblock

Nvidia's Kyber rack-scale architecture, designed to house 144 Rubin Ultra chips, has been pushed back more than 12 months to 2028 due to difficulties manufacturing a critical PCB midplane. The delay leaves Nvidia without a proven scaling solution for its most powerful systems, potentially opening the door for AMD and Google to gain ground in the high-end AI chip market.

Technology2 sources

Nvidia Kyber AI rack delayed to 2028 as circuit board manufacturing hits roadblock

Technology2 sources

Japanese Startup Turing Inc Secures AMD Backing to Challenge Nvidia in Self-Driving Race

Turing Inc, a five-year-old Japanese self-driving startup, has secured investment from AMD Ventures and shifted 10% of its AI training to AMD chips. The move aims to reduce costs and diversify supply chains as the company targets consumer cars and robotaxis by 2028, positioning itself as a cost-effective alternative in Japan's autonomous vehicle race.

Technology2 sources

Japanese Startup Turing Inc Secures AMD Backing to Challenge Nvidia in Self-Driving Race

Technology2 sources

iPhone 18 RAM upgrades spark debate as base models miss advanced Apple Intelligence features

Apple plans to equip the iPhone 18 with 9GB RAM, a modest increase from 8GB on the iPhone 17. But this upgrade won't be enough to support advanced Apple Intelligence features in iOS 27, including customizable Siri and enhanced speech-to-text dictation. Those capabilities require 12GB RAM, making them exclusive to Pro models and widening the performance gap between base and premium devices.

Technology3 sources

iPhone 18 RAM upgrades spark debate as base models miss advanced Apple Intelligence features

Technology3 sources

AI Agents Consume 136.5 Times More Energy Than Chatbots, KAIST Study Reveals Grid Strain Ahead

New research from KAIST shows AI agents can consume up to 136.5 times more energy per query than standard generative AI chatbots. A single complex request burns through 348.41 watt-hours of electricity while GPUs sit idle for over half the time. If scaled to Google search traffic levels, these systems could demand nearly half of the entire U.S. electricity consumption.

Science4 sources

AI Agents Consume 136.5 Times More Energy Than Chatbots, KAIST Study Reveals Grid Strain Ahead

Science4 sources

AI smartphones drive budget phones toward crisis as memory costs squeeze smaller brands

Budget smartphones are facing their steepest decline yet, with shipments of sub-$400 phones expected to drop 22% in 2026. The culprit: AI companies driving up memory costs as they stockpile High-Bandwidth Memory for data centers. Memory now accounts for nearly 60% of component costs in cheaper phones, leaving manufacturers with razor-thin margins and forcing them to either raise prices or exit the market entirely.

Business4 sources

AI smartphones drive budget phones toward crisis as memory costs squeeze smaller brands

Business4 sources

Hon Hai posts 40% quarterly revenue surge as AI server demand powers record growth

Taiwan's Hon Hai (Foxconn) reported a 40% jump in second-quarter revenue, beating analyst expectations with NT$2.513 trillion driven by surging AI server demand. The key Nvidia supplier expects AI rack shipments to maintain momentum through Q3, though the company cautioned about volatile geopolitics. June alone hit a record NT$821.8 billion as hyperscalers accelerate infrastructure buildouts.

Business3 sources

Hon Hai posts 40% quarterly revenue surge as AI server demand powers record growth

Business3 sources

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