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CEVA Gets Buy Rating as Needham Sees Physical AI Opportunity for Semiconductor Leader

Needham initiated coverage on CEVA with a Buy rating and $55 price target, betting on the company's position in Physical AI. The semiconductor firm holds 68% global market share in wireless connectivity and reported $17.8 million in licensing revenue last quarter—its highest in three years.

Business2 sources

CEVA Gets Buy Rating as Needham Sees Physical AI Opportunity for Semiconductor Leader

Business2 sources

Adani and Jabil plan massive AI data centre hardware manufacturing push in India

Adani Group and US manufacturing giant Jabil Inc. have announced plans for a strategic alliance to build AI data centre hardware in India. The proposed partnership aims to create multi-gigawatt manufacturing capacity for AI racks, servers, and supporting infrastructure, positioning India as a global exporter rather than just a consumer of AI hardware. However, the deal remains unsigned with no disclosed investment figures yet.

Business5 sources

Adani and Jabil plan massive AI data centre hardware manufacturing push in India

Business5 sources

Schneider Electric and Foxconn join forces to build next-generation AI data centers

Schneider Electric has announced a strategic collaboration with Hon Hai Technology Group (Foxconn) to design and scale the next generation of AI data centers. The partnership combines Foxconn's expertise in AI rack integration and manufacturing with Schneider's power and cooling leadership to deliver integrated, ready-to-deploy infrastructure. Production of prefabricated modular systems is expected to begin later this year.

Technology2 sources

Schneider Electric and Foxconn join forces to build next-generation AI data centers

Technology2 sources

ByteDance negotiates major AI chips deal with Iluvatar CoreX as China shifts from Nvidia

ByteDance is in talks to purchase at least 50,000 AI chips from Shanghai-based Iluvatar CoreX this year, primarily for inference workloads supporting its Doubao chatbot. The deal would make Iluvatar ByteDance's third domestic chip supplier after Huawei and Cambricon, reflecting China's push for self-reliance in AI hardware amid ongoing US export controls on advanced chips.

Technology3 sources

ByteDance negotiates major AI chips deal with Iluvatar CoreX as China shifts from Nvidia

Technology3 sources

Asia hedge funds deliver triple-digit returns riding AI supply chain and semiconductor boom

Asia hedge funds posted exceptional returns exceeding 100% in early 2026, capitalizing on investments across the AI supply chain and semiconductor industry. WT Asset Management's China Focus fund gained 103%, while E20 Capital surged 136%, driven by positions in AI hardware companies and memory-chip makers. Regional funds leveraged Asia's dominance in semiconductor manufacturing to identify supply constraints early.

Business2 sources

Asia hedge funds deliver triple-digit returns riding AI supply chain and semiconductor boom

Business2 sources

Nvidia RTX Pro 6000 Blackwell GPU pricing soars to $13,250 in just one year

Nvidia's flagship workstation GPU, the RTX Pro 6000 Blackwell, now costs $13,250—a staggering 55% increase from its $8,565 launch price in March 2025. The price surge stems from an ongoing memory shortage and relentless AI sector demand for high-capacity VRAM cards. Even the RTX 5090 gaming GPU has crossed $4,000, doubling its original MSRP.

Business2 sources

Nvidia RTX Pro 6000 Blackwell GPU pricing soars to $13,250 in just one year

Business2 sources

AMD Ryzen AI Halo launches at $3,999, undercutting NVIDIA's DGX Spark in AI development race

AMD opens pre-orders for its Ryzen AI Halo developer platform, a compact AI mini PC priced at $3,999 with 128GB unified memory and Linux support. The system features the Ryzen AI Max+ 395 processor and directly challenges NVIDIA's DGX Spark, which now costs $4,679 due to component shortages, giving AMD a $680 price advantage.

Technology4 sources

AMD Ryzen AI Halo launches at $3,999, undercutting NVIDIA's DGX Spark in AI development race

Technology4 sources

Sharon AI locks in $4.88 billion Nvidia deal to expand sovereign AI infrastructure in Australia

Nasdaq-listed Sharon AI has signed a six-year compute collaboration with Nvidia valued at up to $4.88 billion, deploying 72 megawatts of data center capacity and up to 40,000 Grace Blackwell GB300 GPUs across Australia. The deal more than doubles Sharon AI's AI factory capacity to 132 megawatts as it positions itself to serve government, enterprise, and research customers demanding both data sovereignty and high-performance AI capabilities.

Technology6 sources

Sharon AI locks in $4.88 billion Nvidia deal to expand sovereign AI infrastructure in Australia

Technology6 sources

SpaceX rents Colossus 1 after latency issues derail Grok AI training plans

SpaceX has leased its Colossus 1 AI data center to Anthropic and Google after encountering technical problems that prevented using it for Grok AI development. The company faced latency issues connecting three Memphis facilities and hardware mismatches between Nvidia chip generations. What was built as SpaceX's AI training hub now generates $2.17 billion monthly in rental income instead.

Business2 sources

SpaceX rents Colossus 1 after latency issues derail Grok AI training plans

Business2 sources

SK Hynix to triple memory production by 2034 as AI demand reshapes semiconductor industry

SK Hynix, the world's largest supplier of high-bandwidth memory for AI GPUs, plans to triple its wafer production capacity by 2034—accelerating a timeline originally set for 2045. The expansion responds to surging AI infrastructure demand that has sent memory prices soaring, though relief for consumers remains years away.

Business3 sources

SK Hynix to triple memory production by 2034 as AI demand reshapes semiconductor industry

Business3 sources

LG unveils Zero Labor Home vision with CLOiD robot and Physical AI at CES 2026

LG Electronics is transforming from a home appliance maker into a Physical AI powerhouse with its Zero Labor Home concept. Unveiled at CES 2026, the CLOiD robot works with the ThinQ AI platform to create an autonomous home ecosystem. The company is also expanding its B2B revenue streams and subscription services while bringing AI-powered appliances to India.

Technology5 sources

LG unveils Zero Labor Home vision with CLOiD robot and Physical AI at CES 2026

Technology5 sources

Nvidia begins Vera CPU sales pitch to Chinese clients as AI chip strategy shifts

Nvidia has started telling Chinese customers its Vera CPU for AI data centers could be available by August, marking a strategic pivot after GPU restrictions decimated its China market share. At least one major Chinese cloud company plans to order over 300 servers with Vera chips for testing, as the chipmaker attempts to revive revenue in a market where its share has fallen to zero.

Technology4 sources

Nvidia begins Vera CPU sales pitch to Chinese clients as AI chip strategy shifts

Technology4 sources

Vivo X Fold 6 debuts custom Dimensity 9500 Super Edition chip built for foldables and AI

Vivo and MediaTek spent two years co-developing the Dimensity 9500 Super Edition chipset exclusively for the Vivo X Fold 6. The custom chip delivers 111% faster NPU performance and 56% lower power consumption compared to its predecessor. The foldable smartphone introduces advanced AI features including 7x faster offline speech transcription, AI File Manager, and the Atomic Workbench for large-screen multitasking.

Technology3 sources

Vivo X Fold 6 debuts custom Dimensity 9500 Super Edition chip built for foldables and AI

Technology3 sources

QumulusAI lands $124M in deals as AI infrastructure shifts from GPU scarcity to efficiency

QumulusAI secured over $124 million in three-year customer subscriptions with Hyperbolic and another AI inference platform, deploying 1,280 Nvidia Blackwell GPUs. The agreements validate a shift from GPU scarcity to GPU efficiency, with workload-optimized infrastructure designed to reduce AI inference costs by approximately 20% compared to standard configurations.

Technology2 sources

QumulusAI lands $124M in deals as AI infrastructure shifts from GPU scarcity to efficiency

Technology2 sources

SpaceX raises $75 billion in record IPO to launch 1 million AI satellites into orbit

SpaceX completed the largest IPO in history, raising $75 billion at a $1.77 trillion valuation to fund Elon Musk's ambitious plan for orbital data centers. The company aims to deploy up to 1 million AI satellites beginning as early as 2028, but scientists warn the massive constellation could turn low Earth orbit into a junkyard.

Business4 sources

SpaceX raises $75 billion in record IPO to launch 1 million AI satellites into orbit

Business4 sources

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