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AWS Graviton5 launches with 192 Arm cores, challenging Intel and AMD in cloud computing

Amazon's latest Graviton5 processor features 192 Arm cores built on TSMC's 3nm process, delivering 35% faster AI inference and 30% faster database performance. Meta is deploying tens of millions of cores as AWS positions its custom silicon against Intel Xeon and AMD EPYC processors. The chip marks a significant step in AWS's eight-year custom silicon journey, though the company's marketing push to frame it as an 'AI chip' has drawn criticism from industry observers.

Technology4 sources

AWS Graviton5 launches with 192 Arm cores, challenging Intel and AMD in cloud computing

Technology4 sources

Hand-cranked AI chatbot runs entirely offline on a Raspberry Pi, challenging data center dominance

Squeez Labs has created CrankGPT, a hand-powered AI chatbot that runs on a Raspberry Pi 5 with just 8GB of RAM. The device operates completely offline using local AI models, requiring no data centers or grid electricity. While partly tongue-in-cheek, the project demonstrates how lightweight AI models can deliver practical results without massive energy infrastructure, pointing toward more sustainable and private AI deployment.

Technology4 sources

Hand-cranked AI chatbot runs entirely offline on a Raspberry Pi, challenging data center dominance

Technology4 sources

Microsoft tests AI features on Nvidia GPUs as Copilot+ exclusivity begins to fade

Microsoft is testing local AI features on discrete GPUs through an experimental Windows App SDK update. Systems with Nvidia GeForce RTX 30-series cards and 6GB of VRAM can now run language model APIs previously restricted to Copilot+ PCs with NPUs. The move signals a shift in Microsoft's AI strategy, potentially opening AI capabilities to millions of existing Windows 11 devices.

Technology5 sources

Microsoft tests AI features on Nvidia GPUs as Copilot+ exclusivity begins to fade

Technology5 sources

Oracle plans $70B AI infrastructure buildout as investors flee, sending stock down 12%

Oracle reported strong Q4 earnings with revenue up 21% to $19.2 billion, but investor concerns over massive AI datacenter spending sent shares tumbling 12%. The company plans to spend $70 billion on AI infrastructure in fiscal 2027 and raise $40 billion through debt and equity financing, marking one of tech's most aggressive AI buildouts.

Business10 sources

Oracle plans $70B AI infrastructure buildout as investors flee, sending stock down 12%

Business10 sources

AMD claims EPYC Venice delivers 3.3X performance lead over Nvidia Vera in AI infrastructure

AMD has released benchmark projections showing its next-generation 256-core EPYC Venice processor could deliver 3.3X better per-rack performance than Nvidia's new Vera CPU. The estimates focus on rack-level deployments with a 100 kW power budget, positioning AMD's Zen 6-based chips as superior for agentic AI infrastructure that requires massive CPU capacity for orchestration and control services.

Technology3 sources

AMD claims EPYC Venice delivers 3.3X performance lead over Nvidia Vera in AI infrastructure

Technology3 sources

China's control over indium phosphide exports threatens global rollout of AI data centers

China's export restrictions on indium phosphide have created a critical supply chain bottleneck for AI data centers worldwide. Since February 2025, the compound essential for high-speed optical chips has seen prices surge 250% to $5,000 per wafer. With China controlling 70% of global indium production, the restrictions have emerged as a strategic trade weapon that could disrupt the AI infrastructure buildout.

Business2 sources

China's control over indium phosphide exports threatens global rollout of AI data centers

Business2 sources

TensorWave raises $350M as AMD funds its Nvidia rival to break AI chip monopoly

Las Vegas-based TensorWave secured $350 million in Series B funding led by AMD and Magnetar Capital, quadrupling its valuation to $1.55 billion. The cloud provider runs AI data centers exclusively on AMD chips, positioning itself as an alternative to Nvidia's GPU dominance. The funding will expand TensorWave's compute capacity from 500 megawatts to two gigawatts within a year.

Startups3 sources

TensorWave raises $350M as AMD funds its Nvidia rival to break AI chip monopoly

Startups3 sources

Google DeepMind releases DiffusionGemma AI model with 4x speed boost using image generation techniques

Google DeepMind unveiled DiffusionGemma, an experimental open-source AI model that generates text in parallel rather than sequentially. The model achieves over 1,000 tokens per second on NVIDIA H100 GPUs and runs on consumer hardware with just 18GB of memory. However, the speed gains come with a notable trade-off in output quality compared to traditional models.

Technology12 sources

Google DeepMind releases DiffusionGemma AI model with 4x speed boost using image generation techniques

Technology12 sources

NEURA Robotics Secures $1.4 Billion in Series C Funding from Nvidia, Amazon, and Tether

German robotics company NEURA Robotics has raised up to $1.4 billion in one of the largest humanoid robotics funding rounds ever, backed by Nvidia, Amazon, Tether, Qualcomm, and Bosch. The investment values the company at approximately $7 billion and will accelerate production to millions of robots by 2030 while expanding its cognitive robotics platform across industries.

Startups3 sources

NEURA Robotics Secures $1.4 Billion in Series C Funding from Nvidia, Amazon, and Tether

Startups3 sources

Data center power demand surges 26% in 2026 as AI workloads push grid supply to breaking point

A new Gartner report reveals data center electricity consumption will jump 26% in 2026, reaching 565 terawatt-hours driven by AI workloads. AI-optimized servers will account for 31% of all data center power consumption this year, surpassing conventional servers by 2027. Grid operators may struggle to support new construction by 2030 as demand hits 1,200 TWh.

Technology4 sources

Data center power demand surges 26% in 2026 as AI workloads push grid supply to breaking point

Technology4 sources

BenQ launches RP05 interactive display with on-device AI for Indian classrooms

BenQ unveils the Board Pro RP05, an AI-powered interactive display featuring a 10 TOPS Neural Processing Unit for smart classrooms in India. The device runs generative AI locally without internet connectivity, enabling teachers to access tools like AI Lesson and AI Quiz offline. Available in 65-inch, 75-inch, and 86-inch variants starting at Rs. 2,00,000.

Technology3 sources

BenQ launches RP05 interactive display with on-device AI for Indian classrooms

Technology3 sources

Zoho enters hardware arena with Nathu La, an indigenously designed server built for AI and sovereignty

Zoho Corporation launched Nathu La, its first indigenously designed server platform developed in Nagpur with Intel Xeon 6 processors. The move marks a strategic shift toward technological sovereignty, delivering 12-18% lower power consumption and 20-30% lower total cost of ownership while reducing AI inference costs for the company's global operations.

Technology3 sources

Zoho enters hardware arena with Nathu La, an indigenously designed server built for AI and sovereignty

Technology3 sources

Ambani-backed Addverb Technologies seeks $100M to build humanoid robots and challenge China

Addverb Technologies, the Indian robotics startup controlled by Mukesh Ambani's Reliance Industries, is raising over $100 million to develop humanoid and quadruped robots. The company projects $136 million in revenue this year and aims to break into the global top 10 within five years, despite currently ranking outside the top 30 and facing fierce competition from Chinese, Japanese, and US rivals.

Startups2 sources

Ambani-backed Addverb Technologies seeks $100M to build humanoid robots and challenge China

Startups2 sources

Standard Bots hits $1bn valuation with $200M raise to build AI robots on American soil

New York-based Standard Bots raised $200 million in Series C funding led by RoboStrategy and General Catalyst, achieving unicorn status with a $1 billion valuation. The company builds AI-powered robotic arms that learn tasks through demonstration rather than coding, targeting a 10% share of US industrial robot deployments by year-end while expanding its Long Island manufacturing facility.

Startups2 sources

Standard Bots hits $1bn valuation with $200M raise to build AI robots on American soil

Startups2 sources

Production AI reshapes private cloud as Broadcom debuts VMware Cloud Foundation 9.1

Broadcom launches VMware Cloud Foundation 9.1, targeting production AI workloads with up to 40% server cost reduction and enhanced security. The move reflects a broader shift as enterprises bring AI closer to enterprise data, with 56% now running or planning production inference on private cloud—while public cloud use drops 15% year-over-year.

Technology2 sources

Production AI reshapes private cloud as Broadcom debuts VMware Cloud Foundation 9.1

Technology2 sources

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