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Cisco cuts 4,000 jobs to reallocate resources towards AI despite record quarterly revenue

Cisco is laying off nearly 4,000 employees—about 5% of its workforce—despite posting record quarterly revenue and strong financial results. CEO Chuck Robbins says the cuts will fund strategic investments in AI, silicon, optics, and cybersecurity as the company shifts toward high-growth areas and responds to surging demand from hyperscalers.

Business17 sources

Cisco cuts 4,000 jobs to reallocate resources towards AI despite record quarterly revenue

Business17 sources

Nebius raises capex guidance to $25B as AI infrastructure demand surges through 2027

Nebius has increased its annual capital expenditure guidance to $20-25 billion, up from $16-20 billion, as the company accelerates investments to meet surging demand for AI infrastructure. The company's quarterly capex jumped to $2.5 billion, driven by GPU procurement and data center expansion, while CEO Arkady Volozh noted multiple customers are competing for every GPU brought online.

Business2 sources

Nebius raises capex guidance to $25B as AI infrastructure demand surges through 2027

Business2 sources

NVIDIA Partners with Ineffable Intelligence to Build Next-Gen Reinforcement Learning Infrastructure

NVIDIA has announced an engineering-level collaboration with Ineffable Intelligence, the London-based AI startup founded by AlphaGo architect David Silver. Together, they're building reinforcement learning infrastructure that enables AI systems to discover new knowledge through trial and error, rather than just learning from existing human data. The partnership will leverage NVIDIA's Grace Blackwell platform and upcoming Vera Rubin system.

Technology2 sources

NVIDIA Partners with Ineffable Intelligence to Build Next-Gen Reinforcement Learning Infrastructure

Technology2 sources

Tower Semiconductor signs $1.3 billion AI chip deals as silicon photonics demand surges

Tower Semiconductor landed $1.3 billion in silicon photonics deals for 2027, driven by surging AI chip demand for data centers. The Israeli contract chipmaker raised its Q2 revenue forecast to $455 million and nearly doubled operating profit to $64.57 million, while securing $290 million in customer prepayments. The company targets $2.8 billion in annual revenue by 2028.

Business3 sources

Tower Semiconductor signs $1.3 billion AI chip deals as silicon photonics demand surges

Business3 sources

China threatens countermeasures as US chip equipment bill targets AI semiconductor production

China is pushing back hard against the proposed MATCH Act, legislation that would restrict Chinese chipmakers from producing AI semiconductors by limiting access to critical chipmaking equipment. Beijing has summoned U.S. diplomats, unveiled countermeasures, and is expected to raise the issue during high-level talks this week between Presidents Trump and Xi Jinping.

Policy2 sources

China threatens countermeasures as US chip equipment bill targets AI semiconductor production

Policy2 sources

Anduril raises $5 billion, doubles valuation to $61 billion as defense tech spending surges

Anduril Industries closed a $5 billion Series H funding round, doubling its valuation to $61 billion from $30.5 billion just ten months ago. The defense tech company, founded by Palmer Luckey, develops AI-backed weapons and autonomous systems for the U.S. military. Revenue doubled to $2.2 billion in 2025 as the firm expands manufacturing operations in Ohio and Seattle.

Startups3 sources

Anduril raises $5 billion, doubles valuation to $61 billion as defense tech spending surges

Startups3 sources

Lenovo ThinkPad debuts Ryzen AI 400 chip with rare 9/10 repairability score from iFixit

Lenovo has completed its 2026 ThinkPad lineup with the X13 Gen 7, marking the debut of AMD's Ryzen AI 400 processors. Starting at $1,499 and weighing just 2.05 pounds, the ultralight laptop delivers 50 TOPS AI processing with Thunderbolt 4 connectivity. The device earned a rare 9/10 repairability score from iFixit, with replaceable battery, SSD, and WWAN modules.

Technology2 sources

Lenovo ThinkPad debuts Ryzen AI 400 chip with rare 9/10 repairability score from iFixit

Technology2 sources

Sipeed K3 RISC-V SBC runs 30B AI LLMs locally at 15 tokens per second for $299

Sipeed has launched its K3 series RISC-V-powered single board computers that can run 30B-parameter AI LLMs locally at up to 15 tokens per second. Built with SpacemiT's Fusion Architecture and featuring up to 32GB LPDDR5 memory plus a 60 TOPS NPU, the K3 offers an accessible open-source alternative to proprietary AI hardware starting at $299.

Technology2 sources

Sipeed K3 RISC-V SBC runs 30B AI LLMs locally at 15 tokens per second for $299

Technology2 sources

Micron samples 256GB DDR5 memory at 9200 MT/s, targeting AI infrastructure with major efficiency gains

Micron has begun sampling its 256GB DDR5-9200 RDIMM server modules built on 1-gamma DRAM technology, offering speeds over 40% faster than current production modules. The advanced memory solution uses 3D stacking and through-silicon vias to deliver higher capacity and bandwidth while reducing power consumption by more than 40% compared to dual 128GB configurations.

Technology3 sources

Micron samples 256GB DDR5 memory at 9200 MT/s, targeting AI infrastructure with major efficiency gains

Technology3 sources

Google and SpaceX in talks to launch orbital data centers as AI compute race moves to space

Google and SpaceX are negotiating a partnership to put data centers into orbit, according to The Wall Street Journal. The potential deal comes as SpaceX prepares for its $1.75 trillion IPO, with both companies betting that space-based infrastructure will transform how AI compute is delivered within the next decade.

Technology8 sources

Google and SpaceX in talks to launch orbital data centers as AI compute race moves to space

Technology8 sources

Cohu secures $5M in orders for GaN power device testing as AI data centers drive demand

Cohu Inc. announced multiple orders totaling $5 million for its DiamondX testing platform from a semiconductor manufacturer. The systems will test gallium nitride power devices designed for AI data center power architectures, marking Cohu's expansion into the rapidly growing AI infrastructure market where GaN devices offer efficiency advantages.

Business2 sources

Cohu secures $5M in orders for GaN power device testing as AI data centers drive demand

Business2 sources

3M Joins Coalition with AMD, Cisco, Meta to Standardize Optical Connectivity for AI Infrastructure

3M has entered a multi-source agreement with major technology companies including AMD, Cisco, Meta, and Oracle to develop open specifications for expanded beam optical connectivity in AI infrastructure. The coalition aims to address reliability and maintenance challenges as AI data centers scale, with expanded beam technology eliminating dust contamination issues that slow network builds.

Technology2 sources

3M Joins Coalition with AMD, Cisco, Meta to Standardize Optical Connectivity for AI Infrastructure

Technology2 sources

NVIDIA and Elon Musk race to put AI data centers in space as Earth-based limits bite

NVIDIA is partnering with five space companies to build orbital AI infrastructure, while Elon Musk's SpaceXAI teams with Anthropic for multi-gigawatt space facilities. The push comes as terrestrial data centers face severe power, water, and land constraints—with some projects facing seven-year permit delays.

Technology3 sources

NVIDIA and Elon Musk race to put AI data centers in space as Earth-based limits bite

Technology3 sources

Intel CEO confirms Intel and Nvidia collaboration on new products is actively progressing

Intel CEO Lip-Bu Tan publicly confirmed that Intel and Nvidia are actively developing new products together, eight months after their historic partnership announcement. The collaboration spans AI infrastructure platforms and consumer devices, with the first joint products potentially arriving by 2026. Intel's stock rose following the announcement.

Technology2 sources

Intel CEO confirms Intel and Nvidia collaboration on new products is actively progressing

Technology2 sources

HrdWyr Secures $13M Series A to Build AI-Native Chips for Physical AI Era

Indian semiconductor startup HrdWyr has closed a $13 million Series A funding round led by Ideaspring Capital to develop AI-native System-on-Chip products. The company is building purpose-built chips for Physical AI applications across white goods, EVs, and data centers, marking a shift from conventional general-purpose architectures to domain-specific edge intelligence.

Startups2 sources

HrdWyr Secures $13M Series A to Build AI-Native Chips for Physical AI Era

Startups2 sources

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