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Eclipse Closes $1.3B Fund to Back Physical AI Startups Across Manufacturing, Defense, and Robotics

Palo Alto-based venture capital firm Eclipse has raised $1.3 billion to invest in physical AI startups working on real-world challenges. The fund splits into $720 million for early-stage companies and $591 million for growth investments, targeting sectors like AI infrastructure, manufacturing and defense, robotics, and energy as the firm builds an ecosystem of interconnected portfolio companies.

Startups2 sources

Eclipse Closes $1.3B Fund to Back Physical AI Startups Across Manufacturing, Defense, and Robotics

Startups2 sources

Uber expands AWS deal to run ride-matching on Amazon's AI chips, challenging cloud rivals

Uber is expanding its AWS contract to run real-time ride-matching infrastructure on Amazon's Graviton4 processor and piloting AI model training on Trainium3. The move adds Uber to a growing roster of major tech companies choosing Amazon's custom silicon over Nvidia, while simultaneously challenging Google Cloud and Oracle in the cloud computing battle.

Technology4 sources

Uber expands AWS deal to run ride-matching on Amazon's AI chips, challenging cloud rivals

Technology4 sources

Aria Networks raises $125M to build AI-native networking for the AI factory era

Aria Networks, a Palo Alto startup, has secured $125 million in its first funding round to develop AI-native networking infrastructure. The company unveiled Deep Networking, featuring 800G and 1.6T Ethernet switches designed to optimize token efficiency in AI data centers. With customer orders already in hand, Aria aims to make networking a performance differentiator rather than background plumbing.

Technology3 sources

Aria Networks raises $125M to build AI-native networking for the AI factory era

Technology3 sources

Oracle appoints Hilary Maxson as CFO to steer $50 billion AI infrastructure expansion

Oracle has named Hilary Maxson, former CFO of Schneider Electric, as its new chief financial officer effective April 6, 2026. Maxson takes charge as Oracle commits $50 billion in capital expenditure this fiscal year to expand its AI data center footprint. The appointment reinstates a crucial position after a six-month gap and signals Oracle's shift from enterprise software to AI cloud infrastructure at scale.

Business3 sources

Oracle appoints Hilary Maxson as CFO to steer $50 billion AI infrastructure expansion

Business3 sources

Nvidia acquisition of Slurm software sparks fairness concerns in AI chip race

Nvidia's December acquisition of SchedMD has raised concerns among AI specialists and supercomputer experts about fair access to Slurm, open-source software that powers 60% of supercomputers worldwide. Engineers fear the chip giant may favor its own hardware over rivals like AMD, though Nvidia insists it will maintain vendor-neutral development.

Business3 sources

Nvidia acquisition of Slurm software sparks fairness concerns in AI chip race

Business3 sources

Anthropic secures 3.5 gigawatts of Google TPUs as revenue soars to $30 billion run rate

Anthropic expanded its compute agreement with Google and Broadcom, securing 3.5 gigawatts of tensor processing unit capacity starting in 2027. The deal reflects explosive demand for Claude AI models, with the company's annualized revenue jumping from $9 billion to $30 billion in just three months. More than 1,000 business customers now spend over $1 million annually on Anthropic's services.

Technology22 sources

Anthropic secures 3.5 gigawatts of Google TPUs as revenue soars to $30 billion run rate

Technology22 sources

Samsung posts record profit up eightfold as AI chips demand defies geopolitical uncertainties

Samsung Electronics reported a preliminary operating profit of $37.9 billion for Q1 2026, an eightfold increase driven by explosive demand for memory chips used in AI computing and data centers. The result nearly triples the company's previous quarterly record and exceeds its entire 2025 profit, signaling an unprecedented supercycle in the semiconductor industry despite Middle East conflict concerns.

Business14 sources

Samsung posts record profit up eightfold as AI chips demand defies geopolitical uncertainties

Business14 sources

Broadcom secures long-term Google AI chips deal through 2031, expands Anthropic partnership

Broadcom has signed a multi-year agreement with Google to develop custom AI chips and components for next-generation AI racks through 2031. The chipmaker also expanded its deal with Anthropic, providing 3.5 gigawatts of AI computing capacity starting in 2027. The agreements cement Broadcom's position in AI infrastructure as demand for alternatives to Nvidia accelerates.

Technology11 sources

Broadcom secures long-term Google AI chips deal through 2031, expands Anthropic partnership

Technology11 sources

Nvidia-backed Firmus hits $5.5B valuation with $505M raise, eyes $2B ASX IPO in June

Australian AI data center company Firmus has raised $505 million led by Coatue at a $5.5 billion valuation, bringing total capital raised to $1.35 billion in six months. The Nvidia-backed startup is now targeting a $2 billion IPO on the Australian Securities Exchange in June or July, supported by a $10 billion Blackstone debt facility to build AI infrastructure across Australia.

Startups6 sources

Nvidia-backed Firmus hits $5.5B valuation with $505M raise, eyes $2B ASX IPO in June

Startups6 sources

Taiwan Semiconductor's Energy Crisis Could Disrupt Global AI Supply Chain

TSMC controls over 90% of advanced semiconductor manufacturing, but Taiwan's reliance on liquefied natural gas imports through the Strait of Hormuz creates a critical vulnerability. With LNG stockpiles lasting only days, the Middle East crisis threatens to halt chip production that powers Nvidia, AMD, and the entire AI industry.

Business2 sources

Taiwan Semiconductor's Energy Crisis Could Disrupt Global AI Supply Chain

Business2 sources

Intel bets billions on advanced packaging as Google and Amazon eye alternatives to TSMC bottleneck

Intel is in talks with Google and Amazon to provide advanced chip packaging services worth billions annually, positioning itself as an alternative to capacity-constrained TSMC. The chipmaker's CFO projects packaging revenue exceeding $1 billion, up from hundreds of millions, as AI demand creates a critical bottleneck in chip production. Intel's EMIB technology competes directly with TSMC's CoWoS as tech giants scramble for custom AI chip capacity.

Technology4 sources

Intel bets billions on advanced packaging as Google and Amazon eye alternatives to TSMC bottleneck

Technology4 sources

Meta forces top engineers into AI unit as 200 layoffs loom in Silicon Valley

Meta is mandating top software engineers join its new Applied AI Engineering unit while cutting 200 jobs in California. The moves signal a major shift toward AI-native operations, with CEO Mark Zuckerberg betting that AI agents will soon handle most development work. The company plans $115-135 billion in AI infrastructure spending this year.

Business4 sources

Meta forces top engineers into AI unit as 200 layoffs loom in Silicon Valley

Business4 sources

Intel's Neural Texture Compression slashes VRAM use by 18x as Nvidia shows 6.5GB reduced to 970MB

Intel unveiled Texture Set Neural Compression (TSNC), an AI-powered compression technology that can reduce game texture sizes by up to 18 times while maintaining image quality. Nvidia demonstrated similar capabilities with its Neural Texture Compression, cutting VRAM usage from 6.5GB to just 970MB in demo scenes. Both solutions address mounting storage and memory challenges as modern games demand increasingly detailed assets.

Technology6 sources

Intel's Neural Texture Compression slashes VRAM use by 18x as Nvidia shows 6.5GB reduced to 970MB

Technology6 sources

TSMC revenue growth beats estimates as AI demand survives Middle East war disruption

Taiwan Semiconductor Manufacturing Co. reported a 35% quarterly revenue increase to $35.6 billion, signaling that global AI chip demand remained robust during the first weeks of Middle East conflict. The chipmaker for Nvidia and Apple is expected to post its fourth straight quarter of record profit with a 50% surge in net income, driven by insatiable demand for 3-nanometre technology and advanced packaging.

Business9 sources

TSMC revenue growth beats estimates as AI demand survives Middle East war disruption

Business9 sources

AI memory shortage to drive 625x demand surge by 2028 as PC hardware prices soar

Dell's CEO predicts total memory demand from AI will increase 625 times between 2022 and 2028, driven by expanding AI accelerator memory requirements and massive data center buildouts. The High Bandwidth Memory shortage is already forcing DRAM price increases exceeding 100%, with memory consuming 30% of hyperscaler spending in 2026—up from just 8% in 2023.

Business11 sources

AI memory shortage to drive 625x demand surge by 2028 as PC hardware prices soar

Business11 sources

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