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Raja Koduri's Oxmiq raises $35M to license AI chip designs instead of selling finished chips

Oxmiq Labs, founded by veteran chip architect Raja Koduri, has closed a $35 million Series A to scale OxCore, a licensable GPU architecture that lets chipmakers build custom AI silicon without years of design work. The startup aims to become the 'Arm for AI GPUs,' licensing chip designs rather than selling finished chips, with backing from Samsung Catalyst Fund and legendary chip architect Jim Keller joining its board.

Technology6 sources

Raja Koduri's Oxmiq raises $35M to license AI chip designs instead of selling finished chips

Technology6 sources

UAE's MGX closes $49 billion AI fund, one of the biggest investment vehicles focused on AI ever

Abu Dhabi's sovereign wealth fund MGX has closed a $49 billion AI fund, marking one of the largest investment vehicles ever focused on artificial intelligence. The technology investment firm attracted global institutional investors and plans to deploy up to $10 billion annually across the AI stack, from semiconductors to frontier models, with major backing already committed to OpenAI, Anthropic, and xAI.

Business2 sources

UAE's MGX closes $49 billion AI fund, one of the biggest investment vehicles focused on AI ever

Business2 sources

AMD highlights how CPUs power end-to-end agentic AI workflows beyond traditional GPU focus

AMD is reframing the AI infrastructure conversation by emphasizing that agentic AI workflows require diverse CPU capabilities, not just GPU power. The company's EPYC processor portfolio addresses different workflow stages—from orchestration to inference—with varying core counts and frequencies. As agents proliferate in enterprises, IT teams face a multiplier effect on existing infrastructure.

Technology2 sources

AMD highlights how CPUs power end-to-end agentic AI workflows beyond traditional GPU focus

Technology2 sources

Jim Cramer says the AI trade has shifted to suppliers as Intel surges 254% year to date

CNBC's Jim Cramer identifies a major shift in Wall Street's approach to AI investing. While the Magnificent Seven shed $2.3 trillion in June, AI infrastructure suppliers like Intel, Micron, and AMD are leading gains. Cramer calls Intel a 'national treasure' as memory chips and networking equipment shortages reward component makers over big tech spenders.

Business2 sources

Jim Cramer says the AI trade has shifted to suppliers as Intel surges 254% year to date

Business2 sources

Meta smart glasses face backlash as Conversation Focus gets rate limits and $20 monthly paywall

Meta has quietly introduced rate limits on Conversation Focus, a feature that amplifies voices in noisy environments for its AI-powered smart glasses. Free users get just three hours monthly, while Meta One Premium subscribers pay $19.99 for 15 hours. The move has sparked criticism since the feature runs entirely on-device without using Meta's servers or requiring internet connectivity.

Technology11 sources

Meta smart glasses face backlash as Conversation Focus gets rate limits and $20 monthly paywall

Technology11 sources

Beth Hammack warns AI inflation could force Fed to raise interest rates as demand stays insatiable

Cleveland Federal Reserve President Beth Hammack says surging AI infrastructure spending is driving inflation higher, with hyperscalers paying almost any price for data center equipment. She warns that if inflation persists above the Fed's 2% target, rate hikes may be necessary—a view that contrasts sharply with Fed Chair Kevin Warsh's belief that AI will ultimately prove disinflationary through productivity gains.

Policy2 sources

Beth Hammack warns AI inflation could force Fed to raise interest rates as demand stays insatiable

Policy2 sources

Etched raises $800M, hits $5B valuation with $1B in sales for AI inference chips

AI chip startup Etched has raised $800 million and secured $1 billion in sales contracts for its specialized inference chips, positioning itself as a serious Nvidia competitor. The company successfully manufactured its first silicon with TSMC and plans to start shipping frontier inference clusters this summer, backed by AI luminaries including Geoffrey Hinton and Peter Thiel.

Startups4 sources

Etched raises $800M, hits $5B valuation with $1B in sales for AI inference chips

Startups4 sources

SharonAI Holdings secures $1.6B financing as former OpenAI researcher increases stake to 19.9%

SharonAI Holdings closed a $1.6 billion strategic financing round anchored by former OpenAI researcher Leopold Aschenbrenner's fund, which now holds 19.9% of the company. The AI infrastructure provider plans to deploy up to 40,000 NVIDIA Grace Blackwell GB300 GPUs across Australia and Asia-Pacific. But traders are watching Meta's potential entry into selling compute capacity, which could pressure pricing for smaller neocloud providers.

Business3 sources

SharonAI Holdings secures $1.6B financing as former OpenAI researcher increases stake to 19.9%

Business3 sources

Dell Technologies launches PowerStore Elite in India as majority of servers shift to local production

Dell Technologies has launched PowerStore Elite in India while significantly expanding domestic manufacturing, with most servers now produced locally. The move addresses growing demand for data sovereignty and AI integration as Indian enterprises shift to hybrid cloud strategies for sensitive workloads. Dell's new platform supports complex AI workloads while keeping data secure within India's borders.

Technology4 sources

Dell Technologies launches PowerStore Elite in India as majority of servers shift to local production

Technology4 sources

OpenAI's first hardware is a macro pad for Codex, launching July 15—not the Jony Ive device

OpenAI teased Codex Micro, a Work Louder macro pad designed for its AI coding tool, set to launch July 15. The device features programmable buttons mapped to common Codex actions, making it easier for developers to interact with the AI-powered coding assistant. This isn't the mysterious consumer device OpenAI is building with former Apple designer Jony Ive—that project remains months away.

Technology4 sources

OpenAI's first hardware is a macro pad for Codex, launching July 15—not the Jony Ive device

Technology4 sources

Meituan unveils LongCat-2.0 AI model trained entirely on domestic Chinese chips

Chinese tech giant Meituan released LongCat-2.0, a 1.6-trillion-parameter open-source AI model trained on 50,000 domestic chips. The model spent two months anonymously dominating OpenRouter as "Owl Alpha" before its official reveal. This marks a significant shift in China's AI industry toward self-sufficiency amid ongoing U.S. export restrictions on advanced semiconductors.

Technology6 sources

Meituan unveils LongCat-2.0 AI model trained entirely on domestic Chinese chips

Technology6 sources

Neocloud providers set to claim $53 billion slice of AI cloud market by 2030, Gartner predicts

Gartner forecasts neocloud providers will capture 20% of the $267 billion AI cloud market by 2030, driven by surging demand for GPU-intensive computing and stricter data sovereignty requirements. These specialized cloud services are challenging hyperscalers with AI-optimized infrastructure, flexible deployment models, and sovereign cloud capabilities that keep data within specific jurisdictions.

Business2 sources

Neocloud providers set to claim $53 billion slice of AI cloud market by 2030, Gartner predicts

Business2 sources

AI Demand Powers China Factory Activity as High-Tech Exports Offset Geopolitical Headwinds

China's manufacturing sector expanded for the seventh straight month in June, driven by surging demand for AI hardware including chips and data-center equipment. The official PMI reached 50.3, exceeding forecasts despite weak domestic consumption and rising costs from the Iran war. High-tech exports are now the primary engine keeping Asia's factories running.

Business7 sources

AI Demand Powers China Factory Activity as High-Tech Exports Offset Geopolitical Headwinds

Business7 sources

Supermicro raided as Taiwan escalates chip smuggling probe with staff detentions

Taiwanese authorities raided Supermicro's Taiwan office and supply-chain partners in a widening Nvidia smuggling probe that has now detained two employees. The investigation centers on whether AI servers equipped with Nvidia chips were illegally exported to China through falsified documents, marking Taiwan's first criminal probe into the diversion of advanced AI technology despite lacking specific export control laws.

Policy8 sources

Supermicro raided as Taiwan escalates chip smuggling probe with staff detentions

Policy8 sources

Users turn to local AI as cloud computing capacity hits unexpected limits

Cloud AI is facing unprecedented constraints as Google reportedly told Meta it couldn't supply all the Gemini computing capacity the company requested. The shortage delayed several of Meta's internal AI projects and forced token rationing. Meanwhile, users are increasingly turning to local AI solutions like Gemma 4, running AI models directly on personal devices for email management, document processing, and everyday tasks without cloud dependencies.

Technology5 sources

Users turn to local AI as cloud computing capacity hits unexpected limits

Technology5 sources

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