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Qualcomm Bets $15 Billion on AI Data Centers, Robots as It Pivots Beyond Smartphones

Qualcomm is making a bold strategic transformation beyond its smartphone roots. The chipmaker now targets $15 billion in data center revenue and $40 billion in non-handset revenue by fiscal 2029, betting on artificial intelligence across phones, cars, robots, and edge devices as it competes with Nvidia in the AI market.

Technology2 sources

Qualcomm Bets $15 Billion on AI Data Centers, Robots as It Pivots Beyond Smartphones

Technology2 sources

Lumentum Sold Out Through 2029 as AI Demand for Optical Components Explodes

Lumentum optical components are completely sold out until early 2029 as AI data centers drive unprecedented demand. CEO Michael Hurlston revealed the company cannot meet 70% of demand for some products through next year, with supply shortfalls persisting through 2028 for other components.

Business4 sources

Lumentum Sold Out Through 2029 as AI Demand for Optical Components Explodes

Business4 sources

Nvidia Security Flaw Exposes 2,100 GPU Servers Running $100M Worth of AI Hardware

Researchers discovered a high-severity Nvidia bug in DCGM Exporter that could allow unauthenticated attackers to crash GPU monitoring services on exposed servers. Internet scans revealed 2,100 GPU servers exposing telemetry data from over 12,000 GPUs worth $100 million, with 44% located in the US. Nvidia has released a fix for CVE-2026-47483.

Technology2 sources

Nvidia Security Flaw Exposes 2,100 GPU Servers Running $100M Worth of AI Hardware

Technology2 sources

Taiwan Exports Surge 60.9% to $87.2 Billion September Record Fueled by Booming AI Hardware Demand

Taiwan's exports soared to an unprecedented $87.2 billion in September, driven by surging global demand for AI hardware. The 60.9% year-on-year jump marked the 35th consecutive month of growth, with the United States and ASEAN markets leading the charge as cloud providers accelerate AI infrastructure investments.

Business2 sources

Taiwan Exports Surge 60.9% to $87.2 Billion September Record Fueled by Booming AI Hardware Demand

Business2 sources

Cal AI Founder Zach Yadegari Raises $10 Million for Persona, a Wearable AI Assistant Startup

Zach Yadegari, the 19-year-old founder behind Cal AI, has launched Persona, an AI assistant startup with a $179 wearable band. The AI startup raised $10 million led by Vine Ventures, with backing from Cory Levy, Collective Global, WHOOP, and Eight Sleep. The screenless hands-free AI assistant aims to handle multi-step tasks while prioritizing user privacy through encryption.

Startups2 sources

Cal AI Founder Zach Yadegari Raises $10 Million for Persona, a Wearable AI Assistant Startup

Startups2 sources

Upscale AI Unveils Token Fabric Platform to Connect AI Chips from Multiple Suppliers

Nvidia-backed Upscale AI launched Token Fabric, a networking platform that enables data centers to integrate AI chips from multiple suppliers. The $2 billion startup expects revenue in the tens of millions of dollars next year, with the first component rolling out in Q4 and full deployment through 2027.

Technology3 sources

Upscale AI Unveils Token Fabric Platform to Connect AI Chips from Multiple Suppliers

Technology3 sources

Applied Materials Unveils $5 Billion EPIC Center to Accelerate AI Chip Development with Intel, TSMC

Applied Materials officially opened its $5 billion EPIC Center in Sunnyvale, California, bringing together chip industry leaders including Intel, TSMC, Samsung, Micron, and SK Hynix under one roof. The massive 600,000-square-foot facility aims to slash semiconductor R&D timelines from 10-12 years to as little as six years, directly addressing the explosive demand for AI chips.

Technology5 sources

Applied Materials Unveils $5 Billion EPIC Center to Accelerate AI Chip Development with Intel, TSMC

Technology5 sources

NVIDIA RTX Spark AI Laptops Launch with 128GB Unified Memory from HP, MSI, and ASUS

HP, MSI, and ASUS have launched the first wave of NVIDIA RTX Spark AI laptops featuring up to 128GB unified memory, Grace CPU, and Blackwell GPU. The devices target creators and developers running local AI workloads, with pricing starting at $2,599.

Technology5 sources

NVIDIA RTX Spark AI Laptops Launch with 128GB Unified Memory from HP, MSI, and ASUS

Technology5 sources

AMD FSR 4 Upscaling Technology Expands to Handheld Gaming Devices and Laptops by End of 2026

AMD confirms FSR 4 support will arrive on Ryzen APUs, gaming laptops and handhelds before 2027. Jack Huynh announced the machine learning-based AI upscaling technology will expand beyond discrete GPUs to APU-based devices, bringing improved image quality and frame rates to portable gaming systems.

Technology3 sources

AMD FSR 4 Upscaling Technology Expands to Handheld Gaming Devices and Laptops by End of 2026

Technology3 sources

Tony Fadell Explains Why First Wave of AI Gadgets Failed and What the Future Holds

Tony Fadell, the iPod creator, criticized early AI gadgets like Rabbit R1 and Humane AI Pin at MIT Future Fest for lacking clear consumer purpose. He argues that future AI gadgets must prioritize on-device processing, user trust, and solve real problems rather than showcase technology for its own sake.

Technology2 sources

Tony Fadell Explains Why First Wave of AI Gadgets Failed and What the Future Holds

Technology2 sources

Silicon Labs Expands AI Developer Platform to Simplify IoT Development and Scale Edge Intelligence

Silicon Labs unveiled its Simplicity AI SDK in public Beta and introduced Simplicity Design Intelligence at Works With Summit 2026. The new tools integrate with GitHub Copilot and Databricks to help developers build intelligent edge devices faster while reducing hardware design errors and board respins.

Technology2 sources

Silicon Labs Expands AI Developer Platform to Simplify IoT Development and Scale Edge Intelligence

Technology2 sources

Marvell Technology Targets $90 Billion by 2031 as AI Infrastructure Demand Surges

Marvell Technology raised its fiscal 2031 revenue target to $70 billion-$90 billion, up from earlier projections, fueled by surging AI infrastructure demand. The chip designer expects its custom AI chip business to reach $30 billion and launched new connectivity chips for data centers, positioning itself as a key player alongside Nvidia in the evolving AI ecosystem.

Technology4 sources

Marvell Technology Targets $90 Billion by 2031 as AI Infrastructure Demand Surges

Technology4 sources

Bridge Neurotech Emerges With $13.5M to Build Surgery-Free Brain-Computer Interface Using Ultrasound

Bridge Neurotech launched with $13.5 million in funding to develop a non-invasive brain-computer interface powered by ultrasound technology. Founded by Will Biederman, who created the chip Neuralink licensed for its first implants, the company partners with Butterfly Network and has begun enrolling volunteers for its first human study in Redwood City, California.

Technology3 sources

Bridge Neurotech Emerges With $13.5M to Build Surgery-Free Brain-Computer Interface Using Ultrasound

Technology3 sources

Tech Giants Redefine 'Recording' With AI Hardware, Sparking Privacy Debate

Apple, Google, and Meta are introducing AI-powered hardware that processes audio and visual data without traditional recording. While companies claim privacy safeguards protect users, the technology raises fundamental questions about consent, privacy norms, and whether processing data without saving it still constitutes recording.

Policy2 sources

Tech Giants Redefine 'Recording' With AI Hardware, Sparking Privacy Debate

Policy2 sources

Planet Labs Launches Google's AI Satellite as Stock Tumbles 66% From Peak

Planet Labs helped launch Alphabet's Project Suncatcher, Google's first AI satellite equipped with Tensor Processing Units, testing whether AI computing can operate in orbit. Despite the milestone and record $116.1 million quarterly revenue, Planet Labs stock has plummeted 66% since May, though Jim Cramer believes the decline has bottomed out.

Business2 sources

Planet Labs Launches Google's AI Satellite as Stock Tumbles 66% From Peak

Business2 sources

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