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Key PlayersNVIDIA, AMD, Google, Cerebras

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Nvidia DLSS 5 Officially Launches Sept 3 With NBA 2K27 Despite Leaks and Uncanny Valley Backlash

Nvidia launches its controversial DLSS 5 AI rendering technology on September 3 with NBA 2K27, exclusively for RTX 50 series GPUs. The technology promises photorealistic graphics but has faced significant backlash after leaked versions produced uncanny valley results. Official support for RTX 40-series GPUs is planned for fall 2025.

Technology55 sources

Nvidia DLSS 5 Officially Launches Sept 3 With NBA 2K27 Despite Leaks and Uncanny Valley Backlash

Technology55 sources

Trump's Semiconductor Tariffs Could Cost US $90B Annually, Threaten AI Infrastructure Buildout

The Trump administration is considering sweeping semiconductor tariffs that could tax chips and AI data center products, threatening $90 billion in annual GDP losses. Industry groups warn the move could delay 20% of data center projects through 2030 and cost 243,000 jobs, undermining the president's own AI leadership goals.

Policy3 sources

Trump's Semiconductor Tariffs Could Cost US $90B Annually, Threaten AI Infrastructure Buildout

Policy3 sources

Jensen Huang Says Nvidia Achieved AGI—But Calls Milestone 'Senseless'

Nvidia CEO Jensen Huang declared on the company's earnings call that AGI has been achieved for many tasks, then immediately dismissed the milestone as meaningless. With no consensus on what artificial general intelligence means, tech leaders remain divided while Nvidia focuses on AI generating profitable tokens.

Technology4 sources

Jensen Huang Says Nvidia Achieved AGI—But Calls Milestone 'Senseless'

Technology4 sources

Anthropic Launches Model Hardware Standard to Let AI Agents Control Lab Equipment and Robots

Anthropic introduced the Model Hardware Standard (MHS), a framework enabling AI agents to control physical devices in scientific research and manufacturing. The system reduces hardware integration time from weeks to hours while allowing models like Claude to operate microscopes, robotic arms, and quantum computing equipment autonomously.

Technology15 sources

Anthropic Launches Model Hardware Standard to Let AI Agents Control Lab Equipment and Robots

Technology15 sources

Hugging Face Launches $399 Microduck, an Open-Source Robot That Learns Through Reinforcement Learning

Hugging Face and Pollen Robotics unveiled Microduck, a $399 open-source robot that waddles, picks up objects, and roller skates. The 10-inch bipedal robot uses reinforcement learning to master new tricks through simulation training. Available for preorder now, it ships before Christmas 2026 in North America and Europe.

Technology11 sources

Hugging Face Launches $399 Microduck, an Open-Source Robot That Learns Through Reinforcement Learning

Technology11 sources

Kioxia and Sandisk Announce $31.4 Billion Investment to Scale AI Chip Production in Japan

Kioxia and Sandisk are investing over $31.4 billion through 2032 to expand flash memory chip production in Japan. The partnership will build a new facility in Kitakami to produce high-density 3D flash memory chips critical for AI workloads and data centers, addressing global semiconductor supply constraints.

Business3 sources

Kioxia and Sandisk Announce $31.4 Billion Investment to Scale AI Chip Production in Japan

Business3 sources

U.S. Probes Apex Logistics for Alleged Nvidia Chip Smuggling to China via Hong Kong

U.S. authorities are investigating Singapore-based Apex Logistics, a Kuehne+Nagel unit, for allegedly smuggling Nvidia AI chips to China through falsified shipping codes. The probe examines 47 shipments from 2024 involving Super Micro Computer servers routed through Southeast Asia and Hong Kong.

Policy2 sources

U.S. Probes Apex Logistics for Alleged Nvidia Chip Smuggling to China via Hong Kong

Policy2 sources

Acer India Launches Swift Neo AI Laptop with Intel Core Ultra 5 and Ultra 7 Processors

Acer India has launched the Swift Neo AI laptop, powered by Intel Core Ultra 5 and Ultra 7 processors with Intel AI Boost. The device features a 14-inch WUXGA IPS display, weighs just 1.25 kg, and combines AI-powered computing with premium portability for professionals, students, and creators.

Technology2 sources

Acer India Launches Swift Neo AI Laptop with Intel Core Ultra 5 and Ultra 7 Processors

Technology2 sources

KOSPI Rallies on Strong AI Demand as South Korean Exports Surge 68.7% in August

South Korea's benchmark KOSPI gained over 1% fueled by robust AI demand and semiconductor demand. Samsung Electronics and SK Hynix led chipmakers higher after Nvidia forecast 70% revenue growth. South Korean exports surged 68.7% in August, extending a 15-month growth streak, though the Bank of Korea's second consecutive rate hike to 3% tempered gains.

Business3 sources

KOSPI Rallies on Strong AI Demand as South Korean Exports Surge 68.7% in August

Business3 sources

Nvidia's 70% Revenue Forecast Reignites AI Trade as Tech Stocks Surge on Unabated Demand

Nvidia reported $96bn in Q2 revenue and forecast $108bn for Q3, signaling a 70% annual jump that validates the AI infrastructure buildout. The chipmaker's results triggered rallies across tech stocks as CEO Jensen Huang declared AI has reached its "golden age," easing investor concerns about peak AI spending.

Business11 sources

Nvidia's 70% Revenue Forecast Reignites AI Trade as Tech Stocks Surge on Unabated Demand

Business11 sources

AI Data Centre Boom Fuels $7 Trillion Rush for Power and Cooling Infrastructure

McKinsey forecasts nearly $7 trillion in global AI data centre investment by 2030, driving unprecedented demand for transformers, liquid cooling and power systems. Companies like HD Hyundai Electric report $8.5 billion backlogs while India emerges as a key beneficiary, though grid connection delays of up to 8 years pose major challenges.

Business6 sources

AI Data Centre Boom Fuels $7 Trillion Rush for Power and Cooling Infrastructure

Business6 sources

Amazon Triples Nvidia GPU Order to 3 Million Chips as AI Infrastructure Demand Surges

Amazon Web Services expanded its partnership with Nvidia, ordering an additional 2 million GPUs for deployment in 2027-2028. The move triples Amazon's total GPU commitment to 3 million chips in just five months, driven by surging demand from AI labs, enterprises, and government agencies.

Business8 sources

Amazon Triples Nvidia GPU Order to 3 Million Chips as AI Infrastructure Demand Surges

Business8 sources

Nvidia unveils NVHBM custom memory promising 30% higher bandwidth and 15% lower power than HBM4e

Nvidia has introduced NVHBM, a custom high-bandwidth memory solution that promises 30% higher bandwidth and 15% lower power consumption than standard HBM4e. The technology moves the memory controller into the HBM base die, freeing up to 25% more die area for compute. Amazon's Annapurna Labs will be the first partner to adopt NVHBM for future AWS infrastructure designs.

Technology3 sources

Nvidia unveils NVHBM custom memory promising 30% higher bandwidth and 15% lower power than HBM4e

Technology3 sources

Fujitsu Monaka CPU Stacks Entire Cache on Separate 5nm Die, Delivers 2x AI Performance

Fujitsu unveiled its 144-core Monaka server CPU at Hot Chips 2026, featuring a 2nm compute die stacked atop a 5nm SRAM die that holds the entire last-level cache. The chip targets green AI data centers with dual 256-bit SVE2 vector units, 12-channel DDR5-8000 memory, and ships in 350W and 500W SKUs for 2027 production.

Technology2 sources

Fujitsu Monaka CPU Stacks Entire Cache on Separate 5nm Die, Delivers 2x AI Performance

Technology2 sources

Qualcomm Oryon CPU Achieves 5GHz Clock Speed, First for Mobile Processors

Qualcomm announced its Oryon CPU has reached 5GHz clock speed, a first for mobile processors. The custom microarchitecture features FlexCache technology for dynamically allocated cache, targeting agentic AI workloads and mobile gaming on the next-gen flagship Snapdragon Platform expected at Snapdragon Summit 2026.

Technology2 sources

Qualcomm Oryon CPU Achieves 5GHz Clock Speed, First for Mobile Processors

Technology2 sources

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