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Meta revives smartwatch plans with 2026 launch after shelving project in 2022

Meta is bringing back its abandoned smartwatch project, codenamed Malibu 2, with a planned 2026 launch. The device will feature health tracking and an integrated Meta AI assistant, signaling the company's push into AI-powered consumer hardware beyond social media advertising.

Technology4 sources

Meta revives smartwatch plans with 2026 launch after shelving project in 2022

Technology4 sources

Reliance unveils $110 billion AI investment plan as India accelerates tech ambitions

Mukesh Ambani announced Reliance's $110 billion plan to build AI computing infrastructure in India over seven years, including gigawatt-scale data centers and edge computing networks. The investment mirrors the conglomerate's disruptive mobile data strategy and positions India as a major AI infrastructure hub alongside commitments from Adani Group and partnerships with OpenAI and Google.

Business9 sources

Reliance unveils $110 billion AI investment plan as India accelerates tech ambitions

Business9 sources

Starboard Value Pushes Riot Platforms to Accelerate Bitcoin-to-AI Data Center Transition

Activist investor Starboard Value is urging Riot Platforms to rapidly transition from Bitcoin mining to AI data centers, citing potential annual EBITDA exceeding $1.6 billion. The push comes as crypto miners face declining profitability while demand for AI infrastructure surges, with Riot's Texas sites offering 1.7 gigawatts of power capacity ideal for high-performance computing.

Business5 sources

Starboard Value Pushes Riot Platforms to Accelerate Bitcoin-to-AI Data Center Transition

Business5 sources

Yotta Data Services invests $2 billion to build Asia's largest AI hub with Nvidia Blackwell chips

Yotta Data Services is deploying over 20,000 NVIDIA Blackwell Ultra GPUs in a $2 billion investment that will create one of Asia's largest AI superclusters. The facility, going live by August 2026 in Greater Noida, includes a $1 billion four-year DGX Cloud engagement and marks India's first deployment of Blackwell B300 GPUs, positioning the country as a major AI infrastructure node.

Technology8 sources

Yotta Data Services invests $2 billion to build Asia's largest AI hub with Nvidia Blackwell chips

Technology8 sources

Cadence Design Systems beats Q4 expectations as AI chip design demand drives record backlog

Cadence Design Systems exceeded quarterly profit and revenue estimates, powered by surging demand for AI chip design software. The company reported a record $7.8 billion backlog and announced a 2026 revenue target of $5.9-$6 billion, silencing critics who feared AI disruption would undermine its business model.

Business4 sources

Cadence Design Systems beats Q4 expectations as AI chip design demand drives record backlog

Business4 sources

SpaceX vets raise $50M to mass-produce American-made optical transceivers for AI data centers

Three SpaceX engineers who developed optical communications for Starlink satellites have raised $50 million in Series A funding for Mesh Optical Technologies. The Los Angeles startup aims to mass-produce American-made optical transceivers, addressing supply chain vulnerabilities as the devices dominated by Chinese manufacturers become critical for AI training clusters.

Startups2 sources

SpaceX vets raise $50M to mass-produce American-made optical transceivers for AI data centers

Startups2 sources

Meta Platforms commits millions of AI GPUs from Nvidia in expanded infrastructure partnership

Meta Platforms and Nvidia announced an expanded long-term AI infrastructure partnership that commits Meta to deploying millions of Nvidia GPUs, CPUs, and networking hardware across its global data centers. The deal reinforces Nvidia's position in the AI chip market as Meta pursues its goal of delivering personal superintelligence, while raising questions about chip supply allocation for competitors attempting to reduce Nvidia dependence.

Technology6 sources

Meta Platforms commits millions of AI GPUs from Nvidia in expanded infrastructure partnership

Technology6 sources

Meta strikes up to $100 billion AI chips deal with AMD, could acquire 10% stake in chipmaker

Meta has signed a massive multi-billion dollar AI chips deal with AMD that could see the social media giant acquire up to 10% of the chipmaker's stock. The agreement covers 6 gigawatts of custom computing power as Meta races to build AI infrastructure for what CEO Mark Zuckerberg calls 'personal superintelligence.' The chips-for-stock arrangement mirrors AMD's earlier deal with OpenAI and signals Big Tech's push to diversify away from Nvidia's dominance.

Technology49 sources

Meta strikes up to $100 billion AI chips deal with AMD, could acquire 10% stake in chipmaker

Technology49 sources

Apple accelerates AI wearables push with smart glasses, camera AirPods, and pendant in the works

Apple is ramping up development of three AI-powered wearables: smart glasses with dual cameras, AirPods equipped with infrared sensors, and a camera-enabled pendant. All three devices will rely on Visual Intelligence and deeper Siri integration, targeting releases between late 2026 and 2027 as Apple enters the AI hardware race against Meta and Google.

Technology28 sources

Apple accelerates AI wearables push with smart glasses, camera AirPods, and pendant in the works

Technology28 sources

Japanese toilet maker Toto emerges as unexpected AI semiconductor supplier with 40% stock surge

Toto, the Japanese company known for Washlet bidets and heated toilet seats, is being repositioned as a critical AI infrastructure player. Activist investor Palliser Capital claims the company's advanced ceramics business—producing precision components for semiconductor manufacturing—makes it the most undervalued and overlooked AI memory beneficiary. Shares have jumped nearly 40% in early 2026 as investors recognize the connection between Toto's ceramic parts and the booming demand for memory chips in AI data centers.

Business3 sources

Japanese toilet maker Toto emerges as unexpected AI semiconductor supplier with 40% stock surge

Business3 sources

Sarvam AI unveils Made-in-India smart glasses, partners with HMD and Bosch for AI expansion

Indian AI startup Sarvam AI showcased its first hardware product, Sarvam Kaze smart glasses, at the India AI Impact Summit 2026. Prime Minister Narendra Modi tested the device, which is designed and built entirely in India. The company announced partnerships with HMD to bring AI to Nokia feature phones, with Bosch for in-car AI assistants, and with Qualcomm for chipset optimization.

Technology5 sources

Sarvam AI unveils Made-in-India smart glasses, partners with HMD and Bosch for AI expansion

Technology5 sources

Humanoid robots perform kung fu at China's Spring Festival Gala, drawing 23 billion views

China showcased its latest humanoid robots at the 2026 Spring Festival Gala, where machines from Unitree Robotics and other firms performed complex martial arts routines, backflips, and synchronized moves. The broadcast drew 23 billion views across all platforms, far surpassing last year's clunky demonstrations. The display signals China's ambitions in AI and robotics manufacturing, though experts note the robots excel at pre-programmed performances rather than real-world adaptability.

Technology10 sources

Humanoid robots perform kung fu at China's Spring Festival Gala, drawing 23 billion views

Technology10 sources

Valve halts Steam Deck sales as AI-fueled memory shortage grips gaming hardware market

Valve confirmed Steam Deck is out of stock indefinitely due to memory shortages driven by AI data center demands. The 256GB LCD model is discontinued, while OLED versions face intermittent availability. Sony may delay PS6 until 2029, and Nintendo could raise Switch 2 prices as component costs spiral across the consumer electronics market.

Business3 sources

Valve halts Steam Deck sales as AI-fueled memory shortage grips gaming hardware market

Business3 sources

Micron launches first PCIe 6.0 SSDs with 28GB/s speeds, but they're built for AI data centers only

Micron has begun mass production of the world's first PCIe 6.0 SSDs, the 9650 series, delivering sequential read speeds up to 28GB/s—double that of PCIe 5.0. These enterprise-grade SSDs target AI data centers and hyperscalers running AI inference workloads, with capacities ranging from 7.68TB to 30.72TB. Samsung is also preparing PCIe 6.0 drives for later in 2026, signaling a storage performance shift driven entirely by AI demands.

Technology5 sources

Micron launches first PCIe 6.0 SSDs with 28GB/s speeds, but they're built for AI data centers only

Technology5 sources

Intel commits to annual GPU releases with Xe graphics architecture, but AI takes priority

Intel has confirmed a shift to annual releases for its GPU lineup, with Xe3P arriving later this year and Xe-Next following in 2026. The focus centers heavily on AI inference-targeted solutions and data center accelerators, while the future of Arc consumer gaming cards remains unclear despite ongoing architectural development.

Technology2 sources

Intel commits to annual GPU releases with Xe graphics architecture, but AI takes priority

Technology2 sources

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