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US Ban on Chinese AI Hardware Could Disrupt Data Centers and Raise Costs for Amazon, Microsoft

The Trump administration is drafting a ban on Chinese data center components, targeting optical transceivers that power AI infrastructure. Zhongji Innolight and Eoptolink shares plunged 8-16% as the Federal Communications Commission moves to block imports over national security concerns, threatening to disrupt AI supply chains and increase costs for major hyperscalers.

Policy14 sources

US Ban on Chinese AI Hardware Could Disrupt Data Centers and Raise Costs for Amazon, Microsoft

Policy14 sources

OpenAI Calls Apple's Trade Secrets Lawsuit 'Careless and Oddly Personal' as Legal Battle Escalates

OpenAI has fired back at Apple's trade secrets lawsuit, calling it 'careless, aggressive and oddly personal' while filing a motion to dismiss. The AI company argues Apple's own security lapses allowed former employees access to systems, and that more than 400 ex-Apple workers now at OpenAI were simply attracted by innovative AI work.

Business35 sources

OpenAI Calls Apple's Trade Secrets Lawsuit 'Careless and Oddly Personal' as Legal Battle Escalates

Business35 sources

Google Builds $200bn AI Chips Infrastructure With Broadcom, Apollo & Blackstone to Power Anthropic

Google has assembled one of the largest infrastructure financing programmes in history—worth roughly $200 billion—to sell Tensor Processing Units to Anthropic. The effort brings together Broadcom, Apollo, Blackstone, and Morgan Stanley in a web of transactions spanning chip manufacturing to data centre development, potentially unlocking $252 billion in TPU revenue by 2028.

Business2 sources

Google Builds $200bn AI Chips Infrastructure With Broadcom, Apollo & Blackstone to Power Anthropic

Business2 sources

Snap CEO Evan Spiegel: AI Glasses Mass Adoption Years Away Despite Strong Q2 Revenue Growth

Snap beat Q2 revenue expectations with $1.6 billion, up 19% year-over-year, as CEO Evan Spiegel positioned the company's $2,195 augmented reality glasses as its biggest bet on the future. Despite unveiling SPECS in September, mass market adoption won't arrive until the end of the decade as Snap pursues an AI-powered computing platform designed to reduce screen time.

Business2 sources

Snap CEO Evan Spiegel: AI Glasses Mass Adoption Years Away Despite Strong Q2 Revenue Growth

Business2 sources

Sandisk and SK hynix Release First HBF Spec: 512GB Capacity, 3 TB/s Bandwidth for AI Inference

Sandisk and SK hynix released the first High Bandwidth Flash technical specification through the Open Compute Project, defining a new memory tier for AI inference systems. The specification establishes capacities up to 512GB with bandwidth ranging from 0.4 TB/s to 3 TB/s, using UCIe interconnect to bridge the gap between HBM performance and NAND capacity.

Technology12 sources

Sandisk and SK hynix Release First HBF Spec: 512GB Capacity, 3 TB/s Bandwidth for AI Inference

Technology12 sources

ON Semiconductor Expects AI Data Center Revenue to Double in 2026 as Q2 Earnings Beat Estimates

ON Semiconductor reported second-quarter revenue of $1.6 billion, surpassing analyst expectations as demand for power management chips in AI data centers accelerated. CEO Hassane El-Khoury revealed the company prioritized AI data center customers over automotive clients, shifting manufacturing capacity to meet surging demand for intelligent power solutions.

Business5 sources

ON Semiconductor Expects AI Data Center Revenue to Double in 2026 as Q2 Earnings Beat Estimates

Business5 sources

Majestic Labs unveils Prometheus AI server with 128TB memory to challenge Nvidia's dominance

Tel Aviv startup Majestic Labs has unveiled Prometheus, a GPU-free server that uses up to 128TB of LPDDR6 memory and Arm cores to tackle AI's memory wall. The company claims one rack matches 25 Nvidia Vera Rubin racks at lower power, but hardware hasn't shipped or been independently tested yet.

Technology2 sources

Majestic Labs unveils Prometheus AI server with 128TB memory to challenge Nvidia's dominance

Technology2 sources

James Dacombe's Olix AI Chip Startup Triples Valuation to $3.3bn in Six Months

James Dacombe's AI chip startup Olix raised $312mn from Fundomo, Arm, and Reed Hastings, tripling its valuation to $3.3bn in six months. The London-based firm bypasses supply chain bottlenecks with photonic interconnect technology, positioning itself as a specialized alternative to Nvidia in the booming AI infrastructure market.

Startups5 sources

James Dacombe's Olix AI Chip Startup Triples Valuation to $3.3bn in Six Months

Startups5 sources

Nothing Pivots to AI Devices as Smartwatch, Earbuds & Speakers Leak Ahead of Reported August Launch

Nothing is reportedly making a strategic shift from smartphones to AI devices, with leaked images showing a smartwatch, CMF Ear Clip Buds, headphones and speakers. The move comes as co-founder Carl Pei backs the pivot to AI-powered accessories and wearables, potentially launching in August or September.

Technology2 sources

Nothing Pivots to AI Devices as Smartwatch, Earbuds & Speakers Leak Ahead of Reported August Launch

Technology2 sources

Memory Chip Shortage to Intensify Through 2027 as AI Demand Pushes Prices Up 5-6x

Samsung warns the global shortage of RAM chips will deepen in 2027 and persist until 2028 as AI-driven demand overwhelms supply. Memory chip prices have surged 5-6 times, forcing Apple and Samsung to raise device prices while manufacturers like SK Hynix invest $38 billion in new facilities that won't open until 2028.

Business8 sources

Memory Chip Shortage to Intensify Through 2027 as AI Demand Pushes Prices Up 5-6x

Business8 sources

NXP Semiconductors eyes $3.3bn Ambarella acquisition to dominate AI vision chips for autonomous vehicles

NXP Semiconductors is negotiating to acquire Ambarella for approximately $3.3 billion to strengthen its position in AI-enabled vision processing for self-driving cars. The deal would integrate Ambarella's edge AI chips into NXP's automotive portfolio, which already accounts for roughly half of its projected $15.1 billion revenue in 2026.

Business7 sources

NXP Semiconductors eyes $3.3bn Ambarella acquisition to dominate AI vision chips for autonomous vehicles

Business7 sources

Qualcomm Humanoid Robot Collapses Face-First During Live Demo at Computex 2026

A Qualcomm-powered humanoid robot collapsed spectacularly on stage at Computex 2026 in Taiwan, falling face-first during a live demonstration. The 4NE1 Gen 3.5 robot from Neura Robotics, running on Qualcomm's Dragonwing IQ10 platform with 700 TOPS of AI processing power, had to be covered and carried away after the malfunction.

Technology2 sources

Qualcomm Humanoid Robot Collapses Face-First During Live Demo at Computex 2026

Technology2 sources

Kioxia Reports 45-Fold Profit Surge Driven by AI Demand for NAND Flash Memory

Japanese chipmaker Kioxia posted a staggering 45-fold increase in quarterly net profit to $5.3 billion, driven by AI-driven demand for NAND flash memory chips. Despite missing analyst estimates, the company announced an $800 billion buyback and 3-for-1 stock split while navigating intense competition from Samsung Electronics and SK hynix.

Business3 sources

Kioxia Reports 45-Fold Profit Surge Driven by AI Demand for NAND Flash Memory

Business3 sources

MediaTek Secures $5 Billion War Chest to Challenge Broadcom in AI Datacenter Chips Market

Taiwan's largest chip designer MediaTek approved $5 billion in financing to expand into AI datacenter chips, targeting 15-20% of an $80 billion market by 2027. The company expects its first custom AI chip to enter production in Q4 2026, with AI datacenter ASIC revenue projected to exceed $2 billion this year as it pivots away from a declining smartphone business.

Business4 sources

MediaTek Secures $5 Billion War Chest to Challenge Broadcom in AI Datacenter Chips Market

Business4 sources

Monolithic Power Systems stock surges 11% as AI server demand drives Enterprise Data revenue up 164%

Monolithic Power Systems stock jumped 11% in after-hours trading following strong Q2 results that beat Wall Street estimates. Revenue reached $980.6 million, up 47.6% year-over-year, driven by Enterprise Data segment growth of 164.3%. The chipmaker raised Q3 guidance and expanded share buyback authorization to $1 billion.

Business2 sources

Monolithic Power Systems stock surges 11% as AI server demand drives Enterprise Data revenue up 164%

Business2 sources

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