AMD and Anthropic announced a partnership involving 2 gigawatts of AMD GPUs in Helios systems, supported by a $5 billion equity investment. The collaboration aims to challenge NVIDIA's dominance in AI infrastructure,…
APPLE
CXMT's stock surged 470% on its Shanghai debut, financing a second wafer plant in Beijing. The company is nearing LPDDR6 production, potentially…
AI
Anthropic is establishing an in-house chip team while securing multiple partnerships, including a $10 billion deal with Volta. The company aims to…
AI
TSMC is expanding its CoWoS outsourcing to OSAT partners due to overwhelming demand, particularly from Nvidia. Despite doubling capacity, TSMC will still…
CHIPS & AI
Samsung and SK Hynix have quietly tested Chinese chip manufacturing tools from AMEC in their Chinese factories for two years, amid concerns…
AI
Alibaba's Qwen team launched the Qwen3.8-Max, a 2.4 trillion parameter model, outperforming competitors in key benchmarks. While it promises "open weights" soon,…
DEEP TECH
EU Inc. aims to streamline corporate processes across Europe by offering a unified corporate framework for startups, simplifying registration, governance, and insolvency…
AI
Qualcomm's push into data-center inference, Windows-on-ARM laptops, and car cockpits is an escape plan from a shrinking smartphone annuity. Where its power-efficiency…
AI
In 2021, AXA implemented SecureGPT for controlled AI that safeguarded sensitive data. However, the subsequent adoption of Microsoft 365 Copilot bypasses these…
CHIPS & AI
JASM's Kumamoto fab reported a $29 million net profit in Q1 2026, rebounding from prior losses. This news, announced amidst production halts…
AI
Apple delayed its smart glasses for privacy reasons, Meta walked back a feature cap after backlash, and Samsung is selling durability instead…
AI
Three ex-Meta researchers founded Mistral AI, aiming for European AI sovereignty. They raised over €1.1 billion and established a partnership with Microsoft.…
AI
Qualcomm's aggressive 2026 strategy aims to reinvent the company amid threats from Apple's in-house chip development. They face pressures in the mobile…
