Nvidia's next-gen Kyber NVL144 rack system is delayed to 2028 due to manufacturing failures with a critical circuit board, leaving the AI chip giant without a large-scale solution for its Rubin Ultra chips and handing rivals AMD and Google a rare opening to challenge its dominance.
Anthropic is in talks with Samsung to develop a custom AI chip, joining a growing industry push to reduce reliance on Nvidia as rival OpenAI also unveils its own custom processor built with Broadcom.
Apple shares plunge 6.1% to $275.15 in their biggest single-day drop since April 2025, as a global memory chip shortage driven by AI data center expansion forces price hikes of up to $500 on Macs, iPads, and other products, with analysts warning iPhone Pro models could soon follow with a …
US Commerce Secretary Howard Lutnick warns ASML that a cutting-edge extreme ultraviolet lithography machine — critical for making advanced chips and never legally permitted for export to China — may have illegally reached the country, posing a major challenge for the Dutch chip-equipment giant under the Trump administration.
Amazon is entering the AI chip market as a seller, with its AI chief confirming talks to supply custom Trainium3 chips to outside companies, directly challenging Nvidia's dominance in the booming AI infrastructure space.
CoreWeave unveils 'Valvey' and 'Racky,' two groundbreaking infrastructure innovations designed to eliminate AI data center bottlenecks by revolutionizing coolant control and rack management for Nvidia's powerful 72-GPU Vera Rubin NVL72 system.
Standard Bots hits a $1 billion valuation after raising $200 million led by General Catalyst and RoboStrategy, accelerating US robotic arm manufacturing as competition with China in AI-powered robotics intensifies.
Amazon launches an AI-powered custom merchandise tool through Alexa, letting shoppers instantly design and order personalized T-shirts, hoodies, and more via text prompts, posing a serious threat to print-on-demand competitors like Redbubble and Printful.
British AI startup PhysicsX raises $300M in a Series C round led by Singapore's Temasek, catapulting its valuation to $2.4B as demand surges for AI-powered manufacturing solutions for jet engines and semiconductors.
Generalist AI secures $400 million in new funding, pushing total capital raised past $500 million, as its robots achieve 99% reliability and speeds three times faster than previous benchmarks, signaling a major leap toward commercially viable physical AI.