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PICO-XR announces PICO Space Pro launching Sept 2, 14:30, themed "light new spatial experience." Likely the SDK-leaked "Project Swan," it blends benchmark designs with a single woven headband similar to Apple Vision Pro.....

Alibaba DAMO Academy's flagship CPU XuanTie C950 achieves a milestone: natively runs the Qwen 3.8-27B model, the first RISC-V chip to directly drive a 27B-parameter LLM without GPU or emulation. Built on TSMC 5nm with 64 cores, it shows technical potential.....

Jia Yuelin announced that Faraday Future's robotics business has entered a phase of rapid revenue growth and is exploring independent financing and listing to rid itself of car debts and historical burdens. The second half of the year will focus on the "Four-Core Full Intelligence" campaign in Q3, aiming to ramp up EAI product sales and expand markets in California, Texas, and other regions.

The first HomePod mini update in nearly six years may arrive this fall; delay due to waiting for next-gen Siri. New Apple TV 4K, full-size HomePod, and smart home displays are also postponed by AI delays, showing AI readiness now dictates Apple's hardware timing.....

Samsung Electronics' System LSI division has introduced Anthropic's Claude Code into the semiconductor design and verification process, shortening the testing cycle of certain chips from more than one month to two days, with a development efficiency improvement of about 15 times. The tool was first made available to software developers in May of this year and has now been expanded to the hardware field. In a custom SoC project containing 64 complex data paths, Claude Code completed the setup and verification of the virtual test environment in just two days.

The Xiaomi Smart Camera 4Max AI Zoom Edition is officially on sale, priced at 739 yuan on JD.com. The core upgrade features the first AI care model from Xiaomi and a 3T four-core chip, tripling the computing power. It moves beyond traditional 'motion detection' alerts, supporting more detailed behavior recognition with the AI large model to improve monitoring accuracy.

Google plans to deploy 12–15 million self-developed TPU v9 AI chips by 2028, surpassing Nvidia's projected ~12.4 million GPU shipments. TPUs are custom ASICs, never sold externally, aiming to cut Nvidia dependency and costs.....

Apple reported Q3 FY2026 revenue of $109.4B, up 16% YoY, with net profit of $29.8B, up 27%. CEO Cook attended his last analyst call, announced smooth transition: incoming CEO Tenus takes office on Sept 1. Cook issued a rare warning on memory and TSMC supply chain risks, while noting challenges in services and China market.....

OpenAI deploys AMD Helios GPU racks and co-develops next-gen MI500 AI chips, set for 2027 with TSMC 2nm, CDNA6, HBM4E, targeting 1000x performance leap in 4 years and record memory bandwidth.....

Startup Acrab launches its first edge AI terminal SoC - GΞLIX 1. Adopting a 5nm process, it integrates a heterogeneous architecture with 20-core Arm CPU, 3TFLOPS GPU, independent NPU, and audio-video processing engine, delivering a total AI computing power of 650TOPS. The core highlight is the ability to run a 100 billion parameter AI model locally without relying on the cloud.

Google is secretly developing a dedicated chip called Frozen v2 to cope with AI computing pressure. This chip will directly embed the underlying computing logic of the Gemini large model into the hardware, and the performance-to-power ratio is expected to be 6 to 10 times that of current in-house chips. This software-hardware integrated design restructures the computing power ecosystem at the architecture level, aiming to significantly improve computing efficiency.

Google is developing Frozen v2, an AI chip that hardwires Gemini's architecture into silicon to reduce compute and data movement, boosting inference efficiency. It promises higher energy efficiency and more cost-effective large model execution than the latest general-purpose TPUs.....

According to The Information, Alphabet's internally developed AI chip called "Frozen v2" is optimized for the Gemini model, and is expected to be released in 2028. Its token generation efficiency per watt could be 6-10 times higher than current chips. Google responded that the project may not go into mass production.

GitHub code from an AMD AI executive accidentally revealed Anthropic as a customer, signaling its effort to diversify chip supply beyond a single vendor, per SemiAnalysis.....

Zhipu AI spent hundreds of millions of yuan acquiring AI infra firm Zhongke Jiahe to strengthen domestic computing adaptation and inference optimization. Originating from CAS's ICT, it specializes in compilation tech, with experience in compilers for Loongson and Huawei Ascend. It provides full-chain capabilities from virtual instruction sets to deployment, filling model low-level engineering gaps.....

Apple's self-developed AI server chip Baltra delayed due to insufficient AI performance, unlikely to launch by 2026. Based on M2 Ultra, the chip faces fundamental contradiction between Apple's mobile low-power design and servers' high-power, high-concurrency needs, highlighting transition struggle.....

Samsung Foundry secures chip manufacturing contract with AI startup Anthropic, boosting its foundry business and potentially easing financial strain. The deal underscores the growing concentration in the AI semiconductor market, as giants like Nvidia and Google accelerate in-house chip development.....

South Korea unveils 2027 budget exceeding 800 trillion won (approx. 3.6 trillion yuan), a record high, significantly up from 2026. Tax revenue growth driven by AI chip industry. Finance Minister Park Hong-keun said funding through tax hikes and spending cuts. Budget focuses on three mega projects including semiconductors.....

Samsung is accelerating AI PC chip development with its self-developed accelerator, codenamed 'GAIA,' set for mass production in 2027. Led by the System LSI Division, it uses a 4nm process and NPU-centric design to speed up generative AI tasks. Prototypes have been sent to Lenovo and HP for performance testing.....

Samsung launched the generative AI acceleration chip named "GAIA", entering the AI PC market with a dedicated NPU. The chip uses a 4nm process and a "memory-centric" architecture design, and has been provided to manufacturers such as Lenovo and HP for prototype verification. The goal is mass production in 2027, marking an extension of Samsung's mobile NPU technology to the PC scenario.