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Arm considers launching self-designed chips, potentially affecting partnerships with Nvidia. Dominant in smartphones and AI data centers, Arm faces market competition, expanding upstream. Q3 revenue missed forecasts, causing an 8% stock drop. Quarterly revenue rose 12% to $1.05B, with licensing up 25%. SoftBank positions Arm at the core of AI strategy.....

Aliyun open-sources the network agent WebSailor. Its 32B and 72B versions performed well in the BrowseComp evaluation, surpassing multiple closed-source models, ranking just behind OpenAI DeepResearch. The project has been released on GitHub with construction plans and datasets, promoting open innovation in the AI field and providing developers with a smarter web interaction tool.

OpenAI recently announced that, despite initial testing, it will not adopt Google's TPU chips on a large scale. TPU (Tensor Processing Unit) is a custom ASIC chip developed by Google for machine learning tasks, designed to accelerate the training and inference of neural networks. TPU uses a dataflow-driven architecture, enabling efficient matrix multiplication pipeline computing and reducing memory access latency. Image source note: The image is AI-generated, provided by the licensing service Midjourney. OpenAI stated that it will continue

American chipmaker Nvidia recently announced it would collaborate with Humain, an AI startup owned by the Saudi Arabian sovereign wealth fund, to provide 18,000 cutting-edge AI chips to Saudi Arabia. This announcement was made during the visit of a US delegation to Saudi Arabia, Qatar and the UAE, marking an important step for Saudi Arabia in artificial intelligence and cloud computing infrastructure. Nvidia founder Jensen Huang expressed this at the Saudi-US Investment Forum.

Giant Network's social deduction game, 'Space Kill,' has officially integrated Tencent's HunYuan large language model. This innovative move marks a significant step in the exploration of AI-native gameplay within the gaming industry. Currently, 'Space Kill' has generated over 7 million AI players using this model. These virtual players will engage in intense battles with the game's 200 million real users, providing players with a completely new gaming experience.

Shanghai is actively promoting innovation and upgrading within its automotive industry, focusing on the application of advanced technologies including high-performance computing chips and intelligent driving large models. This initiative aims to enhance the competitiveness and technological advancement of the city's automotive sector.

Nvidia recently announced plans to establish over one million square feet of manufacturing space in Arizona and Texas for the production and testing of AI chips. This represents a significant move by Nvidia to bring some of its manufacturing back to the United States. Nvidia's Blackwell chip is already in production at TSMC's Arizona facility. Additionally, Nvidia is establishing "supercomputer" manufacturing plants in Texas, partnering with Foxconn in Houston and Wistron in Dallas. In Arizona, Nvidia is collaborating with Amkor and others.

nEye Systems Inc., a silicon photonics startup, announced today that it has closed a $58 million Series B funding round. The investment was led by CapitalG, the growth equity investment arm of Alphabet Inc., Google's parent company. Other participants include Microsoft's M12, Micron Ventures, Nvidia, and Socratic Partners. This brings nEye's total funding to over $72 million.

In a recent annual letter to shareholders, Amazon CEO Andy Jassy highlighted the company's significant investment in artificial intelligence (AI). He noted that while the development and deployment costs of AI remain high, future AI usage costs are expected to decrease significantly as technology advances. Image Note: Image generated by AI, image licensing provider Midjourney. Jassy revealed that Amazon plans to invest up to $100 billion in capital expenditures in 2025.

In today's rapidly expanding AI landscape, many businesses face high hardware costs, particularly the need for advanced computing chips. To address this challenge, Indian AI startup Ziroh Labs, in collaboration with researchers from top technical institutes in the country, has launched a novel, affordable system capable of running large AI models without relying on high-end computing chips from companies like Nvidia. This innovative system marks a significant step towards democratizing AI access by expanding device options.

At the 2025 China Mobile Cloud Intelligence Computing Conference, Yang Jie, Chairman of China Mobile Communications Corporation, revealed that by 2030, artificial intelligence (AI) tasks are projected to account for 60% of total network traffic. This indicates an increasing reliance on AI technologies in future networks, demanding more advanced compute network infrastructure. Yang Jie pointed out that the "rebound effect" of computing power is gradually emerging, with inference computing power expected to grow four times faster than training computing power by 2030. This shift will drive new demands for computing power services.

Japan's state-backed Rapidus Corp. has begun adjusting its chipmaking equipment and is expected to start test production of advanced semiconductors by the end of this month. This is a crucial step for Rapidus as it pushes to enter the artificial intelligence (AI) components market. The two-year-old startup aims for mass production of 2nm semiconductors by 2027, aiming to rival Taiwan Semiconductor Manufacturing Company (TSMC), a leading semiconductor manufacturer. Image Caption: Image

Faster data transfer speeds are crucial for advancements in AI. Lightmatter, a Mountain View-based startup valued at $4.4 billion, has announced two new technologies to accelerate connections between AI chips. Having raised $850 million in venture capital, Lightmatter is part of the burgeoning silicon photonics trend in Silicon Valley. Their innovation lies in using optical fiber to transmit data via light signals instead of traditional electrical signals.

Bloomberg, citing sources, reports that Ant Group has made a significant breakthrough in AI, reducing AI model training costs by 20% using chips from Alibaba and Huawei. This injects new momentum into China's drive for technological self-reliance. The report further indicates that Ant Group's internal tests show these Chinese-made AI chips rival Nvidia's offerings in performance. Widespread validation and adoption of this could significantly alter the global AI landscape.

SoftBank Group Corp., the Japanese technology investment firm, announced it will acquire server-class chip designer Ampere Computing for $6.5 billion. This move marks another significant step in SoftBank's push into artificial intelligence (AI) and high-performance computing. Ampere Computing's major investors, including Oracle and Carlyle Group, also divested their stakes in the deal. Ampere focuses on multi...