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Jul 29
Moonshot AI reportedly eyes more Nvidia Blackwell chips for Kimi K4 despite US export curbs

Chinese AI startup Moonshot AI is planning its next frontier model, Kimi K4, and is seeking additional access to Nvidia's advanced Blackwell GPUs despite US export restrictions intended to keep such chips out of China, according to The Information. The report says K4 would be significantly larger than the recently launched Kimi K3, underscoring the growing computing demands of China's leading AI developers.

Global automakers are facing slower market growth, the rapid rise of Chinese carmakers, and sustained EV investment, with Volkswagen, BMW, and Mercedes-Benz under strain in recent years. While German automakers still lead the global auto industry, revenue and profitability have come under broad pressure over the past two years as competition shifts from volume growth to product value and operating efficiency.

AMD's Helios gains ground in challenge to Nvidia's CUDA
Jul 30, 08:00
AI infrastructure competition is intensifying, but the market is no longer focusing only on GPU performance and is instead re-evaluating the entire computing system. For AMD, the chance to turn software improvements into market share is now emerging, but two hurdles remain: whether ROCm can run stably in large clusters and whether Helios can enter mass production and ship on time.
As automotive electronics, electrification, software-defined vehicles (SDVs) and AI-defined vehicles (AIDVs) reshape the global auto industry, Taiwan's Ken Sean Industries is accelerating efforts to build a non-China automotive supply chain in partnership with leading Taiwanese electronics companies and Japanese automakers.

India has launched two indigenously developed silicon photonics solutions to strengthen local chip design and testing capabilities. The move could matter beyond India, as it could expand global supply chains, lower development barriers, and accelerate the adoption of photonic chips used in communications, sensing, quantum systems, and advanced computing worldwide.

A once-mocked robot vacuum category has become central to smart home cleaning as busy lifestyles, health concerns, and climate conditions reshape demand. For readers worldwide, the trend highlights how regional needs, rather than technology alone, are now driving product design, pricing, and adoption in household robotics markets.

AR smart glasses are shaping up as the next revolutionary device after PCs, smartphones, and smartwatches, but the global optics supply chain still faces a major hurdle: making them light and slim enough for everyday use. Kinko Optical CTO Kuo-hua Wu, however, said Taiwan's semiconductor and optics technologies are well-positioned to break through as the market matures.
Nvidia plans to invest in South Korean internet and cloud giant Naver through a US$1 billion third-party share issue for about a 4.5% stake, a move that could make it Naver's third-largest shareholder if the deal closes and treasury shares are canceled. The two companies are also teaming up with global investment firm Brookfield on an AI infrastructure plan worth as much as US$10 billion to turn Naver's GAK Sejong data center into the core of South Korea's sovereign AI factory initiative.

Artificial intelligence is rapidly expanding the capabilities of robotics. Yet while industrial robots have become commonplace on factory floors, service robots operating alongside people in hospitals, homes and other public environments still lack widely accepted benchmarks for real-world performance.

The robotics industry is moving from AI demonstrations to commercial deployments as vendors push Physical AI into factories, logistics, retail, food service and homes. The shift centers on whether robots can be built as repeatable products that customers will buy, rather than as machines that simply walk, recognize environments or follow commands.

At an earnings call on July 28, 2026, Coretronics president Sarah Lin said strong demand from the AI industry is creating a clear crowding-out effect on the projector supply chain, which is likely to affect shipments in third-quarter 2026. She also said rising AI-driven memory demand and tighter supply are expected to keep weighing on PCs and TVs.

While humanoid robots have yet to achieve meaningful economies of scale, service robots have already entered an intensely competitive phase.