xAI, Elon Musk's artificial intelligence company, has raised US$20 billion in an upsized Series E funding round, surpassing its original US$15 billion target, with Nvidia joining as a strategic investor to support the expansion of large-scale AI computing infrastructure.
China has moved to tighten export controls on dual-use products to Japan. This step could have wide-ranging implications for supply chains spanning advanced materials, electronics, and defense-related manufacturing, while further straining already fragile bilateral relations.
Nvidia CEO Jensen Huang addressed concerns regarding recent memory supply shortages during a press conference at CES 2026, stating that Nvidia will be the exclusive consumer of sixth-generation high-bandwidth memory (HBM4) in the near term. Huang expressed confidence that this exclusivity will provide Nvidia with strategic advantages.
Nvidia has expressed optimism about resuming sales of its H200 AI chips to China, while stressing that any return to the market will proceed quietly, without public announcements or regulatory fanfare.
As 2026 opens, the global electric vehicle (EV) market is entering a pivotal phase. Tesla China has rolled out a five-year, zero-interest financing program covering its core models — Model 3, Model Y, and the six-seat Model Y L — paired with a CNY8,000 (approx. US$1145.52) paint-option incentive.
The lights at the 2026 Consumer Electronics Show (CES 2026) still blaze as brightly as ever. However, for the global auto industry, CES has long ceased to be a mere technology spectacle. It has become a proving ground for something far more consequential: a reassembly of the industry's "soul and body," where control of the future—and the reshaping of business models—is very much at stake.
The day before the opening of the 2026 Consumer Electronics Show (CES 2026) in Las Vegas, Nvidia and Advanced Micro Devices (AMD) each held keynote speeches. Like Computex, Nvidia hosted its keynote and showcase independently outside the exhibition venue, while AMD served as CES's first official keynote speaker. There was a clear sense of rivalry between the two, with each having a unique approach and style.
Innodisk is targeting the growing edge AI market through a joint development with Qualcomm, introducing an 'AI on Dragonwing' computing solution. Its first product, the EXMP-Q911 COM-HPC Mini module, delivers up to 100 TOPS of AI performance, pairs low power consumption with a –40°C to 85°C (–40°F to 185°F) operating range, and is designed for harsh edge environments.
Boston Dynamics and Google DeepMind announced a new AI partnership at CES 2026 in Las Vegas, aiming to integrate advanced AI foundation models into humanoid robots and accelerate their deployment in industrial environments. The collaboration will combine Google DeepMind's Gemini Robotics models with Boston Dynamics' next-generation Atlas humanoid robot, marking a significant step toward more capable, general-purpose humanoids.
Lyte, a robotics startup founded by former Apple engineers behind Face ID technology, has secured US$107 million in funding to advance sensing and visual recognition capabilities in robots, Bloomberg reported. The company aims to improve robots' ability to see clearly and navigate safely.
Mike Yang, executive vice president of Quanta Computer and president of Quanta Cloud Technology (QCT), said AI demand differs fundamentally from notebooks and traditional servers, which he described as "instant-noodle" orders — easy to land and quick to ship. AI demand, by contrast, is both strong and structurally long-term. From 2026, a wave of edge-AI products is expected to emerge, building momentum gradually but persistently, with growth potential extending for up to a decade. Quanta, he said, is expanding capacity in close coordination with customers.
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