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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.

Arm Holdings reported stronger-than-expected first-quarter results as demand for AI and data center chips lifted licensing and royalty revenue. However, the company's warning of slower smartphone royalty growth overshadowed its upbeat forecast, highlighting the challenge of balancing maturing handset markets with expanding AI opportunities.
As power grids, renewable energy systems, and artificial intelligence data centers expand, a new US restriction on Chinese-made inverters and robots could affect suppliers, utilities, and security policies well beyond America. The move may accelerate shifts in global sourcing, tighten scrutiny of connected devices, and influence how other markets manage critical infrastructure risks.
Meta Platforms reported strong second-quarter revenue growth driven by its Family of Apps business, but lower profit and a higher spending outlook highlighted the mounting costs of its artificial intelligence (AI) expansion. The company's updated guidance and ongoing legal challenges prompted investor concerns over the pace of returns from its AI investments.

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.