Apple and Broadcom have extended their custom-chip partnership through 2031 under agreements expected to exceed US$30 billion, reinforcing Broadcom's position as a critical Apple chip supplier.
Shipments of smartwatches with edge AI features leaped 70% in the first quarter of 2026, with Apple overwhelmingly leading the charge, according to Counterpoint Research. This market is taking off as health-focused users gain access to deeper insights through AI advancements, and as brands lean on wearables to offset weak smartphone sales.
Huawei has joined more than 20 Chinese technology companies and research bodies to launch OPEN NPO, the country's first multi-source agreement for near-packaged optics, in an effort to standardise high-speed optical interconnects for AI supernodes and large-scale computing clusters.
UMA, a Physical AI company, unveiled the design of its first humanoid robot at Machina Summit and introduced Real-Time Learning, an architecture that allows robots to learn new tasks from demonstrations rather than manual programming.
Nvidia has denied reports that its next-generation Kyber AI rack system could be delayed to 2028, saying its product roadmap remains unchanged, after SemiAnalysis pointed to manufacturing challenges in a key PCB midplane as a potential bottleneck for the Rubin Ultra platform.
OpenAI and SpaceX have released new models laden with features that show the direction of frontier AI model development, including voice interaction, agentic workloads, coding capabilities, and token efficiency. Their new products arrive at a time of intense competition among model makers, and soon after, SpaceX filed for its record-breaking IPO and OpenAI began its own public listing process.
AI-defined vehicles (AIDVs) are built on software-defined vehicles (SDVs), and Tesla is arguably the world's most representative company at integrating and commercializing these technologies. Yet the market rarely hears Tesla emphasize or explain the AIDV concept.
Analog Devices (ADI) announced that it has completed its acquisition of Empower Semiconductor, a move it said is designed to bolster the company's role as a comprehensive power partner spanning the entire AI ecosystem, from grid infrastructure to core computing systems.
Taiwan's AI data center push is exposing a wider global problem: artificial intelligence needs vast, reliable power, but grids, permits, and green-energy rules are not keeping up. As countries race to host new computing hubs, the speed of AI deployment is increasingly determined by electricity access, not just chips.
