Reports
AI-generated structured vendor updates
CrowdStrike Partners Cerebras for Sub-Millisecond AI Security Inference
CrowdStrike and Cerebras announce strategic partnership integrating Falcon AIDR with Cerebras wafer-scale inference for sub-millisecond threat detection. Cerebras also deploys CrowdStrike to secure its AI infrastructure. This marks a shift from GPU to dedicated wafer-scale chips for security AI.
Qualcomm Acquires Modular: Challenging NVIDIA's CUDA with Mojo Language for Full-Stack AI
Qualcomm completes acquisition of Modular, retaining Mojo language, MAX inference engine, and Modular Cloud. This marks Qualcomm's strategic shift to a full-stack AI platform, directly challenging NVIDIA's CUDA ecosystem and enabling AI deployment from edge to cloud.
Qualcomm Acquires Modular: Control Shifts from Silicon to Mojo Language in Full-Stack AI Play
Qualcomm completes acquisition of Modular Inc., acquiring Mojo programming language, MAX inference engine, and Modular Cloud. Chris Lattner joins as EVP of AI Software. This marks Qualcomm's strategic shift from a pure hardware chipmaker to a full-stack AI computing platform, aiming to control AI workloads through software ecosystem.
Arm发布Neoverse CSS V3计算子系统单芯片AI性能提升50%
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苹果M7芯片跳过M6代际直指端侧AI推理加速
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MediaTek芯片涨价函落地全球半导体成本压力上升
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ASML股价下跌因中国DUV光刻机量产报道冲击芯片设备市场
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高通通知客户9月1日后骁龙芯片涨价两位数
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Intel发布Starfire太空计算AI芯片
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DeepSeek Claims China Will Phase Out NVIDIA in One Year with Huawei Ascend 950 and Self-Developed Tile Language
DeepSeek founder claims China will phase out NVIDIA within a year, with Huawei Ascend 950 SuperPod matching GB200/GB300 performance. DeepSeek is developing its own inference chips and Tile Language to reduce CUDA dependency, marking a critical shift from import substitution to an independent AI compute ecosystem.
NVIDIA Vera Rubin NVL72 Enters Production, 10x Energy Efficiency Reshapes AI Infrastructure
NVIDIA has announced full production of the Vera Rubin NVL72 platform, with first shipments to CoreWeave, Microsoft, Amazon, and Oracle. Each rack integrates 72 Rubin GPUs and 36 Vera CPUs, delivering 10x improvement in energy efficiency and inference cost over Blackwell for agentic AI workloads, marking a new era of rack-scale AI infrastructure.
NVIDIA GPU套装全线涨价涉及GDDR7与GDDR6显存
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Alibaba Cloud Unveils Agent-Native Suite and Open-Source SAIL Stack to Rival CUDA
At WAIC 2026, Alibaba Cloud launched its Agent-Native cloud suite (AgentLoop, AgentTeams, AgentRun, TokenWorks), open-sourced the T-Head SAIL AI software stack, and unveiled the 2.4T-parameter Qwen 3.8-Max-Preview model and Zhenwu M890 supernode, marking a comprehensive push into agent-native cloud and open-source AI ecosystem.
Anthropic partners with SpaceX for 220K GPUs, shifting AI compute ecosystem beyond hyperscalers
Anthropic signs a deal with SpaceX for 300MW capacity and 220,000 NVIDIA GPUs at Colossus 1 data center, with exploration of orbital AI compute. This diversifies Anthropic's compute sources beyond hyperscalers and doubles Claude Code usage limits.
NVIDIA and SK Group Lock HBM4 Supply and Launch Sovereign AI Factory Model with $500B+ Deal
NVIDIA and SK Group announced a $500B+ AI partnership including a 2GW AI factory using Vera Rubin and HBM4, long-term HBM4 supply lock, and a $1B NVIDIA investment in Naver (with $9B from Brookfield). Samsung and Broadcom signed a $200B deal. This signals a new era of sovereign AI infrastructure and supply chain deep-locking.
AMD launches world's first 2nm GPU MI455X and Zen 6 EPYC, targets NVIDIA and Intel
At Advancing AI 2026, AMD announced 46% data center CPU market share and launched the world's first 2nm GPU, Instinct MI455X, with CDNA architecture and HBM4 memory. The 6th-gen EPYC Venice (Zen 6) was also unveiled, targeting AI workloads.
NVIDIA Prepay $1.5B to Amkor for US 2nm/3nm/HBM4 Advanced Packaging
NVIDIA prepays $1.5B to Amkor to expand advanced packaging capacity in Arizona, covering 2nm/3nm/HBM4. This onshores AI chip packaging, complementing Wistron's system integration, to reduce reliance on Taiwan and secure supply for Vera Rubin and Blackwell Ultra.
Microsoft and Databricks Expand Partnership: Full Azure Migration with Cobalt 200 ARM, Locking AI Agent Control Plane
Databricks will fully migrate to Azure, using Microsoft Cobalt 200 ARM chips for data and AI workloads, with deep integration of Genie and Unity AI Gateway into Microsoft products, locking in long-term partnership. Databricks raises $18.8B valuation.
Intel Accelerates 14A to 2027H2 Risk Production, 18A Yield Exceeds Target by 25%, Capex Raised to $20B
Intel announced 14A process acceleration to risk production in 2027H2 with HVM in 2028, 18A yield exceeding target by 25% supporting Panther Lake volume, and raising 2026 capex to $20B, signaling an aggressive foundry push. Advanced packaging EMIB-T becomes a profit pillar.
NVIDIA and Wistron Launch US-Based GB300 Production, Shifting AI Manufacturing Landscape
NVIDIA partnered with Wistron to open a $700M factory in Texas, achieving L6 integration of the GB300 Grace Blackwell Ultra system. The first US-made unit contains 1.5M parts, weighs 2 tons, and costs $4M. This milestone accelerates US AI capex localization from 5% to 30%, reshaping the global AI supply chain.