Nvidia secures a $500 billion deal with SK Hynix for AI memory supply, including 2027 data center launches, alongside a $1 billion investment in Korean cloud company Naver, amidst a global memory shortage driven by AI demand.
An unnamed Shanghai-based company aims for an IPO by year-end, driven by Beijing's semiconductor self-reliance initiative amidst ongoing US export controls.
AMDは「Advancing AI 2026」イベントで、サーバー/HPC向けCPU「第6世代EPYC」とGPU「Instinct MI400」を発表した。第6世代EPYCは2026年Q4から、Instinct MI400は現行MI350の後継として展開され、AIデータセンター向けラックマウントシステム「AMD Helios」の生産も開始された。
超微（AMD）在舊金山推出Kria AI系統模組，整合CPU、GPU、NPU於單一平台，專為機器人與實體AI開發。執行長蘇姿丰強調機器人自主化趨勢，並與輝達競爭，台灣磐儀、廣積、威強電為硬體合作夥伴。
Lunar Outpost, a space robotics startup, announced its next moon rover will use Nvidia Jetson chips to control its lidar system, potentially making it the first GPU on the lunar surface. This initiative is part of NASA's program to fund private lunar exploration ahead of human return.
AI chip startup Etched, founded by three Harvard dropouts, has closed a $300 million Series C funding round, valuing the company at $10.3 billion. This marks a doubling of its valuation in seven months, following successful chip manufacturing and $1 billion in orders.
Lunar Outpost announced its next moon rover will use Nvidia Jetson chips for its lidar system, potentially making it the first GPU on the lunar surface. This initiative is part of NASA's campaign to fund private companies for lunar exploration, aiming for sustained human presence.
米AMDはAnthropicとの戦略的提携を発表し、AnthropicはAMDのAI向けラックスケール製品「Helios」を最大2GW規模で導入、中核にGPU「Instinct MI450」シリーズを採用する。AMDはAnthropicに最大50億ドルの戦略投資も行う予定。
Nvidia, oyun dünyasında merakla beklenen DLSS 5.0 teknolojisinin teknik detaylarını duyurdu. Üç yeni yapay zeka modeli, nesne bazlı görüntü işleme ve tek GPU desteği sunan bu teknoloji, oyunculara daha yüksek performans ve görsel kalite vadediyor.
米Microsoftと仏Mistralは戦略的提携を拡大し、欧州でのAIインフラ増強に数十億ドルを投資すると発表した。Mistralの最新モデルをMicrosoftのプラットフォームに展開し、企業や規制業界がデータ管理下で最先端AIを導入できるよう支援する。
Qualcomm buys Modular for nearly $4B, China leads in supercomputing without GPUs, Microsoft's emissions surge, and tech deals highlighted.
中国のMoonshot AIは、大規模言語モデル「Kimi K3」への想定を超える反響により、AIチャットサービス「Kimi」の新規有料契約の受け付けを一時停止すると発表した。既存契約者は引き続き利用可能で、計算資源の増強と有料プランの再編を進める。
Chinese start-up Moonshot AI has temporarily halted new subscriptions for its Kimi K3 AI model due to overwhelming demand pushing current computing capacity to its limits. This highlights the challenges Chinese AI labs face amid US export controls on advanced chips.
China has significantly tightened regulations on civilian drone use nationwide, particularly in major cities, reportedly due to security concerns amplified by Ukraine's drone attacks. The new rules disrupt commercial and industrial drone applications, complicating the country's growing low-altitude economy.
Moore Threads and Hygon project 135.1%-149.1% and 55.6%-70.2% revenue growth, respectively, in H1 2026, driven by China's surging demand for AI computing power amid US export controls.
The iPhone 17e, starting at £599, offers a faster A19 chip, double storage, automatic portraits, and MagSafe, providing core Apple experience at a lower cost, despite an older design and single-camera limitation.
Peking University researchers have created an all-optical interconnect system that links standard electronic chips, accelerating AI inference speeds by over 100 times and reducing computational resource needs by nine times. Published in National Science Review, the system uses FPGA chips and custom hardware components for signal conversion.
Meta plans to start manufacturing its own AI-specific chips in September to reduce GPU costs during a component shortage. The company is collaborating with Broadcom on design and TSMC on manufacturing, aiming to save on Nvidia and AMD purchases.
GPU龙头股沐曦股份-U盘中大幅拉升，最高价报1008元，收盘涨幅16.88%。公司紧急发布澄清公告，否认了“部分产品订单已排到明年”的传闻，并提示公司股价短期波动加剧，估值高且尚未盈利，存在回调风险。
上海浦东张江的“活力中国调研行”活动聚焦沐曦和曦智两家硬科技企业。成立6年的沐曦已售出超5.5万颗GPU芯片，而曦智科技作为“全球AI硅光芯片第一股”刚在港交所上市。两家企业均受益于张江高度集聚的产业链资源、上海市的创新政策支持以及开放的人才环境，实现了从实验室到产业化的快速发展。
라온시큐어, 중앙대·일본 대학과 국경 간 디지털 증명서 상호인증 체계 구축. 가비아, GPU 서버호스팅과 클라우드 연동 하이브리드 구성 출시. 인핸스, AI 에이전트 기술 세미나서 공공 부문 확장 강조.
GMR Airports Limited announced a multi-phase expansion for Nagpur Airport, including an initial Rs 300 crore investment to boost passenger experience and capacity. Future plans aim to increase passenger handling to 30 million annually and develop a major cargo hub.
天空は7月7日、中国GPD Technology製のミニデスクトップPC「GPD BOX」と外付けGPUボックス「GPD G2」の国内取り扱いを発表。GPD BOXはAIワークステーションとして位置づけられ、手のひらサイズのコンパクトさと高性能を両立。8月22日発売予定で、価格は29万3000円から。
안산시가 정부로부터 첨단 GPU 사용 권한을 배정받아 재난안전 분야 특화 에이전트 AI 개발에 나선다. 시민 참여형 리빙랩 플랫폼을 통해 재난 위험 예측 및 대응 속도 향상을 목표로 하며, 다양한 스마트도시 조성 사업과도 연계될 예정이다.
