Samsung signs a $200 billion chip deal with Broadcom covering memory, foundry and advanced packaging through 2030
Samsung signs a $200 billion chip deal with Broadcom covering memory, foundry and advanced packaging through 2030

Samsung Electronics and Broadcom have signed a memorandum of understanding worth more than $200 billion spanning memory chips, foundry manufacturing and advanced packaging for artificial intelligence semiconductors. The deal, announced on Friday at an …

Claude Opus 5 matches Fable on coding at half the price, and Anthropic says it is the most aligned model it has ever shipped
Claude Opus 5 matches Fable on coding at half the price, and Anthropic says it is the most aligned model it has ever shipped

Anthropic on Thursday released Claude Opus 5, a model that matches or exceeds its flagship Fable 5 on most coding and knowledge-work benchmarks at half the token price. The model is the fourth Anthropic has shipped in under two months, following Fable …

Intel Q2 earnings double estimates as AI data centre revenue surges 59 percent
Intel Q2 earnings double estimates as AI data centre revenue surges 59 percent

Intel posted second-quarter 2026 revenue of more than $16 billion, a 25 percent jump from a year earlier and the company’s fastest growth since late 2011. Adjusted earnings per share came in at 42 cents, double the 21-cent consensus estimate on Wall St…

Amazon just shut its AGI Lab, and quit a race it never led
Amazon just shut its AGI Lab, and quit a race it never led

Amazon is retreating from the race to build the smartest AI. This week it closed its AGI Lab, a San Francisco team working on artificial general intelligence, The Information reported. The move was part of layoffs across Amazon’s AGI unit, Reuters firs…

Travis Kalanick raised $1.7B for his robotics comeback, and Uber chipped in
Travis Kalanick raised $1.7B for his robotics comeback, and Uber chipped in

Travis Kalanick is back, and Uber is helping to fund him. The founder Uber forced out in 2017 has raised $1.7 billion for Atoms, an industrial-AI and robotics company he has built in near-total stealth for years. Andreessen Horowitz led the round. Its …

Nvidia rival Etched doubles its value to $10.3B in seven months
Nvidia rival Etched doubles its value to $10.3B in seven months

Etched has a simple pitch. Nvidia builds chips that do everything. Etched builds chips that do one thing, inference, and claims to do it far better. On Thursday the bet got a lot more money behind it. The startup raised $300 million in a Series C round…

Drone makers race to build navigation that survives warzone jamming
Drone makers race to build navigation that survives warzone jamming

GPS spoofing and jamming have become standard countermeasures on the battlefield in Ukraine, separating drones from their operators and rendering some guided munitions useless. US-made Excalibur artillery shells fell out of favour after initial success…

Cambridge built a planet-scale AI model, and skipped Nvidia to do it
Cambridge built a planet-scale AI model, and skipped Nvidia to do it

The AI industry runs on Nvidia. A team at the University of Cambridge has just shown it does not have to. They have built a planetary-scale foundation model for the Earth, and every chip that trained and ran it came from AMD. The model is called TESSER…

Nvidia’s open-source simulator trains surgical robots in under two minutes
Nvidia’s open-source simulator trains surgical robots in under two minutes

The hard part of medical robotics is not the robot. It is the practice. A surgical system needs thousands of attempts to learn a delicate task, and you cannot run those on real patients. Nvidia thinks the answer is to let the robot rehearse inside a si…

Musk thanks Micron for chips, and builds a $55bn fab to replace it
Musk thanks Micron for chips, and builds a $55bn fab to replace it

Memory chips are the oil of the AI boom, and right now they are hard to get. So when Elon Musk used Tesla’s quarterly call to publicly thank Micron, it was worth noticing. Suppliers rarely get shout-outs. Scarce ones do. Micron recently gave Tesla a “s…