American chip designer shaping mobile and AI compute
Funds are flowing into India's AI and data infrastructure, with CPP Investments buying a stake in CtrlS and backing a joint venture to expand hyperscale data centers. Sarvam raises to push sovereign AI platforms; Coram and Neura Robotics show ongoing growth in physical AI and robotics. The wave signals India’s push to become a global AI infrastructure hub.
Qualcomm has unveiled a data-center CPU, announced the acquisition of Modular to boost AI software capabilities, and detailed its broader data-center AI roadmap. The moves position Qualcomm to challenge Nvidia in enterprise AI and expand its reach into cars, robots, and connected devices, while continuing its growth in China amid export-control considerations.
Micron has reported blockbuster fiscal third-quarter results — $41.46bn revenue and $28.24bn net income — and has forecast roughly $50bn for the current quarter. The results have pushed Micron above a $1tn market value, restarted buying in memory stocks and have sharpened concerns that soaring AI data‑centre demand is forcing consumer electronics makers, including Apple, to prepare price increases.
Tech stocks led a cautious rebound after Micron’s forecast topped estimates, helping Nasdaq futures claw back losses and easing fear over AI-driven demand. Investors are watching for further data and central-bank cues.
The Tata Electronics leak has exposed hundreds of parts and supplier mappings for Apple’s upcoming iPhone 18 Pro, with files posted on the dark web by the World Leaks group. Apple and Tata are investigating, while the breach risks disrupting supply chains and revealing confidential partnerships.
PepsiCo has reported a mixed second quarter, with North American volumes flat or down and international markets driving overall growth. Revenue rose 6.4% to $24.18 billion, but North American beverage volumes fell 4% and per-share earnings narrowly missed expectations. The company has signaled a slower but steady recovery in North America as inflation pressures persist.
A Bengaluru- and San Francisco-based startup, Aina, has announced a $5.5 million round led by Redstart Labs and 360 ONE to develop context-aware AI interfaces. Its first product, Dune, is a macro keypad that controls mic and camera, with two other devices—Radiance and Shift—testing new ways to automate workflows. The funding signals growing investor interest in AI hardware that pairs with software agents.
Samsung's Galaxy Z Fold 8 line remains the flagship, with the Ultra model offering higher-end cameras and battery life. Other foldables from rival brands enter markets with new shapes, improved screens, and pricing shifts. Preorders and deals signal growing consumer interest, while reviews highlight both value and trade-offs.
The Google Pixel Watch 5 has been unveiled with blood-pressure trend tracking, insulin-resistance monitoring, a faster processor and new health features. The device, paired with Gemini Intelligence and Google Health Coach, offers minute-by-minute sleep analysis and customizable HIIT workouts. Several Pixel devices also highlight new camera and display improvements across the Pixel 11 line.
A roundup of Pixel 11 Pro Fold reviews shows a safer, more durable design and stronger hardware, with AI features receiving mixed responses. The outer screen is brighter and the build quality is praised, but some critics note limited gains over prior folds. Battery life stays solid while camera performance remains variable.
Fairphone has launched the 6+ in the US, offering a repairable, modular Android phone with 12GB RAM, Snapdragon 7s Gen 4, and a 6.31-inch 120Hz OLED display. The phone ships with Android 16 and promises updates through 2033, while competing with mid-range devices like Google’s Pixel 10a and Apple’s iPhone 17e.
Apple unveils new M6 and M5 Ultra chips across Mac Mini and Mac Studio, boosting on‑device AI workloads. Analysts say the upgrades sharpen local inference capabilities, with higher memory bandwidth and multi‑chip configurations. Pricing rises from this week’s preorders, signaling heavier investment in AI-enabled workflows.
Nvidia has invested in MediaTek’s AI chip ambitions, enabling NVLink Fusion connectivity and local AI computing. MediaTek’s shares have rallied as the partnership deepens MediaTek’s role in custom AI chips for data centers; the collaboration extends to PC and automotive platforms, signaling Nvidia’s continued influence in AI infrastructure.
Arm Holdings chief executive Rene Haas says AI could one day help cure cancer, but the path is constrained by chip shortages and a demand surge for AI data centres. Multiple outlets report Haas’s remarks, framing a broaderAI-driven push in healthcare and manufacturing, while flagging supply constraints and broader market excitement.
ASML’s High NA EUV lithography machines, costing about $400 million each, are being adopted by Samsung, TSMC and Intel to print ever-smaller chip features for AI data centers and consumer devices. The move accelerates a global shift toward next-generation photolithography, with industry-wide capacity expansion on the horizon.