American semiconductor and AI/chips pioneer.
Apple has filed a trade‑secrets lawsuit accusing OpenAI of stealing hardware-related information and poaching more than 400 employees. Apple has delayed its smart‑glasses launch to June 2027 and pushed consumer availability to late 2027 while it refocuses on Siri‑driven AI, privacy controls and developer support. The sector is also seeing rising competition from Chinese open‑weight models and growing investment in open AI infrastructure.
Nvidia CEO Jensen Huang has joined President Trumps delegation to China and has been pictured in Beijing; the trip has been focusing on trade, AI export controls and Iran. China has not approved any purchases of Nvidias H200 chips and is continuing to push domestic chip development while U.S. export controls remain in place.
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 retreat after Micron’s results dim optimism for AI demand; Kospi sinks as memory-chip exposure bites—while mega-cap techs hold some ground.
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.
A wave of earnings reports from major tech and consumer companies shows mixed results but outlooks point to continued momentum in AI, autos and logistics. Qualcomm, UPS, IBM, Intel and UnitedHealth report varying results, with some guiding higher, others facing cost pressures, and others expanding into automotive and AI workloads.
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.