Huawei’s self-developed optical engine Hi-ONE has surfaced at its first landing point, a kilo-card-scale supernode. At a recent optoelectronics expo, HiSilicon showed the engine’s bandwidth of up to 7.2 terabits and said Hi-ONE would enter the next-generation supernode in NPO (near-packaged optics) form. Huawei calls it the world’s first AI compute supernode to use NPO. … Read more
DeepSeek has open sourced a bundle of operator tools and, together with Huawei Ascend, is taking aim at Nvidia’s CUDA lock in. The release centres on TileLang, a language for writing the low level operators that actually run on silicon. TileLang lets developers write chip operators in a compact Python like syntax. (Source: Leiphone) The … Read more
D-Robotics’ Sunrise S600 packs brain and motor control on one chip, its answer to Nvidia’s Jetson (Source: OFweek Robotics) The “picks and shovels” model On 17 September D-Robotics (Digua Robotics) closed a USD 400 million Series C. Mirae Asset led, with Meituan strategic, Hefei Guotou, Nanshan Industrial, Jingquan Capital and Cathay Capital following, while Hillhouse, … Read more
In an AI chip market that refreshes constantly, last generation’s GPU has not fallen in price the way legacy hardware did. ‘The H100 batch we deployed in 2023 now rents for more than it did at launch,’ Stephen Balaban, co-founder and chief technology officer of cloud provider Lambda, said on The MAD Podcast. Why a … Read more
On 22 to 23 September, Intel held its ‘Same Core, Far Intelligence’ technology and ecosystem conference in Suzhou, putting the two main AI deployment lines on stage: industry AI, and physical AI for robots. Intel’s Physical-AI Play: One Chip for the Robot Brain and t (Source: OFweek Robotics) Wang Jingjia, general manager of Intel China’s … Read more
A gigawatt bet on domestic silicon DeepSeek plans to build a large intelligent-compute centre in Ulanqab, Inner Mongolia, deploying at least 160,000 of Huawei’s next-generation Ascend 950DT chips. The order is worth about USD 2.56 billion. If completed it would rank among the largest domestic AI chip clusters ever assembled. The centre is planned at … Read more
Google has released Gemini 4 Argon, a frontier model it positions for long, complex workflows in software engineering, legal and financial knowledge work, and cyber defence. Unlike its consumer launches, Argon will roll out in stages, reaching trusted cyber-defence partners first through the Fairwind Program. The headline change is the output ceiling. Argon can generate … Read more
At the Snapdragon Summit 2026 in Maui on 22 September, Qualcomm launched two flagships on a 2 nm process, the sixth-generation Snapdragon 8 Elite Supreme and the sixth-generation Snapdragon 8 Elite, the first time the Snapdragon line has used 2 nm and the first time two Elite platforms arrived together. Qualcomm’s 2nm Snapdragon 8 Elite … Read more
A nineteenth-century pattern, rebuilt for silicon In July 2026 Nvidia announced a new line of business. It carried no fancy technical name, but its nature was clear: exchange compute for profit. AI startups no longer have to pay cash up front for GPUs. Nvidia will accept a share of their future revenue or profit in … Read more
An all-stock deal worth about US$8.2 billion On 28 September 2026 AMD posted a statement on its website saying it had signed a definitive agreement to acquire World Labs. The transaction is an all-stock deal valued at roughly US$8.2 billion (8.2 billion US dollars), and is expected to close before the end of 2026, subject … Read more