D-Robotics just raised USD 400 million without building a single robot

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

Why a Three-Year-Old H100 Now Rents for More Than It Did on Day One

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

Intel’s Physical-AI Play: One Chip for the Robot Brain and the Cerebellum

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

DeepSeek is betting RMB 18 billion on Huawei’s AI chips

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 launches Gemini 4 Argon with a one-million-token output ceiling

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

Qualcomm’s 2nm Dual Flagships Arrive, Rebuilt for the Agentic AI Era, Phones Now Run 30-Billion-Parameter Models

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

AMD to buy Li Fei-Fei’s World Labs for US$8.2 billion in all-stock deal

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

Biren landed a RMB 174 million compute centre order as revenue jumped nearly 20-fold

On 23 September, the Qinghai project information network published the bid result for phase one of the Kunlun Lingyi intelligent computing centre project. Shanghai GPU leader Biren Technology won package one with a bid of RMB 174 million. Biren landed a RMB 174 million compute centre order as reven (Source: Zhidx) The phase-one project issued … Read more

D-Robotics banks a 400 million dollar Series C to become the pick-and-shovel supplier of the robot age

On 17 September D-Robotics, also known as D-Robot and spun out of Horizon Robotics, closed a 400 million dollar Series C. Mirae Asset led the round, with Meituan Strategic Investment, Hefei State Investment, Nanshan Strategic Emerging Industry Investment, Jingquan Capital and Cathay Capital among the followers, while more than twenty existing backers including Hillhouse, 5Y … Read more