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据《星报日报》记者多方供应链消息，DeepSeek 下一代大模型 DeepSeek V5 计划在华为昇腾芯片上进行预训练，此前昇腾主要用于 DeepSeek 模型的推理任务。这将是国产算力首次支撑大模型预训练阶段，并伴随 DeepSeek 与华为在昇腾软件栈上的深度协同开源。
Intel在其最新财报电话会议上表示，预算级Wildcat Lake笔记本芯片的需求已超出供应，目前处于售罄状态。同时Intel警告内存短缺短期内不会改善，预计将持续到2027年甚至更久。
美国FCC首次行使新赋予的权力，以含有“外国监控芯片”为由封禁两款设备，涉及华为子公司海思（HiVision）的摄像头SoC芯片，旨在堵住被禁企业产品嵌入其他设备的监管漏洞。
Video analysis of NVIDIA's $12.9 billion acquisition of Hugging Face — its largest acquisition ever, consolidating ecosystem control by acquiring the AI's "GitHub" in response to major customers developing their own chips to bypass NVIDIA.
ByteDance, Alibaba, and Tencent have placed over $35 billion worth of Nvidia chip orders, highlighting massive Chinese demand for advanced AI hardware despite export restrictions.
Intel SVP Cho Min-sung confirmed that Razor Lake-AX SoCs will launch in 2028 with 700 TOPS of AI compute, a 3.88x increase over Panther Lake, targeting premium devices and the Physical AI market against NVIDIA Jetson and AMD Ryzen Halo platforms.
Qualcomm has legally established that Arm breached its license, prevailing in their licensing dispute despite a nominal $2 award.
Cerebras CEO Andrew Feldman said at TechCrunch Disrupt 2026 that personal AI assistants running partly on-device will soon become common home appliances, citing advances in consumer AI agents.
Cerebras CEO Andrew Feldman pushed back on AI doomsday narratives at TechCrunch Disrupt 2026, arguing that AI leaders should emphasize the technology's promise while being pragmatic about regulation, and criticized the industry's poor engagement with local communities over data center buildouts.
Modular's Chief Scientist Abdul Dakkak discusses at AI Engineer World's Fair 2026 why the company rebuilt its inference stack from scratch to run efficiently across a fragmented landscape of chips and accelerators.
Epoch AI projects that AI chips shipped through 2027 could support 1.9 billion agents running simultaneously — a capacity roughly equal to the working hours of the entire human population.
Meta has developed a complete AI technology stack, including MTIA chips, Meta Compute infrastructure, Muse Spark foundation models, and Muse and Meta AI applications, emphasizing the importance of mastering each layer for greater competitive advantage.
Large tech companies have provided up to $300 billion in guarantees for financing AI data centers and chips, with total off-balance-sheet commitments exceeding $3.1 trillion, accelerating AI infrastructure expansion.
The article analyzes the shift in AI focus from training to inference in 2026, driven by hardware innovations and strategic alliances among tech giants like Nvidia, Amazon, and Cerebras to meet growing demand.
Valve is still planning the Steam Deck 2, focusing on finding the right chip to balance performance and power efficiency, with no release window set yet.
A tweet criticizes Chinese engineers for poor cybersecurity practices, undermining China's opportunity to shift to domestic AI and chips due to preventable security risks.
PwC projects that global investment in AI infrastructure will reach US$31.6 trillion by 2050, driven by chip upgrades and power availability, with scenarios showing how trade policies could affect the total.
The article discusses that the AI race will be decided not just by model intelligence but by efficient, scalable inference, highlighting the importance of full-stack infrastructure and predicting OpenAI's success.
Xiaomi launched its XRING chip lineup and a desktop AI Cube prototype capable of running large language models locally, with specialized chips for AI acceleration and autonomous driving.
Nvidia is leveraging its financial strength to invest heavily in AI infrastructure, such as financing for OpenAI's data center, to maintain market leadership amid growing competition from AMD and Google.