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Rapidus is pursuing mass production of advanced 2nm semiconductors through a large-scale Japanese national project. Instead of matching TSMC’s scale, the company plans to compete with RUMS, an integrated one-building production model designed for diverse, lower-volume manufacturing.
Nvidia announced full-scale production of its Spectrum-X Ethernet Photonics co-packaged optical switch for AI factories, using 200G-per-lane links. SK hynix simultaneously published a CPO technology roadmap targeting over 100 Tb/s per node, sub-1 pJ/bit energy consumption, and sub-10 ns chip-to-chip latency.
British AI-chip startup Fractile is reportedly in advanced talks to raise funds at a $6.5 billion pre-money valuation. The proposed valuation is more than six times its level three months ago, following a chip-supply deal with Anthropic.
OpenAI reaffirmed Zero Data Retention for eligible API customers using frontier models. It also previewed Private Safety Processing, designed to support advanced AI safety work without compromising customer data privacy.
OpenAI said it will enhance safety processes for paying users who access its most advanced AI models. The move responds to customers using AI for increasingly complex tasks and handling more sensitive information.
China has reportedly allowed ByteDance and Tencent to import 10,000 NVIDIA H200 chips each, according to the Financial Times. Other Chinese companies could receive similar approval, potentially easing access to advanced AI computing hardware.
China is increasingly deploying supernodes—clusters of dozens or hundreds of chips and supporting hardware—to scale AI computing. By combining larger quantities of domestic chips, these systems aim to deliver competitive performance despite US export restrictions on advanced AI chips.
The emergence of advanced AI systems such as Anthropic's Claude Mythos 5 is raising new concerns about AI-enabled cyberattacks. The article explains how companies can adapt their cybersecurity practices to respond at the speed of increasingly capable attackers.
OpenAI is seeking to compete more directly with Anthropic by introducing stronger privacy protections for enterprise customers. The two companies are increasingly competing over how securely customer data is handled.