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VentureBeat has appointed Rob Strechay as its first Lead Analyst and founding analyst of VentureBeat Research. He will focus on enterprise AI infrastructure, platform engineering, DevOps, observability, and AI security as organizations move from experimentation to production.
Waymo has published the architecture of its robotaxi onboard computer, offering its first detailed look inside the vehicle system. The company also introduced a custom 5-nanometer chip and identified seven suppliers supporting the platform.
Cerebras launched the CS-4, its first system to combine three wafer-scale processors in a single rack. The inference-focused machine is shipping this quarter, with Cerebras claiming up to 30 times the speed of GPU-based systems for frontier models.
Moore Threads’ first post-IPO half-year report shows revenue rising 147% to RMB 1.736 billion, while attributable losses narrowed sharply. However, the improvement relies heavily on concentrated cloud-computing sales, government subsidies, investment gains, and IPO-funded cash reserves rather than a clear recovery in core operations.
Waymo has disclosed key details about the high-performance computers installed in the trunks of its robotaxis. The company shared processor specifications, chip architecture, internal components, and hardware suppliers for the first time.
SMIC reported its first $3 billion quarter, with revenue rising 36.1% year over year and net profit nearly tripling to $479.2 million. The Chinese foundry is also raising wafer prices as US sanctions strengthen demand from China’s captive AI market.
Rising AI server power density is turning cabinet-level Battery Backup Units from an optional component into a required part of data-center power architecture. Global BBU cell shipments reportedly reached about 276 million units in the first half of 2026, intensifying shortages and competition among Asian battery suppliers.
Lightelligence is shifting from computing with light to connecting with light, signaling a more pragmatic focus on photonic interconnects. Despite strong investor enthusiasm following a 383.62% first-day stock surge in Hong Kong, the company faces concentrated customers, slow receivables, declining margins, and supply-chain risks.
ByteDance’s Seed foundation-model division has reportedly completed another internal restructuring. Its foundation-model organization now includes four first-level departments focused on pretraining data, reinforcement learning, product post-training for work, and product post-training for chat.
Kuaishou’s Kling AI video-generation business generated more than RMB850 million in second-quarter revenue. Revenue rose over 200% year on year and 30% quarter on quarter, reaching RMB1.5 billion in the first half of the year.