Camera-Equipped AirPods Reportedly Delayed Until 2027
Apple's rumored camera-equipped AirPods are reportedly still on track for a 2027 release. A leaked macOS video appears to show the AI-powered earbuds using Visual Intelligence.
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Touch Takes World Models Beyond Vision
Tactile robotics is expanding from sensor hardware into datasets, foundation models, and evaluation benchmarks. Research shows touch improves physical reasoning and robot success, but inconsistent sensor formats create major cross-device transfer challenges.
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Marvell and Google Expand AI Chip Partnership
Marvell and Google are deepening their partnership on custom AI chip development. Marvell is giving Google the right to purchase up to $12.2 billion in Marvell stock, strengthening their long-term alignment in the AI hardware race.
Nebius Plans $4.5B AI Data Centre Expansion
Nebius Group plans to raise $4.5 billion through convertible bonds to build artificial intelligence data centres. The offering includes $2.75 billion of notes maturing in 2030, with the remainder issued in a second tranche.
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Nebius Seeks $4.5B for AI Data Centers
Nebius Group is seeking to raise $4.5 billion through convertible bonds. The company plans to use the capital as it builds data centers to meet demand for artificial intelligence services.
Cerebras Packs Three Wafer-Scale Chips Into CS-4
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.
China Reportedly Approves Massive H200 Imports
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.
Waymo Reveals Its Robotaxi Compute Brain
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.
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Duan Yongping Tests Alibaba Again
Investor Duan Yongping bought back 301,400 Alibaba shares worth about $28.93 million, representing only 0.15% of his portfolio. The small position suggests renewed observation rather than strong conviction, especially as Alibaba explores AI cooperation with Apple while PDD Holdings receives a much larger allocation.
SMIC’s Record Quarter Signals AI-Capacity Pressure
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.