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Turing Award winner Richard Sutton criticized the AI industry’s growing reliance on synthetic data to address training-data shortages. Speaking on Sequoia Capital’s Training Data podcast, he called the shift “a big mistake.”
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.
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.
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 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 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.
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.
AI chip startup Fractile is reportedly in advanced talks to secure a valuation above $6.5 billion. The discussions follow a supply agreement with Anthropic and would represent more than a sixfold increase from its May valuation.
Samsung reportedly increased prices for new orders using its 4nm, 5nm, and 8nm foundry processes in July. Price increases reportedly reach 15% for customers in China as AI demand fills available 4nm capacity.