Category: Infrastructure & Hardware

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    Amazon brings AI shopping assistant to retailers with Kate Spade

    Amazon is offering its AI shopping technology to other retailers through a new Agentic Shopping Assistant built on AWS, with Kate Spade among the first brands to use it. The service allows retailers to build AI shopping assistants for their own websites and apps. Amazon said each deployment can be customised to a retailer’s catalogue, […]

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    Microsoft’s Majorana 2 quantum chip is also a case study for agentic AI in R&D

    Microsoft’s Majorana 2 quantum chip arrived this week with numbers that are genuinely difficult to contextualise: qubits 1,000 times more reliable than the first generation, a mean qubit lifetime of 20 seconds against an industry norm measured in microseconds, and a revised roadmap targeting a commercially scalable quantum computer by 2029. Behind those numbers is Microsoft Discovery […]

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    Nvidia’s Vera chip is the US$200 billion bet Jensen Huang doesn’t want you to overlook

    The Nvidia Vera chip is rarely the headline when earnings beat estimates, but it should be. When Nvidia reported Q1 revenue of US$81.62 billion on Wednesday, beating analyst estimates of US$78.86 billion, and guided Q2 at US$91 billion–well above Wall Street’s US$86.84 billion forecast–the numbers did what Nvidia numbers always do: dominate the room.  But […]

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    Alibaba is designing AI chips around agents, and that changes what the race is actually about

    Alibaba has unveiled a new AI processor built specifically for AI agents, pairing the chip announcement with a multi-year silicon roadmap and a new large language model, signalling that the company is building an integrated AI stack, not just filling a gap left by US export controls. The Zhenwu M890, developed by Alibaba’s semiconductor subsidiary […]

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    Lightelligence’s 400% debut is a bet that AI’s next bottleneck is the optical interconnect

    When a company with US$15.5 million in annual revenue debuts on a stock exchange and its market capitalisation briefly hits US$10 billion, the obvious question is: what do investors know that the financials don’t show yet? In Lightelligence’s case, the answer is optical interconnect and the growing conviction that conventional copper wiring between AI chips […]

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    Cadence expands AI and robotic partnerships with Nvidia, Google Cloud

    Cadence Design Systems announced two AI-related collaborations at its CadenceLIVE event this week, expanding its work with Nvidia and introducing new integrations with Google Cloud. The Nvidia partnership focuses on combining AI with physics-based simulation and accelerated computing for robotic systems and system-level design. The companies said the approach targets modelling and deployment across semiconductors, […]

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    Securing AI systems under today’s and tomorrow’s conditions

    Evidence cited in an eBook titled “AI Quantum Resilience”, published by Utimaco [email wall], shows organisations consider security risks as the leading barrier to effective adoption of AI on data they hold. AI’s value depends on data amassed by an organisation. However, there are security risks to building models and training them on that data. […]

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    Goldman Sachs sees AI investment shift to data centres

    Artificial intelligence investment is entering a more selective phase as companies and investors look beyond early excitement and focus on the data centre infrastructure required to run AI systems. Recent analysis from Goldman Sachs suggests the market is moving toward what the firm describes as a “flight to quality.” In practice, investors are paying closer […]

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    MWC 2026: SK Telecom lays out plan to rebuild its core around AI

    At MWC 2026 in Barcelona, SK Telecom outlined how it is rebuilding itself around AI, from its network core to its customer service desks. The shift goes beyond adding new AI tools. It involves rewriting internal systems, expanding data centre capacity to the gigawatt scale, and upgrading its own large language model to more than […]

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    ASML’s high-NA EUV tools clear the runway for next-gen AI chips

    The machine that will make tomorrow’s AI chips possible has just been declared ready for mass production–and the clock for the industry’s next leap has officially started. ASML, the Dutch company that holds a global monopoly on commercial extreme ultraviolet lithography equipment, confirmed this week that its High-NA EUV tools have crossed the threshold from […]

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