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Amazon’s secret ‘Moonraker’ project pushes Alexa into the AI-agent race

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Amazon has an agentic upgrade for Alexa in the works, codenamed Moonraker. Internal documents show it is also one of the priciest bets in the Alexa+ overhaul. Amazon wants Alexa to act, not just answer. The company has a previously unreported project, codenamed Moonraker, that would let Alexa handle complex, multistep tasks, Business Insider reports, […]

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Perplexity signs up for Nvidia’s Vera CPU as the chipmaker pushes past AI accelerators

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Perplexity has become one of the first big AI names to say it will build on Nvidia’s new Vera CPU, the general-purpose chip Nvidia is betting can carry it beyond the accelerators that made it the world’s most valuable company. The AI search firm said it plans to run its agent workloads on Vera, joining […]

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Nvidia’s Kyber AI rack slips to 2028, and one circuit board is to blame

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Nvidia’s next flagship AI machine has hit a wall, and the culprit is a single circuit board. The Kyber rack meant to house its 2027 Rubin Ultra chips has slipped to 2028. Research firm SemiAnalysis flagged the delay, and CNBC reported it. Kyber is not a chip. It is a server cabinet. It packs 144 […]

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The AI chip trade cracked this week, and the hunt for what replaces it has begun

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The trade that defined the first half of 2026, buying anything with proximity to a GPU, broke apart in the holiday-shortened week before Independence Day. The PHLX Semiconductor Index, which had surged more than 80% in the first half, sank 6.3% on Wednesday and 5.4% on Thursday, a two-session decline of roughly 12%. While chip stocks […]

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Anthropic is in talks with Samsung to manufacture a custom AI chip

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Anthropic is in talks with Samsung Electronics to explore manufacturing a custom AI chip, The Information reported on Thursday. The project remains at an early stage, and Anthropic has not yet decided what the chip would be used for, how powerful it would be, or how it would fit into a server, according to the […]

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Nvidia offers AI startups compute now, payment later

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Instead of just selling chips, Nvidia is offering AI clouds a revenue-sharing and credit-support model built to get GPUs into the hands of companies that could not otherwise afford them. Nvidia is changing how it gets paid. The company announced on Wednesday a new arrangement in which AI cloud providers can access large volumes of its […]

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Nvidia rival Etched raises $800M with backing from Jane Street and a TSMC-linked fund

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AI chip startup Etched has raised $800 million and revealed that its backers include trading firm Jane Street and VentureTech Alliance, a venture firm with a strategic partnership with TSMC. The company, which designs chips specifically for running AI models rather than training them, says it has signed one billion dollars in sales contracts and […]

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Taiwan raids Super Micro’s office as Nvidia chip smuggling investigation widens

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Taiwan’s Keelung District Prosecutors Office raided Super Micro Computer’s local office on Monday, widening an investigation into the alleged smuggling of Nvidia chips to China through the company’s servers. The raid also targeted the residences of six individuals and the sites of two other affiliated companies, according to Bloomberg. Super Micro shares fell more than […]

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