SpaceX signs a massive $6.3 billion computing deal with AI startup Reflection AI, granting access to Nvidia GB300 chips at $150 million per month starting July 2026, as the $25 billion company races to build open-source AI models for governments and enterprises.
Inception Labs' Mercury 2 is shaking up the AI world, claiming the title of fastest reasoning model by generating 1,000 tokens per second while scoring 90% on the AIME 2026 math benchmark, outperforming Google's DiffusionGemma, and delivering an 82% latency reduction and 90% cost cut in real-world testing.
Smart glasses sales explode 167% year-over-year in Q1 2026 as AI supercharges AR technology, with broader AR/VR categories surging 86%, driven by consumer demand for real-world AI assistants and fueled by breakthroughs in chip miniaturization and display tech that are pushing the industry closer than ever to mainstream adoption.
US Commerce Secretary Howard Lutnick warns ASML that a cutting-edge extreme ultraviolet lithography machine — critical for making advanced chips and never legally permitted for export to China — may have illegally reached the country, posing a major challenge for the Dutch chip-equipment giant under the Trump administration.
Amazon is entering the AI chip market as a seller, with its AI chief confirming talks to supply custom Trainium3 chips to outside companies, directly challenging Nvidia's dominance in the booming AI infrastructure space.
NVIDIA launches an open source XR AI beta platform enabling developers to build real-time visual and voice AI agents for AR glasses and XR headsets, powered by GPU-accelerated services including Cosmos, Nemotron, and NeMo Agent Toolkit.
Microsoft is expanding its Phi Silica AI model to Nvidia RTX 30-series and newer GPUs with at least 6GB of VRAM in an early developer preview, bringing local AI capabilities to more Windows users beyond Copilot+ PCs, though GPU-based execution lacks some NPU-exclusive features like prompt compression and speculative decoding.
Qualcomm unveils the Snapdragon Reality Elite chip at Augmented World Expo, delivering 48 TOPS of on-device AI performance, 4.4K-per-eye visuals at 90fps, and 20% better battery life to power next-gen AR headsets, including the newly launched XREAL Project Aura glasses running Google's Android XR platform.
CoreWeave unveils 'Valvey' and 'Racky,' two groundbreaking infrastructure innovations designed to eliminate AI data center bottlenecks by revolutionizing coolant control and rack management for Nvidia's powerful 72-GPU Vera Rubin NVL72 system.
A full GPT transformer implemented entirely in RTL Verilog is now running on a Xilinx Virtex-5 FPGA, blazing through 69,200 tokens per second at 80 MHz after engineers overcame two critical synthesis bugs that silently zeroed ROM arrays and folded live registers, causing the board to hang despite passing simulation.