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Biren Technology unveils optical-based 'supernode' systems to scale AI chip clusters and rival NvidiaChinese chipmaker uses light-based data transmission to bypass hardware bottlenecks in multi-thousand-chip AI systems.
Alibaba's T-Head open-sources AI software stack to challenge Nvidia's CUDA ecosystem dominanceMove targets developer lock-in as Chinese chipmakers race to reduce reliance on American AI infrastructure.
Germany to scale back renewable subsidies from 2027 as solar output strains grid capacityPolicy shift reflects growing tension between rapid renewable deployment and grid infrastructure limits across Europe.
Nvidia RTX 50 Super GPU production delayed as 3GB GDDR7 memory costs triple that of 2GB modules, threatening target pricingSupply chain bottleneck on high-capacity memory threatens product launch timeline and margins for Nvidia's next-gen enthusiast GPU tier.
Skyroot Aerospace launches Vikram-1, India's first privately built orbital rocket, on maiden flightIndia's first space-tech unicorn achieves orbital capability as the country competes for commercial launch market share.
More: BBC — World
Chinese AI chip makers Moore Threads and Hygon project double- to triple-digit H1 revenue growth as domestic demand surgesHomegrown Nvidia alternatives capitalizing on surging Chinese AI chip demand amid US export restrictions.
GAO finds Navy two years behind on Zumwalt hypersonic modernization; Lockheed Martin production at half Pentagon targets amid quality issuesThe $50B+ hypersonic effort faces manufacturing bottlenecks and lacks unified Navy-Army strategy, risking further delays and cost overruns.
More: DefenseScoop
Philippines' 1,620-hectare Pax Silica AI hub draws criticism for potential mineral extraction concerns amid critical minerals focusUS-backed project pitched as global gateway for AI and semiconductors faces opposition over environmental and resource sovereignty issues.
Xpeng launches Mona L03 compact SUV in Munich, signaling aggressive European market entry by Chinese EV makerThe unveiling marks the largest European launch event by a Chinese automaker, challenging legacy German manufacturers in their home market.
More: SCMP — Tech
- SpaceX in talks to sell computing power to Pentagon as defense-tech infrastructure consolidation accelerates
WSJ: Starlink parent company exploring Pentagon deal to supply cloud resources alongside existing satellite services.
NASA terminates Draper lunar lander mission after development delaysCancellation affects Commercial Lunar Payload Services (CLPS) program; Draper was selected in 2021 to deliver science instruments to the Moon.
Meta in early talks to lease computing power to Anthropic in potential $10 billion deal over two yearsArrangement underscores acute scarcity of AI training compute; would create new revenue stream for Meta's data center infrastructure.
More: Bloomberg — Technology
- Nuclear startup Valar Atomics in talks to raise new funding round at $6B valuation
Reflects surging investor appetite for advanced nuclear technology as AI power demand accelerates data center construction.
- Kawasaki Heavy proposes hydrogen-based naphtha production process as Japan pursues green chemical feedstock alternative
Project targets decarbonization of petrochemicals sector, a major industrial energy consumer, via hydrogen substitution pathway.
Negeri Sembilan snap election on August 1 threatens state's semiconductor and aerospace hub development plansRoyal dispute triggers political uncertainty amid Negeri Sembilan's push to establish Malaysia's next major tech industrial center.
- DoD taps Accenture to investigate 'existential supply chain vulnerability' in military medicine
Study aims to deliver data-driven assessments to secure critical medical supply chains across the defense establishment.
- Kyocera CEO forecasts sustained demand for semiconductor manufacturing equipment through 2030
Suggests chipmaking capex cycle will extend beyond near-term consensus expectations as fabs continue capacity buildout.
- Japan chemical maker doubles capacity for AI server substrate material as semiconductor supply chain expands
Nikkei Asia reports unnamed Japanese supplier scaling production of critical component for data center buildout.
- Pentagon establishes task force to review CMMC program after pausing phase 2 requirements
CIO Kirsten Davies initiated the pause and full program review, with the task force holding its first meeting Thursday.
EU and Ukraine sign drone production deal; Ukraine targeting 20M units annually, double current 10M outputZelenskyy says partnership with EU will accelerate unmanned systems manufacturing capacity through supply chain integration.
Malaysia's transport minister says government cannot block MMC Port leadership appointments, citing non-interference in company operationsFormer DP World chief Sultan Ahmed bin Sulayem appointed to lead Malaysia's largest port operator despite political questions.
- Australia's shale gas project begins operations in September; targets Japanese LNG export market
Project marks expansion of non-traditional gas supply to Asia amid energy security concerns and LNG demand growth.
U.S. lawmakers urge Commerce Secretary to ban Chinese memory chip imports, push allies to restrict supply chainsLetter cites 'unacceptable risk' to national security, economic resilience, and supply chain integrity across semiconductor ecosystem.
NASA awards SpaceX contract to deliver Starlink laser communications for Artemis III lunar missionSelection marks expansion of Starlink capabilities beyond Earth orbit into deep-space NASA missions.
TSMC A14 process technology shows significant yield and performance improvements; outpacing N2 development trajectoryAI/HPC and smartphone customers already planning A14 adoption, with development progress exceeding N2 milestones at equivalent stage.