NextTech
Rapid News Brief
Nexstrom’s $12M Bet Targets 2D Materials on Wafers
The Singapore startup is building a wafer-scale production tool for 2D materials, but foundry qualification remains ahead.
NextNow / Archive
Topic: Semiconductors
NextTech
Analysis
Huawei’s Atlas 960 Shows How China Is Rebuilding the AI Stack
The new Atlas 960E SuperPoD shifts the contest with Nvidia from individual chips to tightly integrated systems spanning compute, interconnect, memory and software.
NextTech
News Brief
AMD’s Helios AI Rack Takes Direct Aim at Nvidia
AMD’s Helios rack-scale design combines 72 MI455X accelerators with EPYC processors and Pensando networking as it challenges Nvidia’s AI infrastructure lead.
NextTech
Analysis
Sony and TSMC Are Betting $4.7 Billion on the Future of Seeing
A new Sony-controlled venture will combine sensor design and advanced manufacturing to produce smartphone image sensors from 2029.
NextTech
News Brief
Samsung and SK Hynix Evaluate Chinese Chip Tools as Export Risks Grow
Reuters reported that the memory-chip makers have tested AMEC equipment as a possible contingency for their factories in China; Samsung disputed the report.
Now
News
AI Infrastructure Boom Pushes Spending Into Chips, Power and Data Centers
Record semiconductor profits and a proposed $100 billion Kentucky data-center complex show how AI investment is expanding beyond models and software.
NextTech
News Brief
Europe Commits €10 Billion to Seven AI Gigafactories
The European Union is opening a public funding call for seven large-scale AI computing facilities and hopes to pull in at least twice as much private capital.
NextWork
News Brief
Intel’s Gemini Rollout Shows What Enterprise AI Integration Actually Looks Like
Intel and Google Cloud are moving Gemini into engineering, chip development, supply-chain and corporate workflows—a more revealing deployment model than a companywide chatbot license.
NextTech
News Brief
Investors Are Still Betting Billions on Alternatives to Nvidia
SambaNova’s $1 billion Series F first close values the inference company at $11 billion and shows how much capital is still chasing alternatives to the dominant GPU stack.
NextTech
News Brief
Eliyan’s Funding Shows the AI Bottleneck Is Moving Between Chips
The interconnect startup’s $50 million strategic financing from major chip and cloud companies highlights a constraint that faster processors cannot solve alone: moving data across an AI system.