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AMD has announced an agreement to acquire Taalas, whose technology fixes model weights into silicon. The plan is to combine it with Instinct and Helios, but with regulatory approval still pending, supported models, performance, and connection methods have not yet been disclosed.
OpenAI is switching the default model for ChatGPT's Free and Go plans to GPT-5.6 Luna, and will lift text conversation limits starting next week. Limits on images, files, and tools remain in place.
Reports suggest ASUS, GIGABYTE, and MSI plan to raise motherboard distribution prices in Q3 2026. While PCB costs are expected to rise 50%, the actual price increase for finished products remains unannounced.
ZEALS's newly announced semi-humanoid "D1" deliberately abandons bipedal walking, adopting a dual-arm design mounted on a wheeled base to achieve a starting price of 5 million yen. By placing the collection and learning cycle of field data at the core of its business, the company is exploring a path to humanoid commercialization from Japan that differs from the routes taken by the US and China.
While Microsoft touts an AI run rate topping $37 billion annually, Bloomberg estimates that 65-70% of it traces back to OpenAI. That figure uses a different denominator than total company or Microsoft Cloud revenue—here's how to read dependency through the contracts and multi-model shift.
Apple has built up component inventory to $7.645 billion, while TSMC's days of inventory rose to 87 amid its N2 ramp-up. We separate the reported $1 billion figure for stranded Apple-bound chips from what both companies have officially disclosed.
DeepSeek matched OpenAI's 80% price cut within hours, but couldn't withstand a surge to 7 trillion tokens per week and has now notified users of a "significant increase" in API pricing. A computing ceiling of roughly 20,000 GPUs exposes a structure in which the winner of a price war can turn into its loser.
Android 17's official gaming guidelines have added updated GPU drivers and Vulkan as requirements. The Pixel 10 has improved for typical games, but on emulators, gaps between APIs and drivers remain — making Pixel 11's launch-day support the next thing to watch.
Three WebKit features bypassed proxy settings to expose the real IP addresses that iCloud Private Relay is supposed to hide. The leak via WebAuthn went unaddressed for roughly two years, meaning any passkey-enabled site could obtain users' real IPs.
GlobalWafers' existing 300mm wafer capacity, excluding new expansions, is running at full utilization amid AI-driven demand, prompting longer LTAs and price negotiations. New lines still require customer qualification and ramp-up before supply eases.
