NXP Semiconductors' physical AI strategy extends beyond vehicles, factories and robots. The same control, connectivity and real-time processing capabilities are also giving the company a larger role in AI data center infrastructure, where it is targeting the systems that manage networking, cooling, security and power around increasingly complex accelerator platforms.

The US has barred new foreign-produced advanced robots and power inverters from receiving regulatory approval, extending its technology restrictions into two industries considered critical to artificial intelligence, energy infrastructure and industrial automation.

NXP Semiconductors' latest earnings call revealed more than another set of quarterly results. With the financial figures already widely reported, the more important takeaway was management's outlook on physical AI, software-defined vehicles and the company's expanding role in AI data-centre infrastructure.

Chinese AI startup Moonshot AI is planning its next frontier model, Kimi K4, and is seeking additional access to Nvidia's advanced Blackwell GPUs despite US export restrictions intended to keep such chips out of China, according to The Information. The report says K4 would be significantly larger than the recently launched Kimi K3, underscoring the growing computing demands of China's leading AI developers.

Corning expects AI infrastructure to become an increasingly powerful growth engine, outlining how its glass technologies will move beyond traditional optical fiber and into silicon photonics (SiPh) and co-packaged optics (CPO) for next-generation AI data centers.

China's two major AI computing ecosystems moved quickly to support Kimi K3 after Moonshot AI released the large language model as open source.

Boeing is moving closer to final safety certification for the 737 MAX 10, with the Federal Aviation Administration targeting September or October should the review stay on track. The approval would clear a long-delayed hurdle for the largest member of the 737 MAX family and could help Boeing improve its cash flow as it competes with Airbus in the single-aisle jet market.

On July 28, Corning reported higher revenue and profit for the second quarter, supported by growth across several business segments, particularly Optical Communications and Solar. The company also raised its long-term Springboard growth targets, citing continued demand and expanded partnerships with major technology companies.