Capital is still pouring into humanoid robotics in 2026, but the industry's financials are telling a more complicated story.
Stellantis and Microsoft announced a five-year strategic partnership on April 16 to co-develop AI, cybersecurity, and engineering capabilities.
OpenAI has reportedly entered into a multi-year agreement to pay chip startup Cerebras Systems more than US$20 billion for AI server capacity, according to a report by The Information. The deal represents an aggressive move by the ChatGPT creator to diversify its hardware supply chain and mitigate its reliance on Nvidia.
SK Hynix has invested in Semidynamics, a Spanish fabless chip designer, as part of a push to expand its presence in the artificial intelligence (AI) semiconductor ecosystem.
As the rise of artificial intelligence (AI) pushes semiconductor performance toward new limits, the industry is confronting a fundamental constraint: the slowing of Moore's Law. Increasingly, engineers are turning their attention not just to chip design, but to system integration and advanced packaging, areas now seen as critical to sustaining performance gains.
China's domestic GPU industry is entering a new phase of rapid commercialization, as leading startups post strong revenue growth while intensifying investment in research, patents, and ecosystem development.
Washington's push to purge Chinese links from critical supply chains is hardening, and the effects are rippling through the global robotics industry. American start-ups, in particular, are accelerating efforts to secure alternative sources for key components, turning increasingly to suppliers in Taiwan, Japan, and South Korea as primary beneficiaries.
