vertical integration - Page 14
Stories from vertical integration come first, newest first, then stories from connected topics (AI chips, Semiconductors, Nvidia, AI Chips & Compute, Tech News, AI), each labelled with where it comes from. This view is not indexed by search engines.
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Cadence Says Maestro AI Models Lift Chip Design Quality Up to 30%
Cadence has launched Maestro, chip design AI models built partly on NVIDIA Nemotron that customers can run on-premises. Early access starts in Q4.
Meta Launches $35bn of Share Offerings and Plans a $60bn ATM Sale
Meta launched about $35bn of stock offerings on 26 October and plans a $60bn at-the-market sale of Class C shares from early 2027.
Reuters: Vietnam’s First Chip Fab Set to Miss 2027 Trial Target
Reuters sources say Viettel's chip fab, Vietnam's first, will probably miss its 2027 trial run, with no ASML deal yet. Viettel says it is on schedule.
SpaceX Says $40bn GPU Deal Is a Binding Lease Due to Close by Year-End
SpaceX says its $40bn GPU financing is a binding commitment to an Apollo-managed lease that is expected to close before year-end, a day after Elon Musk said the debt had closed.
Taiwan’s ITRI Plans 500-Tonne Rare-Earth Plant to Meet Half of Demand
Taiwan's ITRI plans a demonstration plant to make 500 tonnes of rare earths a year by 2030, a hundredfold rise that would meet about half of local demand.
NVIDIA’s Nemotron 3.5 Bolt E4B Packs an Agent Model Into About 4GB
NVIDIA's open Nemotron 3.5 Bolt E4B, built on Gemma 4 E4B, runs voice and device agents in about 4GB. Its benchmarks are NVIDIA's, and Qwen leads on some.
Block Says Its Dessa Voice Model Learned to Talk Without Any Text
Block's Dessa is a full-duplex speech-to-speech model trained only on human conversation. It runs on a MacBook Pro; early access is for safety researchers.
FCC Grants Intel a One-Year Waiver to Keep Repairing Its Fab Robots
The FCC gave Intel a one-year waiver to repair robotic vehicles in its US chip plants, after Intel said the foreign robot ban might cover them.
Mobilint to Build Humanoid Robot AI Chips in Korea’s ₩800bn Programme
South Korean chip designer Mobilint is leading a humanoid robot AI chip project in a ₩800bn state programme, with testing planned on LG Electronics robots.
Pony.ai and inDrive Sign MOU on Kazakhstan Robotaxis, Companies Say
Pony.ai, inDrive and NVIDIA have signed an MOU to explore robotaxis in Astana. There is no date or fleet size, and launch needs a government agreement.
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