The next $200Bn AI compute opportunity may not be in the data centre, and Arm is gunning for it. Arm estimates a $25Bn Physical AI compute TAM in 2025, with 2Bn Arm-based devices already shipping into the segment. 𝐖𝐡𝐚𝐭’𝐬 𝐃𝐫𝐢𝐯𝐢𝐧𝐠 𝐆𝐫𝐨𝐰𝐭𝐡 Physical industries spanning mining, manufacturing, logistics and operations represent $75T of the $115T global …
As agentic AI scales, it is moving beyond inference into reasoning, retrieval, tool calls and coordination with other agents, all orchestrated by CPUs. More agents means more CPU demand. Arm is positioning to capture that shift. What’s Driving Growth Neoverse CSS N4 targets customers building their own silicon. It supports up to 128 cores per …
SK Telecom has hived off its AI infrastructure business from its AI services business with the launch of SK Hyper. SK Hyper is a dedicated subsidiary responsible for the company’s AI data center business. It brings together the AI infrastructure value chain, from land acquisition and power infrastructure to customer acquisition and operations. The company …
Apple’s trade secrets lawsuit filed on July 10, 2026, against OpenAI and two former Apple executives represents an important development in the evolving relationship between the two companies. Although the litigation formally concerns allegations of trade secret misappropriation and breach of contract, it also reflects broader competitive dynamics emerging within the artificial intelligence ecosystem. As …
The shift toward software-defined vehicles is accelerating—and partnerships are becoming central to scaling intelligent automotive platforms globally. The expanded collaboration between Bosch and Qualcomm reflects this momentum, moving beyond cockpit computing into production-ready ADAS platforms designed for mass adoption. What’s Driving Growth Bosch has delivered >10Mn vehicle computers powered by Snapdragon Cockpit Platforms, and the …
Bosch and Tata AutoComp Systems Limited’s 50:50 joint venture to develop eAxles and electric motors marks a meaningful step forward in India’s EV powertrain localization journey. What’s Driving Growth With Pune as the base and operations targeted for mid-2026, the partnership combines Bosch’s €6+ billion global investment in e-mobility with Tata AutoComp’s strong domestic manufacturing …
At its flagship annual event, Commvault SHIFT 2025 in New York, Commvault announced a suite of AI-enabled capabilities under its Commvault Cloud Unity platform — a significant step forward in how enterprises approach data protection, cyber recovery, and operational resilience. These innovations, encompassing Threat Scan, Synthetic Recovery, and Cleanroom Recovery automation, represent a decisive move …
Qualcomm Technologies has unveiled the Snapdragon® X2 Elite Extreme and Snapdragon® X2 Elite, expanding its Snapdragon X Series portfolio for Windows PCs. With a focus on performance, power efficiency, and AI acceleration, the new platforms illustrate Qualcomm’s intent to strengthen its position in the PC ecosystem. Ultra-Premium Tier: Snapdragon X2 Elite Extreme The Snapdragon X2 …
Mistral has launched Voxtral, an open automatic speech recognition (ASR) software bundle aimed at disrupting the ASR market by breaking the traditional trade-off between cost and quality. Why it mattersUsing ASR in production has often meant choosing between high-error, open-source models or expensive proprietary ones with better accuracy. Voxtral claims to bridge this gap by …
The iPhone 16e brings flagship-level upgrades at a more accessible price point, powered by the latest A18 chipset. With Apple Intelligence features now extending across a broader lineup, Apple is strengthening its AI-powered ecosystem and competitive positioning. While Gen Z consumers may be drawn to the appeal of a new 2025 iPhone, the infusion of …