… It’s the same playbook he ran weeks earlier — a homecoming keynote in Taiwan, fried chicken , and a 50,000-GPU deal in Seoul last fall. This time, it was Tokyo’s turn, with the robots, the supply chain, and the chips underneath. …
… Topics Apple , Broadcom , chips , Enterprise , Hardware , In Brief , wireless chips Related Apps Google Photos adds a new AI ‘Video Remix’ tool AI Meta wants its AI glasses to seem less creepy. Its AI strategy says otherwise. …
… The Intel subsidiary and publicly traded company said Tuesday it plans to launch a robotaxi service in a U.S. city in 2027, marking an expansion beyond its supplier strategy. …
… The company is already under pressure to figure out its AI strategy for its devices. It even paid a $250 million settlement earlier this year to end a false advertising lawsuit filed after it failed to deliver the AI features it promised two years ago. …
… That said, the launch-quarter figures may tell only part of the story, with Singh forecasting a “very big spike” in Neo shipments in the current quarter as Apple works through supply constraints and expands availability. …
… The South Asian nation, home to more than 1.4 billion people and over 700 million smartphone users, has become a bellwether for consumer demand in price-sensitive markets, making shifts in buying patterns closely watched by device makers, chip suppliers, and investors tracking the broader health of… …
… A leasing program is an obvious strategy for Apple at this point. The iPhone maker has been battling supply chain issues wrought by “RAMageddon” — the industry-wide shortage of memory chips that is driving up the price of hardware. …
… Google’s strategy of co-engineering its full AI stack — from custom TPU chips through to models and agents — pays dividends in flops per watt more computation per unit of energy that a company buying off-the-shelf components simply can’t replicate, he suggested. “Running Gemini on TPUs is much more… …
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… We’ll break down supply chain strategy, cost structure, factory partnerships, and how policy tailwinds like the IRA and CHIPS Act change the equation. …