📁 Market

Nvidia is expanding its cloud infrastructure by opening its server racks to rival chips. This strategic move could redefine the landscape of AI model inference and training, offering greater flexibility and choice to customers.

India is doubling down on incentives for semiconductor manufacturing, with potential repercussions for Taiwan's supply chain. The move aims to bolster India's technological self-sufficiency, but could alter regional balances in the sector.

Alibaba is intensifying its competition with Tencent in the artificial intelligence sector, focusing on the development of proprietary chips. This strategic move aims to reduce dependence on external suppliers and optimize performance for specific workloads, consolidating its position in the Chinese market.

Ghost Robotics, a rival to Boston Dynamics, is expanding its presence by bringing its quadruped robots, already tested in the US military, to the Taiwanese market. The company aims to diversify the applications of its robots, previously used in security and surveillance scenarios.

According to Digitimes, the GTC event saw Jensen Huang redefine the dynamics of the AI industry, shifting the focus from pure chip performance to the economics of inference. This change impacts deployment strategies and operating costs for companies.

Zeiss is increasing its investments in Taiwan, appointing a new general manager with experience in the semiconductor industry. The move underscores the strategic importance of Taiwan for the company, particularly in the context of advanced chip manufacturing.

London-based venture capital firm Air Street Capital has announced a new $232 million fund, focused on investments in early-stage AI companies in Europe and North America. The goal is to support innovation in the field of artificial intelligence.

Snowflake is putting cash and kinetic energy behind the idea that AI works best in its platform, suggesting to bring AI to data rather than data to AI. Customers are reportedly 'excited' about this approach.

London-based JAAQ raised $17 million in a Series A round. The company aims to accelerate its expansion into the US market and deepen its clinical infrastructure. The platform already covers 1.5 million eligible lives across enterprise and healthcare deployments.

A judge has reversed the order to remove videos of depositions from DOGE members, involved in a lawsuit regarding funding cuts perceived as related to DEI initiatives. The videos, showing difficulties in defining DEI and the use of ChatGPT to filter contracts, are once again available on YouTube.

Credo Ventures, based in Prague and Krakow, has closed its fifth fund, Credo Stage 5, with $88 million. The fund will focus on pre-seed startups in Central and Eastern Europe and its global diaspora, with typical investments ranging from $1 to $5 million.

The idea of a digital twin of your boss, attending meetings in their place, raises questions about the desirability of such an innovation. While technically plausible, its real utility and acceptance remain doubtful.

Nvidia CEO Jensen Huang responded to concerns regarding DLSS 5, reiterating his support for the technology and criticizing low-quality artificial intelligence implementations. Huang emphasized the importance of maintaining high quality standards in the field of AI.

Nvidia's VP of Hyperscale and HPC, Ian Buck, discussed the company's future strategies at GTC 2026. Key topics included the decision to shelve CPX and the upcoming release of LPU. The discussion provided insights into Nvidia's priorities in the evolving landscape of high-performance computing.

Lovable, a fast-growing vibe coding startup, has announced it is looking for startups and teams to join its company. The aim is to further accelerate growth and consolidate its market position.

Apple has announced the date for its Worldwide Developers Conference (WWDC) 2026, scheduled for early June. The company is expected to unveil major updates to Siri, enhanced by advanced artificial intelligence capabilities. Details on the new capabilities of its virtual assistant are anticipated.

A U.S. advisory body warns that China's growing influence in open-source could threaten U.S. leadership in artificial intelligence. The original article reports the news based on a Reuters report.

Despite predictions, the widespread adoption of passwordless authentication systems like passkeys and biometrics is still distant. A 2026 report highlights that passwords remain a reality for businesses, which must therefore focus on effective and secure management of existing credentials.

Gimlet Labs has raised $80 million in a Series A funding round for its technology that enables AI models to run simultaneously on chips from various manufacturers, including NVIDIA, AMD, Intel, ARM, Cerebras, and d-Matrix. The solution aims to address AI inference bottlenecks.

Credo Ventures, a Prague and Krakow-based venture capital firm, has announced the launch of Credo Stage 5, an $88 million fund. The aim is to support the most ambitious founders from Central and Eastern Europe (CEE) and their diaspora, with a focus on pre-seed investments. Credo has already backed over 100 companies, including UiPath and ElevenLabs.