News
Businesses deploying PQC algorithms to exceed 100 million by 2035
7+ hour, 37+ min ago (300+ words) The number of businesses deploying PQC algorithms will exceed 100 million by 2035 globally; representing meteoric growth from just 35, 000 in 2026, according to Juniper Research. The study found that this dramatic growth will be driven by two main factors: "Early adopters of PQC…...
Morgan Stanley sees AI shift driving CPU demand beyond GPUs
1+ day, 6+ hour ago (244+ words) Morgan Stanley said increasingly autonomous artificial intelligence could boost demand for central processing units (CPUs), reshape data "center buildout and widen investment beyond the "graphic chips that have dominated the AI boom so far. "As AI transitions from generation to…...
Deep Seek running models on Huawei chips would be "horrible" for US
1+ day, 8+ hour ago (735+ words) Communications Today Nvidia CEO Jensen Huang warned on the Dwarkesh Podcast that Deep Seek optimising its AI models for Huawei"s Ascend chips instead of American hardware would be "a horrible outcome" for the United States, as the Chinese AI…...
Karnataka bets on ecosystem play to lure Apple supply chain, Kharge
1+ day, 15+ hour ago (225+ words) Karnataka is sharpening its focus on building a robust electronics manufacturing ecosystem to draw global supply chain giants'particularly those linked to Apple'into the state, IT and Electronics Minister Priyank Kharge said, as the state steps up its bid to emerge…...
AI demand disrupts chip supply, slows global connectivity
5+ day, 14+ hour ago (136+ words) Technical details The squeeze stems from prioritization of high-margin chips used in AI infrastructure. Key technical dynamics practitioners should note: What to watch GSMA is pressing policymakers for tax and financing interventions and promoting recycling and secondary markets to relieve…...
Wearable shipments to hit 544 million by 2031
6+ day, 6+ hour ago (456+ words) Wearable device shipments will grow from 402. 96 million in 2026 to 544. 08 million in 2031, as vendors broaden access to advanced health, fitness, and connectivity features at more affordable price points. According to global technology intelligence firm ABI Research, the category will generate US…...
Intel and Google deepen collaboration
1+ week, 6+ hour ago (231+ words) Intel Corporation and Google today announced a multiyear collaboration to advance the next generation of AI and cloud infrastructure, reinforcing the critical role of CPUs and custom infrastructure processing units (IPUs) in scaling modern, heterogeneous AI systems. AI doesn't run…...
Samsung Electro-Mechanics to supply substrates for Nvidia AI inference chip
1+ week, 3+ day ago (245+ words) Samsung Electro-Mechanics is surging on expectations of expanded positioning within the artificial intelligence (AI) core component supply chain. The rally is attributed to investor sentiment fueled by prospects of a strengthened strategic role in the Nvidia-centered AI ecosystem. According to…...
Electronics industry flags cost surge, supply disruptions
1+ week, 6+ day ago (354+ words) The electronics industry is concerned about escalating raw material costs and supply chain disruptions triggered by the ongoing impact of the Iran War, even as Iran and the US came to a temporary ceasefire agreement earlier this morning. Eelectronics manufacturers…...
Nine firms clear India AI GPU tender, raise concerns over soaring costs
1+ week, 5+ day ago (170+ words) Nine companies have cleared the technical evaluation stage in the fourth round of the India AI Mission's GPU tender, even as bidders flag that escalating hardware prices and short contract terms could undermine long-term investments in AI compute. Government e'Marketplace…...