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Infra

TSMC boosts Arizona fab investment by $100B after strong second quarter

By Maria Deutscher Jul 16, 2026

Taiwan Semiconductor Manufacturing Co. today posted second-quarter results that handily topped analyst expectations. The company also announced plans to expand its fab complex in Arizona. TSMC intends to build at least four additional facilities…

AI

AI infrastructure startup Fireworks closes $1.5B round at $17.5B valuation

By Maria Deutscher Jul 16, 2026

Fireworks AI Inc., a startup that helps developers train and run artificial intelligence models, has raised $1.5 billion in funding. Atreides Management, Index Ventures and TCV jointly led the Series D round. Fireworks stated…

AI

Nvidia’s AI networking moat is real – but the lock-in debate continues

By Dave Vellante and Bob Laliberte Jul 16, 2026

In a special editorial discussion hosted by Dave Vellante and Bob Laliberte, Nvidia Corp. networking chief Gilad Shainer explains why agentic inference turns the network into part of the computer. We believe Nvidia is…

AI

Inside Nvidia’s AI factory networking strategy: New analysis from theCUBE Research

By Cheryl Knight Jul 16, 2026

As enterprises move artificial intelligence into production, AI factory networking is becoming a core part of the infrastructure equation, shaping performance, scalability and cost. That shift is the focus of a new analysis by Bob…

AI

Intel says it’s going to lean on Google’s Gemini to help automate and accelerate silicon development

By Mike Wheatley Jul 16, 2026

Intel Corp. said today it’s expanding its long-running partnership with Google Cloud into the agentic artificial intelligence realm. By deploying the Gemini Enterprise platform across its global workforce, the chipmaker says it will be…

AI

Google rebrands NotebookLM as Gemini Notebook, focusing on ecosystem and accessibility

By Kyt Dotson Jul 16, 2026

Google LLC today announced that its popular NotebookLM, the company’s artificial intelligence-powered research assistant, is being rebranded as Gemini Notebook and is getting upgrades aimed at providing secure cloud computing for every notebook. Launched…

AI

Microagi nabs $55M to teach factory robots how to work

By Kyt Dotson Jul 16, 2026

Munich-based startup Microagi GmbH today announced it has raised $55 million in seed funding led by Hummingbird to change how industrial robotics works with artificial intelligence models. Northzone, LocalGlobe, Village Global and Redalpine also…

Emerging Tech

Mimic Robotics launches highly capable robotic hand that emulates human movements

By Kyt Dotson Jul 16, 2026

Switzerland-based Mimic Robotics AG today announced it’s launching a new specialized robotic hand that looks and behaves like a human hand, introducing a new architecture for embodied robotics. Physical AI, or embodied artificial intelligence,…

Security

1Password brings secure credential access to Anthropic’s Claude

By Duncan Riley Jul 16, 2026

Identity security company 1Password today launched 1Password for Claude, a browser integration that lets Anthropic PBC’s Claude use a person’s stored logins to complete online tasks without those credentials ever reaching the artificial intelligence…

AI

Ramp targets AI’s fastest-growing cost with expanded token spend tracking

By Duncan Riley Jul 16, 2026

Ramp Business Corporation today expanded its AI Token Spend Management product, giving finance teams a single system to see and control what their companies spend on artificial intelligence across providers. Token spend has become…

all stories

TSMC boosts Arizona fab investment by $100B after strong second quarter

AI infrastructure startup Fireworks closes $1.5B round at $17.5B valuation

Nvidia’s AI networking moat is real – but the lock-in debate continues

Inside Nvidia’s AI factory networking strategy: New analysis from theCUBE Research

Intel says it’s going to lean on Google’s Gemini to help automate and accelerate silicon development

Google rebrands NotebookLM as Gemini Notebook, focusing on ecosystem and accessibility

Microagi nabs $55M to teach factory robots how to work

Mimic Robotics launches highly capable robotic hand that emulates human movements

1Password brings secure credential access to Anthropic’s Claude

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