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Qualcomm inks $4B deal for software specialist Modular

24 June 2026 at 16:09

Qualcomm struck a deal to acquire AI software company Modular for about $3.9 billion, in all stock-deal aimed at strengthening its software foundation for generative and agentic AI across data centre and edge environments.

The deal will pair Qualcomm’s silicon expertise with Modular’s AI-native software platform, which is designed to run AI models efficiently across CPUs, GPUs, NPUs and custom ASICs without requiring separate rewrites for each type of accelerator.

The chipmaker stated developers and enterprises will only need to build once ahead of deploying across multiple environments at a lower total cost of ownership.

Qualcomm framed the acquisition as a response to a shift in what is constraining AI deployment at scale. As AI use grows, the company argued, efficiency rather than raw capability becomes the limiting factor, since performance-per-watt drives inference costs and those costs determine what can scale.

Closing this gap, according to Qualcomm, requires software that connects system-level optimisation with heterogeneous, disaggregated compute, turning silicon performance into AI services which work reliably across different accelerators and use cases.

The deal is intended to expand Qualcomm’s data centre ambitions, supporting more efficient inference, orchestration and deployment in distributed AI systems while deepening relationships with model creators, developers, hyperscalers, and enterprise customers.

It is also expected to help the company achieve strong day-zero performance on new Qualcomm AI hardware as it rolls out.

Qualcomm President and CEO Cristiano Amon called the acquisition a pivotal moment for the AI industry. He stated agentic AI’s growth across data centres and edge environments is pushing the sector toward disaggregated, multi-vendor architectures which need a more open, modern software foundation.

He said Qualcomm believes the future belongs to developer-friendly platforms which can run across diverse compute environments, giving customers real choice in how and where they deploy AI.

“With Modular, we’re accelerating that shift, combining our scale and energy-efficient data center technologies with an open ecosystem approach to help drive the next chapter of AI,” Amon stated.

Modular co-founder and CEO Chris Lattner stated the company was built on the belief AI needs a more open and efficient software foundation spanning diverse hardware and deployment environments.

The transaction is expected to close in the second half of 2026, subject to customary closing conditions and regulatory approvals. Qualcomm plans to issue 19.2 million shares to Modular equity holders.

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Feature: How Verizon is crafting its network for the agentic AI era

24 June 2026 at 14:35

Verizon’s road to Level 4 network autonomy was boosted by turning 33,000 employees into software developers earlier this year using Anthropic’s Claude model.

Verizon CTO Yago Tenorio (pictured) told Mobile World Live (MWL) the company gave about 500 application developers on his team access to Claude Code in December 2025.

“We started using it like there is no tomorrow,” he said. “In a few weeks we made everyone in technology proficient as software developers and then people started coding.

“There is a mantra now that says: ‘If you can imagine it, Claude can code it for you.’ It is amazing the massive amount of enablement, simplification and efficiency we achieved in a few months.”

He explained Verizon’s legacy as a long-established operator means its path to network autonomy is far more complex compared to a greenfield player. Years of M&A, overlapping legacy systems, merged networks and coexisting OSS platforms have created operational complexity which must be abstracted away before AI-driven automation can work at scale.

The AI autonomy revolution is well underway. In 2025, Verizon’s closed-loop automation platforms executed over 70 million network configuration changes autonomously.

“I feel like it’s making the network better. It is reacting in real time and it is freeing up hours of labour that can be then thrown on something that requires a human.”

But Tenorio draws a line between that kind of automation and what’s coming next. Those 70 million loops were largely programmatic, following decision trees and fixed logic which engineers wrote in advance, the network equivalent of a Python script running the same routine repeatedly.

The shift now underway replaces fixed logic with AI agents which can reason through a situation they were never explicitly programmed for because they are trained on the skills and judgment which make Verizon’s network teams effective, rather than coded with rules for every scenario.

Verizon is moving away from traditional hardware constraints to turn its infrastructure into a software-defined, self-organising reasoning engine which optimises itself in real time. The company describes this not as simply adopting tools, but as engineering an AI-native enterprise.

Level 4 network autonomy
In the TM Forum’s six-stage taxonomy for autonomous networks, Level 4 is a major shift from traditional automation to true intelligence. For this level, the network moves away from rigid, rule-based scripting and task-execution, transitioning instead to automating decisions.

CCS Insight research director Ian Fogg told MWL a part of an operator’s network may be at one level of autonomy, but other parts will likely be at a different level depending on how far along each operator’s suppliers and network teams are in modernisation.

“The barriers are that this is simply a very complicated area,” he said. “AI and especially generative AI and agentic AI are increasingly at the heart of autonomous network innovation as operators move to level 3 and beyond. 

“AI is an essential technology to enable the creation of autonomous networks,” he added.

Tenorio is careful not to overclaim on autonomy levels. He said Tesla represents something closer to Level 3, a Waymo represents Level 4, and Level 5 would be a car with no steering wheel at all.

He is not convinced the network needs to go Level 5. In his view, building a network with literally no human element anywhere in it is not necessarily the goal, even if individual domains or use cases can get there.

Across the board, in every domain and every use case, he considers Level 4 a reasonable target, while cautioning operators in the industry tend to generalise their autonomy successes across specific areas.

Rather than chase a number, Tenorio stated Verizon’s focus is on making autonomy matter operationally, whatever level it ends up being called.

He also pushes back on the idea that full autonomy means removing humans from the picture entirely. Even with what he calls a “totally dark” network operations center, people must still be dispatched to base stations and customer premises for hardware replacement or tuning which cannot be done remotely.

He argues agents are trained, not programmed, meaning the human expertise which has shaped a network for years does not disappear, it just gets transferred into the skills the agents learn from.

The loop which runs the network day-to-day can become fully closed, but the loop of deciding how those agents should behave still runs through human judgment.

AI models
To get there, Verizon has doubled down on generative and agentic AI. Tenorio describes Verizon’s approach as model-agnostic. For agents now running parts of its network, it is primarily using Anthropic’s Claude and Google’s Gemini.

Verizon is also optimising across model size and cost: simpler problems get routed to small language or cheaper models, while more complex tasks get the most capable ones available, including Claude Opus 4.7

Verizon had access to Anthropic’s Claude Fable 5 model prior to the US government shutting it down.

Tenorio used Fable 5 on a side project built with Claude Cowork and came away impressed, particularly by what felt like a broader contextual awareness and more lateral reasoning than he was used to. However, he is cautious about claiming a measurable gap versus Opus 4.8, since the same project has continued just as well on Opus 4.8 since Fable 5 access ended.

“I thought it was fantastic,” he said of Fable 5. “I was blown away by it.”

Starting in mid-January, the company expanded Claude access to its entire 33,000-person technology organisation over about six weeks, turning employees across modelling, capacity planning, capital deployment, and operations into capable software developers regardless of their formal coding background.

It now counts between 7,000 and 10,000 weekly active users of the tool. Tenorio frames this as a deliberate first step on the road to autonomy, not a side project.

Before trying to make the network autonomous, Verizon wanted to find out what happens when everyone in the organisation can write software.

Architectural blueprint
Verizon is currently conducting an autonomous network programme with intelligent agents running full-time, although Tenorio resists calling the effort a pilot.

He instead describes it as a deliberate, already-in-production evolution. The same 70 million automated loops from last year are progressively having reasoning and token-based decision-making layered on top of them, with the foundational pieces of true network autonomy now live rather than experimental.

He identifies two areas for genuine autonomous network operations.

The first is a common data layer. Since an autonomous network is only as good as the data feeding it, the telemetry needs to be shared across the organisation in near real time, and it needs to reflect actual customer experience rather than what the network itself reports.

Tenorio stated Verizon began rolling this out at the start of June and it is now in production.

The second is a common repository of skills, tools and agents, the framework by which years of collective engineering expertise and pattern recognition gets encoded into a form AI agents can draw on.

Once both pieces are in place, Tenorio stated deploying domain-specific agents becomes comparatively straightforward.

He said this approach has no off-the-shelf component and is not organised around a specific network domain or generation. It is not built around radio, transport, core, or optical separately, and it is not tied to 5G or 6G.

Instead, Verizon designed it to run across the network as a whole, starting with making every employee a developer rather than buying a vendor’s packaged autonomy product.

A master agent can immediately detect a localised anomaly, take control and instantly spin up a network of specialised sub-agents focused on the exact root cause, pinpointing it down to the precise network domain and specific element.

Work which used to take engineering teams hours to manually diagnose and correct is now identified and resolved in less than two minutes, long before the end user ever experiences a dropped call or a lag in their data connection.

An autonomous system, however, is only as good as the live data feeding it. Traditional network KPIs tend to skew toward favourable conditions and do not always fully capture the true, localised end-user experience.

Verizon’s new AI-driven models aim to close the telemetry gap. By using aggregated, anonymised network performance signals, including floor-by-floor indoor environments, the company builds an accurate, hyper-granular picture of service quality, feeding the common data layer described above.

The rich physical telemetry, fused with existing network data, feeds a continuous optimisation loop which detects and resolves coverage and capacity issues proactively, often before a customer is affected.

Tenorio said the end-result is near real-time visibility into in-building performance environments, enabling automated alerting and network tuning at a level of granularity the company did not previously possess.

“We started by making everyone a software developer,” he said. “I don’t know if other companies are doing it.”

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SK Hynix seeks to raise $29B from US listing

24 June 2026 at 14:30

SK Hynix outlined plans to go public in the US to raise KRW45.5 trillion ($29.4 billion), which would be the second-biggest IPO in history after SpaceX’s listing earlier this month.

The South Korean high bandwidth memory (HBM) chip company filed for the proposed IPO with the Securities and Exchange Commission to list American Depositary Receipts on the Nasdaq.

In total it plans to issue 17.79 million new shares to raise more than $29 billion, giving it a company valuation of $1.2 trillion. It expects to start trading on 10 July.

It will use the cash to fund the buildout of chip factories in South Korea and acquire chipmaking equipment including extreme ultraviolet lithography (EUV) scanners. It already has an order in place with ASML worth KRW12 trillion.

A supplier to Nvidia and Google, SK Hynix has been a big winner of the AI boom, with its shares quadrupling in value this year. It competes in the HBM segment with Samsung Electronics and US-based Micron.

Indrani De, global head of investment research at financial company FTSE Russell, told Bloomberg SK Hynix’s outperformance reflects its early move in HBM and strong demand for its chip.

“Supply shortages in HBM where Korean firms dominate with 80% market share are expected to last for years,” she said.

The size of the proposed IPO would see SK Hynix surpass Saudi company Aramco’s IPO in 2019, when it raised $25.6 billion, which is currently the second largest behind SpaceX’s $75 billion.  

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iCloud: Ação coletiva contra a Apple avança em tribunal no Reino Unido e pode custar 3 mil milhões de libras

24 June 2026 at 12:53

O caso remonta a 2024, com a associação britânica de defesa dos consumidores Which? a acusar a Apple de abusar da sua posição dominante no mercado ao “prender” os utilizadores do iPhone e de outros equipamentos ao iCloud. A empresa da maçã rejeita as acusações.

The post iCloud: Ação coletiva contra a Apple avança em tribunal no Reino Unido e pode custar 3 mil milhões de libras appeared first on Tek Notícias.

GSMA, TM Forum team on telecom AI

24 June 2026 at 12:01

Industry associations the GSMA and TM Forum agreed a collaboration to aid adoption of practical AI systems across a range of use cases within the telecoms industry.

In a joint statement, GSMA director of AI initiatives Louis Powell and TM Forum EVP products and services Andy Tiller explained the organisations would work together to help create open AI models and frameworks able to meet the industry’s very specific needs.

“Networks underpin the cloud, device and edge capabilities on which AI depends,” the two argued.

“Yet telcos themselves have not fully captured the value of AI within their own operations”. 

“If the industry is to accelerate towards more autonomous, AI-native networks, it must align on shared assets, common standards and practical implementation pathways”.

The organisations address complementary areas towards the common goal. The GSMA is working on relevant models and agentic systems through the Open Telco AI initiative and TM Forum is focusing on frameworks and standards to align the industry and ensure interoperability.

They labelled the collaboration as being “about connecting the AI stack end-to-end, combining shared models, common frameworks and practical deployment pathways, with the trust required for critical network environments”.

Problem
Explaining the rationale for the closer ties between the organisations, Powell and Tiller argued adoption of AI is more complex in telecoms than other industries, but is a board-level priority in many organisations.

Among the difficulties cited is the multi-vendor nature of network architecture, with fragmented, siloed data and “very little tolerance for error”.

They also noted frontier AI models are not designed for operators and have not been trained on industry-specific data, leaving deployments limited to areas outside of the network layer such as customer experience.

Data published by GSMA Intelligence noted 16% of AI deployments target network use cases, despite networks accounting for 34% of opex.

The organisations believe the telecoms industry needs to “align to solve these challenges for itself, building AI approaches that reflect the complexity, economics and operational realities of the industry”.

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Orange readies AI chief succession

24 June 2026 at 11:26

Orange lined up Usman Javaid (pictured) as its next AI chief, tasking the current chief product and marketing officer of its business unit with delivering on ambitious revenue targets for the technology.

Javaid is scheduled to succeed Steve Jarrett on 1 September, a little over three years after taking on his current post within Orange Business.

Orange is in the throes of implementing a strategy intended to derive more than €600 million in value from AI by 2028. It is also working to expand internal use of the technology and stated implementing agentic iterations would be a key element in Javaid’s remit.

During an Orange Business event in March, Javaid told Mobile World Live past experience in adapting to emerging technologies would serve the company well in the AI era, explaining the focus is on how to employ advances to benefit customers.

Orange credited Jarrett with having laid the foundations of its use of AI and establishing its credentials in the field.

There is a circularity to Orange’s appointment given Javaid began his career with the company in 2005. The executive also racked up experience in various roles held with Vodafone Group and AWS spanning cloud, IoT and network strategy.

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Globe, China Mobile drive AI use cases

24 June 2026 at 05:49

LIVE FROM MWC SHANGHAI 2026: AI naturally dominated the opening keynote session of this year’s event, with China Mobile and Filipino operator Globe Telecom offering insight into consumer benefits of the tech and how it is driving growth at both companies.

Carl Cruz, CEO and president of Globe Telecom (pictured), outlined how his business is arguably one of the most advanced operators globally in terms of implementing AI for its own employee work practices as well as customer use cases.

It is a journey which started in 2024 when Globe Telecom established a group to lead its adoption of AI technology and created the position of chief AI officer (CAIO). The role was taken up by Anton Bonifacio and since widened to become Chief Intelligence and Trust Officer (CITO), leading the integrated structure of key technology and enabling groups across AI, data, cybersecurity and digital policy.

“Our goal was simple,” declared Cruz. “Democratise technology so innovation could come from anywhere. We see AI not as a threat but as a tool for power and growth.”

To that end, Cruz said Globe Telecom had witnessed more than 80 citizen-developed use cases across the business using a hub and spoke operating model. He cited other statistics claiming AI is now embedded in 90% of Globe’s business practices, with more than 260 relevant projects running across all business units.

Cruz put the AI focus on four main areas: hyper personalisation; customer experience; autonomous networks; and the creation of new products and services.

He gave the example of how Globe Telecom used AI to build a new billing agent: “It used to take days, even weeks, to reconcile billing. Today it takes seconds and minutes.”

“It’s about deepening customer relevance, unlocking new value and creating new growth engines for Globe.”

Cruz also talked up Globe Telecom’s AI Fiesta initiative, an affordable aggregator platform which bundles leading global AI models including ChatGPT, Claude, Gemini Pro, Perplexity, DeepSeek and Grok under a single, budget-friendly subscription. It is designed to democratise AI access for students, creators and small business owners.

And the operator has launched Globe Cloud, a personal cloud storage and file-backup service. Running Synchronoss technology, the app allows users to free up device space, sync media across devices, and use AI tools for editing and transforming images.

“AI at Globe is not an end to itself, it is a means to serve customers better, unlock new opportunities and growth,” Cruz said. “It’s not about using AI everywhere, it’s about using AI where it matters most; most importantly the communities we serve”.

“We are only scratching the surface of what’s possible.”

China Mobile: AI for All
The world’s largest operator China Mobile opened the keynote with a presentation tagged Mobile AI – AI for All.

Chair Zhongyue Chen highlighted how AI is enabling a hearing-impaired man to carry out everyday tasks.

“AI should not only be serving the elite or remain the domain of the masses,” Chen said.

The company claimed it is open to partnerships to further boost its AI offering. “We are not building a closed garden service for ourselves.”

And its AI for All mantra encompasses a variety of sectors, with Chen highlighting a focus on consumer services, showcasing how the technology is being used to supercharge the TV viewing experience in China of the FIFA World Cup; industries, for example in steel manufacturing where AI is helping reduce exposure to dangerously high temperatures; and infrastructure, where AI is measuring the power of individual models and also the capacity of platforms.

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Caught in the iCloud: Apple trial set in the UK

23 June 2026 at 17:11

Forty million UK iCloud users could be owed up to $100 (£77) each after a $3.9 billion (£3 billion) class action lawsuit against Apple was cleared for trial — and the company’s problems may be just getting started. 

For Apple, the worry is that this case could snowball to become yet another existential regulatory problem. The action was brought by consumer group Which?, which accused Apple of breaching UK competition law by giving its iCloud storage service preferential treatment and “trapping” customers with Apple devices into using iCloud. 

Trapping happy customers

Apple achieves this by encouraging its customers to sign up to iCloud for storage of photos, videos and other data while also making it difficult for them to use alternative providers to backup key data. The company also squeezes extra dollars out of customers by providing a stingy 5GB of storage for free, while putting important data including messages and photos inside that allocation. Even Google provides 15GB of storage in its free tier.

The problem is that the scale of Apple makes it difficult for competitors to reach customers with alternative solutions, while Apple’s control over the operating system gives it integration advantages third-party competitors don’t get. 

While there may well be justifications for constraining access to some personal data, those privacy and security challenges don’t apply to all of it. 

You are the product

When it originally filed the claim, Which? explained that Apple could resolve the claim without litigation by offering consumers their money back and opening up iOS to allow users a real choice for cloud services. This is unlikely to happen.

This case has been slowly making its way through the Competition Appeal Tribunal, which last week finally gave permission for the case to go to trial.

Apple won’t be looking at a hefty fine just yet. The first available trial date is in October 2028 and the legal fight is expected to last nine weeks, which might, or might not, equate to a Christmas surprise for Apple’s then CEO. There’s no time to sit back, however, as the company must still file its defense papers with the court by the end of next month, July 31.

The snowball factor

The UK is not alone. Italy has launched its own antitrust probe into Apple’s iCloud dominance under the EU’s Digital Markets Act (DMA). The problem with that litigation is that since Italy has commenced the probe, other nations across the bloc might also act.

Italy is looking to see whether Apple has failed to open up its iOS and iPadOS ecosystems to rival cloud services, arguing that third-party providers are unable to access the same system components as iCloud. The DMA insists competitors should enjoy the same degree of access as iCloud because Apple is seen as a gatekeeper, which means it is required to meet a higher set of standards.

Apple, of course, will inevitably — and rightly — argue that customer privacy needs to be protected, and that open, free, access to some of the data its trusted iCloud service can use is not in the consumer interest. 

The company has already proposed one way in which it can provide third-party services with access to confidential data with a trusted intermediary system that anonymizes that information in use. 

Why we need a Trusted System Agent model

That’s precisely what it offered Europe when it proposed a solution called Trusted System Agent — an intermediary that would allow virtual assistants to safely access the same features and capabilities as Siri AI for devices in the EU. Unfortunately, EU regulators didn’t accept Apple’s justification concerning the need to protect customer privacy, which is why Apple Intelligence won’t be available in Europe for a while, if at all.

In the event Apple’s iCloud service falls short of the Italian probe and therefore the DMA, the danger is that if EU regulators take the same evangelically hard-line stance with iCloud services as they have done so far with AI, customers might find themselves losing access to the service. 

First blood

That’s in Europe, of course. But the UK case is likely to get to court long before litigation processes in Europe get going, making the UK action an important test case in which yet another important component of Apple’s offering to consumers is up for trial.

Please join me on social media at BlueSky,  LinkedIn, or Mastodon, even better, please subscribe to The Core for your daily fix of human-curated Apple News.

SoftBank chief dismisses Musk orbital data centre gambit

23 June 2026 at 14:00

SoftBank Group CEO Masayoshi Son reportedly rejected the case put forward by Elon Musk’s SpaceX to build AI data centres in space, arguing the economics favour terrestrial infrastructure.

Bloomberg cited comments made by Son at SoftBank’s annual shareholder meeting, who stated the “the main advantage” of eliminating electricity costs by putting AI data centres in space is outweighed by “higher fees to transport everything into space, maintenance and communication delays”.

Son was apparently responding to a shareholder who asked whether SoftBank would pursue a strategy similar to that proposed by the SpaceX chief, who filed for US regulatory approval in February to deploy up to 1 million solar-powered satellites designed to operate as AI data centres. Musk argues persistent access to solar power will “achieve transformative cost and energy efficiency”, adding “in the long term, space-based AI is obviously the only way to scale”.

While describing the tech mogul as a “remarkable agent of change”, Son reportedly said SoftBank would instead focus on building “formidable” data centre capacity on Earth. “In the battle for AI, the next few years will be far more important than what might happen a decade or so from now,” he noted, adding “he who strikes first wins”.

Despite intensifying competition, Son argued AI has scope for “ten-fold, a hundred-fold” growth, adding there was ample room for OpenAI and rivals including Anthropic and Google to expand amid accelerating AI demand.

The remarks put Son’s strategy at odds with Musk’s long-term vision for AI. SpaceX launched a record-breaking $75 billion IPO earlier this month, with proceeds funnelled towards funding its space-based AI initiative alongside the expansion of its Starlink satellite network.

Meanwhile, SoftBank has committed around $65 billion to OpenAI despite reports the investments were straining its balance sheets, and pledged to invest hundreds of billions of dollars in terrestrial AI infrastructure and data centres globally.

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Five Eyes sounds alarm on AI cyber threat

23 June 2026 at 11:48

The Five Eyes intelligence agency called for urgent action to respond to the evolving AI landscape, warning while the technology would help improve defences over time, it also accelerates the speed, scale and sophistication of attacks.

Five Eyes is a global intelligence-sharing alliance between the UK, Canada, US, Australia and New Zealand: it stated frontier models are expected to exceed current industry expectations, transforming offensive and defensive cyber capabilities.

The timeline for this “is not years, it is months”, meaning action must be swift “to remain ahead”.

“In this environment, cyber resilience is integral to advancing business continuity, market confidence and long-term value,” it stated.

As part of a number of recommendations, the alliance urged leaders to understand and assess, risk, readiness and accountability; prioritise foundational cybersecurity practices and controls; empower cyber leaders with authority and resources; and actively engage as threats evolve.

“Success will come from getting the basics right, acting quickly and integrating cybersecurity into core business strategy. Those that do not will face growing operational and strategic disadvantage.”

It emphasised cyber risk cannot be treated purely as a technical issue, but rather a core business risk, arguing ensuring systems are secure by design should become standard industry practice, resilience should depend on a single solution or technology and there must be an understanding fresh vulnerabilities would emerge as AI systems evolve.

Five Eyes also called for better processes to swiftly patch faulty software, address legacy systems, and limit unnecessary system access and external connectivity.

On the flip side, the alliance stated AI should be used to bolster defences, explaining organisations integrating AI tools into security operations can detect vulnerabilities faster, improve quality, monitor unusual behaviour and respond to threats swiftly.

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SpaceX inks computing deal with Reflection AI

23 June 2026 at 10:10

SpaceX reportedly signed a significant computing power deal with Reflection AI, making the open-source start-up the latest outside company to tap Elon Musk’s Colossus infrastructure.

CNBC reported Reflection will get access to Nvidia’s GB300 chips, the company’s top-tier hardware for training and running advanced AI models, housed at SpaceX’s Colossus 2 facility in Memphis, Tennessee.

Reflection agreed to pay SpaceX $150 million per month starting 1 July through 2029, with total payments reaching roughly $6.3 billion if the agreement runs its full term.

Either party can terminate the contract with 90 days’ notice after the first three months. Bloomberg reported Reflection will pay SpaceX’s AI division, SpaceXAI, under the arrangement.

Colossus was originally built in part to power Grok, Musk’s AI chatbot as a rival to ChatGPT, but SpaceX has increasingly opened the infrastructure to outside AI companies seeking compute capacity.

The deal is smaller than two of SpaceX’s other compute agreements. According to TechCrunch, SpaceX’s existing contracts with Anthropic and Google cost those companies $1.25 billion and $920 million per month, respectively, with both agreements also running through July 2029.

CNBC reported SpaceX has also struck a computing power-related deal with Cursor prior to buying the company for $60 billion earlier this month.

In October 2025, Nvidia led a $2 billion funding round for the open-source start-up, directly contributing $800 million of the total to value Reflection AI at $8 billion.

Reflection AI was founded in 2024 by Misha Laskin and Ioannis Antonoglou, both alumni of Google’s DeepMind lab.

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Groq lands $650M to aid shift from chips to AI Inference

23 June 2026 at 09:37

Groq raised $650 million in funding as the company revamps itself from a chip startup into a data centre operator focused on AI inference.

The round was led by growth-focused investment company Disruptive and hedge fund Infinitum, both of which already hold board seats at Groq.

The funding follows a non-exclusive licensing agreement Groq struck with Nvidia in December 2025. At Nvidia’s GTC event earlier this year, the chipmaker unveiled its next-generation LPX platform, which incorporates Groq’s inference technology.

US-based Groq stated it plans to use the new cash to expand its network of 13 data centres in North America, Europe, the Middle East and Asia-Pacific, and quadruple total capacity to 200 megawatts by the end of 2027.

The new capital will also fund the fit-out of its existing footprint with Groq’s latest inference technology, including Nvidia’s new LPX system.

In September 2025 Groq raised $750 million, which valued it at $6.9 billion. Its backers include KDDI, Samsung Electronics, Cisco Systems and BlackRock.

Groq chair Alex Davis stated the company spent years building the technology, infrastructure and operational expertise needed for AI’s next phase, adding it is positioned to become a foundational layer of the AI economy.

Groq also announced several executive additions alongside the funding news. Alan Rice, who previously worked on xAI’s Colossus data centre project and Meta data centres, is now COO.

Sinclair Schuller will start as CTO in July, with Rakesh Malhotra joining as chief product officer the same month. Schuller and Malhotra previously worked together at enterprise cloud platform Apprenda and later co-founded a separate software engineering firm.

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Nvidia rolls out robot safety platform

22 June 2026 at 16:24

Nvidia unveiled what it described as the industry’s first full-stack safety platform for physical AI designed to accelerate the deployment of humanoid robots in industrial environments.

The company said its expanded Halos platform combines AI compute, system software, sensors and inspection tools into a single safety architecture aimed at helping robotics companies build and certify autonomous systems operating alongside human workers.

The chipmaker explained as robots become more autonomous and increasingly rely on AI foundation models, distributed sensors and accelerated computing, “scaling these systems requires a full-stack safety architecture” before they can be trusted to work alongside humans in factories, warehouses and logistics operations.

The stack includes Nvidia’s IGX Thor industrial computing platform, Holoscan Sensor Bridge for sensor connectivity and Halos OS software stack.

Nvidia also opened its Halos AI Systems Inspection Lab to robotics partners, aiming to help them complete pre-certification testing and validate safety systems before approaching regulators.

Digit
Humanoid robotics company Agility Robotics is the first partner to adopt elements of the platform into the proprietary safety system for its Digit humanoid robot, which is already being deployed for industrial applications with customers including Amazon, Schaeffler and Toyota Motor Manufacturing Canada.

The robotics player will also use Nvidia’s Inspection Lab to validate Digit’s safety-related software, AI components and cybersecurity protections against strict standards.

Agility Robotics CEO Peggy Johnson said: “For humanoids to deliver value at scale, safety has to be built into the robot and validated across the entire system.”

She added the partnership with Nvidia “extends our leadership in responsible automation”, describing it as “a non-negotiable requirement for bringing humanoids safely into industrial workflows”.

Deepu Talla, VP of robotics and edge AI at Nvidia said: “Physical AI is transforming how factories, warehouses and logistics operations work. He added developers will be able to “harness Nvidia’s proven autonomous vehicle safety foundation to develop safer robots faster” and deploy systems “alongside workers with greater confidence”.

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