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Qualcomm stock surged 12% to an all-time high on May 22 and is now up 75% in a month, driven by an OpenAI smartphone deal, a Stellantis car contract, and a data center chip push - forcing Wall Street to rethink a company it had written off.
NVIDIA delivered first Vera CPUs to Anthropic, OpenAI, and SpaceX on May 17-19 as Q1 FY2027 earnings hit $81.6B, with $20B in standalone Vera CPU orders on the books for 2026.
Brett Adcock's AI lab Hark has closed a $700M Series A at a $6B valuation before shipping a single product, with chip companies AMD, Intel, Qualcomm, and NVIDIA all backing the bet.
Google unveiled three Android XR smart glasses form factors at I/O 2026, backed by Samsung, XREAL, Warby Parker, and Gentle Monster as launch partners.
South Korean startup LetinAR raises $18.5M to scale its PinTILT optical modules, which already power AI glasses and AR helmets as shipments hit 8.7 million units globally in 2025.
Lumai's optical AI inference server uses light-based computing to run billion-parameter LLMs with up to 90% less power than GPUs.
Skymizer's HTX301 uses six 28nm chips and 384 GB LPDDR5 to run 700B-parameter LLMs on a single PCIe card at just 240W.
AMD Helios packs 72 Instinct MI455X GPUs and 31 TB HBM4 into a single rack delivering 2.9 FP4 ExaFLOPS for AI workloads.
Bloomberg reports Google is in talks with SpaceX to launch its Project Suncatcher satellites - TPU-equipped spacecraft designed to run ML workloads in low Earth orbit.
NVIDIA Ising is the first open AI model family for quantum computing - a 35B VLM for processor calibration and CNN decoders for real-time error correction, already deployed at 20+ research institutions.
Cerebras Systems raised its IPO price to $150-$160 per share after investors placed over $10 billion in orders on a $3.5 billion offering - 20 times oversubscribed.
Analyst Ming-Chi Kuo claims OpenAI is building a smartphone with Qualcomm and MediaTek where AI agents replace traditional apps, targeting 2028 mass production.
