
Eclipse Raises $1.3B to Back and Build Physical AI
Eclipse Ventures closed two funds totaling $1.3B to build and back physical AI companies in robotics, defense, and manufacturing as investor conviction shifts from software to machines.
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Eclipse Ventures closed two funds totaling $1.3B to build and back physical AI companies in robotics, defense, and manufacturing as investor conviction shifts from software to machines.

Meta's KernelEvolve AI agent autonomously generates and optimizes hardware kernels across NVIDIA, AMD, and MTIA chips, delivering over 60% inference gains in production.

Arm says its 136-core AGI CPU is purpose-built for agentic AI workloads. Intel's data center chief - Arm's former head of solutions engineering - says the claim overstates what's actually new.

At its Arm Everywhere event in San Francisco, Arm unveiled the AGI CPU - a 136-core data center processor co-developed with Meta and the company's first owned silicon product in its 35-year history.

Alibaba's T-Head division launched the XuanTie C950, a 5nm 3.2GHz RISC-V server chip that sets a new world record for RISC-V single-core performance and natively runs billion-parameter models like DeepSeek V3 and Qwen3.

An exclusive TechCrunch tour of Amazon's Trainium chip lab reveals how AWS is training Claude for Anthropic and now holds an $138B commitment from OpenAI.

Federal prosecutors indicted Supermicro's co-founder and SVP along with two associates for smuggling $2.5 billion in Nvidia AI accelerator servers to China using fake hardware and stripped serial numbers.

NVIDIA's Nemotron 3 Nano 4B packs a Mamba-dominant hybrid architecture, 262K token context, and 95.4% on MATH500 into a model that fits an 8GB Jetson Orin Nano.

NVIDIA opens GTC 2026 with the Vera Rubin platform - six co-designed chips delivering 50 PFLOPS of inference per GPU and 10x lower token cost than Blackwell.

Meta published a four-generation MTIA silicon roadmap delivering chips every six months through 2027, with compute scaling 25x from MTIA 300 to MTIA 500.

Figure AI's Helix 02 robot went viral cleaning a living room on March 9 - then Elon Musk publicly questioned whether the demo was really autonomous.

Apple's cheapest Mac ever packs the A18 Pro iPhone chip with a 16-core Neural Engine - but its 60 GB/s memory bandwidth puts a hard ceiling on what local models you can actually run.