Apps

Samsung, Google Unveil Galaxy Glasses with Gemini AI

Samsung is expanding into smart eyewear with Android XR–based glasses developed with Google and designed alongside Gentle Monster and Warby Parker, featuring Gemini AI, a camera and on-device capabilities while functioning as a display-free, phone-connected accessory. The reveals emphasize privacy controls, long battery life (about nine hours with a charging case), and upcoming fall launches across its partner brands, signaling a broader push into AI-powered eyewear with premium designs.

24 sources

AMD-Anthropic deal to deploy 2 GW AI compute

AMD and Anthropic unveiled a deal worth up to $5 billion in equity from AMD in exchange for tens of billions of dollars of AMD’s AI server chips, enabling as much as 2 gigawatts of compute capacity with the first gigawatt online in the first half of 2027. The partnership aims to diversify Anthropic’s compute away from Nvidia and Google TPUs, intensifying AI infrastructure competition as AMD positions itself as a significant supplier alongside other cloud providers and partners.

35 sources

CNBC Extends 30-Year NYSE Partnership, Expands Coverage

Intercontinental Exchange confirmed the extension of the 30-year CNBC-NYSE partnership, maintaining CNBC’s on-floor live coverage and expanding collaboration to additional live events; CNBC President KC Sullivan will join NYSE Live to discuss the renewed deal. The terms and duration were not disclosed, but the agreement preserves a long-running collaboration between the NYSE and CNBC as markets increasingly blend television, streaming, and digital platforms.

6 sources

Wistron Opens $700M Texas AI Factory for Nvidia

Wistron opened its first U.S. factory in Fort Worth, Texas—a $700 million, 324,000-square-foot facility that currently produces Nvidia’s GB300 Grace Blackwell Ultra Superchip and will later manufacture the Vera Rubin Superchip, lifting the stock and signaling a push by Taiwanese manufacturers to expand U.S. AI infrastructure and strengthen Nvidia’s domestic supply chain. The project underscores growing global demand for AI factories and Nvidia’s DSX vision, with automation, local operations, and energy-efficient manufacturing as core features and a potential multiplier for jobs and regional AI capabilities.

5 sources

Photo: Seth James DeMoor / Wikimedia Commons (CC BY 3.0)

Nike plans prune thousands online distributors in China

Nike plans to phase out thousands of online distributors in China starting January, shifting its digital footprint to the company’s official site and app as well as its storefronts on Tmall, JD.com, and Douyin to curb fragmentation and regain pricing control. Executives say the move will provide a single, consistent brand experience and direct consumer journeys, though some analysts warn it could worsen near-term revenue in a region that has already seen declines.

18 sources

Photo: Daniel Torok / Wikimedia Commons (Public domain)

Trump Expands Generics Tariff, India Impact Highlighted

President Donald Trump unveiled a phased tariff plan for imported generic drugs, imposing a zero tariff for two years starting August 1, 2026, then escalating to 100% for one year and 200% thereafter to push onshoring of U.S. production and penalize companies that don’t build domestic facilities. The move expands the administration’s pharmaceutical trade policy after an earlier Section 232 action and signals potential broader application beyond generics to reshape drug supply chains.

42 sources

Photo: Coolcaesar / Wikimedia Commons (CC BY-SA 4.0)

Intel foundry lands first named external customer Fortinet

Intel secures Fortinet as its first named external silicon customer for a security-focused ASIC, the Fortinet Security Processor 6 (SP6), to be manufactured on the Intel 4 process, highlighting a strategic shift toward external foundry work and potential chiplet-based design for security workloads. Details on production timelines and specifications remain forthcoming, underscoring a broader push to justify capital-expenditure in domestic fabs and expand collaboration with cybersecurity partners.