Technology notes

News and notes on AI, chips, and IT.

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Huawei Plans to Launch Two Next-Generation AI Chips in 2027… Competing in Ultra-Large-Scale Connectivity with UnifiedBus

Huawei has unveiled a schedule to sequentially release two next-generation AI chips in 2027. The company aims to launch the Ascend 960DT in the first quarter of 2027 and the Ascend 960PR in the third quarter of the same year. What stands out about this announcement goes beyond the individual chips. Huawei also presented its UnifiedBus technology, which bundles multiple AI processors into a single, massive computing system, as well as its “supercluster” concept, capable of connecting up to 1 million processors.

Sep 17, 20267 min read

Robotics & emerging technology

Agility Robotics Unveils Next-Generation Humanoid, Digit 5… Multi-Year Orders Exceed $300 Million

Agility Robotics has unveiled Digit 5, its next-generation humanoid robot designed for industrial settings. Building on more than 65,000 hours of operational experience recorded by the previous Digit 4 model at customer sites, the company has enhanced the robot’s safety features and work capabilities to enable it to operate in close proximity to humans. The company announced that, as of May 2026, multi-year customer orders for Digit 5 have exceeded $300 million. However, these orders are contingent upon meeting specific contract terms, and the full amount has not yet been recognized as revenue. It was recognized

Sep 16, 20268 min read

Semiconductors & infrastructure

Axelera AI Launches Second-Generation Inference Chip "Europa"... Secures Supply Contract for AI Factory

Dutch AI semiconductor startup Axelera AI announced the launch of Europa, its second-generation AI inference architecture, and said it has signed several AI factory supply agreements. Products based on Europa are currently shipping and are available in validated configurations on select Dell and Supermicro servers. The company explained that it has deployed its products to over 600 customers worldwide and that the value of the contracts it has signed amounts to tens of millions of dollars. At the same time, it is pursuing potential sales opportunities worth over $1.5 billion. "It's in the middle,"

Sep 16, 20267 min read

Semiconductors & infrastructure

Delos Data, Founded by Former Intel Executives, Raises Over $100 Million to Develop AI Network Chips

Delos Data, founded by former Intel engineers, has raised over $100 million to develop network chips and software for AI data centers. Reuters reported the investment amount as $100 million, while the company’s official announcement stated it exceeded $100 million. Matrix Partners, Playground Global, Socratic Partners, Capricorn’s Technology Impact Fund, and Matter Ventu

Sep 16, 20267 min read

AI models & services

AI Coding Agent Factory Raises $200 Million in Funding… Valued at $5 Billion

Factory, a developer of enterprise AI coding agents, has secured $200 million in new funding, valuing the company at $5 billion. Compared to its valuation of $1.5 billion when it raised $150 million in April 2026, its valuation has more than tripled in just about five months. Participants in this funding round included Blackstone, Khosla Ventures, Sequoia Capital, Insight Partners, Evantic Capital, and Sound Ventu

Sep 16, 20267 min read

Robotics & emerging technology

NHTSA Orders Tesla to Submit Evidence Supporting Cybercab's Self-Certification… Deadline Set for September 30

The U.S. National Highway Traffic Safety Administration (NHTSA) has issued a Special Order to Tesla, requiring the company to submit the basis for its self-certification of the Cybercab’s compliance with federal safety standards by September 30, 2026. The response must be submitted along with an affidavit from a Tesla official. This order is a follow-up to Audit Query 26002, which NHTSA initiated on September 3. It goes beyond simply notifying Tesla of the start of an investigation; NHTSA has now requested, item by item, the technical documentation and decision-making process used for the certification.

Sep 16, 20267 min read