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What LG and NVIDIA’s talks reveal about the future of physical AI

LG is currently engaged in exploratory discussions with NVIDIA concerning physical AI, data centres, and mobility. Following a meeting in Seoul between LG CEO Ryu Jae-cheol and Madison Huang, Senior Director of Product Marketing for Omniverse and Robotics at NVIDIA, the core operational dependencies required to run complex automated systems are becoming apparent. While the […]

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Lightelligence’s 400% debut is a bet that AI’s next bottleneck is the optical interconnect

When a company with US$15.5 million in annual revenue debuts on a stock exchange and its market capitalisation briefly hits US$10 billion, the obvious question is: what do investors know that the financials don’t show yet? In Lightelligence’s case, the answer is optical interconnect and the growing conviction that conventional copper wiring between AI chips

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NVIDIA and Google infrastructure cuts AI inference costs

At the Google Cloud Next conference, Google and NVIDIA outlined their hardware roadmap designed to address the cost of AI inference at scale. The companies detailed the new A5X bare-metal instances, which run on NVIDIA Vera Rubin NVL72 rack-scale systems. Through hardware and software codesign, this architecture aims to deliver up to ten times lower

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Cadence expands AI and robotic partnerships with Nvidia, Google Cloud

Cadence Design Systems announced two AI-related collaborations at its CadenceLIVE event this week, expanding its work with Nvidia and introducing new integrations with Google Cloud. The Nvidia partnership focuses on combining AI with physics-based simulation and accelerated computing for robotic systems and system-level design. The companies said the approach targets modelling and deployment across semiconductors,

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How multi-agent AI economics influence business automation

Managing the economics of multi-agent AI now dictates the financial viability of modern business automation workflows. Organisations progressing past standard chat interfaces into multi-agent applications face two primary constraints. The first issue is the thinking tax; complex autonomous agents need to reason at each stage, making the reliance on massive architectures for every subtask too

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How physical AI integration accelerates vehicle innovation

The integration of physical AI into vehicles remains a primary objective for automakers looking to accelerate innovation. A technical collaboration between Qualcomm and Wayve offers a framework for how hardware and software providers can consolidate their efforts to supply production-ready advanced driver assistance systems to manufacturers worldwide. The partnership combines Wayve’s AI driving layer with

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ASML’s high-NA EUV tools clear the runway for next-gen AI chips

The machine that will make tomorrow’s AI chips possible has just been declared ready for mass production–and the clock for the industry’s next leap has officially started. ASML, the Dutch company that holds a global monopoly on commercial extreme ultraviolet lithography equipment, confirmed this week that its High-NA EUV tools have crossed the threshold from

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White House compares industrial revolution with AI era

A White House paper titled “Artificial Intelligence and the Great Divergence” sets out parallels between the effects of the industrial revolution in the 18th and 19th centuries and the current times, with artificial intelligence positioned as guiding the way the world’s economies will be shaped. Artificial intelligence now sits at the centre of US economic

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Agentic AI scaling requires new memory architecture

Agentic AI represents a distinct evolution from stateless chatbots toward complex workflows, and scaling it requires new memory architecture. As foundation models scale toward trillions of parameters and context windows reach millions of tokens, the computational cost of remembering history is rising faster than the ability to process it. Organisations deploying these systems now face

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2025’s AI chip wars: What enterprise leaders learned about supply chain reality

AI chip shortage became the defining constraint for enterprise AI deployments in 2025, forcing CTOs to confront an uncomfortable reality: semiconductor geopolitics and supply chain physics matter more than software roadmaps or vendor commitments. What began as US export controls restricting advanced AI chips to China evolved into a broader infrastructure crisis affecting enterprises globally—not

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