Microsoft– tag –
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New Technology
Syensqo, Partnering with Microsoft, Accelerates Advanced Material Discovery from Months to Days using Generative AI; Innores Achieves Commercial Adoption
Hello Tomorrow France Overview Syensqo, in collaboration with Microsoft, has deployed generative AI to dramatically shorten the computational screening time for advanced material candidates from months to days, accelerating the AI hardwa... -
Business Trends
Qualcomm Unveils ‘Dragonfly’ Data Center Portfolio, Secures Meta & Microsoft Deals, Acquires Modular for $3.92 Billion
Medium (Noah Bean) USA Overview Qualcomm introduced its 'Dragonfly' portfolio for agentic AI data centers, featuring the 250-core C1000 CPU and AI300 accelerator. The company also acquired AI software firm Modular for approximately $3.92... -
Market Trends
AMD MI500 Series Matches Nvidia B300 in MLPerf Inference Benchmarks, Signifying a Shift in the AI Chip Market Landscape
Apple Podcasts (Semiconductor News with Fexingo) USA Overview While Nvidia's stock dipped 7% last week, AMD remained stable, indicating a potential shift in the AI chip market. Recent MLPerf benchmarks demonstrate AMD's MI500 series deli... -
Market Trends
Amazon to Offer Trainium AI Chips to External Customers, Expanding Marvell’s Opportunities as Key Design Partner in AI Data Center Market
Simply Wall St News USA Overview Amazon's move to make its proprietary Trainium AI chips available to external customers is set to significantly broaden market opportunities for Marvell Technology (NasdaqGS:MRVL). As a key design and man... -
New Technology
OpenAI Develops Custom AI Inference Chip ‘Jalapeño’ with Broadcom, Adopting Apple-esque Vertical Integration to Reduce Nvidia Dependence
TechRadar USA Overview OpenAI has unveiled details of its custom AI inference processor, "Jalapeño," co-developed with Broadcom, signaling a strategic shift towards Apple-like vertical integration. This move aims to reduce OpenAI's relia... -
Quantum Computing
VivaTech 2026 Panel: Quantum Industry Investment Surges 3.6x to $12.6 Billion, Focus Shifts to Early Business Value Creation
YouTube (Pasqal) France Overview A panel discussion recorded at VivaTech 2026 highlighted that annual investment in the quantum industry has soared 3.6-fold to $12.6 billion over the past year, signaling a rapid shift towards enterprise ... -
Quantum Computing
Atom Computing Secures Series C Funding with NVentures Participation, Accelerating Logical Error Correction Development with Microsoft Collaboration
New Market Pitch USA Overview Atom Computing completed its Series C funding round in June 2026, with NVentures, NVIDIA's venture arm, joining as a strategic investor. The company continues active development, including a partnership with... -
Photonics
AI Data Centers’ Next Bottleneck: Connectivity — Co-Packaged Optics Mass Production Becomes Urgent Priority
The Futurum Group USA Overview As AI clusters scale to tens of thousands of GPUs, the next major bottleneck is identified as the interconnectivity infrastructure, not compute power itself. Co-Packaged Optics (CPO) has rapidly transitione... -
New Technology
U.S. Department of Energy (DOE) Collaborates with Microsoft to Advance AI Innovation Ecosystem, Accelerating Battery Material Development
Department of Energy USA Overview The U.S. Department of Energy (DOE) is actively advancing the AI innovation ecosystem, leveraging AI for advanced computing and materials research in particular. Through collaboration with Microsoft, DOE... -
New Technology
CVC Analyzes 8 Leading AI Material Development Companies: Investment Strategies and Public Market Proxies Explored
note Japan Overview From a Corporate Venture Capital (CVC) perspective, eight key AI material development companies—Cusp AI, DeepMind, Microsoft, Orbital, Matlantis, Citrine Informatics, Aionics, and Kebotix—have been analyzed. This arti...