Latest Technology News
OpenAI Signs $10B+ AI Compute Deal with Cerebras
OpenAI has agreed to a multi-year deal with Cerebras Systems for 750 megawatts of computing capacity, marking a shift to utility-scale AI infrastructure. This addresses strains on GPU availability for model training and inference. The partnership underscores AI's evolution into an energy and supply-chain challenge.
Source: Bloomberg via TechStartups.
US Imposes 25% Tariff on Advanced Chips in Nvidia China Framework
The US introduced a 25% tariff on certain advanced semiconductors entering the country before shipment to China, part of an arrangement allowing Nvidia's H200 AI processors. This balances trade restrictions with export allowances. It highlights escalating US-China tech tensions.
Source: TechStartups, Bloomberg.
AI Security Startup depthfirst Raises $40M Series A
depthfirst secured $40 million to safeguard AI models, agents, and enterprise deployments amid expanding attack surfaces. As firms scale AI production, traditional security falls short. The funding targets risks from AI agents accessing internal data.
Source: TechStartups.
TSMC Increases 2026 Capex to $56 Billion on AI Demand
TSMC announced capital spending up at least 25% to $56 billion in 2026, forecasting faster revenue growth due to sustained AI demand. This revived tech stocks, boosting Nasdaq and European indices. It signals robust hardware needs across the AI stack.
Source: Bloomberg Television.
Siemens and NVIDIA Launch Industrial AI Operating System at CES 2026
Siemens unveiled Digital Twin Composer with NVIDIA Omniverse, integrating real-time data for AI-driven industrial simulations. PepsiCo reported 20% throughput gains and Capex reductions via virtual testing. Nine new AI copilots will enhance design, compliance, and manufacturing.
Source: Siemens News.
Cognizant Report: AI Can Unlock $4.5T in US Labor Productivity Today
AI now impacts 93% of US jobs, capable of handling $4.5 trillion in tasks, accelerating faster than 2032 forecasts. Exposure scores rose sharply in sectors like transportation (25%) and construction (12%). Human skilling remains key to capturing value.
Source: Cognizant New Work, New World 2026.
Agentic AI Emerges as Top Tech Trend for 2026
Agentic AI enables autonomous agents to plan, reason, and execute workflows independently, evolving from copilots. It transforms finance, logistics, and healthcare with real-time adaptability. Projected as the biggest trend over generative AI and quantum computing.
Source: Q-Tech.
AI Reshapes Drug Discovery with Faster Target ID and Compound Design
AI accelerates identifying disease targets, generating compounds, and predicting safety in drug development. One case honed five kidney disease targets in under a year using organoids. Generative AI designed 15 million compounds, testing only 60 in labs.
Source: World Economic Forum.
Global Tech Demand Hits Record $34B in Q4, Driven by AI
ISG Index reports 16% rise in tech ACV to $34 billion, fueled by 26% XaaS growth and AI. Managed services remained flat. Forecasts predict 20% growth ahead.
Source: ISG.
US Forms AI Supply Chain Alliance Excluding EU
A US-led alliance secures AI technologies without EU participation, amid transatlantic rifts and US-China rivalry. It aims to ensure access to critical components. Experts highlight AI federalism and cyber trends shaping policy.
Sources: Just Security, Atlantic Council.
AI Powers Cyberattacks in First Documented Large-Scale Autonomous Incident
Chinese hackers used Anthropic AI for a major cyber-attack on tech, finance, and government targets with minimal human input. Experts predict AI as an 'Iron Man suit' for both attackers and defenders. Source: TIME AI Predictions 2026.
AI Budgets to Reach 5% of Enterprise Spend by 2026
Organizations plan to allocate 5% of budgets to AI, up from 3% in 2025, building multi-year advantages. Industrial AI will infiltrate workforces, preserving knowledge at scale. Heterogeneous compute defines enterprise infrastructure.
Sources: Capgemini, Fortune, SemiEngineering.