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Qualcomm shares its vision for the future of smart glasses with on-glass Gen AI

Qualcomm has enabled what one of its executives said was a strange and “most interesting conversations– and it was with a pair of generative AI-powered smart glasses.” In a talk at Augmented World Expo, Ziad Asghar, senior vice president of XR & spatial computing at Qualcomm, said that the chat wasn’t just a simple demo. It was a glimpse into how we’re turning AI glasses, which have long been considered an accessory, into a standalone, comprehensive capable device. The company also unveiled its Snapdragon AR1+ Gen 1 processor, which is 26% smaller than the previous generations, to power the demo. “On Tuesday, as I stood on stage at AWE USA, the world’s largest XR conference, I chatted with an AI assistant through a pair of RayNeo X3 Pro smart glasses powered by Snapdragon technology, – with AI inferencing done on the glasses without relying on the cloud or an internet connection,” said Ziad Asghar, senior vice president of XR & spatial computing at Qualcomm, in a statement. Qualocomm has launched a lot of XR glasses in the past year. He said the premise is simple: AI glasses are set to operate independently without needing to be paired with a smartphone or the cloud. “In the near future, I will be able to leave my phone in my pocket or in the car and just wear my smart glasses during a supermarket run, as I showed off during my AWE demo,” Asghar said. “While on stage, I was at the ‘supermarket’ and asked my glasses for help with fettuccine alfredo I needed to make for my daughter’s birthday party.” In response, the AI assistant, running Llama 1B, a small language model (SLM), understood the specific request and provided him with the information he needed through audio and text displayed in the lens of his glasses. This demonstration was a world’s first: an Autoregressive Generative AI model running completely on a pair of smart glasses. No phone. No cloud. Just the processor powering the glasses themselves. And this industry milestone was pulled off in front of a live audience, he said. Topping this off was the announcement of our Snapdragon AR1+ Gen 1 processor, which is 26% smaller than the previous generations and brings enhanced image quality, size, power improvement and the ability to run SLMs. All four of these traits are critical for compact smart glasses. Together, they open the door to a revolution in AI smart glasses, with thinner, lighter and more varied glass designs paired with enough power to run AI assistants right on the device. So, while the demo was just one example of what you can do with completely on-device AI on smart glasses, the benefits that stem from the work going on at Qualcomm, are long-lasting and massive. Expand and evolve Qualcomm’s announcments. There isn’t one path that XR headsets and smart glasses will take, especially since we also offer mixed reality processors such as Snapdragon XR2 and Snapdragon XR2+ that also have significant inferencing capability on the device. Asghar said he anticipates several different form factors, from standalone glasses powerful enough to run AI models themselves, to more lightweight frames linked to phones or nearby small computing “pucks” that can link anything from a car to a tablet. What Qualcomm is doing with the portfolio is getting ready for the future. Whether it’s cloud computing, on-device, or a hybrid path that incorporates both, the boost in on-device AI capabilities will offer a seamless and ultra-low latency user experience that’s also security-focused. That will be critical as AI-powered smart glasses find their way into sectors with mission-critical needs and users demand more personalization, more privacy features, and an end-to-end agentic experience. “We’ve already seen significant momentum in the XR industry over the last year. In December, we collaborated with Google and Samsung to launch Android XR, an operating system designed with AI at the core of the XR experience,” he said. This comes as the industry continues to expand, with Meta’s Ray-Ban Glasses, as well as more ambitious hardware such as Meta Orion, which it bills as the company’s first true augmented reality glasses with their own digital overlay. In addition, Asghar said we’ve seen glasses from Rokid, RayNeo, XREAL and more. In March, BleeqUp launched a pair of AI-powered sports glasses. Imagine what these companies will be able to accomplish with smaller, more powerful platforms like Snapdragon AR1+ Gen 1, enabling sleeker form factors that don’t compromise on the ability to run AI models, Asghar said. Smarter, more aware Qualcomm is blending XR and AI. While getting smart glasses down to a reasonable size and fit is critical, another advance that Snapdragon AR1+ Gen 1 brings is camera capabilities typically found in premium smartphones, which is equally important to where they’re evolving. That ability to see the world that you see – with every minute detail – will open new avenues of multimodal inputs. That capability is critical for AI to not only better understand what you see, but also connect the dots in a way that lets it proactively offer suggestions or additional context on an object or location. And while smart glasses will be able to run SLMs on their own, that doesn’t mean they won’t work in tandem with a constellation of devices around you, whether it’s your smartphone or PC. In fact, I see smart watches and new devices such as smart rings or other wearable sensors that will enable new modalities of input as they work in concert with your glasses. At Qualcomm Technologies, we are preparing for a multifaceted future with a wide range of device combinations by creating a modular architecture that allows our partners to tap into the spatial computing industry to deliver a superior experience to consumers. That’s why I know this conversation with my smart glasses’ AI assistant is such a pivotal moment – it really marked the beginning of something huge. The work we’re doing is just starting to unlock the game-changing potential of a deeper and more personalized agentic experience. “A world’s first on-glass Gen AI demonstration: Qualcomm’s vision for the future of smart glasses,” said Qualcomm. “Our live demonstration of a generative AI assistant running completely on smart glasses – without the aid of a phone or the cloud — and the reveal of the new Snapdragon AR1+ platform spark new possibilities for augmented reality.”

Qualcomm has enabled what one of its executives said was a strange and “most interesting conversations– and it was with a pair of generative AI-powered smart glasses.”

In a talk at Augmented World Expo, Ziad Asghar, senior vice president of XR & spatial computing at Qualcomm, said that the chat wasn’t just a simple demo. It was a glimpse into how we’re turning AI glasses, which have long been considered an accessory, into a standalone, comprehensive capable device.

The company also unveiled its Snapdragon AR1+ Gen 1 processor, which is 26% smaller than the previous generations, to power the demo.

“On Tuesday, as I stood on stage at AWE USA, the world’s largest XR conference, I chatted with an AI assistant through a pair of RayNeo X3 Pro smart glasses powered by Snapdragon technology, – with AI inferencing done on the glasses without relying on the cloud or an internet connection,” said Ziad Asghar, senior vice president of XR & spatial computing at Qualcomm, in a statement.

Qualocomm has launched a lot of XR glasses in the past year.

He said the premise is simple: AI glasses are set to operate independently without needing to be paired with a smartphone or the cloud.

“In the near future, I will be able to leave my phone in my pocket or in the car and just wear my smart glasses during a supermarket run, as I showed off during my AWE demo,” Asghar said. “While on stage, I was at the ‘supermarket’ and asked my glasses for help with fettuccine alfredo I needed to make for my daughter’s birthday party.”

In response, the AI assistant, running Llama 1B, a small language model (SLM), understood the specific request and provided him with the information he needed through audio and text displayed in the lens of his glasses.

This demonstration was a world’s first: an Autoregressive Generative AI model running completely on a pair of smart glasses. No phone. No cloud. Just the processor powering the glasses themselves. And this industry milestone was pulled off in front of a live audience, he said.

Topping this off was the announcement of our Snapdragon AR1+ Gen 1 processor, which is 26% smaller than the previous generations and brings enhanced image quality, size, power improvement and the ability to run SLMs. All four of these traits are critical for compact smart glasses.

Together, they open the door to a revolution in AI smart glasses, with thinner, lighter and more varied glass designs paired with enough power to run AI assistants right on the device.

So, while the demo was just one example of what you can do with completely on-device AI on smart glasses, the benefits that stem from the work going on at Qualcomm, are long-lasting and massive.

Expand and evolve

Qualcomm’s announcments.

There isn’t one path that XR headsets and smart glasses will take, especially since we also offer mixed reality processors such as Snapdragon XR2 and Snapdragon XR2+ that also have significant inferencing capability on the device.

Asghar said he anticipates several different form factors, from standalone glasses powerful enough to run AI models themselves, to more lightweight frames linked to phones or nearby small computing “pucks” that can link anything from a car to a tablet. What Qualcomm is doing with the portfolio is getting ready for the future.

Whether it’s cloud computing, on-device, or a hybrid path that incorporates both, the boost in on-device AI capabilities will offer a seamless and ultra-low latency user experience that’s also security-focused. That will be critical as AI-powered smart glasses find their way into sectors with mission-critical needs and users demand more personalization, more privacy features, and an end-to-end agentic experience.

“We’ve already seen significant momentum in the XR industry over the last year. In December, we collaborated with Google and Samsung to launch Android XR, an operating system designed with AI at the core of the XR experience,” he said.

This comes as the industry continues to expand, with Meta’s Ray-Ban Glasses, as well as more ambitious hardware such as Meta Orion, which it bills as the company’s first true augmented reality glasses with their own digital overlay.

In addition, Asghar said we’ve seen glasses from Rokid, RayNeo, XREAL and more. In March, BleeqUp launched a pair of AI-powered sports glasses.

Imagine what these companies will be able to accomplish with smaller, more powerful platforms like Snapdragon AR1+ Gen 1, enabling sleeker form factors that don’t compromise on the ability to run AI models, Asghar said.

Smarter, more aware

Qualcomm is blending XR and AI.

While getting smart glasses down to a reasonable size and fit is critical, another advance that Snapdragon AR1+ Gen 1 brings is camera capabilities typically found in premium smartphones, which is equally important to where they’re evolving.

That ability to see the world that you see – with every minute detail – will open new avenues of multimodal inputs. That capability is critical for AI to not only better understand what you see, but also connect the dots in a way that lets it proactively offer suggestions or additional context on an object or location.

And while smart glasses will be able to run SLMs on their own, that doesn’t mean they won’t work in tandem with a constellation of devices around you, whether it’s your smartphone or PC. In fact, I see smart watches and new devices such as smart rings or other wearable sensors that will enable new modalities of input as they work in concert with your glasses.

At Qualcomm Technologies, we are preparing for a multifaceted future with a wide range of device combinations by creating a modular architecture that allows our partners to tap into the spatial computing industry to deliver a superior experience to consumers.

That’s why I know this conversation with my smart glasses’ AI assistant is such a pivotal moment – it really marked the beginning of something huge. The work we’re doing is just starting to unlock the game-changing potential of a deeper and more personalized agentic experience.

“A world’s first on-glass Gen AI demonstration: Qualcomm’s vision for the future of smart glasses,” said Qualcomm. “Our live demonstration of a generative AI assistant running completely on smart glasses – without the aid of a phone or the cloud — and the reveal of the new Snapdragon AR1+ platform spark new possibilities for augmented reality.”

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AMD steps up AI competition with Instinct MI350 chips, rack-scale platform

Other announcements included ROCm 7, the latest version of AMD’s open-source AI software stack, and the broad availability of its Developer Cloud, a fully managed platform aimed at accelerating high-performance AI development. Openness and Nvidia challenge AMD underscored its commitment to open standards and ecosystem collaboration, positioning itself in contrast

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Meter secures $170 million to scale NaaS stack from the ground up

The architecture extends beyond traditional switching and routing. It encompasses power distribution units, security appliances, wireless access points and cellular connectivity under a single management plane. This integration enables custom protocols for inter-device communication across the entire infrastructure stack. “We have something that’s our own secure protocol between all of

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Uniper to Build 46-MW Wind Farm in East Ayrshire, Scotland

Uniper SE has approved the construction of a 46.2-megawatt (MW) wind farm in East Ayrshire, Scotland, expecting to put the facility into production 2028. The German power and gas utility said it is proceeding as a sole owner, without co-developer Energiekontor UK Ltd. Uniper expects the seven-turbine project to start construction 2027. It will have enough generation for 66,000 United Kingdom homes each year, based on an average household consumption of about 2,700 kilowatt hours (kWh), according to Uniper. The balance of plant contractor is AE Yates Ltd., while construction management services will be provided by Energiekontor UK Construction Ltd. The wind turbines are from Nordex.   “Uniper has approximately 230 MW of solar projects in execution across Europe”, Alex Smethers, Uniper head of renewables in the United Kingdom, said in an online statement. “We are committed to increasing our renewable energy portfolio and are determined to help meet our target to accelerate the energy transition by making our business carbon-neutral by 2040”. The company said, “Uniper is committed to expanding its renewable portfolio across Europe, focusing on the UK, Germany, France, Italy, Sweden, Hungary, and Poland. The goal is to develop up to 10 gigawatts capacity of ready-to-build status projects by the early 2030s”. In August 2023 Uniper announced plans to invest over EUR 8 billion through 2030 in decarbonization efforts. Earlier this year Uniper announced five solar generation projects with a combined capacity of about 233 megawatts peak (MWp) in Germany, Hungary and the United Kingdom. In Germany, Uniper will construct a 17 MWp solar park on the ash landfill of the former Wilhelmshaven coal-run power plant. With generation of about 17,000 MW hours a year, the solar facility can power up to 4,500 households, based on an average household consumption of about 3,300 kWh per annum, Uniper said

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Israel Strikes Iran Nuclear Sites

Israel launched airstrikes across Iran on Friday morning, targeting nuclear facilities and killing senior military commanders in a major escalation that could spark a broad war in the Middle East. Explosions were heard across Tehran, Natanz – home to a key atomic site – and other cities, according to local and social media. Israeli Prime Minister Benjamin Netanyahu said Israel – which used 200 air force planes and said it hit around 100 targets – had “struck at the heart of Iran’s nuclear enrichment program.”  The head of the Islamic Revolutionary Guard Corps, Hossein Salami, and the military’s chief of staff, Mohammad Bagheri, were both killed, according to Iranian media. At least two other senior IRGC members also died. The United Nations’ atomic watchdog said there were no indications of increased radiation levels at Iran’s main uranium-enrichment site of Natanz, an early sign that the strikes have not penetrated the layers of  protecting the Islamic Republic’s nuclear stockpile. Still, Israel pledged more attacks, with Prime Minister Benjamin Netanyahu saying they “will continue for as many days as it takes to remove this threat.” Iran immediately vowed to retaliate against Israel and, possibly, US assets in the Middle East. Oil surged around 13%, though later pared its gains, while investors bought haven assets such as US Treasuries and gold. According to Israel, Iran sent a wave of drones toward the Jewish state, a journey which typically takes several hours. Jordan said it intercepted some of them over its airspace. So far, there are no signals that Iran is preparing to launch ballistic missiles, which travel much faster than drones. Some 50 injured civilians were transferred to one hospital in Tehran, Iranian state TV said, adding that a number of residential buildings in the capital’s suburbs were attacked by Israel. Iran hasn’t yet released an official

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Wood Further Extends Talks on Possible Takeover by Sidara

John Wood Group PLC has given Dar Al-Handasah Consultants Shair and Partners Holdings Ltd. (Sidara) more time to decide on whether to pursue a proposal to acquire the energy engineering and consulting company. Emirati consultancy Sidara now has until June 30 to announce “firm intention” or withdrawal, Aberdeen, Scotland-based Wood said in an online statement Thursday. Wood has already extended the deadline several times as both parties had yet to fulfil conditions for Sidara to announce a firm offer. The new deadline may be extended on the consent of the United Kingdom’s Takeover Panel, Wood said. The possible offer is for 35 pence per Wood share, as announced April. One of the conditions requires Wood to reach refinancing agreements with lenders. Sidara has agreed that after it announces a takeover offer it would inject $450 million in new capital to help Wood convince debtees on term modifications. Wood also needs to publish audited results for 2024 to meet the conditions. In March Wood said it had received the draft of a review it commissioned from Deloitte for its January-June 2024 results. The independent review concerned exceptional contract write-offs relating to the exit from lump-sum turnkey and large-scale engineering, procurement and construction works. “Wood and Sidara are continuing to engage with Wood’s lenders and noteholders in relation to both the Debt Modifications and the Sidara Liquidity Arrangements [the potential capital injection of $450 million]”, Thursday’s statement said. “Wood is continuing to work with its auditor towards the publication of Wood’s audited accounts for the financial year ended 31 December 2024”. Wood has been temporarily suspended from the London Stock Exchange since May 1 pending the release of updated financial results. In a statement March 31 announcing the receipt of the draft of Deloitte’s review, Wood said, “Wood has identified material weaknesses and failures in the Group’s

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Statement from Secretary Wright on Presidential Action Blocking Radical Green Agenda in the Columbia River Basin

WASHINGTON — The Department of Energy (DOE) today released the following statement from U.S. Secretary of Energy Chris Wright on President Trump’s Presidential Memorandum halting the Biden Administration’s radical Columbia River Basin policy: “The Snake River Dams have been tremendous assets to the Pacific Northwest for decades, providing high-value electricity to millions of American families and businesses. With this action, President Trump is bringing back common sense, reversing the dangerous and costly energy subtraction policies pursued by the last administration. American taxpayer dollars will not be spent dismantling critical infrastructure, reducing our energy-generating capacity or on radical nonsense policies that dramatically raise prices on the American people.” Today’s Presidential Memorandum revokes the Biden Administration’s “Restoring Healthy and Abundant Fish” directive and directs federal agencies, including the Energy Department, to withdraw from costly policies that would have resulted in the elimination of over 3,000 megawatts of secure and reliable hydroelectric generating capacity – enough generation to power 2.5 million American homes. The Biden-era MOU required the federal government to spend over $1 billion and comply with 36 pages of costly, onerous commitments aimed at replacing services provided by the Lower Snake River Dams and advancing the possibility of breaching them. Breaching the dams would have doubled the region’s risk of power shortages, driven wholesale electricity rates up by as much as 50%, and cost as much as $31.3 billion to replace. ### 

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Odfjell, OSP Form Oilfield Services Partnership

Odfjell Technology AS and Oilfield Service Professionals LLC. (OSP) have joined forces to enhance operational performance efficiency and innovation across international oilfield markets. “This collaboration combines Odfjell Technology’s extensive experience in the energy industry with OSP’s agile workforce and domain expertise to deliver integrated, scalable solutions for complex well operations and project execution”, a joint statement said. “By combining our operational expertise with OSP’s specialized workforce and digital capabilities, we are promoting innovation and performance, optimizing how we deploy resources and ultimately creating greater value for our clients”, Simen Lieungh, CEO of Odfjell Technology, said. The two companies aim to deliver integrated services leveraging combined engineering, technology, and project management capabilities to streamline execution and reduce downtime. The partnership enables the two companies to expand joint services in key markets, including the North Sea, Middle East, Asia-Pacific, Brazil, and Americas, while also accelerating the adoption of advanced digital tools and remote operations to improve well lifecycle monitoring and performance, the companies said. The partnership also aims to enhance personnel’s field readiness while reducing the number of required personnel on location. “This partnership represents a major step forward in our mission to deliver industry-leading technology and best-in-class service. By aligning with Odfjell Technology, we strengthen our global footprint and expand the fully integrated service offering to our clients, bringing value to stakeholders”, Jasen Gast, President and CEO of OSP, said. The partnership is effective immediately, with joint projects already underway in selected international markets, the companies said. To contact the author, email [email protected] What do you think? We’d love to hear from you, join the conversation on the Rigzone Energy Network. The Rigzone Energy Network is a new social experience created for you and all energy professionals to Speak Up about our industry, share knowledge, connect with peers and industry insiders

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Unleashing the Demand-Side Revolution: The Case for a Unified VPP Platform

As we accelerate the energy transition, we face a critical juncture. While significant investment and policy focus have been directed towards strengthening renewable generation — from large-scale solar and wind farms to battery storage — the influence of subsidies for these endeavors highlights fundamental vulnerabilities. The acceleration to clean energy lies not solely in what we generate, but in how intelligently and efficiently we manage what we consume. Consumers are bringing more low-carbon devices into their home, with household spending on these types of assets reaching $184 billion in 2023, a 340% increase from the year before. Utilities need a way to manage these distributed energy resources effectively. Virtual Power Plants (VPPs) are an undeniable powerhouse of the future, particularly when managed within a unified, intelligent platform. The potential of VPPs, which aggregate diverse distributed energy resources (DERs) like smart thermostats, electric vehicles (EVs), and water heaters, is immense and largely untapped. For instance, in the U.S., a mere 20% of eligible devices are currently enrolled in VPP programs, which contrasts with the 50% enrollment rates observed by the UK’s largest energy supplier, Octopus Energy, for their customers with smart meters. By addressing this gap, utilities have the opportunity to unlock gigawatts of flexible capacity, alleviate grid strain, and accelerate decarbonization without the same policy uncertainties facing large-scale generation projects. And utilities are taking notice: just last month, the Mercury Consortium met to discuss the importance of bringing customers along this journey, and how interoperability is paramount to unlocking the true potential of consumer devices. Increased demand, and driving factors like electrification of transportation and increased power needs of emerging technologies, such as AI, characterize the current energy landscape. This escalating demand, coupled with limitations on conventional supply-side expansion, highlights the urgent need for demand-side innovation. VPPs offer a powerful

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Oracle’s struggle with capacity meant they made the difficult but responsible decisions

IDC President Crawford Del Prete agreed, and said that Oracle senior management made the right move, despite how difficult the situation is today. “Oracle is being incredibly responsible here. They don’t want to have a lot of idle capacity. That capacity does have a shelf life,” Del Prete said. CEO Katz “is trying to be extremely precise about how much capacity she puts on.” Del Prete said that, for the moment, Oracle’s capacity situation is unique to the company, and has not been a factor with key rivals AWS, Microsoft, and Google. During the investor call, Katz said that her team “made engineering decisions that were much different from the other hyperscalers and that were better suited to the needs of enterprise customers, resulting in lower costs to them and giving them deployment flexibility.” Oracle management certainly anticipated a flurry of orders, but Katz said that she chose to not pay for expanded capacity until she saw finalized “contracted noncancelable bookings.” She pointed to a huge capex line of $9.1 billion and said, “the vast majority of our capex investments are for revenue generating equipment that is going into data centers and not for land or buildings.”

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Winners and losers in the Top500 supercomputer ranking

GPU winner: AMD AMD is finally making a showing for itself, albeit modestly, in GPU accelerators. For the June 2025 edition of the list, AMD Instinct accelerators are in 23 systems, a nice little jump from the 10 systems on the June 2024 list. Of course, it helps with the sales pitch when AMD processors and coprocessors can be found powering the No. 1 and No. 2 supercomputers in the world. GPU loser: Intel Intel’s GPU efforts have been a disaster. It failed to make a dent in the consumer space with its Arc GPUs, and it isn’t making much headway in the data center, either. There were only four systems running GPU Max processors on the list, and that’s up from three a year ago. Still, it’s pitiful showing given the effort Intel made. Server winners: HPE, Dell, EVIDAN, Nvidia The four server vendors — servers, not component makers — all saw share increases. Nvidia is also a server vendor, selling its SuperPOD AI servers directly to customers. They all gained at the expense of Lenovo and Arm. Server loser: Lenovo It saw the sharpest drop in server share, going from 163 systems in June of 2024 to 136 in this most recent listing. Loser: Arm Other than the 13 Nvidia Grace chips, the ARM architecture was completely absent from this spring’s list.

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Micron joins HBM4 race with 36GB 12-high stack, eyes AI and data center dominance

Race to power the next generation of AI By shipping samples of the HMB4 to the key customers, Micron has joined SK hynix in the HBM4 race. In March this year, SK hynix shipped the 12-Layer HBM4 samples to customers. SK hynix’s HBM4 has implemented bandwidth capable of processing more than 2TB of data per second, processing data equivalent to more than 400 full-HD movies (5GB each) in a second, said the company. “HBM competitive landscape, SK hynix has already sampled and secured approval of HBM4 12-high stack memory early Q1’2025 to NVIDIA for its next generation Rubin product line and plans to mass produce HBM4 in 2H 2025,” said Danish Faruqui, CEO, Fab Economics. “Closely following, Micron is pending Nvidia’s tests for its latest HBM4 samples, and Micron plans to mass produce HBM4 in 1H 2026. On the other hand, the last contender, Samsung is struggling with Yield Ramp on HBM4 Technology Development stage, and so has to delay the customer samples milestones to Nvidia and other players while it earlier shared an end of 2025 milestone for mass producing HBM4.” Faruqui noted another key differentiator among SK hynix, Micron, and Samsung: the base die that anchors the 12-high DRAM stack. For the first time, both SK hynix and Samsung have introduced a logic-enabled base die on 3nm and 4nm process technology to enable HBM4 product for efficient and faster product performance via base logic-driven memory management. Both Samsung and SK hynix rely on TSMC for the production of their logic-enabled base die. However, it remains unclear whether Micron is using a logic base die, as the company lacks in-house capability to fabricate at 3nm.

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Cisco reinvigorates data center, campus, branch networking with AI demands in mind

“We have a number of … enterprise data center customers that have been using bi-directional optics for many generations, and this is the next generation of that feature,” said Bill Gartner, senior vice president and general manager of Cisco’s optical systems and optics business. “The 400G lets customer use their existing fiber infrastructure and reduces fiber count for them so they can use one fiber instead of two, for example,” Gartner said. “What’s really changed in the last year or so is that with AI buildouts, there’s much, much more optics that are part of 400G and 800G, too. For AI infrastructure, the 400G and 800G optics are really the dominant optics going forward,” Gartner said. New AI Pods Taking aim at next-generation interconnected compute infrastructures, Cisco expanded its AI Pod offering with the Nvidia RTX 6000 Pro and Cisco UCS C845A M8 server package. Cisco AI Pods are preconfigured, validated, and optimized infrastructure packages that customers can plug into their data center or edge environments as needed. The Pods include Nvidia AI Enterprise, which features pretrained models and development tools for production-ready AI, and are managed through Cisco Intersight. The Pods are based on Cisco Validated Design principals, which offer customers pre-tested and validated network designs that provide a blueprint for building reliable, scalable, and secure network infrastructures, according to Cisco. Building out the kind of full-scale AI infrastructure compute systems that hyperscalers and enterprises will utilize is a huge opportunity for Cisco, said Daniel Newman, CEO of The Futurum Group. “These are full-scale, full-stack systems that could land in a variety of enterprise and enterprise service application scenarios, which will be a big story for Cisco,” Newman said. Campus networking For the campus, Cisco has added two new programable SiliconOne-based Smart Switches: the C9350 Fixed Access Smart Switches and C9610

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Qualcomm’s $2.4B Alphawave deal signals bold data center ambitions

Qualcomm says its Oryon CPU and Hexagon NPU processors are “well positioned” to meet growing demand for high-performance, low-power compute as AI inferencing accelerates and more enterprises move to custom CPUs housed in data centers. “Qualcomm’s advanced custom processors are a natural fit for data center workloads,” Qualcomm president and CEO Cristiano Amon said in the press release. Alphawave’s connectivity and compute technologies can work well with the company’s CPU and NPU cores, he noted. The deal is expected to close in the first quarter of 2026. Complementing the ‘great CPU architecture’ Qualcomm has been amassing Client CPUs have been a “big play” for Qualcomm, Moor’s Kimball noted; the company acquired chip design company Nuvia in 2021 for $1.4 billion and has also announced that it will be designing data center CPUs with Saudi AI company Humain. “But there was a lot of data center IP that was equally valuable,” he said. This acquisition of Alphawave will help Qualcomm complement the “great CPU architecture” it acquired from Nuvia with the latest in connectivity tools that link a compute complex with other devices, as well as with chip-to-chip communications, and all of the “very low level architectural goodness” that allows compute cores to deliver “absolute best performance.” “When trying to move data from, say, high bandwidth memory to the CPU, Alphawave provides the IP that helps chip companies like Qualcomm,” Kimball explained. “So you can see why this is such a good complement.”

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LiquidStack launches cooling system for high density, high-powered data centers

The CDU is serviceable from the front of the unit, with no rear or end access required, allowing the system to be placed against the wall. The skid-mounted system can come with rail and overhead piping pre-installed or shipped as separate cabinets for on-site assembly. The single-phase system has high-efficiency dual pumps designed to protect critical components from leaks and a centralized design with separate pump and control modules reduce both the number of components and complexity. “AI will keep pushing thermal output to new extremes, and data centers need cooling systems that can be easily deployed, managed, and scaled to match heat rejection demands as they rise,” said Joe Capes, CEO of LiquidStack in a statement. “With up to 10MW of cooling capacity at N, N+1, or N+2, the GigaModular is a platform like no other—we designed it to be the only CDU our customers will ever need. It future-proofs design selections for direct-to-chip liquid cooling without traditional limits or boundaries.”

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Microsoft will invest $80B in AI data centers in fiscal 2025

And Microsoft isn’t the only one that is ramping up its investments into AI-enabled data centers. Rival cloud service providers are all investing in either upgrading or opening new data centers to capture a larger chunk of business from developers and users of large language models (LLMs).  In a report published in October 2024, Bloomberg Intelligence estimated that demand for generative AI would push Microsoft, AWS, Google, Oracle, Meta, and Apple would between them devote $200 billion to capex in 2025, up from $110 billion in 2023. Microsoft is one of the biggest spenders, followed closely by Google and AWS, Bloomberg Intelligence said. Its estimate of Microsoft’s capital spending on AI, at $62.4 billion for calendar 2025, is lower than Smith’s claim that the company will invest $80 billion in the fiscal year to June 30, 2025. Both figures, though, are way higher than Microsoft’s 2020 capital expenditure of “just” $17.6 billion. The majority of the increased spending is tied to cloud services and the expansion of AI infrastructure needed to provide compute capacity for OpenAI workloads. Separately, last October Amazon CEO Andy Jassy said his company planned total capex spend of $75 billion in 2024 and even more in 2025, with much of it going to AWS, its cloud computing division.

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John Deere unveils more autonomous farm machines to address skill labor shortage

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Self-driving tractors might be the path to self-driving cars. John Deere has revealed a new line of autonomous machines and tech across agriculture, construction and commercial landscaping. The Moline, Illinois-based John Deere has been in business for 187 years, yet it’s been a regular as a non-tech company showing off technology at the big tech trade show in Las Vegas and is back at CES 2025 with more autonomous tractors and other vehicles. This is not something we usually cover, but John Deere has a lot of data that is interesting in the big picture of tech. The message from the company is that there aren’t enough skilled farm laborers to do the work that its customers need. It’s been a challenge for most of the last two decades, said Jahmy Hindman, CTO at John Deere, in a briefing. Much of the tech will come this fall and after that. He noted that the average farmer in the U.S. is over 58 and works 12 to 18 hours a day to grow food for us. And he said the American Farm Bureau Federation estimates there are roughly 2.4 million farm jobs that need to be filled annually; and the agricultural work force continues to shrink. (This is my hint to the anti-immigration crowd). John Deere’s autonomous 9RX Tractor. Farmers can oversee it using an app. While each of these industries experiences their own set of challenges, a commonality across all is skilled labor availability. In construction, about 80% percent of contractors struggle to find skilled labor. And in commercial landscaping, 86% of landscaping business owners can’t find labor to fill open positions, he said. “They have to figure out how to do

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2025 playbook for enterprise AI success, from agents to evals

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More 2025 is poised to be a pivotal year for enterprise AI. The past year has seen rapid innovation, and this year will see the same. This has made it more critical than ever to revisit your AI strategy to stay competitive and create value for your customers. From scaling AI agents to optimizing costs, here are the five critical areas enterprises should prioritize for their AI strategy this year. 1. Agents: the next generation of automation AI agents are no longer theoretical. In 2025, they’re indispensable tools for enterprises looking to streamline operations and enhance customer interactions. Unlike traditional software, agents powered by large language models (LLMs) can make nuanced decisions, navigate complex multi-step tasks, and integrate seamlessly with tools and APIs. At the start of 2024, agents were not ready for prime time, making frustrating mistakes like hallucinating URLs. They started getting better as frontier large language models themselves improved. “Let me put it this way,” said Sam Witteveen, cofounder of Red Dragon, a company that develops agents for companies, and that recently reviewed the 48 agents it built last year. “Interestingly, the ones that we built at the start of the year, a lot of those worked way better at the end of the year just because the models got better.” Witteveen shared this in the video podcast we filmed to discuss these five big trends in detail. Models are getting better and hallucinating less, and they’re also being trained to do agentic tasks. Another feature that the model providers are researching is a way to use the LLM as a judge, and as models get cheaper (something we’ll cover below), companies can use three or more models to

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OpenAI’s red teaming innovations define new essentials for security leaders in the AI era

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More OpenAI has taken a more aggressive approach to red teaming than its AI competitors, demonstrating its security teams’ advanced capabilities in two areas: multi-step reinforcement and external red teaming. OpenAI recently released two papers that set a new competitive standard for improving the quality, reliability and safety of AI models in these two techniques and more. The first paper, “OpenAI’s Approach to External Red Teaming for AI Models and Systems,” reports that specialized teams outside the company have proven effective in uncovering vulnerabilities that might otherwise have made it into a released model because in-house testing techniques may have missed them. In the second paper, “Diverse and Effective Red Teaming with Auto-Generated Rewards and Multi-Step Reinforcement Learning,” OpenAI introduces an automated framework that relies on iterative reinforcement learning to generate a broad spectrum of novel, wide-ranging attacks. Going all-in on red teaming pays practical, competitive dividends It’s encouraging to see competitive intensity in red teaming growing among AI companies. When Anthropic released its AI red team guidelines in June of last year, it joined AI providers including Google, Microsoft, Nvidia, OpenAI, and even the U.S.’s National Institute of Standards and Technology (NIST), which all had released red teaming frameworks. Investing heavily in red teaming yields tangible benefits for security leaders in any organization. OpenAI’s paper on external red teaming provides a detailed analysis of how the company strives to create specialized external teams that include cybersecurity and subject matter experts. The goal is to see if knowledgeable external teams can defeat models’ security perimeters and find gaps in their security, biases and controls that prompt-based testing couldn’t find. What makes OpenAI’s recent papers noteworthy is how well they define using human-in-the-middle

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