Qualcomm to acquire Tenstorrent for $8–10B, reshaping AI chip hierarchy
Qualcomm is acquiring AI chip startup Tenstorrent for $8–10B, giving the San Diego giant a RISC-V accelerator designed to outperform Nvidia on inference workloads that now dominate AI infrastructure costs.
Blackstone and Google spin out standalone TPU cloud with $5B
Blackstone commits $5 billion to a new Google TPU cloud venture, targeting 500 MW of capacity in 2027 and directly challenging Nvidia's dominance in AI infrastructure.
Google and Fanuc turn 1.1M factory robots into AI agents
Fanuc and Google announced a partnership to embed Gemini AI into the world's largest installed base of industrial robots, triggering a 16% stock surge and signaling a shift from selling hardware to licensing software capability.
Quantum eMotion launches runtime crypto protection as AI threats accelerate
Quantum eMotion's eShield-Q platform protects cryptographic operations during execution, addressing a gap between AI-accelerated exploits and post-quantum migration, deployed now in pilot phase across enterprise and infrastructure.
Tenstorrent's $110K AI Server Challenges Nvidia's Inference Dominance
Tenstorrent launches Galaxy Blackhole inference servers at 3-5x cheaper per node than Nvidia DGX, with 16 units already deployed at Equinix and performance claims that undercut the GPU+LPU disaggregation trend.
Google Splits TPU in Two: Training and Inference Arms
Google bifurcated its eighth-generation TPU into specialized training and inference chips on April 22, 2026, marking the first architectural split in a decade and directly challenging Nvidia's grip on AI infrastructure scaling.