The global GenAI race has remained intense, with major US players including Google, Meta, Microsoft, Amazon, and OpenAI investing heavily. But with Beijing-based startup Moonshot AI launching Kimi K3, a new large language model (LLM) with multimodal and long-context reasoning capabilities, along with the rapid rise of DeepSeek, Alibaba’s Qwen, and Z.ai’s GLM models, China is increasingly outlining a new competitive model centered on open-source AI ecosystems and large-scale commercial deployment.

Intel Foundry has completed a US defense-backed semiconductor prototype program that could have implications for supply chain resilience, national security, and global access to advanced chips. The work, tied to Intel 18A technology, aims to expand trusted domestic manufacturing and could shape how allied governments approach secure chip production.

NXP Semiconductors’ physical AI strategy extends beyond vehicles, factories and robots. The same control, connectivity and real-time processing capabilities are also giving the company a larger role in AI data center infrastructure, where it is targeting the systems that manage networking, cooling, security and power around increasingly complex accelerator platforms.

As the debate over the US fiscal 2027 defense spending plan to dismantle the Space Development Agency (SDA) continues, the Proliferated Warfighter Space Architecture’s (PWSA) transport layer is concentrating around SpaceX, seemingly narrowing the door for suppliers. In reality, however, it marks a shift in the business focus from selling a batch of satellites to supplying continuous replacement components and terminal opportunities that are still up for grabs.