Google and Marvell are in discussions over AI chip development as competition with Nvidia intensifies in the custom silicon market. The talks signal Google's continued push to reduce dependence on Nvidia's GPUs by expanding its custom chip partnerships beyond its in-house Tensor Processing Units. Marvell, which already designs custom ASIC solutions for hyperscalers, is well-positioned to serve as a silicon partner for AI inference and training workloads. For Marvell, a deepened Google relationship would add revenue concentration in a high-growth segment while validating its custom chip strategy against rivals like Broadcom. The competitive pressure on Nvidia is structural: hyperscalers are collectively investing billions in proprietary silicon to control cost, performance, and supply chain independence. Investors should watch for formal partnership announcements, chip tape-out timelines, and any shift in Google's capital expenditure disclosures that would signal the scale of Marvell's engagement.
Apple has raised MacBook and iPad prices in India by 20% to 42%, citing a sharp surge in memory chip costs driven by AI data centre demand. Micron, the leading memory supplier, reported 86% gross margins, confirming that supply pressures have fundamentally shifted component pricing across the consumer electronics
India's central government will take a 1-2% stake in AI unicorn Sarvam once its $300 million funding round closes, converting compute subsidies provided under the IndiaAI Mission into equity. The move sets a precedent for how the government accounts for public support given to homegrown AI startups.
Apple announced iOS 27 at WWDC 2026, featuring a redesigned Siri as a standalone app with chat history, apps launching up to 30 percent faster, and a refined Liquid Glass interface. A developer preview is live now, with public release expected around September 2026.
Apple's WWDC 2026 keynote unveiled a fully redesigned Siri and confirmed iOS 27 alongside updates for iPadOS, visionOS, watchOS, and macOS. The Siri overhaul is the most strategically significant move, targeting a competitive gap with Google and Microsoft in AI assistants.
