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Market Tech Stocks Rout $1.3T; AI Valuation Skepticism Hits Chip Stocks, Samsung/SK Hynix Down 12% Chips Synopsys Ships First Multiphysics Fusion EDA Tools Post-Ansys; 3x Timing Speedup, 10x Design Closure Market Morgan Stanley Doubles China Humanoid Robot Forecast to 50K Units; Market Seen Reaching $2B in 2026 Policy U.S. power grid runs at 40-55% utilization; technologies exist to unlock capacity amid AI demand surge Research GPT-5 Pro helps immunologist solve 3-year-old T cell mystery in minutes Chips Meta engineers 7mm ultra-narrow steel-can batteries for AI glasses Market SoftBank seeking stake in Japan's top utility to secure AI data center power Chips Synopsys debuts Multiphysics Fusion tools post-Ansys; unifies EDA and physics analysis for advanced nodes Funding Eight European startups reached $1bn+ valuations in H1 2026, breaking all-time record for mega-rounds Chips Synopsys ships first Multiphysics Fusion tools post-Ansys: EDA now embeds power, thermal, EM analysis into design closure Chips NVIDIA, AWS expand EC2 G7 instances with RTX Blackwell for production AI; vector search now 10x faster on OpenSearch Serverless Market Cerebras tumbles 10% on margin squeeze despite 92% revenue growth in first earnings since IPO Funding Menlo Ventures closes $3B AI fund, largest in 50-year history, on Anthropic windfall Market Nvidia raises $25B in bonds; massive 20x demand signal AI capex arms race Chips Cerebras IPO pops 68% on day one; AI inference chip crew targets Nvidia Funding Anthropic confidentially files for IPO at $965B; closes $65B Series H funding Research NAIRR Pilot Delivered 700+ Research Projects on NVIDIA DGX; Boston U BEACON LLM cuts disease-report time from hours to 2 minutes Funding Bending Spoons seeks $1.62B IPO: Vimeo, Eventbrite parent targets $20B+ valuation Market NVIDIA holds ~80% AI chip market share; custom silicon from AWS, Google, Meta grows 3x faster than GPUs Chips TSMC 2nm volume production on track; 70% yields, all 2026 capacity sold out, Apple >50% of initial alloc Market Tech Stocks Rout $1.3T; AI Valuation Skepticism Hits Chip Stocks, Samsung/SK Hynix Down 12% Chips Synopsys Ships First Multiphysics Fusion EDA Tools Post-Ansys; 3x Timing Speedup, 10x Design Closure Market Morgan Stanley Doubles China Humanoid Robot Forecast to 50K Units; Market Seen Reaching $2B in 2026 Policy U.S. power grid runs at 40-55% utilization; technologies exist to unlock capacity amid AI demand surge Research GPT-5 Pro helps immunologist solve 3-year-old T cell mystery in minutes Chips Meta engineers 7mm ultra-narrow steel-can batteries for AI glasses Market SoftBank seeking stake in Japan's top utility to secure AI data center power Chips Synopsys debuts Multiphysics Fusion tools post-Ansys; unifies EDA and physics analysis for advanced nodes Funding Eight European startups reached $1bn+ valuations in H1 2026, breaking all-time record for mega-rounds Chips Synopsys ships first Multiphysics Fusion tools post-Ansys: EDA now embeds power, thermal, EM analysis into design closure Chips NVIDIA, AWS expand EC2 G7 instances with RTX Blackwell for production AI; vector search now 10x faster on OpenSearch Serverless Market Cerebras tumbles 10% on margin squeeze despite 92% revenue growth in first earnings since IPO Funding Menlo Ventures closes $3B AI fund, largest in 50-year history, on Anthropic windfall Market Nvidia raises $25B in bonds; massive 20x demand signal AI capex arms race Chips Cerebras IPO pops 68% on day one; AI inference chip crew targets Nvidia Funding Anthropic confidentially files for IPO at $965B; closes $65B Series H funding Research NAIRR Pilot Delivered 700+ Research Projects on NVIDIA DGX; Boston U BEACON LLM cuts disease-report time from hours to 2 minutes Funding Bending Spoons seeks $1.62B IPO: Vimeo, Eventbrite parent targets $20B+ valuation Market NVIDIA holds ~80% AI chip market share; custom silicon from AWS, Google, Meta grows 3x faster than GPUs Chips TSMC 2nm volume production on track; 70% yields, all 2026 capacity sold out, Apple >50% of initial alloc
Chips

Meta engineers 7mm ultra-narrow steel-can batteries for AI glasses

Meta published a technical deep-dive Tuesday on how its engineers developed batteries narrow enough to fit into the temple arms of smart glasses — as thin as 7mm, narrower than anything that existed before. Traditional pouch-cell batteries (the kind in phones and laptops) cannot be reshaped small enough without losing power delivery and failing under load. Meta's answer was to replace the wound jelly-roll electrode design of conventional steel-can cells with die-cut stacked layers, similar to wiring small resistors in parallel.

The stacked-layer approach dramatically lowers impedance, which is critical for peak power delivery. Smart glasses need to handle simultaneous demands — a user recording video while asking the AI a question — without brownouts. The new design avoids the performance regression that comes from trying to shrink traditional cells. Meta is now scaling the technology across its hardware portfolio: Ray-Ban Meta and Oakley Meta Vanguards ship with this technology, and the company is “democratizing” the battery design for other vendors to adopt.

For product architects designing wearables under power constraints, Meta's steel-can innovation is a reminder that form-factor breakthroughs often come from rethinking internal component geometry, not just packing existing parts more tightly. The glasses deliver over 8 hours of runtime per charge, with the case providing another 40 hours — a baseline that will reset expectations for all-day-plus wear.

Sources