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Silicon Valley and global tech leaders convened on July 7 in Sun Valley, Idaho, for the annual Allen & Company Conference. Attendees included OpenAI Chairman Bret Taylor and Palantir CEO Alex Karp, with Apple CEO Tim Cook and Meta CEO Mark Zuckerberg also expected, to discuss the future direction of the industry.

Apple and Broadcom announced on July 6 an extension of their custom chip partnership through 2031. This long-term agreement ensures Broadcom will continue to develop and supply critical custom chips for multiple generations of Apple products, solidifying their collaboration in hardware technology, particularly for potential AI server chips.

NVIDIA released "Halos for Robotics" on July 7, a full-stack safety system for Physical AI and robotics. Robotics manufacturer Agility will be the first to integrate elements of the Halos platform into its Digit humanoid robot, enhancing safety capabilities in factory, warehouse, and logistics operations.

Microsoft announced a major reorganization of its Xbox gaming division on July 7, planning to lay off 3,200 employees, approximately 20% of the division's workforce. This restructuring aims to address stagnant growth and involves spinning off or selling several game studios, aligning with the company's broader strategic shift towards increased AI investments.

SpaceX filed an application with the U.S. Federal Communications Commission (FCC) on July 8 to deploy a constellation of 100,000 third-generation Starlink satellites. This initiative aims to build a global communication infrastructure for the AI era, offering low-latency, multi-Gbps bidirectional transmission capabilities for government, enterprise, and AI devices.

SpaceX successfully launched the world's first commercial nuclear-powered satellite (City Labs' BOHR sat) on July 7 via its Transporter-17 mission. This groundbreaking endeavor sent America's first commercial nuclear-powered payload into orbit, signaling a new era for space nuclear applications.

The South Korean government announced on July 6 a $1.3 trillion (approximately 2,000 trillion KRW) semiconductor and AI investment plan. Over the next decade, in collaboration with Samsung Electronics and SK Hynix, it aims to double DRAM capacity and establish a new semiconductor cluster, designating semiconductors, physical AI, and AI data centers as core national growth pillars.

German semiconductor giant Infineon officially inaugurated its €5 billion Smart Power Fab in Dresden on July 6. The plant will significantly expand production capacity for power semiconductors and analog/mixed-signal devices to meet strong demand from AI data centers, electric vehicles, and renewable energy, strengthening Europe's semiconductor manufacturing position.

Sony announced that it will completely cease selling new physical game disc versions starting January 2028, shifting entirely to digital game sales in the future. This represents a significant transformation in Sony's gaming business model, reflecting the accelerating trend of digitalization in the gaming industry and potentially having a profound impact on the physical game market.

Amazon plans to ship 40 million self-developed chips annually to address the increasing cost pressures of AI infrastructure. This large-scale in-house chip strategy demonstrates Amazon's active pursuit of reducing hardware costs and optimizing performance in the AI sector, thereby strengthening the competitiveness of its cloud services and AI products.