Apple Chip Setback and AI Hardware Roundup

创业邦 · wechat · 2026-07-17

This newsletter summarizes multiple AI industry updates: - **Apple** reportedly approached chip startups to evaluate acquisitions, as its self-developed AI server chip faces performance hurdles and later versions are delayed. - **2026 WAIC** announced "Treasure of the Hall" list, including Step Agent Smartphone, Ant Robot Smart Pharmacy, Sugon all-domestic 100K-card AI supercluster, Zhiyuan Expedition A3 Ultra, Alibaba Super Node, iFlytek AI Glasses, etc. - **Nubia** officially launched its first AI agent smartphone NaviX Ultra, featuring a Doubao phone assistant. - **Nvidia**: Jensen Huang denied rumors of product delays, stating Vera Rubin has entered production and will ship on schedule.

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