Dell updated its profit outlook higher after reporting $12.1 billion in orders for its NVIDIA GPU–driven AI server systems this quarter. The Infrastructure Solutions Group saw a 12 percent year-over-year revenue boost, prompting analysts to lift their earnings projections for the rest of 2025.

Qualcomm agreed to acquire U.K. chip-IP provider Alphawave for $2.4 billion, securing high-speed interconnect technology to bolster its AI data-center chip roadmap. The deal includes Alphawave’s SerDes and PAM-4 solutions, aiming to enhance Qualcomm’s footprint in high-performance computing markets.

Adobe’s Firefly update now lets creators pick between OpenAI’s image engine or Google’s Imagen 3/Veo 2 in a single interface. This multi-model support lets designers quickly compare styles and pick the best AI-generated visuals—all charged against one Adobe credit balance.

The new Switch 2, powered by NVIDIA’s Tegra T239 and featuring 4K/60 Hz output when docked, completely sold through its first-day allocation worldwide. Demand overwhelmed supply in North America, Europe, and Japan, leaving many eager gamers on waiting lists ahead of the holiday restock.

Nintendo’s new Switch 2 hit retail on June 5, selling out across major markets—from Tokyo to New York—in hours. Priced at $499.99, the upgraded console boasts a 7″ OLED screen, 16 GB RAM, and native 4K/60 Hz output when docked. Early pre-orders topped 2 million in Japan, and analysts now project 15 million units sold in FY 2025.

At JPCA 2025 in Tokyo, DuPont introduced its Sunfort™ TA Series dry-film photoresists, optimized for ultra-fine patterning on multi-layer interposers in AI accelerators. These high-resolution resists enable sub-micron circuit definition and superior thermal endurance—key for next-level semiconductor packaging.

MediaTek confirmed its first 2 nm mobile processor will enter the tape-out phase at TSMC’s N2 line this September. Built on the industry’s leading process, the SoC promises roughly 25–30% gains in performance-per-watt over current 3 nm designs—targeting flagship smartphones and AI-powered wearables in late 2025.

Applied Digital signed a 15-year agreement to supply CoreWeave with 250 MW of dedicated power at its Ellendale, North Dakota data center. CoreWeave will deploy NVIDIA GPU clusters for large-scale AI training, while Applied Digital secures an estimated $7 billion in revenue over the lease term—cementing its role as a premier AI-focused REIT.

A federal appeals court rejected Apple’s request to pause new rules from the Epic Games lawsuit that will allow developers to link out to alternative payment methods and third-party app stores. With sideloading and external billing soon permitted, Apple warns of security risks, while rivals and regulators hail it as a win for consumer choice.

OpenAI has formally challenged a federal judge’s mandate requiring indefinite retention of ChatGPT transcripts after The New York Times sued over potential copyright infringement. Sam Altman argues this ruling clashes with user-privacy promises and burdens the company with massive, long-term data storage. The case will set an important precedent for how generative AI services balance transparency with confidentiality.