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Nvidia Re-Enters PC Market With AI-Powered Laptop Chips
Nvidia is preparing to return to the consumer PC market, with AI-focused laptop chips expected to debut this year in models from Dell Technologies, Lenovo and other manufacturers, The Wall Street Journal reported Sunday. While near-term profit contribution is likely modest, analysts view the move as strategically important. Nvidia aims to secure a role in next-generation AI-enabled PCs as the industry shifts toward integrating artificial intelligence directly into devices.
The company is developing system-on-a-chip (SoC) processors that combine CPUs with Nvidia’s GPUs, the core technology behind its AI leadership. The design mirrors smartphone architecture, promising thinner laptops, improved battery life and high-performance AI capabilities. The strategy positions Nvidia to help Windows-based manufacturers compete more directly with Apple’s (AAPL) MacBook lineup, particularly in power efficiency and performance. The global laptop market remains sizable at roughly 150 million units annually, offering Nvidia a meaningful opportunity beyond its core data center AI business. However, success will depend on pricing (analysts suggest systems must land in the $1,000 to $1,500 range) and compatibility, particularly for gamers accustomed to traditional Intel-based systems.
Read more at Seeking Alpha
Honda Took A $1.7B Write-Off On EVs, Now It’s Restructuring For Them
Honda Motor Co. took a 267 billion yen ($1.7 billion) operating loss from April to December 2025 as it navigated shifts in U.S. electric vehicle policy, according to a Feb. 10 earnings presentation. The nine-month loss includes impairment charges for EVs sold in the U.S. and “write-offs of development assets for EV models due to lineup changes.” The automaker said it is trying to “clear up as much of the losses possible” related to these models in the current fiscal year, while reviewing its EV lineup and capital expenses.
Honda has a plan to turn tides around: As of April 1, Honda R&D will lead automobile development as well as software-defined vehicle functions, a change that will enable the automaker to respond more “flexibly and swiftly” to rapid changes in the market with product improvements, per an investor notice. The abrupt repositioning of Honda’s EV plans as a result of U.S. policy shifts continues to tug at the company’s bottom line in the current quarter. But the automaker is setting it sights on embracing its technology goals in a leaner, more efficient way in upcoming years.
Read more at Ward’s Auto
Stellantis Takes $26B Write-Down Over EVs, Sells Stake In Battery JV For $100
Stellantis announced Feb. 6 the sale of its 49% equity stake in NextStar Energy to LG Energy Solution, its original partner in the CAD$5B ($4.1 billion in 2022) EV battery joint venture, for $100, allowing the South Korean battery maker to have full ownership and control. Stellantis reported a 43% year-over-year jump in shipments across its brands in Q4 2025. Affirming a new product repositioning emphasizing “freedom of choice,” it reported that combined sales of the Ram 1500 with Hemi V-8 and refreshed Jeep Cherokee hybrid accounted for more than 30% of its YoY growth.
The automaker also confirmed a 22.2 billion euro write-off ($26.2 billion), for a “strategic shift,” primarily over repositioned EV development. CEO Antonio Filosa stated that the charges “largely reflect the cost of over-estimating the pace of the energy transition that distanced us from many car buyers’ real-world needs, means and desires.” Stellantis is just one of several major automakers that have reported huge losses on EVs, as they retreat from battery ventures and write off billions of dollars in investments. But Stellantis’ EV losses have the largest price tag.
Read more at Ward’s Auto
Boeing Draws $30B in Orders from Vietnam
Boeing has drawn new orders totaling 90 commercial aircraft from three Vietnamese airlines, orders that are unofficially estimated at $30 billion. The orders from Vietnam Airlines, Sun PhuQuoc Airways, and Vietjet were made during a Washington visit by To Lam, general secretary of the Communist Party of Vietnam. With Southeast Asia poised for significant air travel growth over the next 20 years, Vietnam is expected to be the region's fastest-growing aviation market with annual passenger growth of nearly 8% by 2030.
Vietnam Airlines - which currently operates 17 787 Dreamliners on regional and international routes - is due to purchase 50 737 MAX-8 aircraft in a reported for $8-billion deal, to fill anticipated higher domestic passenger volumes. Sun PhuQuoc Airways is a new airline started to serve resort destinations on Phu Quoc Island in the Gulf of Thailand. The carrier has ordered up to 40 787 Dreamliner jets, to connect international travelers to Phu Quoc International Airport. It’s estimated to have a potential value of $22.5 billion. The Washington meeting also included an announcement that low-cost airline Vietjet has secured $965 million in financing to purchase six Boeing 737-8s as part of a fleet expansion.
Read more at American Machinist
Hapag-Lloyd To Acquire Zim In $4.2B Deal
Hapag-Lloyd signed an agreement to acquire 100% of Zim’s shares in a deal worth $4.2 billion, cementing the carrier’s status as the world’s fifth largest container shipping line, according to a Monday press release. Zim is currently the 10th largest container line and has a global capacity of more than 704,000 TEUs, per Alphaliner data. The deal, which is subject to regulatory approval, is expected to close in late 2026.
Hapag-Lloyd’s new fleet will have more than 400 vessels, creating a capacity of over 3 million twenty-foot equivalent container units as well as an annual cargo volume of more than 18 million TEU in 2027, according to the release. As of September 2025, Hapag-Lloyd operates a fleet of 205 container ships with a total capacity of about 2.5 million TEUs. The ocean liner also owns or leases a container stock of about 3.8 million TEUs.
Read more at Supply Chain Dive
GlobalFoundries Strikes Multibillion-Dollar Chips Partnership To Meet Automotive Demand
New York-based GlobalFoundries has expanded its partnership with Japanese chipmaker Renesas Electronics Corp. as demand grows for smart vehicles and automated industrial systems. The multibillion-dollar collaboration broadens Renesas’ access to GlobalFoundries technologies, including its FDX FD-SOI, BCD and CMOS platforms with memory features, according to a news release. Tape-outs under the expanded partnership are expected to begin in mid-2026.
The initiative is part of a broader effort to strengthen U.S. semiconductor manufacturing while providing secure production options for Renesas. It comes as the auto industry looks to avoid another chip shortage. GlobalFoundries and Renesas are looking to address supply challenges through the expanded partnership, starting with manufacturing in the United States, then extending to facilities in Germany and Singapore. The companies are also exploring using GlobalFoundries’ process technologies in Renesas’ fabs in Japan.
Read more at Manufacturing Dive
Nasa Targets Early March To Send Humans Back Around The Moon
With a successful fueling test behind them, NASA managers on Friday said the agency has a good shot at launching the Artemis II mission on March 6, sending four astronauts on a long-awaited trip around the moon. Artemis II commander Reid Wiseman, pilot Victor Glover, mission specialist Christina Koch and Canadian astronaut Jeremy Hansen are expected to enter pre-flight medical quarantine Friday evening at the Johnson Space Center in Houston.
They will be the first astronauts to be shot into space by a gargantuan SLS rocket, the most powerful operational launcher in the world. They will be the first to fly aboard an Orion deep space crew capsule and the first people to leave low-Earth orbit for a trip to the moon in more than half a century. They will follow a free-return trajectory, looping around the far side of the moon and then heading back to Earth for a splashdown in the Pacific Ocean. They will not go into orbit or land on the moon, but they will travel farther from Earth than anyone in human history, beating a distance record set by the Apollo 13 crew in 1971.
Read more at CBS
Deere Gains IP to Expand its Portfolio
In an effort to expand its farm equipment portfolio, Deere & Company acquired the intellectual property and related assets for tree planting systems from Risutec Oy, an equipment manufacturer based in Finland. “The acquisition strengthens John Deere's silviculture strategy and its ongoing commitment to providing customers involved in reforestation with solutions for sustainable forestry,” according to a Deere statement.
Silviculture refers to the management of forests and woodlands, applying techniques like planting, thinning, and harvesting timber to maintain and restore ecosystems. Deere is widely known for its agricultural equipment but it has been striving to broaden its offerings to a wider range of activities. Recently Deere announced an expansion project for its Kernersville, N.C., excavator plant, part of a broader, 10-year, $20-billion investment in its U.S. manufacturing operations. Risutec is a specialist in mechanized systems for forest regeneration that reduce manual labor, improve planting speed, and ensure consistent seedling quality. It has various products for large-scale planting, fast planting, and integrated systems that perform site preparation, planting, and watering.
Read more American Machinist
US Private Sector Establishes New Nuclear Fusion Record
In an Everett, Washington lab, Helion Energy has pushed plasma to 150 million degrees Celsius, about ten times the temperature at the Sun’s core, setting a new mark for private fusion. The company’s seventh prototype, Polaris, switched to deuterium-tritium shots in January 2026 and produced a measurable energy signal, backed by a regulatory license to handle tritium. That pace puts Helion near the front of a crowded private race that includes Commonwealth Fusion Systems, TAE Technologies, General Fusion and Tokamak Energy. Next comes Orion, a commercial machine rising in Malaga, Washington, with plans to deliver power to Microsoft starting in 2028.
Helion also cleared a regulatory hurdle: securing a license to handle tritium, the tightly controlled isotope central to D–T tests. That victory unlocks its next chapter—building a commercial machine, Orion, in Malaga, Washington. Backed by a power purchase agreement with Microsoft, Helion targets first electricity by 2028, an aggressive date that will test engineering, supply chains, and grid integration.
Read more at 3DVF
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