$GOOGL is in deep talks with Marvell to jointly develop two custom AI chips (memory processing unit to complement existing TPUs and next-generation TPU), aiming for design completion and trial production as early as next year, accelerating supply-chain diversification to reduce reliance on $NVDA and Broadcom;

Anthropic launches Claude Design AI creative tool powered by Claude Opus 4.7, enabling users with no design background to generate visual works, product prototypes, and presentations via natural-language prompts;

Semiconductor/AI chip sector up over 2%.