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Shein Buying Everlane Actually Makes Perfect Sense

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On Friday, the ultrafast-fashion giant Shein finalized its acquisition of Everlane, a US clothing retailer that made its name by promising “radical transparency” into how its clothes were made. Neither company disclosed the price of the deal, but Puck reported last weekend that it clocked in at $100 million.

Founded in 2010, Everlane became synonymous with a certain strain of millennial consumerism that was supposed to be the exact opposite of Shein. It mainly sold elevated basics, and told a generation of anxious and high-minded shoppers that they could feel morally good about buying yet another pair of plain ballet flats or black high-waisted skinny jeans. Shein, by contrast, became notorious by flooding the internet with astonishingly cheap, trendy clothing produced at enormous scale. It has been criticized for years for alleged poor labor practices.

Given how differently Shein and Everlane positioned themselves, many people online felt the acquisition fell somewhere between darkly ironic and outright dystopian. The fashion writer Derek Guy, better known online as the “menswear guy,” articulated the vibe in a post on X: “Under Shein,” he wrote, “Everlane’s ‘radical transparency’ means you get to read about the small child making your boring gray crewneck sweater.”

Really, though, the deal makes perfect sense. In the long run, it may end up looking like a preview of where Chinese consumer companies are heading next.

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Chinese ecommerce giants conquered the global market largely by selling cheap stuff at eye-watering scale. Companies like Shein and Temu thrived in part because of the “de minimis” loophole, a US trade rule that allowed packages worth under $800 to enter the country tariff-free and with relatively little customs scrutiny. That system became the backbone of a new era of cross-border ecommerce, enabling Chinese companies to ship cheap stuff directly to American consumers faster and more efficiently than many traditional retailers could manage.

But after US president Donald Trump imposed sweeping new tariffs on Chinese imports and ended the de minimis exemption, the economics underpinning that model began to falter. Chinese companies quickly realized they could no longer rely solely on flooding Western markets with bargain-priced products. If they wanted to keep growing internationally, they needed something more durable: a good old-fashioned brand.

Shein buying Everlane, however culturally cursed it may appear, is part of a broader trend already unfolding across Chinese commerce and manufacturing. Increasingly, Chinese companies are trying to move beyond anonymous low-cost production and toward owning recognizable global brands associated with quality, lifestyle, and status.

One of the clearest examples comes from Temu’s parent company, Pinduoduo. In March, the company announced a major new initiative called New PinMu, a multibillion-dollar effort designed to help Chinese manufacturers build premium international brands. The project is part of a larger strategic vision outlined by Pinduoduo co-CEO Jiazhen Zhao, who has been hyping up the company’s ambitions to elevate manufacturing standards and create pathways for Chinese factories to move up the value chain.

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Meanwhile, Luckin Coffee, a Chinese coffee chain that has become one of Starbucks’ biggest rivals, recently acquired Blue Bottle, the cultish specialty coffee brand that helped define American third-wave coffee culture. Anta Sports, a Chinese sportswear giant that began largely as a domestic sneaker company, has spent years buying into premium global sportswear brands, including controlling stakes in Arc’teryx and Salomon.

The trend also reflects broader political pressures inside China. The government has become increasingly critical of the brutal price wars and hypercompetition that dominate industries like ecommerce and electric cars, a phenomenon often referred to as “involution.” Beijing now wants companies to focus more on sustainable growth, higher-end manufacturing, and global competitiveness rather than an endless race to the bottom.

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AWS enters the context layer race with a graph that learns from agents, not manual curation

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Building a context layer between enterprise data stores and AI agents is bespoke work, with no standard service to automate or maintain the graphs over time. Amazon is making a direct play to change that.

Amazon on Wednesday entered the space, announcing a series of three products it’s positioning as a context intelligence stack for AI agents. The centerpiece is AWS Context, a new knowledge graph service that gets smarter through agent usage over time. AWS also announced the general availability of Amazon S3 Annotations and a preview of skill assets in AWS Glue Data Catalog.

The context layer is now a contested architectural category with no shortage of options from different vendors. AWS is entering that market with a different architectural premise: that the graph should learn from how agents use it automatically, without human re-curation.

“Your agents now get smarter without you having to rebuild anything from scratch,” said Swami Sivasubramanian, vice president of Agentic AI at AWS, during his AWS Summit NYC keynote.

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“This service automatically builds a knowledge graph from all your existing data,” he said. “This service infers relationships across your data sets, business rules, and domain knowledge, and makes all of it available to your agents and your organization at runtime.”  

AWS Context builds a self-learning knowledge graph from existing data

It’s a problem AWS says it has seen repeatedly in customer deployments.

AWS Context maps relationships across existing data automatically: what tables exist, what columns mean, how sources relate and which sources are authoritative. It combines semantic search with graph-level reasoning and infers relationships across datasets, business rules and domain knowledge, making all of it available to agents at runtime.

“The knowledge graph improves itself over time as it learns which sources produce correct results and which parts get used,” Sivasubramanian said. 

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Data stewards manage the graph through the AWS Management Console, reviewing inferred relationships, promoting them to production and attaching business definitions and usage rules. Every query inherits the calling user’s IAM and Lake Formation permissions, making agent data access auditable by identity through controls enterprises already rely on.

All metadata is published in Apache Iceberg format to Amazon S3 Tables, queryable via Athena, Redshift, Spark or any Iceberg-compatible engine, with no proprietary APIs. Third-party catalog connections are supported, so context from systems outside AWS can be pulled into the same graph. Agents query through agentic search APIs and MCP tools across Bedrock AgentCore, EKS or any MCP-compatible framework.

Context is more than just a single service

Context is a complicated space and AWS is layering multiple services to help enterprises build context across the data stack.

Amazon S3 Annotations. This service enables users to attach rich business context at the storage layer, directly to individual S3 objects. 

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AWS Glue Data Catalog skill assets. Glue skill assets attach domain knowledge at the catalog layer, linking runbooks, query patterns and usage rules to data assets across the estate. 

AWS Context then synthesizes both into the knowledge graph that agents query at runtime, combining semantic search with graph-level reasoning across structured and unstructured sources. Each layer feeds the next.

AWS is entering a highly competitive context space

Snowflake announced its context approach earlier this month with its Horizon Context and Cortex Sense services. Microsoft is providing context via its Fabric IQ platform that provides a semantic ontology for data. Redis has developed a context platform that optimizes data for retrieval. Vector database vendor Pinecone has its Nexus context offering that compiles enterprise data into task-specific artifacts before agents ever query them.

AWS’s structural argument is straightforward: for enterprises already running S3, Glue and Lake Formation, AWS Context extends an existing identity model with no data movement required. The pitch is zero-integration friction — not just cost consolidation.

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“Context makes agents more powerful and as the whole world is building agents, every agentic platform vendor needs a context capability,” Holger Mueller, VP and Principal analyst at Constellation Research, told VentureBeat.

Mueller noted that AWS is no exception. “The concern — as with all context offerings — is going to be performance, especially for transactional data,  we will see,” he said.

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Communication tools that cannot be monitored pose a corporate risk

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In the modern workplace, the line between personal convenience and professional obligation hasn’t just blurred, it has effectively vanished.

At the center of this shift is WhatsApp.

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Just 16% of Americans think AI will benefit society, despite chatbot use climbing to 49% of US adults

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The takeaway: Despite the apparent growth of an anti-generative AI movement, more Americans are using chatbots than ever before, according to a new survey. But somewhat paradoxically, just 16% of participants believe the technology will have a positive impact on society over the next 20 years, while 40% think the impact will be negative.

The Pew Research Center found that 49% of US adults now use chatbots, up from 33% two years ago. This includes roughly one in four who use these tools on daily basis. Fifty-one percent say they don’t use chatbots at all, the majority of whom are 50 and older.

Most people use the bots to search for information, illustrating how many people are now using the likes of ChatGPT instead of visiting websites to find information, eroding the web’s business model.

Work tasks, fun or entertainment, and creating or editing images are the other most popular use cases. Using them for medical and diet/fitness advice is also popular, though even the chatbots’ makers advise users against relying on their tools for medical advice, diagnoses, or treatment recommendations.

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The survey also found that about a quarter of adults use the chatbots daily, while the other quarter use them several times a week or less. And while some of its rivals are catching up, ChatGPT remains the most popular chatbot (44%). It’s followed by Gemini (24%), Copilot (17%), and Meta AI (14%).

Despite the increased usage, most Americans predict AI will be bad rather than good for society (40% vs. 16%), while one in three believes the effect will be equally positive and negative.

More people also expect it will have a negative rather than positive effect on their own lives (31% vs. 23%).

Unsurprisinglye group most concerned about AI’s impact on society and their own lives is adults ages 18 to 29. The technology continues to drive mass job losses, though some execs now argue that it is creating just as many.

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Another interesting finding is that around two-thirds of Americans think AI is advancing too quickly. This has been a concern since the generative AI revolution began, and has picked up steam since Anthropic called Mythos too dangerous to release.

Participants expressed other concerns: most think AI will make their personal information less secure, 67% have little to no confidence in the government to regulate AI effectively, and about six in ten adults are not confident in companies to develop and use these tools responsibly.

Another sign that generative AI use is growing in parallel with its dislike came from market intelligence firm Sensor Tower. It reported that ChatGPT has become the fastest app ever to reach one billion monthly app users (MAUs), beating the previous record holder, Google Maps.

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Genesis AI’s Eno Takes a Different Route Into the Robot Conversation

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Genesis AI Eno General Purpose Robot
Genesis AI introduced Eno this month as its first general-purpose robot, and the machine immediately stands apart from nearly everything else in the crowded field. It rolls on a wheeled base rather than walking on legs. A compact tower of articulated panels rises and tilts to set the working height and reach, then folds down tight when the job ends. Two arms carry hands that match human size and proportion almost exactly. There is no head, no face, and no attempt to hide the fact that this machine was never meant to pass for a person.



The team’s design choices began with a simple question: what does this robot need to accomplish its job properly in settings where people already work? The areas it will be working, those flat factory floors, lab benches, hospital halls, and eventually even home, are all very flat, and let’s be honest, they rarely demand climbing up and down stairs or balancing on two feet. So a wheeled foundation makes sense in those circumstances since it requires less energy and is much more sturdy. However, the folding panels tell a different story. When the robot has completed a task, it can fold itself up and roll into a corner or storage area without taking up too much space or calling too much attention to itself.


Unitree R1 Humanoid Robot (White, R1)
  • Three models, one lightweight platform R1 Air (20 DOF, monocular camera), R1 (26 DOF, binocular camera, head+waist joints), and R1 Edu (26 DOF…
  • Easy setup – no coding required for basic use Unbox, power on, and start. Manual teaching feature: physically pose the robot, and it replays the…
  • More DOF = more expressive movement 26‑DOF models (R1 / R1 Edu) add head and waist articulation for smoother dance and running. For safety reasons…

Genesis AI Eno General Purpose Robot
The hands receive the most attention because each has approximately twenty degrees of mobility and fingers of varied lengths that reflect the way real fingers are configured. The joints are back-drivable, so when Eno makes contact with something, they yield slightly rather than locking in place. The robot’s fingertips and palms contain miniature cameras and tactile sensors, allowing it to see and feel what it is touching. In early demos, the hands allowed Eno to accomplish things like tape up wire bundles, catch its own slides, and move liquids between containers without requiring any additional assistance or adjustments to the equipment surrounding it.

Genesis AI Eno General Purpose Robot
It has a payload capacity of three to five kilograms per arm, which is sufficient for most light assembly, stocking, and lab-support duties. Battery life is now between four and six hours under normal workloads, but the team is continuously working to improve it. When Eno desires, the entire upper structure can stretch up to adult height and then fold back down to a much smaller size.


All of this hardware is compatible with GENE, Genesis AI’s own foundation model created exclusively for robotics. The system treats Eno as a single, coherent unit, rather than a collection of distinct elements that require regular human interaction. It may look at a larger goal, break it down into steps, adjust when circumstances change, remember what has previously occurred, and simply carry the work through to completion on its own. This is a significant improvement over the conventional pattern of single, pre-programmed movements, allowing Eno to handle larger sequences of activity that last minutes or hours. Genesis AI created both the robot and the model simultaneously, as evidenced by how well the body and brain work together. The optional screen version has a little display on the upper panel that allows those close to see what Eno is currently thinking or intending, eliminating the need for them to guess or interpret its actions.

Genesis AI Eno General Purpose Robot
Customer deployments are scheduled to begin with industrial sites in manufacturing, logistics, and laboratories by the end of 2026, with service contexts like as hotels and hospitals following later, and, if all goes well, consumer settings. Eno is still in the early stages of development, with work being done on the battery, payload, and overall robustness. A legged version is still viable if there is a demand for it later on, but the company’s first focus is on the wheeled method.
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AI nose uses ‘Smell Language Model’ to sniff out signs of disease

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AI AND ML

Sampling patients’ breath may save lives and emergency room resources

Many people worry about what AI knows, but what about an AI Nose that can smell what disease you might have?

Ainos, an AI and biotech company that is developing smell technology, is working with National Taiwan University (NTU) to explore whether its platform can help diagnose patients by analyzing volatile organic compounds (VOCs) in exhaled breath.

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The year-long research effort, which starts in July, will examine individuals who present with dyspnea, or shortness of breath, said to be one of the most common symptoms seen in emergency departments.

Dyspnea can be a symptom of many conditions, including acute exacerbation of chronic obstructive pulmonary disease (AECOPD) and acute decompensated heart failure (ADHF), each of which requires different treatments.

Ainos and NTU hope to develop and evaluate a system to analyze VOC-based breathprints to detect AECOPD and/or ADHF in patients.

Ainos’s Smell AI platform relies on an AI Nose module that features multiple micro-electro-mechanical system (MEMS) sensors and an integrated digital processor. Sensor resistance increases in the presence of detectable gases, and this is converted to a digital signal that is interpreted in much the way the human nose interprets scents, according to Ainos.

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That interpretation is handled by by a proprietary Smell Language Model that has been developed to learn, classify, and contextualize complex scent patterns.

“AI Nose was originally developed with medical diagnostic applications in mind, where non-invasive sensing, accuracy, and real-world validation are essential,” said Ainos CEO Eddy Tsai.

“This research program brings that experience back into a high-value clinical setting and extends our Smell AI platform into digital breath intelligence.”

Not content with “digital breath intelligence,” a term we must confess to not being too familiar with, the the company frames the research as part of its broader vision of “building Smell ID data and Smell Language Model capabilities across healthcare, industrial, and physical AI environments.”

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If successful, the research could help create a breathprint database for dyspnea and support future studies for emergency, outpatient, and even home-monitoring settings.

The research follows a separate program testing the AI Nose in an active emergency department at National Taiwan University Hospital. The system has been deployed to monitor respiratory infections and overcrowding in waiting areas, treatment areas, and observation zones. ®

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Roblox Expands Kids and Select Accounts With New Safety Features in India

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Roblox is expanding its safety features for younger players. The platform has launched Roblox Kids and Roblox Select Accounts in India. The new system is designed for users under 16. The platform uses age checks to place users into either Roblox Kids or Roblox Select Accounts. Each account is provided with security features and restrictions regarding access to certain types of content. Over time, the user’s level of protection changes as they move into a new age group.

Roblox Kids Accounts for Ages 5 to 8

Roblox Kids Accounts are designed for children ages 5 to 8. These accounts include the platform’s highest level of default safety protections. Users can access only selected games that carry Minimal or Mild content ratings. Chat features remain disabled by default to provide a safer experience. The company also reviews and approves eligible games before making them available to these users.

Roblox Select Accounts for Ages 9 to 15

The creators of Roblox have launched a feature called Select Account aimed at older children and teenagers. These accounts allow players ages 9 to 15 to gain wider access to more games at Moderate maturity levels. Chat availability depends on the user’s age and region. Roblox also continues to enforce protections for all users under 16.

As children grow, Roblox automatically adjusts their account experience. Players move from Roblox Kids Accounts to Roblox Select Accounts when they turn 9. Once users turn 16, Roblox automatically places them in a standard account and updates their account settings accordingly. The platform gradually expands access to features while updating safety protections as users get older.

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New Parental Controls Coming to Roblox

Parental Controls on roblox kids accounts

The new rollout expands Roblox’s parental control system. The parents can monitor gameplay activity and check the friends’ list from their linked account. They will have control over parameters such as screen time, spending limits, and communication restrictions. The new game-blocking options give them increased control over content. Parents can also grant permission for selected games outside the default account settings.

As part of the latest update, Roblox is adding more protections for users under 16. Facial age verification will play a larger role in accessing some chat features. Users who do not complete the process may lose access to certain communication tools. The platform also blocks links, images, and videos from being shared in chat. New restrictions will also prevent users under 16 from viewing or sharing social media links across the platform.

This year, Roblox will start using the International Age Rating Coalition (IARC) rating system. By using IARC, Roblox hopes to provide better age guidelines for its experiences. The IARC age recommendations will be integrated into Roblox’s age-specific accounts.

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Old iPods Are Making A Comeback Thanks To Gen Z

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Now bring back the Microsoft Zune, I double dare you.

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As technology continues to protrude uncomfortably into more of our lives, some younger folks are pretty much over it. It’s not just generative artificial intelligence, which Gen Z is slowly souring on, but current technology as a whole. The younger generation isn’t ditching tech entirely, but they’re rolling things back to the late 2000s. Yes, while those who lived through that period will primarily remember the horrors of the financial crisis, it seems today’s youths have decided we were also living through the era of peak gadgets. Case in point? The iPod is making a comeback.

Apple hasn’t released a new iPod since 2019, when it launched the final version of the iPod Touch. The iPhone had by that point swallowed the iPod along with many other standalone gadgets, obviating the need for what had previously been the company’s largest moneymaker. But now, old iPods are in high demand with the youth. In February, Axios reported that eBay searches were up for the iPod Classic and iPod Nano by 25% and 20%, respectively. While a large portion of iPod buyers are older, 32% of respondents to an informal survey by Emily White, a plurality, were Gen Z.

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The iPod was once an object of cultural homogeneity. It was the epitome of cool, so embedded in the public consciousness that its advertisements often showed nothing more than a dancing silhouette with telltale white earbud wires flailing in the air. How ironic, then, that the same gadget which once identified its owners as a part of the dominant zeitgeist now signals the exact opposite, a type of retrograde iconoclasm defined by its rejection of the latest iPhone. Why not buy an old Zune, wayward youths? Now that would be truly countercultural.

Connection fatigue and a desire for more control appear to drive iPod sales

The trend toward tech gadgets from two decades ago appears driven primarily by exhaustion with the current state of technology. That exhaustion cuts across generations, but Gen Z was not able to experience the early days of the PC and Internet. That generation of young people, the oldest of whom are on the cusp of their thirtieth birthday and the youngest of whom are just starting high school, have seen only a precipitous and ongoing decline in digital privacy and the relentless enshittification of once useful products and platforms.

Emily White’s survey found that Gen Z was driving the resurgence in iPod ownership, motivated primarily by a desire to minimize distractions, listen to music more intentionally, and to assert ownership over their music and listening experience. There’s a lot to be said for those desires. Are you truly taking in an album if your phone’s notifications are interrupting it interstitially, distracting you with emails and social media drama? And, as for ownership, we’ve seen music streaming services shuttered before  (RIP Google Play Music). If Spotify were to delete your account tomorrow without giving you your playlist data, how would you even begin to rebuild your music collection?

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Those who lived through the iPod’s heyday may remember the holdouts who continued to collect vinyl and CDs while the rest of us loaded our digital media players with more music than they could fit in their entire homes. In many ways, though, those stalwarts had a point. How many among us have managed to lose our old music files, whether due to forgetfulness or to a corrupted hard drive? Today’s iPod nostalgics may well be to the streaming era what those vinyl collectors were to early digital adopters.

iPods aren’t the right choice for every music fan in 2026

What’s clear about iPod adopters, young or old, is that they’re generally not audiophiles. There are plenty of modern devices which cater to Hi-Fi heads with niche features while also supporting Hi-Fi streaming services like Apple Music, Tidal, and Qobuz. An old iPod, however well preserved since the mid-2000s, is less capable than you might think. In addition to lacking support for high-resolution audio formats, it may have experienced internal component degradation over the years which could affect sound quality. Moreover, syncing an iPod is no longer a convenient, plug-and-play affair. With iTunes dead and buried, iPod owners must now turn to independently developed software. There’s a time-consuming DIY element to contemporary iPod ownership.

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Unless what you’re after is a dose of blog-era nostalgia you can’t get from any other media player, it’s worth looking outside Apple’s ecosystem. iPod Classic models are selling for up to $300 on eBay at press time, which is a lot of money considering you’ll miss out on modern conveniences like Bluetooth connectivity and support for high-resolution audio. Modern digital audio players (DAPs) from companies like Sony, Fiio and HiBy are built from the ground up for an audiophile-grade listening experience. They bridge the gap between the iPod and iPhone eras by running custom Android versions packed with under-the-hood system tweaks and user-facing software to prioritize and customize sound quality.

Granted, these newer devices can bleed your wallet at the high end, commanding multi-thousand-dollar price tags, but there are plenty of options at every price point. For $320, you can pick up the HiBy Digital M500 X Hatsune Miku, a device themed around the titular virtual pop star and stuffed with enthusiast audio features. It also has an array of physical buttons along the side, reminiscent of an old, Walkman-style cassette player. Speaking of which, those looking to go even cheaper can take a gander at the wonderfully chintzy Fiio SnowKky Echo Mini, which is even more Walkman-inspired and packs a lot of value for $60 despite missing out on some enthusiast features. Splitting the difference are products like the Fiio JadeAudio JM21, which, at $180, impresses even the notoriously hard to please Hi-Fi community by including features like a balanced 4.4mm TRS output alongside the classic 3.5mm headphone jack.

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Adobe adds its AI assistant to Premiere, Illustrator and InDesign

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Adobe is updating its Firefly AI assistant with new chops, and adding it to Premiere, Illustrator, InDesign and Frame.io.

The company has given the assistant new abilities to make brand kits, product videos, and storyboards . Plus, the Firefly app now lets users save whatever they’ve created as an element that can be used across projects.

Image Credits:Adobe

In Premiere, users can use the AI assistant to sort assets into bins, batch-rename clips, identify interview questions and add markers. And in Illustrator, the assistant can do things like reorganize layers across a document or check for missing fonts.

Firefly is already usable with Express, Photoshop, and Acrobat, and is supported by ChatGPT, Claude and Copilot. Adobe said that it plans to add support for Google Gemini and Slack soon.

Firefly updates

Adobe is slowly transforming Firefly to increasingly resemble Canva, at least when it comes to AI features, loading up the app with AI tools that can generate images, videos and storyboards. The company is now adding a new feature called Elements that can save AI-generated characters, objects and locations for later use.

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Firefly is also getting a Projects feature that can store existing assets in one place, and share context. This could be useful for teams creating a video series or brand campaigns. Both of these features are currently available in a private beta.

Image Credits: AdobeImage Credits:Adobe

The company said users can now describe a brand and its style, or upload existing collateral, in Firefly to have it generate a brand kit, complete with logos, brand identity and color palettes, or even generate product videos from photos. Users can also create storyboards to create videos.

Adobe is hard at work adding AI throughout its apps, and it is also working on an AI assistant that can work across its apps. The idea is to use AI to automate some of the tool usage within its apps that took several steps previously.

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Commodore Unveils Linux Powered Flip Phone

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Whatever happens with the new incarnation of the Commodore corporation, we’ll always remember the old one fondly. Well, we’ll remember certain of its products fondly, at any rate, if not the corporate leadership that drove them under. About that, perhaps the less said the better. That’s why we’re looking at the revived Commodore’s latest offering with equal parts interest and trepidation — is there really a market for a Linux-based, Commodore branded flip phone in 2026 and beyond?

The official reveal trailer, which you can watch below, can only be described as weaponized nostalgia for the late 90s, which tracks because the revived C-64 is more-or-less the same thing for the 8-bit era. That said, between replaceable batteries, actually having a decent camera  — a 48MP Sony module — quality Cirrus Logic DAC for audio, and running the Linux-based, Android-app-compatible Sailfish OS, the “Callback 8020” ticks all the boxes. Except for price, that is. Many will find the $499 USD launch price a little tough to swallow in this economy, so we hope they aren’t betting the farm on this one being a mass hit.

Still, compared to other premium “digital minimalist” products like the LightPhone III, the price looks reasonable — and with web browsing and social media explicitly excluded from the app store, this phone is firmly in that category. At least this one comes with some sweet Commodore branded headphones, which double as an FM antenna just like they did on your Nokia back when.

While it doesn’t come with DOOM from the factory, it does come with Snake and a selection of emulated C64 games . Ringtones are SID samples, but of course there’s no actual SID chip in the phone, any more than there’s a 6502. That said, if someone builds a phone around a 6502, please let us know.

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No, it’s not a new Amiga, as so many of us were hoping for, but by putting quality modern components into the flip phone form-factor, at least they’re trying to innovate (or perhaps retrovate) and we have to respect that. Only time will tell if the market does.

 

 

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Apple and Intel chip deal confirmed

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Intel’s stock has risen after Trump announced that the company will make chips for Apple, but it’s not clear when chips will get delivered, how many will ship, or how much the deal is worth.

Following initial rumors that Apple was in discussion with Intel over manufacturing processors, it was revealed in May 2026 that test production had begun.

Now in a late-night posting on Truth Social, Trump announced that “Apple has agreed to work with Intel to design and build its chips in America.” Consequently, according to CNBC, Intel stock rose 8.8% in premarket trading, while Apple was up 0.6%.

The posting comes after Trump reportedly discussed the semiconductor supply chain at the G7 summit. Plans to reduce dependence on Taiwan chip production were key topics at this summit.

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In a note to investors by Dan Ives at Wedbush seen by AppleInsider, the deal with Intel is a substantial multi-year one.

There were no further details, and the announcement appears to only confirm the news from May 2026.

What the deal entails

It’s believed that Apple’s deal with Intel concerns production of older or lower-end processors. Intel will not be making the chips for the forthcoming iPhone 18 Pro Max, for instance, nor the M5 or later ones for the Mac.

What’s most likely is that Intel will produce older M-series chips for devices such as the iPad Pro and MacBook Air. It may also make processors for the non-Pro versions of the iPhone.

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Someone other than TSMC making processors for Apple has historical precedent. For example, Samsung used to make the A-series chips for Apple.

The most likely scenario here is tapping a capacity-limited TSMC only for the newest Apple processors, such as the latest 2 nanometer design expected in the iPhone 18 range.

Intel has only just recently entered very limited scale testing of the 18A-P process. That means that Intel will not reach full chip production for Apple until mid-2027 at the earliest.

Trump’s US manufacturing push

It is true that Apple and Intel’s deal was prompted by Trump. this follows Apple’s continued increased investment, or re-announcing of previous investments, into US manufacturing.

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The deal and such announcements have already seen Intel’s stock price rise dramatically. The rise follows Trump’s administration investing in Intel in return for shares.

“They were worth around 100 Billion Dollars when we made our offer,” posted Trump. “Now they are worth over 600 BILLION DOLLARS!”

As well as responding to political pressure, Apple has reportedly been forced by the global chip shortage to consider alternatives to its main supplier, TSMC. That’s because the worldwide demand for AI processors has led to Apple losing its position as TSMC’s largest customer to Nvidia.

The shortage is believed to have led to Apple delaying the launches of both its M5 Mac Studio, and its touchscreen MacBook Pro. Apple has also discontinued various configurations of Macs as memory availability continues to be a problem.

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Apple has generally managed to avoid the shortage problems better than most of its rivals, due to its size and buying power, plus its long-term deals. However, as the shortage continues, even Apple has said it is going to have to raise prices.

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