A senior lawmaker said Japan's ruling party is considering tightening disclosure rules for activist investors.

RBNZ says monetary policy stance has been carefully calibrated to restore inf to target while avoiding undue economic instability.

NVIDIA and AI-chip startup d‑Matrix announced a joint AI chip system that integrates inference-focused ASICs into NVIDIA’s stack. d‑Matrix targets low-latency, low-power inference using memory-centric 3D IMC to cut data movement, aiming to lower per-call cost for high-volume KV‑cache, long‑context and agent workloads. Model companies are increasingly pursuing custom inference silicon — OpenAI with Broadcom’s Jalapeño, Anthropic reported in talks with Samsung, and startups including Etched, Cerebras, Groq, DeepSeek and Zhipu evaluating self‑developed inference chips. Market takeaway: successful inference ASICs would compress cost, latency and energy for high-frequency AI apps and could shift demand away from general‑purpose GPUs; failure to deliver those advantages would keep demand concentrated on NVIDIA GPUs. Key execution risks: partnership terms remain undisclosed and d‑Matrix faces production, customer validation and software‑integration hurdles. Watch NVIDIA, Broadcom and Marvell as the most directly relevant listed plays; d‑Matrix is private.