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Memory shortage driven by AI demand could keep prices high

Memory shortage driven by AI demand could keep prices high until 2027 or beyond

Ars Technica, XDA-Developers, and 6 more

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SK hynix begins mass production of 192GB SOCAMM2 memory for NVIDIA Vera Rubin AI platform

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AMD and Intel hit record valuations as agentic AI drives insatiable demand for CPUs

Google in talks with Marvell Technology to develop two AI

Google in talks with Marvell Technology to develop two AI chips, diversifying chip suppliers

Reuters, CNBC, and 13 more

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Google splits eighth-gen TPU into training and inference chips to challenge Nvidia dominance

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AMD and Intel hit record valuations as agentic AI drives insatiable demand for CPUs

Cerebras Systems files for IPO after landing $20 billion

Cerebras Systems files for IPO after landing $20 billion OpenAI deal and challenging Nvidia

TechCrunch, Tom's Hardware, and 9 more

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AMD and Intel hit record valuations as agentic AI drives insatiable demand for CPUs

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Google splits eighth-gen TPU into training and inference chips to challenge Nvidia dominance

Google negotiates Pentagon deal to deploy Gemini AI in

Google negotiates Pentagon deal to deploy Gemini AI in classified military environments

Tom's Hardware, Reuters, and 1 more

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Pentagon blacklists Anthropic as AI governance clash exposes deeper questions about military AI control

Upscale AI targets $2 billion valuation in third funding

Upscale AI targets $2 billion valuation in third funding round since September launch

TechCrunch, Bloomberg

Intel Core Series 3 mobile processors bring 40 TOPS AI

Intel Core Series 3 mobile processors bring 40 TOPS AI compute to budget-friendly laptops

Quartz, Digital Trends, and 3 more

Taiwan stock market surges past UK with $4.14 trillion

Taiwan stock market surges past UK with $4.14 trillion valuation as AI boom fuels TSMC growth

Bloomberg, FT

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TSMC profit surges 58% on AI demand as chipmaker expands 3nm capacity amid rising costs

TSMC profit surges 58% on AI demand as chipmaker expands

TSMC profit surges 58% on AI demand as chipmaker expands 3nm capacity amid rising costs

Tom's Hardware, Bloomberg, and 10 more

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Taiwan stock market surges past UK with $4.14 trillion valuation as AI boom fuels TSMC growth

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ASML raises 2026 sales forecast to €40 billion as AI chip demand outpaces supply

Xiaomi 18 Pro leak shows dedicated AI button for smart home

Xiaomi 18 Pro leak shows dedicated AI button for smart home control and connected car features

Dataconomy, Phandroid, and 1 more

Nvidia CEO Jensen Huang defends selling AI chips to China

Nvidia CEO Jensen Huang defends selling AI chips to China amid national security debate

Tom's Hardware, Bloomberg, and 8 more

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Anthropic's Mythos AI model triggers global alarm over cybersecurity and banking threats

Elon Musk confirms Terafab will use Intel's 14A process to

Elon Musk confirms Terafab will use Intel's 14A process to manufacture AI chips for Tesla and SpaceX

Tom's Hardware, Bloomberg, and 8 more

Allbirds pivots from sustainable shoes to AI

Allbirds pivots from sustainable shoes to AI infrastructure, stock surges 580% in single day

Ars Technica, TechCrunch, and 46 more

Tesla completes AI5 chip design with 40X performance leap,

Tesla completes AI5 chip design with 40X performance leap, but deployment still years away

Tom's Hardware, Electrek, and 4 more

Chipmakers AMD, Arm, and Qualcomm invest $60M in Wayve's

Chipmakers AMD, Arm, and Qualcomm invest $60M in Wayve's self-driving tech platform

TechCrunch, CNBC, and 1 more

Meta locks Broadcom for custom AI chips through 2029 as

Meta locks Broadcom for custom AI chips through 2029 as Hock Tan exits board

Tom's Hardware, Bloomberg, and 14 more

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Oracle shares surge 4% after securing 2.8 GW Bloom Energy deal for AI data centers

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