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Meta strikes up to $100 billion AI chips deal with AMD,

Meta strikes up to $100 billion AI chips deal with AMD, could acquire 10% stake in chipmaker

Ars Technica, TechCrunch, and 47 more

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Apple's AI strategy bets on restraint while Big Tech burns $700 billion on infrastructure

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Mistral AI acquires Koyeb in first deal to accelerate its cloud infrastructure push

Japanese toilet maker Toto emerges as unexpected AI

Japanese toilet maker Toto emerges as unexpected AI semiconductor supplier with 40% stock surge

Tom's Hardware, The Register, and 1 more

Valve halts Steam Deck sales as AI-fueled memory shortage

Valve halts Steam Deck sales as AI-fueled memory shortage grips gaming hardware market

Dataconomy, TweakTown, and 1 more

Micron launches first PCIe 6.0 SSDs with 28GB/s speeds, but

Micron launches first PCIe 6.0 SSDs with 28GB/s speeds, but they're built for AI data centers only

PC Magazine, The Register, and 3 more

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AI Disruption Fears Tank US Stocks While Asian Chipmakers Surge 12% on Hardware Demand

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AI Demand Sells Out Western Digital Hard Drives Through 2026, Long-Term Agreements Lock Supply

Sony considers PS6 delay to 2029 as AI chip shortage forces

Sony considers PS6 delay to 2029 as AI chip shortage forces gaming industry to rethink strategy

Dataconomy, TweakTown

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AI Disruption Fears Tank US Stocks While Asian Chipmakers Surge 12% on Hardware Demand

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AI Demand Sells Out Western Digital Hard Drives Through 2026, Long-Term Agreements Lock Supply

AI Demand Triggers Memory Shortage That Could Push Phone

AI Demand Triggers Memory Shortage That Could Push Phone Prices Up 8% and Delay Consoles

The Verge, Tom's Hardware, and 19 more

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Western Digital's 970% surge reveals AI's hidden storage crisis as hyperscalers lock in supply

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AI Demand Sells Out Western Digital Hard Drives Through 2026, Long-Term Agreements Lock Supply

Blackstone backs Neysa with $1.2B as India scales AI

Blackstone backs Neysa with $1.2B as India scales AI infrastructure to meet surging demand

TechCrunch, SiliconANGLE, and 1 more

Nvidia CEO Jensen Huang pulls out of India AI summit as

Nvidia CEO Jensen Huang pulls out of India AI summit as tech leaders gather in New Delhi

Reuters, Benzinga

AI Disruption Fears Tank US Stocks While Asian Chipmakers

AI Disruption Fears Tank US Stocks While Asian Chipmakers Surge 12% on Hardware Demand

Bloomberg, ET

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AI Fears Trigger Historic Stock Market Sell-Offs as New Tools Spark Disruption Concerns

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Indian IT Stocks Lose $56 Billion as AI Disruption Fears Test Sector's Resilience

Applied Materials projects 20% semiconductor equipment

Applied Materials projects 20% semiconductor equipment growth as AI demand fuels record results

Reuters, SiliconANGLE, and 1 more

OpenAI launches Codex-Spark on Cerebras chips, marking

OpenAI launches Codex-Spark on Cerebras chips, marking first move away from Nvidia hardware

Ars Technica, TechCrunch, and 12 more

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Microsoft pushes for AI self-sufficiency as it builds in-house models to reduce OpenAI dependence

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OpenAI faces California AI safety law violations over high-risk GPT-5.3-Codex release

NVIDIA Blackwell Ultra slashes AI inference costs by 35x

NVIDIA Blackwell Ultra slashes AI inference costs by 35x while delivering 50x better performance

NVIDIA, VentureBeat, and 4 more

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DRAM Shortage Fueled by AI Boom Sends Laptop Prices Soaring Through 2028

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Western Digital's 970% surge reveals AI's hidden storage crisis as hyperscalers lock in supply

Microsoft pushes for AI self-sufficiency as it builds

Microsoft pushes for AI self-sufficiency as it builds in-house models to reduce OpenAI dependence

Quartz, Seeking Alpha, and 1 more

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Microsoft Copilot reaches 15 million paid seats, but only 3.3% of users are actually paying

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Microsoft AI chief predicts artificial intelligence will automate most white-collar jobs in 18 months

Nebius Group capex jumps to $2.1 billion as AI cloud firm

Nebius Group capex jumps to $2.1 billion as AI cloud firm expands GPU and data center footprint

ET, Market Screener

NeevCloud and Agnikul Cosmos to Launch India's First AI

NeevCloud and Agnikul Cosmos to Launch India's First AI Data Centre in Space by 2027

ET, DT, and 2 more

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