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Memory suppliers caught between AI boom and consumer DRAM

Memory suppliers caught between AI boom and consumer DRAM shortages as market dynamics shift

TechRadar, Wccftech

OpenAI seeks US supply chain partners for major robotics

OpenAI seeks US supply chain partners for major robotics and consumer devices expansion

Bloomberg, Seattle Times, and 2 more

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OpenAI strikes $10 billion AI chip deal with Cerebras to power faster ChatGPT responses

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OpenAI taps Samsung Exynos for Sweetpea earbuds as it builds AI hardware ecosystem

Raspberry Pi AI HAT+ 2 brings 40 TOPS and 8GB RAM to run

Raspberry Pi AI HAT+ 2 brings 40 TOPS and 8GB RAM to run gen AI models locally on Pi 5

The Verge, Tom's Hardware, and 6 more

US imposes 25% tariff on Nvidia and AMD AI chips bound for

US imposes 25% tariff on Nvidia and AMD AI chips bound for China, turning restrictions into revenue

Ars Technica, TechCrunch, and 9 more

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Nvidia's China market share crashes from 66% to 8% as export curbs fuel domestic AI chip surge

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U.S. House passes bill to close cloud chip export loophole used by Chinese companies

Z.ai trains GLM-Image entirely on Huawei hardware,

Z.ai trains GLM-Image entirely on Huawei hardware, challenging Nvidia's AI chip dominance

The Register, Digit

OpenAI strikes $10 billion AI chip deal with Cerebras to

OpenAI strikes $10 billion AI chip deal with Cerebras to power faster ChatGPT responses

TechCrunch, The Register, and 8 more

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OpenAI taps Samsung Exynos for Sweetpea earbuds as it builds AI hardware ecosystem

/

OpenAI seeks US supply chain partners for major robotics and consumer devices expansion

Nvidia's China market share crashes from 66% to 8% as

Nvidia's China market share crashes from 66% to 8% as export curbs fuel domestic AI chip surge

Tom's Hardware, Bloomberg, and 17 more

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US imposes 25% tariff on Nvidia and AMD AI chips bound for China, turning restrictions into revenue

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U.S. House passes bill to close cloud chip export loophole used by Chinese companies

RAM prices surge over 500% as AI data centers consume 70%

RAM prices surge over 500% as AI data centers consume 70% of memory supply, reshaping PC market

Gizmodo, How-To Geek, and 8 more

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SK Hynix commits $13 billion to world's largest HBM plant as AI demand creates historic shortage

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NVIDIA's Vera Rubin AI systems projected to consume 9.3% of global NAND supply by 2027

Nothing CEO Carl Pei confirms smartphone prices will rise

Nothing CEO Carl Pei confirms smartphone prices will rise as AI drives memory costs up 3x

9to5Google, Digital Trends, and 1 more

HCL Technologies reports $3 billion bookings as AI-led

HCL Technologies reports $3 billion bookings as AI-led demand fuels strong deal momentum

ET, MediaNama

Glass cloth shortage emerges as AI boom drains supply,

Glass cloth shortage emerges as AI boom drains supply, leaving Apple and Nvidia scrambling

Tom's Hardware, 9to5Mac, and 1 more

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NVIDIA's Vera Rubin AI systems projected to consume 9.3% of global NAND supply by 2027

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SK Hynix commits $13 billion to world's largest HBM plant as AI demand creates historic shortage

Etched Secures $500 Million to Challenge Nvidia's AI Chip

Etched Secures $500 Million to Challenge Nvidia's AI Chip Dominance with Sohu Processor

Bloomberg, SiliconANGLE

Semiconductor Revenue Hits $793 Billion as AI Chips Drive

Semiconductor Revenue Hits $793 Billion as AI Chips Drive Historic 21% Growth in 2025

ET, DT

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TSMC calls AI demand 'endless' as chipmaker commits $56 billion to fuel sustained AI boom

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SK Hynix commits $13 billion to world's largest HBM plant as AI demand creates historic shortage

Apple to begin mass production of in-house AI server chips

Apple to begin mass production of in-house AI server chips in H2 2026 as Google deal buys time

TechSpot, MacRumors, and 2 more

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Apple chooses Google's Gemini over OpenAI to power next-gen Siri in $1 billion partnership

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Elon Musk Slams Apple Google Partnership as Gemini AI Powers Siri in $1 Billion Deal

U.S. House passes bill to close cloud chip export loophole

U.S. House passes bill to close cloud chip export loophole used by Chinese companies

Tom's Hardware, The Register

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Pete Hegseth unveils Military AI strategy with Elon Musk's Grok at SpaceX headquarters

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Nvidia's China market share crashes from 66% to 8% as export curbs fuel domestic AI chip surge

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