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Silicon Motion's PCIe 6.0 SSD roadmap follows Nvidia's AI push, not AMD or Intel's client plans

Silicon Motion is aligning its consumer PCIe 6.0 SSD controller roadmap with Nvidia's bandwidth-hungry AI platforms rather than traditional CPU makers. The company plans to launch its Neptune controller in late 2027, but warns that AI data centers could consume up to 80% of global NAND production by 2027, creating supply constraints and higher prices for consumer storage.

Business2 sources

Silicon Motion's PCIe 6.0 SSD roadmap follows Nvidia's AI push, not AMD or Intel's client plans

Business2 sources

Everpure unveils data primacy framework to fix AI's broken foundation with governance-first approach

Everpure launched its Enterprise Data Cloud blueprint and data primacy framework at Pure Accelerate 2026, arguing that 50 years of app-centric enterprise IT must invert to make AI work. CEO Charlie Giancarlo revealed he personally chairs weekly coordination meetings for 18 months to implement the shift internally, highlighting that data primacy is more a political challenge than a technology problem.

Technology12 sources

Everpure unveils data primacy framework to fix AI's broken foundation with governance-first approach

Technology12 sources

Israel launches National AI Plan to claim AI leadership and reshape millions of jobs

Israel's government approved a comprehensive National AI Plan aimed at establishing the country as a global AI leader. The AI initiative targets 100,000 processing units for technological self-reliance, a National Institute for AI, and workforce training programs as up to four million workers may need to adapt. Led by newly appointed AI Chief Erez Eskel, the plan leverages Israel's cybersecurity strengths while addressing its late start in the AI race.

Policy2 sources

Israel launches National AI Plan to claim AI leadership and reshape millions of jobs

Policy2 sources

Rackspace Technology stock surges 30% as AMD partnership brings 30MW of AI compute infrastructure

Rackspace Technology shares jumped 30% following a definitive agreement with AMD to deploy 30 megawatts of AI computing infrastructure across its global data centers. The deal, running through 2028, positions Rackspace to serve regulated industries with managed enterprise AI infrastructure. Wall Street analysts have raised price targets as the company pivots from legacy cloud operations toward AI services.

Technology3 sources

Rackspace Technology stock surges 30% as AMD partnership brings 30MW of AI compute infrastructure

Technology3 sources

One Stop Systems wins $8.4M defense contract to deliver AI-enabled servers for intelligence ops

One Stop Systems has secured an $8.4 million defense contract with the U.S. Department of Defense to deliver 91 high-performance servers for signal surveillance and real-time AI analysis. The agreement carries potential expansion to $44 million and marks the latest addition to a growing relationship with a prime defense customer, with first shipments expected in 2026.

Business2 sources

One Stop Systems wins $8.4M defense contract to deliver AI-enabled servers for intelligence ops

Business2 sources

KAIST's internal chip cooling tech slashes energy use by 90% for AI data centers

Researchers at KAIST developed a liquid cooling technology that embeds microscopic channels directly inside silicon semiconductor chips, cutting cooling energy to one-tenth of current levels. The system achieved a Coefficient of Performance of 106,000—ten times higher than the previous world record—using ordinary room-temperature water and existing manufacturing processes.

Technology2 sources

KAIST's internal chip cooling tech slashes energy use by 90% for AI data centers

Technology2 sources

SpaceX acquires Cursor for $60 billion to compete in enterprise AI market

SpaceX announced it will acquire AI coding platform Cursor for $60 billion in an all-stock deal, just days after its blockbuster IPO. The acquisition aims to strengthen SpaceX's position against rivals like Anthropic and OpenAI by combining Cursor's developer tools with xAI's massive compute infrastructure. The deal is expected to close in the third quarter of 2026.

Startups43 sources

SpaceX acquires Cursor for $60 billion to compete in enterprise AI market

Startups43 sources

Qualcomm eyes $8-10 billion Tenstorrent acquisition in major AI chip and RISC-V power play

Qualcomm is negotiating to acquire AI chip startup Tenstorrent for between $8 billion and $10 billion, according to recent reports. Led by renowned chip architect Jim Keller, Tenstorrent develops RISC-V-based AI accelerators and data center processors. The deal would represent one of Qualcomm's largest acquisitions and signal a significant commitment to RISC-V architecture.

Business4 sources

Qualcomm eyes $8-10 billion Tenstorrent acquisition in major AI chip and RISC-V power play

Business4 sources

Hydra Host raises $100M as Nvidia backs GPU marketplace tackling AI compute capacity crunch

Hydra Host has closed a $100 million Series A funding round led by Kindred Ventures, with Nvidia, ARK Invest, and others backing its GPU marketplace model. The startup operates an asset-light platform connecting AI firms to compute resources across 50+ global data centers, betting that GPU scarcity is ending and compute will become a commodity traded on price and availability.

Startups3 sources

Hydra Host raises $100M as Nvidia backs GPU marketplace tackling AI compute capacity crunch

Startups3 sources

Oracle's Project Jupiter AI data center sparks water debate in drought-stricken New Mexico desert

Oracle and OpenAI are building one of America's largest AI data centers in New Mexico's Doña Ana County, where tree mortality tripled in 2025 due to severe drought. The $165 billion Project Jupiter spans 1,400 acres, but Oracle claims its closed-loop cooling system will use just 11 million gallons for initial fill and minimal annual top-offs, calling the water usage negligible despite local opposition and water scarcity concerns.

Technology2 sources

Oracle's Project Jupiter AI data center sparks water debate in drought-stricken New Mexico desert

Technology2 sources

Tensordyne's Napier AI chip claims 13x faster inference than Nvidia Blackwell using log math

AI chip startup Tensordyne has completed tape-out of its Napier AI chip, built on TSMC's 3nm process. The company claims its logarithmic matrix multiplication approach delivers 13x more tokens per second and 17x better tokens per watt than Nvidia Blackwell systems. With over $200 million in projected demand, Tensordyne plans beta deployment in Q1 2027 and broader shipments by mid-2027.

Technology4 sources

Tensordyne's Napier AI chip claims 13x faster inference than Nvidia Blackwell using log math

Technology4 sources

AMD acquires MEXT to solve memory constraints with AI-powered tiering technology

AMD has acquired MEXT, a startup developing AI-driven memory tiering technology that makes NAND flash memory appear as DRAM to applications. The deal addresses growing memory constraints in AI data centers by enabling operators to reduce infrastructure costs while expanding usable memory capacity by 2 to 4x, helping deploy large-scale AI workloads more efficiently.

Technology4 sources

AMD acquires MEXT to solve memory constraints with AI-powered tiering technology

Technology4 sources

Anthropic faces lawsuit alleging false advertising over Claude Max subscription usage limits

AI company Anthropic is facing a proposed class-action lawsuit alleging it misled subscribers about usage limits on its premium Claude Max plans. Plaintiff Karl Kahn claims the $100 Max 5x and $200 Max 20x tiers deliver significantly less usage than advertised, with opaque rate limits making it nearly impossible for customers to verify what they're actually getting. The case highlights growing tensions over AI subscription costs and transparency.

Policy9 sources

Anthropic faces lawsuit alleging false advertising over Claude Max subscription usage limits

Policy9 sources

Adani and Jabil plan massive AI data centre hardware manufacturing push in India

Adani Group and US manufacturing giant Jabil Inc. have announced plans for a strategic alliance to build AI data centre hardware in India. The proposed partnership aims to create multi-gigawatt manufacturing capacity for AI racks, servers, and supporting infrastructure, positioning India as a global exporter rather than just a consumer of AI hardware. However, the deal remains unsigned with no disclosed investment figures yet.

Business5 sources

Adani and Jabil plan massive AI data centre hardware manufacturing push in India

Business5 sources

ByteDance negotiates major AI chips deal with Iluvatar CoreX as China shifts from Nvidia

ByteDance is in talks to purchase at least 50,000 AI chips from Shanghai-based Iluvatar CoreX this year, primarily for inference workloads supporting its Doubao chatbot. The deal would make Iluvatar ByteDance's third domestic chip supplier after Huawei and Cambricon, reflecting China's push for self-reliance in AI hardware amid ongoing US export controls on advanced chips.

Technology3 sources

ByteDance negotiates major AI chips deal with Iluvatar CoreX as China shifts from Nvidia

Technology3 sources

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