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AMD and Samsung forge strategic partnership for AI memory supply with foundry deal on the table

AMD CEO Lisa Su secured a memorandum of understanding with Samsung for HBM4 memory supply to power next-generation Instinct MI455X AI accelerators and DDR5 for EPYC processors. The deal includes discussions for a potential foundry partnership that could see Samsung manufacturing AMD's future chips, marking a significant shift in AMD's production strategy beyond TSMC.

Technology5 sources

AMD and Samsung forge strategic partnership for AI memory supply with foundry deal on the table

Technology5 sources

Micron Technology beats estimates as AI boom fuels unprecedented demand for memory chips

Micron Technology delivered a stunning forecast, projecting third-quarter revenue of $33.5 billion—far exceeding Wall Street's $24.29 billion estimate. The chipmaker's second-quarter revenue nearly tripled to $23.86 billion as surging demand for memory chips used in artificial intelligence hardware drives an unprecedented market shift. However, shares dipped 4% after the company raised its capital expenditure to over $25 billion.

Business4 sources

Micron Technology beats estimates as AI boom fuels unprecedented demand for memory chips

Business4 sources

Data Centers Hit Power Grid Limits as Tech Giants Turn to Off-Grid Natural Gas Solutions

U.S. data center development is slowing as power grid capacity reaches its limits, forcing tech companies to adopt alternative power solutions. By the end of 2025, 39% of gas power capacity in development was designed to serve data centers on-site, up from just 5% in 2024. The shift highlights growing tensions between AI's massive energy requirements and aging electrical infrastructure.

Business2 sources

Data Centers Hit Power Grid Limits as Tech Giants Turn to Off-Grid Natural Gas Solutions

Business2 sources

Nebius Group raises $4 billion as Nvidia backs AI infrastructure push with $2 billion stake

Nebius Group secured $4 billion through convertible senior notes to fund data center expansion, days after Nvidia invested $2 billion for an 8.3% stake. The AI cloud provider now holds a $49.4 billion contracted backlog from deals with Meta Platforms and Microsoft, surpassing its $33 billion market cap. Despite an initial stock dip on dilution concerns, analysts see the funding as critical for scaling AI infrastructure capacity.

Technology2 sources

Nebius Group raises $4 billion as Nvidia backs AI infrastructure push with $2 billion stake

Technology2 sources

Alibaba Cloud raises prices up to 34% as AI boom drives hardware costs higher across China

Chinese cloud providers are implementing steep price increases as the AI boom strains global supply chains. Alibaba Cloud is hiking prices by up to 34% for GPU-intensive offerings, while Tencent and Baidu Cloud follow with similar adjustments. The moves signal a shift toward monetizing AI investments amid rising infrastructure costs and semiconductor shortages.

Business8 sources

Alibaba Cloud raises prices up to 34% as AI boom drives hardware costs higher across China

Business8 sources

Samsung Electronics forecasts strong chip demand in 2026 as AI wave drives semiconductor growth

Samsung Electronics predicts robust chip demand through 2026, fueled by the global artificial intelligence wave. However, the company's co-CEO warns that rising memory chip prices could create headwinds for computer and mobile shipments, presenting a complex market outlook for the semiconductor giant.

Business2 sources

Samsung Electronics forecasts strong chip demand in 2026 as AI wave drives semiconductor growth

Business2 sources

NVIDIA unveils RTX PRO 4500 Blackwell Server Edition with 10,496 cores in single-slot design

NVIDIA introduced the RTX PRO 4500 Blackwell Server Edition at GTC 2026, a single-slot GPU featuring 10,496 CUDA cores and 32GB of GDDR7 memory. The energy-efficient accelerator delivers up to 50X performance gains for AI workloads while consuming just 165W, targeting data centers that need maximum density and efficiency.

Technology2 sources

NVIDIA unveils RTX PRO 4500 Blackwell Server Edition with 10,496 cores in single-slot design

Technology2 sources

Amazon CEO Andy Jassy doubles AWS sales projections to $600 billion by 2036 driven by AI boom

Amazon CEO Andy Jassy announced that artificial intelligence could propel AWS to $600 billion in annual sales by 2036, doubling his previous $300 billion estimate. The forecast came during an internal all-hands meeting where Jassy defended the company's $200 billion capital expenditure plan for AI data centers, citing strong demand signals despite investor concerns about the aggressive spending.

Business5 sources

Amazon CEO Andy Jassy doubles AWS sales projections to $600 billion by 2036 driven by AI boom

Business5 sources

NVIDIA and Telecom Giants Deploy AI Grid to Transform Networks Into Distributed Inference Platforms

Major telecom operators including AT&T, Comcast, T-Mobile, and Spectrum are partnering with NVIDIA to build AI grids that transform their existing network infrastructure into distributed AI inference platforms. Using NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs across thousands of edge locations, these AI grids enable real-time AI services closer to users while improving cost efficiency and latency for applications ranging from IoT to cloud gaming.

Technology4 sources

NVIDIA and Telecom Giants Deploy AI Grid to Transform Networks Into Distributed Inference Platforms

Technology4 sources

Hammerspace AI Data Platform feeds distributed data directly to GPUs for Nvidia AI environments

Hammerspace unveiled its AI Data Platform at the Nvidia Global Technology Conference, enabling enterprises to feed distributed data directly to GPUs without large-scale migrations. Built on Nvidia's reference architecture, the platform automates data discovery and delivery for AI workloads while addressing GPU underutilization, which currently sits below 30% in most enterprises.

Technology2 sources

Hammerspace AI Data Platform feeds distributed data directly to GPUs for Nvidia AI environments

Technology2 sources

POET Technologies partners with Lessengers to develop AI optical interconnects for data centers

POET Technologies announced a strategic collaboration with Lessengers to develop 1.6T 2×DR4 optical transceivers for AI-driven data center networks. The partnership targets a market forecast exceeding 125 million units over the next five years, with samples expected in Q2 2026. The collaboration combines POET's Optical Interposer technology with Lessengers' Direct Optical Wiring to address growing bandwidth demands in AI infrastructure.

Technology2 sources

POET Technologies partners with Lessengers to develop AI optical interconnects for data centers

Technology2 sources

Germany plans to double data centres by 2030 to compete with US and China in AI race

Germany unveiled plans to at least double its data centre capacity and boost artificial intelligence processing fourfold by 2030. Digital Minister Karsten Wildberger proposed measures including land allocation and faster approvals to help Europe's largest economy catch up with dominant players. The strategy aims to strengthen digital sovereignty and reduce reliance on American tech giants.

Policy4 sources

Germany plans to double data centres by 2030 to compete with US and China in AI race

Policy4 sources

Memory shortage forces PC makers to raise prices up to 30% as AI demand drains supply

The RAM crisis deepens as MSI announces price increases of up to 30% on gaming products while Intel raises CPU prices by 10%. Semiconductor companies like Micron can only supply 50-67% of customer requirements, with SK Hynix chairman warning relief won't come until around 2030 as AI data centers consume half of all memory production.

Business8 sources

Memory shortage forces PC makers to raise prices up to 30% as AI demand drains supply

Business8 sources

Nvidia's DLSS 5 faces fierce backlash as gamers and developers reject generative AI overhaul

Nvidia unveiled DLSS 5, its latest AI upscaling technology using generative AI to enhance game graphics with photorealistic lighting and textures. But the demonstration sparked immediate backlash from gamers and developers who criticized the uncanny valley effect, comparing it to AI slop and Instagram filters that undermine artistic vision.

Technology110 sources

Nvidia's DLSS 5 faces fierce backlash as gamers and developers reject generative AI overhaul

Technology110 sources

Google turns to Chinese suppliers for liquid cooling systems as AI data centers strain supply

Alphabet's Google is in talks with China's Envicool and other suppliers to purchase liquid cooling equipment for AI data centers, reflecting a global shortage of critical cooling components. The AI server liquid cooling market is projected to surge from $8.9 billion last year to over $17 billion in 2026, driven by demand from tech giants deploying high-density computing infrastructure.

Business3 sources

Google turns to Chinese suppliers for liquid cooling systems as AI data centers strain supply

Business3 sources

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