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Microsoft-backed Lace Lithography raises $40M to create chip designs 10 times smaller

Norway-based Lace Lithography has secured $40 million in Series A funding to develop helium atom beam lithography technology. The Microsoft-backed startup aims to create chip designs 10 times smaller than what's currently possible, potentially transforming semiconductor manufacturing with atomic resolution capabilities by 2029.

Technology3 sources

Microsoft-backed Lace Lithography raises $40M to create chip designs 10 times smaller

Technology3 sources

ZYT's AI autonomous driving system already outperforms its CEO on crowded Shenzhen streets

Chinese autonomous driving startup ZYT is set to unveil a mobility foundation model at Beijing's auto show in April that CEO Shen Shaojie admits drives better than he does. The DJI spin-off trained its AI on diverse video sources including drones and vacuum cleaners, creating a system that adapts across vehicle types without dedicated modules for detection.

Technology3 sources

ZYT's AI autonomous driving system already outperforms its CEO on crowded Shenzhen streets

Technology3 sources

Sony confirms AI frame generation for PlayStation as PSSR upscaling gets 100 microseconds faster

Mark Cerny reveals that machine learning-based frame generation will arrive on PlayStation platforms, though not in 2025. Sony's updated PSSR AI upscaling technology is now 100 microseconds faster than the original, co-developed with AMD through Project Amethyst. The enhanced upscaler delivers improved image stability and clarity across PS5 Pro titles.

Technology4 sources

Sony confirms AI frame generation for PlayStation as PSSR upscaling gets 100 microseconds faster

Technology4 sources

BlackRock's Larry Fink warns AI boom risks exacerbating wealth inequality for millions

BlackRock CEO Larry Fink used his annual shareholder letter to warn that AI threatens to intensify wealth inequality, with gains concentrated among companies and investors who financed the industry's growth. The $14 trillion asset manager chief called for broader participation in capital markets to ensure more people share in AI's economic value.

Business3 sources

BlackRock's Larry Fink warns AI boom risks exacerbating wealth inequality for millions

Business3 sources

Upstage in talks with AMD to acquire 10,000 MI355 chips for South Korea AI infrastructure

Korean AI startup Upstage is negotiating with AMD to purchase 10,000 MI355 AI accelerators, marking a strategic move to diversify beyond Nvidia chips. CEO Sung Kim met with AMD's Lisa Su in Seoul to discuss bringing large-scale AI compute infrastructure to South Korea, as local firms seek broader hardware options for domestic AI projects.

Business2 sources

Upstage in talks with AMD to acquire 10,000 MI355 chips for South Korea AI infrastructure

Business2 sources

Nvidia partners with major energy companies to build flexible AI factories that respond to grid needs

Nvidia announced a partnership with six major U.S. energy companies to develop a new class of AI factories designed to operate as flexible energy assets. The facilities will use Nvidia's Vera Rubin DSX architecture and can adjust computing workloads based on power grid conditions, potentially unlocking up to 100 gigawatts of underutilized capacity across the U.S. power system.

Technology4 sources

Nvidia partners with major energy companies to build flexible AI factories that respond to grid needs

Technology4 sources

Apple Store storage prices surge as AI data centers devour memory chips, SanDisk SSDs hit 200% hike

Apple Store has dramatically increased prices on external storage devices, with some SanDisk SSDs jumping 200% as AI data centers consume massive quantities of memory and storage chips. A 1TB SanDisk drive that cost $120 now sells for $360, while a 4TB model jumped from $500 to $1,200. The shortage is expected to worsen throughout 2026.

Business2 sources

Apple Store storage prices surge as AI data centers devour memory chips, SanDisk SSDs hit 200% hike

Business2 sources

Ecolab acquires CoolIT Systems for $4.75 billion to meet surging AI data center cooling demand

Water solutions company Ecolab has agreed to acquire CoolIT Systems from KKR for $4.75 billion in cash, marking a significant bet on the booming AI infrastructure market. The deal represents a dramatic valuation jump from CoolIT's $270 million price tag when KKR acquired it in 2023, reflecting the surging demand for advanced cooling solutions as tech giants race to build AI-capable data centers.

Business4 sources

Ecolab acquires CoolIT Systems for $4.75 billion to meet surging AI data center cooling demand

Business4 sources

AI Tokens Become Employee Performance Metric, But Experts Question if Volume Equals Value

Companies including Meta and Shopify are evaluating employees based on how many AI tokens they consume, with internal leaderboards tracking usage. Nvidia CEO Jensen Huang predicts token budgets could reach half an engineer's salary. But critics warn that measuring AI adoption through token consumption conflates volume with actual business outcomes.

Business4 sources

AI Tokens Become Employee Performance Metric, But Experts Question if Volume Equals Value

Business4 sources

Super Micro shareholders sue over securities fraud as AI chip smuggling charges shake investor confidence

Super Micro faces a securities fraud lawsuit from shareholders who claim the company concealed its dependence on illegal Chinese sales. The lawsuit follows federal charges against co-founder Yih-Shyan Wally Liaw and two employees for allegedly smuggling $2.5 billion worth of AI servers to China, representing over 16% of the company's 2024 revenue. The revelations triggered a 33% stock plunge, erasing more than $6 billion in market value.

Policy44 sources

Super Micro shareholders sue over securities fraud as AI chip smuggling charges shake investor confidence

Policy44 sources

Elon Musk confirms Tesla and SpaceX AI will keep ordering Nvidia chips despite AI5 development

Elon Musk announced that Tesla and SpaceX AI will continue ordering Nvidia chips at scale while developing the fifth-generation AI5 chip. The AI5 chip is optimized for AI edge compute in Optimus humanoid robots and Robotaxis, though it can also support data center applications. Musk praised Nvidia and Jensen Huang while revealing Tesla's Terafab project launches soon.

Business2 sources

Elon Musk confirms Tesla and SpaceX AI will keep ordering Nvidia chips despite AI5 development

Business2 sources

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

Tesla targets December tape out for AI6 chips as Samsung plans 2027 mass production

Tesla CEO Elon Musk announced the company may finalize its next-generation AI6 chips design by December 2026, with Samsung Electronics set to begin mass production in the second half of 2027. The chips will power Tesla's self-driving cars, humanoid robots, and data centers under a $16.5 billion partnership that signals a strategic shift toward building an independent AI ecosystem.

Technology5 sources

Tesla targets December tape out for AI6 chips as Samsung plans 2027 mass production

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

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

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