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Samsung and AMD formalize HBM4 supply deal, explore foundry partnership for next-gen AI chips

Samsung Electronics and AMD have signed a memorandum of understanding to expand their collaboration on next-generation AI memory technologies. Under the agreement, Samsung will serve as the primary HBM4 supplier for AMD's upcoming MI455X AI accelerators and provide DDR5 memory for EPYC processors, while both companies explore potential foundry partnership opportunities.

Technology12 sources

Samsung and AMD formalize HBM4 supply deal, explore foundry partnership for next-gen AI chips

Technology12 sources

Nvidia CEO Jensen Huang projects $1 trillion in AI chips revenue through 2027, doubling forecast

Nvidia CEO Jensen Huang announced at GTC Conference that the company expects at least $1 trillion in AI hardware revenue through 2027, up from a previous $500 billion forecast. The dramatic increase reflects surging demand for Blackwell and Rubin chips as companies invest heavily in AI computing infrastructure and agentic AI applications.

Business39 sources

Nvidia CEO Jensen Huang projects $1 trillion in AI chips revenue through 2027, doubling forecast

Business39 sources

Nexthop AI Raises $500M at $4.2B Valuation to Build Next-Gen AI Data Center Networks

Nexthop AI has secured $500 million in a funding round led by Lightspeed Venture Partners and Andreessen Horowitz, valuing the AI networking startup at $4.2 billion. The company, founded by former Arista Networks COO Anshul Sadana, is building power-efficient networking hardware and software for AI data centers as tech giants plan to spend $650 billion on AI infrastructure in 2026 alone.

Technology2 sources

Nexthop AI Raises $500M at $4.2B Valuation to Build Next-Gen AI Data Center Networks

Technology2 sources

Nvidia DLSS 4.5 brings Dynamic Multi-Frame Generation to RTX 50-series GPUs on March 31

Nvidia announced DLSS 4.5 at GDC 2026, introducing Dynamic Multi-Frame Generation that automatically adjusts AI-generated frames to match monitor refresh rates. The update launches March 31 with 5x and 6x multipliers for RTX 50-series GPUs. The technology aims to help gamers maximize high-refresh-rate displays while reducing latency and visual artifacts like ghosting.

Technology7 sources

Nvidia DLSS 4.5 brings Dynamic Multi-Frame Generation to RTX 50-series GPUs on March 31

Technology7 sources

AI Hyperscalers' Massive Borrowing Boom Raises Shadow Debt Concerns as Companies Chase AI Goals

Tech giants Amazon, Alphabet, and Meta are fueling an unprecedented borrowing boom to fund AI infrastructure, with Amazon alone raising $37 billion through bond sales. But the Bank for International Settlements warns that off-balance sheet arrangements amount to shadow borrowing that could expose lenders to refinancing pressures and credit risk.

Business9 sources

AI Hyperscalers' Massive Borrowing Boom Raises Shadow Debt Concerns as Companies Chase AI Goals

Business9 sources

Applied Materials partners with Micron and SK Hynix to develop AI memory chips at $5B facility

Applied Materials has formed partnerships with Micron Technology and SK Hynix to accelerate development of next-generation memory chips for AI systems. The collaborations will take place at Applied's $5 billion EPIC Center, focusing on DRAM, HBM, and NAND technologies as Big Tech firms prepare to spend at least $630 billion on AI infrastructure this year.

Technology5 sources

Applied Materials partners with Micron and SK Hynix to develop AI memory chips at $5B facility

Technology5 sources

Cortical Labs builds brain cell data centers to tackle AI energy consumption crisis

Australian biotech startup Cortical Labs is constructing two biological data centres powered by human brain cells in Melbourne and Singapore. The facilities will house neuron-filled chips that use a fraction of the energy required by conventional AI processors. While the technology remains in early development stages, it represents a novel approach to addressing the mounting power demands of AI infrastructure.

Technology6 sources

Cortical Labs builds brain cell data centers to tackle AI energy consumption crisis

Technology6 sources

Eridu emerges from stealth with $200M Series A to solve AI networking bottlenecks

Veteran entrepreneur Drew Perkins is back with Eridu, an AI networking startup that just raised an oversubscribed $200 million Series A round. The company promises to break through the network wall holding back AI with a redesigned switch architecture that could scale GPU clusters to millions of units while cutting costs by up to 40 percent.

Startups3 sources

Eridu emerges from stealth with $200M Series A to solve AI networking bottlenecks

Startups3 sources

AI Crunch Pushes Laptop Prices Up 40% as Memory and Storage Costs Spiral Out of Control

The AI boom is triggering a severe component shortage that could push laptop prices up by 40%, with mainstream $900 models potentially hitting $1,260. Memory and storage chips are in critical short supply as manufacturers prioritize lucrative AI server components over consumer devices. Chromebooks face the steepest decline with shipments expected to drop 28% this year.

Business2 sources

AI Crunch Pushes Laptop Prices Up 40% as Memory and Storage Costs Spiral Out of Control

Business2 sources

TSMC posts 30% sales growth as AI demand drives semiconductor boom despite geopolitical risks

Taiwan Semiconductor Manufacturing Co. reported revenue of $22.6 billion for January-February 2026, marking 30% sales growth fueled by sustained global demand for AI hardware. The world's largest contract chipmaker continues aggressive expansion with a new Tainan fabrication plant despite emerging concerns over data center spending and Middle East conflict.

Business3 sources

TSMC posts 30% sales growth as AI demand drives semiconductor boom despite geopolitical risks

Business3 sources

Polarise plans 30-megawatt AI data centre to double Germany's sovereign computing capacity

German start-up Polarise announced plans to build a 30-megawatt AI data centre in Bavaria by mid-2027, potentially doubling Germany's domestically-run computing capacity. The facility addresses European efforts to gain sovereign control over critical tech infrastructure amid global tensions. With costs in the triple-digit million euro range and renewable energy integration, the project highlights the strategic push for technological independence.

Business2 sources

Polarise plans 30-megawatt AI data centre to double Germany's sovereign computing capacity

Business2 sources

ASUS NUC 16 Pro delivers 180 TOPS AI performance in compact mini desktop PC form factor

ASUS unveiled the NUC 16 Pro, a compact mini PC powered by Intel Core Ultra X-series processors with up to 180 TOPS of AI performance. The 0.7-liter machine handles demanding AI and enterprise workloads through its CPU+GPU+NPU combination, featuring Intel Arc B390 GPU and 50 TOPS NPU. Pricing starts at $999 for barebone configurations, while fully equipped models with Core Ultra X7 358H reach $1,600.

Technology3 sources

ASUS NUC 16 Pro delivers 180 TOPS AI performance in compact mini desktop PC form factor

Technology3 sources

AMD Ryzen AI Embedded P100 Series Targets Edge AI and Industrial Applications with Zen 5

AMD expands its Ryzen AI Embedded P100 series with processors featuring up to 12 Zen 5 cores, RDNA 3.5 graphics, and 50 AI TOPS for edge AI and industrial applications. The new chips deliver up to 39% higher multithreaded performance and support advanced workloads including Llama3.2-Vision 11B, while offering ROCm open-source AI software stack compatibility for simplified deployment.

Technology2 sources

AMD Ryzen AI Embedded P100 Series Targets Edge AI and Industrial Applications with Zen 5

Technology2 sources

SK hynix validates LPDDR6 memory, 33% faster and 20% more efficient for on-device AI devices

SK hynix has successfully validated its first LPDDR6 DRAM, delivering speeds over 10.7 Gbps—33% faster than LPDDR5X—with 20% better power efficiency. Built on a 10nm-class process, the memory targets smartphones and tablets with on-device AI capabilities, though supply concerns loom as AI device makers compete for limited availability.

Technology5 sources

SK hynix validates LPDDR6 memory, 33% faster and 20% more efficient for on-device AI devices

Technology5 sources

HPE projects revenue above estimates as AI hardware demand drives $5 billion server backlog

Hewlett Packard Enterprise forecast second-quarter revenue between $9.6 billion and $10 billion, exceeding Wall Street estimates of $9.57 billion. The company is capitalizing on surging demand for AI-powered servers equipped with Nvidia chips, while navigating memory chip shortages by raising prices and prioritizing high-margin enterprise customers over some mobile service providers.

Business3 sources

HPE projects revenue above estimates as AI hardware demand drives $5 billion server backlog

Business3 sources

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