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AI chip startup Ricursive Intelligence hits $4B valuation two months after launch

Ricursive Intelligence raised $300 million at a $4 billion valuation just two months after launching. Founded by former Google researchers behind AlphaChip, the AI chip startup aims to use AI systems to design and automatically improve AI accelerators. The Series A round was led by Lightspeed Ventures with participation from NVIDIA's NVentures and DST Global.

Startups2 sources

AI chip startup Ricursive Intelligence hits $4B valuation two months after launch

Startups2 sources

AI data centers drain global memory supply as chip shortage expected to last through 2027

Aggressive AI infrastructure spending is straining the global memory chip market, with industry leaders warning shortages will persist through at least 2027. Memory suppliers SK Hynix, Samsung, and Micron are redirecting production to high-bandwidth memory for AI servers, leaving consumer electronics markets undersupplied and driving sharp price increases across the industry.

Business2 sources

AI data centers drain global memory supply as chip shortage expected to last through 2027

Business2 sources

Microsoft deploys Maia 200 AI chip but won't stop buying from Nvidia, Nadella confirms

Microsoft has begun deploying its second-generation Maia 200 AI chip in Azure data centers, claiming 30% better performance per dollar and superior specs compared to Amazon and Google's custom silicon. Despite this milestone, CEO Satya Nadella confirmed the company will continue purchasing AI hardware from Nvidia and AMD, emphasizing the value of multi-vendor partnerships in the rapidly evolving AI infrastructure landscape.

Technology27 sources

Microsoft deploys Maia 200 AI chip but won't stop buying from Nvidia, Nadella confirms

Technology27 sources

Nvidia launches open AI weather models that beat Google DeepMind on 70+ forecast variables

Nvidia unveiled its Earth-2 suite of open-source AI weather models at the American Meteorological Society meeting in Houston. The flagship Earth-2 Medium Range model outperforms Google DeepMind's GenCast on more than 70 weather variables, delivering 15-day forecasts in minutes instead of hours. The release aims to democratize weather forecasting for governments, startups, and enterprises worldwide.

Technology7 sources

Nvidia launches open AI weather models that beat Google DeepMind on 70+ forecast variables

Technology7 sources

Memory prices surge 300% as AI demand creates supply shortage for consumers and PC makers

Memory prices have skyrocketed nearly 300% since early 2025, with Samsung, SK hynix, and Sandisk planning to double NAND chip prices in 2026. The surge stems from AI companies dominating supply for data center expansion, creating a supply shortage for consumers. Analysts predict memory will soon account for 30% of total manufacturing costs across electronic devices.

Business4 sources

Memory prices surge 300% as AI demand creates supply shortage for consumers and PC makers

Business4 sources

Nvidia invests $2 billion in CoreWeave to build 5GW of AI factories and deploy new Vera CPU

Nvidia has invested $2 billion in CoreWeave to accelerate the company's plans to add over 5 gigawatts of AI computing capacity by 2030. The chipmaker purchased Class A shares at $87.20 per share, increasing its stake to approximately 9%. CoreWeave, which carries $18.81 billion in debt, will be the first customer to receive Nvidia's new Vera CPU as a standalone product.

Business32 sources

Nvidia invests $2 billion in CoreWeave to build 5GW of AI factories and deploy new Vera CPU

Business32 sources

Samsung HBM4 nears Nvidia approval as rivalry with SK Hynix intensifies for Rubin AI platform

Samsung is close to securing Nvidia certification for its HBM4 AI memory chips, entering final qualification phases after supplying initial samples in September. The company prepares for mass production in February, aiming to debut alongside Nvidia's Rubin AI platform at GTC 2026. Meanwhile, SK Hynix reports significant progress in its own HBM4 tests, setting up an intense competition between South Korean rivals.

Technology8 sources

Samsung HBM4 nears Nvidia approval as rivalry with SK Hynix intensifies for Rubin AI platform

Technology8 sources

AMD stock surges on AI partnerships, data center momentum, and mass-market AI PC push

Advanced Micro Devices shares climbed 3.73% to $263.20 as investors responded to expanding AI partnerships and accelerating data center demand. OpenAI plans to deploy AMD GPUs for up to 6 gigawatts of computing capacity, while Oracle will build AI superclusters using 50,000 Instinct MI450 GPUs. The company is also targeting mass-market AI PCs with Dell and HP launching systems starting at $499 in early 2026.

Business2 sources

AMD stock surges on AI partnerships, data center momentum, and mass-market AI PC push

Business2 sources

JBL BandBox practice amps use Stem AI to remove any instrument from songs in real-time

JBL launched the BandBox Solo and BandBox Trio, AI-powered practice amplifiers that use Stem AI technology to separate and isolate vocals and instruments from any song streamed over Bluetooth. The speakers work offline, letting musicians create custom backing tracks instantly. The $250 Solo targets individual players while the $600 Trio supports up to four instruments for bands.

Technology5 sources

JBL BandBox practice amps use Stem AI to remove any instrument from songs in real-time

Technology5 sources

US launches STELLAR-AI to slash nuclear fusion simulation time from months to real-time

Princeton Plasma Physics Laboratory unveiled STELLAR-AI, a computing platform that combines artificial intelligence with high-performance computing to eliminate simulation bottlenecks in fusion energy research. The system connects directly to experimental devices like NSTX-U, enabling real-time data analysis instead of months-long waits for results.

Technology2 sources

US launches STELLAR-AI to slash nuclear fusion simulation time from months to real-time

Technology2 sources

Mistral CEO calls China's AI lag a 'fairy tale' as debate intensifies over US-China AI race

At Davos, Mistral AI's Arthur Mensch dismissed claims that China trails the US in artificial intelligence, calling it a 'fairy tale.' Meanwhile, Google DeepMind CEO Demis Hassabis estimates China is six months behind in frontier model development. The clash highlights a pivotal question: Has algorithmic efficiency and open-source innovation closed the gap despite hardware sanctions?

Policy4 sources

Mistral CEO calls China's AI lag a 'fairy tale' as debate intensifies over US-China AI race

Policy4 sources

Honor Robot Phone with moving AI camera debuts March 1 at Mobile World Congress 2026

Honor has officially confirmed the global unveiling of its Robot Phone at MWC Barcelona 2026 on March 1. The device features a pop-up AI camera assistant mounted on a gimbal that physically rises and moves independently, marking a rare hardware innovation in smartphone imaging. The launch event will also showcase the Honor Magic V6 foldable with a rumored 200MP camera and 7,000mAh battery.

Technology3 sources

Honor Robot Phone with moving AI camera debuts March 1 at Mobile World Congress 2026

Technology3 sources

Intel prioritizes Xeon processors over PC chips as AI demand strains foundry capacity

Intel is reallocating manufacturing resources from consumer processors to data center chips as unexpected AI infrastructure demand creates supply bottlenecks. The company admits hyperscaler customers caught it off guard with surging orders, forcing difficult choices that could impact PC availability and pricing through early 2026.

Business7 sources

Intel prioritizes Xeon processors over PC chips as AI demand strains foundry capacity

Business7 sources

Tesla Plans $20 Billion AI Push as Elon Musk Abandons Traditional Car Business

Tesla announced capital spending of over $20 billion in 2026, more than double last year's budget, to fund autonomous vehicles and humanoid robots. The strategic shift comes as the company reported a 61% profit plunge and its first-ever annual revenue decline, with vehicle deliveries falling 16% year-over-year in the fourth quarter.

Business23 sources

Tesla Plans $20 Billion AI Push as Elon Musk Abandons Traditional Car Business

Business23 sources

Neurophos Raises $110M to Build Optical AI Chips That Challenge Nvidia's GPU Dominance

Austin-based Neurophos has raised $110 million in Series A funding led by Bill Gates' Gates Frontier to develop optical processing units that promise 100x better performance than current AI chips. The startup's breakthrough uses metamaterial optical transistors 10,000 times smaller than existing photonic elements, aiming to address AI's mounting energy and compute challenges.

Startups5 sources

Neurophos Raises $110M to Build Optical AI Chips That Challenge Nvidia's GPU Dominance

Startups5 sources

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