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Modders double RTX 5080 memory to 32GB for AI workloads, raising supply concerns for gamers

Chinese modders are upgrading Nvidia's RTX 5080 GPUs from 16GB to 32GB VRAM, specifically targeting AI workstations and servers. The modifications use blower-style cooler designs and could intensify existing GPU supply shortages, particularly affecting gamers as AI-focused buyers sweep up inventory at a fraction of RTX 5090 prices.

Technology3 sources

Modders double RTX 5080 memory to 32GB for AI workloads, raising supply concerns for gamers

Technology3 sources

Oracle's AI spending spree triggers worst stock decline since 2001 as investor concerns mount

Oracle shares have plummeted 30% this quarter, marking the company's steepest decline since the dot-com crash. Wall Street grows skeptical as the software giant's aggressive AI push strains its balance sheet with $50 billion in planned capital expenditures and delayed OpenAI data center projects.

Business2 sources

Oracle's AI spending spree triggers worst stock decline since 2001 as investor concerns mount

Business2 sources

Japan quadruples AI and chip spending to $7.9 billion as tech race with U.S. and China intensifies

Japan's Ministry of Economy, Trade and Industry is set to nearly quadruple its budgeted support for cutting-edge semiconductors and AI development to ¥1.23 trillion ($7.9 billion) for fiscal year 2025. The massive increase reflects Japan's push to strengthen its position in frontier technology as the U.S. and China continue their dominance, while also securing better supply chain access for critical technologies.

Policy2 sources

Japan quadruples AI and chip spending to $7.9 billion as tech race with U.S. and China intensifies

Policy2 sources

Retired Navy Nuclear Reactors From Warships Could Power AI Data Centers in Tennessee

Texas-based HGP Intelligent Energy has proposed repurposing two retired Navy nuclear reactors from aircraft carriers and submarines to power AI data centers at Oak Ridge National Laboratory. The $1.8-2.1 billion CoreHeld Project would deliver 450-520 megawatts of carbon-free power, marking the first time military reactors would be converted for civilian use. The company seeks a U.S. Department of Energy loan guarantee to launch what could be a cost-effective solution to AI's escalating energy demands.

Business4 sources

Retired Navy Nuclear Reactors From Warships Could Power AI Data Centers in Tennessee

Business4 sources

Nvidia drops $20 billion on AI chip startup Groq in largest acquisition ever

Nvidia has agreed to acquire AI chip challenger Groq for $20 billion in cash, marking the GPU giant's largest deal ever. The transaction includes licensing Groq's intellectual property and hiring key talent, including CEO Jonathan Ross, while Groq remains an independent entity. The deal raises questions about Nvidia's strategy to extend its AI dominance and whether it's worth the hefty price tag.

Business28 sources

Nvidia drops $20 billion on AI chip startup Groq in largest acquisition ever

Business28 sources

Wearable Devices and Rokid partner to bring gesture control to AI and AR glasses

Wearable Devices has partnered with Rokid to integrate its Mudra Link gesture band with Rokid's AI and AR glasses for touchless control. The collaboration aims to deliver a consumer bundle by mid-2026, with demonstrations planned at CES 2026. NASDAQ:WLDS stock initially surged 18.2% on the news before pulling back.

Technology3 sources

Wearable Devices and Rokid partner to bring gesture control to AI and AR glasses

Technology3 sources

Consciousness May Require Physical Brain Computation, Not Just Abstract Code

A new theoretical framework proposes biological computationalism as a third path between computational functionalism and biological naturalism. Researchers argue that consciousness cannot be reduced to abstract information processing because brain computation is inseparable from its physical, hybrid, and energy-constrained dynamics. This challenges assumptions about whether digital AI can truly recreate conscious experience.

Science2 sources

Consciousness May Require Physical Brain Computation, Not Just Abstract Code

Science2 sources

Nvidia's largest Southeast Asia partner faces probe over alleged chip smuggling to China

Megaspeed International, formerly a Chinese gaming company, has become Nvidia's biggest Southeast Asian customer in under three years. Now the Singapore-based firm faces US government investigation over potential chip smuggling to China, exposing critical gaps in export controls designed to limit China's AI capabilities. The case highlights how complex global AI supply chains make enforcement increasingly difficult.

Policy2 sources

Nvidia's largest Southeast Asia partner faces probe over alleged chip smuggling to China

Policy2 sources

AI Demand Drives RAM Prices to Record Highs as Memory Shortage Threatens Device Market in 2026

The AI infrastructure boom is creating a global RAM shortage that could reshape consumer electronics markets in 2026. IDC warns that smartphone prices may spike 5-10% for budget models, while the PC market faces a potential 9% contraction. Memory manufacturers are redirecting production from consumer devices to high-margin AI data center components, creating a supply crisis that analysts say could persist for years.

Business9 sources

AI Demand Drives RAM Prices to Record Highs as Memory Shortage Threatens Device Market in 2026

Business9 sources

ByteDance ramps up AI spending to $23 billion as it chases US tech giants amid chip restrictions

TikTok parent ByteDance plans to invest $23 billion in artificial intelligence infrastructure in 2026, marking a significant increase from this year's spending. About half the budget will target advanced semiconductors for AI models, despite ongoing uncertainty over access to Nvidia chips due to U.S. export controls.

Business3 sources

ByteDance ramps up AI spending to $23 billion as it chases US tech giants amid chip restrictions

Business3 sources

AI Boom Squeezes Videogame Console Industry as Memory Chip Demand Soars

The AI boom is creating intense pressure on the videogame console industry as memory chip demand exceeds supply. Sony, Microsoft, and Nintendo may raise console prices by 10-15% over the next two years while gaming hardware spending fell 27% last month. Memory makers prioritize higher-margin data-center chips for AI infrastructure, leaving consumer devices facing constrained supply and increased chip prices.

Business2 sources

AI Boom Squeezes Videogame Console Industry as Memory Chip Demand Soars

Business2 sources

Chinese AI chipmakers Biren and Iluvatar race to Hong Kong IPO amid chip funding frenzy

Shanghai-based Biren has kicked off bookbuilding for a Hong Kong IPO targeting up to $624 million, becoming the first mainland GPU developer to list in the city. Rival Iluvatar CoreX followed days later with its own filing, riding a wave of investor enthusiasm after Moore Threads and MetaX saw their shares surge over 400% and 693% respectively on debut. But widening losses and U.S. trade restrictions cast shadows over the sector's path to profitability.

Business2 sources

Chinese AI chipmakers Biren and Iluvatar race to Hong Kong IPO amid chip funding frenzy

Business2 sources

Top AI investors say the AI bubble is good for innovation despite inflated valuations

Leading venture capitalists Steve Jang of Kindred Ventures and Cathy Gao of Sapphire Ventures argue that the AI bubble, while real, is essential for driving innovation. Speaking at Fortune Brainstorm AI conference, they explained how market excitement attracts top talent from tech giants and secures capital for ambitious AI projects, even as concerns about inflated valuations grow.

Business2 sources

Top AI investors say the AI bubble is good for innovation despite inflated valuations

Business2 sources

Mac Cluster Computing Gets Major AI Boost with RDMA Support on Thunderbolt 5

Apple's macOS Tahoe 26.2 introduces RDMA over Thunderbolt 5, allowing Mac clusters to pool up to 1.5TB of unified memory for running massive AI models. Real-world tests show performance tripling with four Mac Studios, handling trillion-parameter models at a fraction of traditional supercomputer costs. But expiring memory supply agreements threaten Apple's cost advantage.

Technology4 sources

Mac Cluster Computing Gets Major AI Boost with RDMA Support on Thunderbolt 5

Technology4 sources

SK hynix 256 GB DDR5 module slashes Intel Xeon power consumption by 18%, saving data centers millions

SK hynix announced its 256 GB DDR5 RDIMM based on 32Gb DRAM has passed Intel's certification for Xeon 6 platform, marking an industry first. The new server memory modules deliver 18% lower power consumption and 16% better inference performance, potentially saving hyperscale data centers millions of dollars through reduced energy costs.

Technology2 sources

SK hynix 256 GB DDR5 module slashes Intel Xeon power consumption by 18%, saving data centers millions

Technology2 sources

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