News
AI, at newsroom pace.
CHIPS
HBM now comprises 35-47% of AI accelerator BOM; GB200 HBM alone costs $4,800/unit
CHIPS
OpenAI, Broadcom unveil Jalapeño LLM inference chip; gigawatt-scale deployment targeted by end-2026
RESEARCH
DeepSeek V4 DSpark speculative decoding cuts inference latency 85%, hits Together AI
RESEARCH
AI Agents Double Repository-Level Merge Friction
BREAKING
Apple lobbies White House for CXMT DRAM approval as memory costs hit 20% MacBook, iPad price hikes
BREAKING
Lenovo, NVIDIA Partner on AI Cloud Gigafactory; Reduce Inference Server Deployment Timelines from Months to Weeks
CHIPS
NVIDIA confirms Vera Rubin full production; Rubin GPU leads AgentPerf with 20x efficiency over Hopper
CHIPS
Coherent CHIPS grant $50M for indium phosphide fab expansion; quadruples Sherman wafer output for AI optical networking
CHIPS
TSMC CoWoS hits 98% yield; SoW-X roadmap supports 64 HBM stacks; co-packaged optics production 2026
MARKET
Samsung HBM4 revenue tops $1 billion; targets $10 billion run-rate by end-2026
MARKET
TSMC warns AI chip shortage to persist into 2027; signals 15% 3nm price increase H2 2026
BREAKING
OpenAI launches $150M Partner Network to certify 300K consultants by year-end
BREAKING
HP becomes flagship Frontier adopter; OpenAI scales enterprise AI agent platform with consulting partnerships
FUNDING
Samsung, SK Hynix plan $1.3T capex over decade on AI memory demand
CHIPS
Google TPUs Power Anthropic Expansion; Up to 1M Ironwood Chips Lock $40B Multi-Gigawatt Capacity Deal Through 2027+
POLICY
FERC orders grid operators to fast-track AI data center connections; 60-day deadline to justify or rewrite tariffs
CHIPS
NVIDIA partners with SK Hynix on next-gen AI memory; codeveloping for Vera Rubin and autonomous fabs
CHIPS
PNY DDR5-5600 32GB hits $379.99 — cheapest 2x16GB kit amid RAM crisis; 16% discount