Latest news, developments and reporting on AI Chips & Compute.
Nvidia says its updated DLSS 5 model runs twice as fast as the version shipped in September, cutting 4K VRAM use by 20% and lifting frame rates by 30% to 40%. The update arrives October 16 for RTX 5000 GPUs, RTX Spark laptops and GeForce Now, with Hogwarts Legacy support due November 5.
Day 2 of TechCrunch Disrupt 2026 in San Francisco features AI, robotics, venture sessions and a $100,000 contest.
September CPI came in hotter than expected, lifting bond yields and Fed rate-hike odds while stock futures fell. Morgan Stanley beat estimates, Bank of America missed revenue and was fined $1.2 billion, and semiconductor stocks extended losses.
Cisco says copper inside AI racks is nearing its limit and will shift to optics, while Salience Labs raises $125 million for all-optical switching, Vast Data targets data sovereignty, and ScaleFlux pitches smarter SSDs.
Nvidia gives $250m in computing power to UK AI safety research; UK AI Security Institute can review advanced models.
Delaware jury finds Arm breached Qualcomm license deal and interfered in Meta deal, but awards Qualcomm only $2. More disputes remain.
Bank of Korea Gov. Shin Hyun-song said the AI investment boom and Middle East conflict are combining to lift inflation, urging a focus on low-income households as South Korea faces a K-shaped economy.
ASML raised its full-year sales forecast and said demand for its chipmaking machines will outpace supply through 2028, while Nvidia's CEO announced $2 billion in European deals and Saudi Aramco's eastern headquarters was hit by a Houthi missile attack, according to Bloomberg.
South Korea's KOSPI closed down 0.44% at 6,008.81 on Wednesday, its sixth consecutive decline, after early gains tied to New York Fed comments were erased by ASML's weaker 2026 sales outlook, according to Yonhap.
MemSilicon says it has completed tape-out of MountTai 2026, a 1Gb RRAM chip using a 1T4R cell structure on a 28nm CMOS platform, with 30Mb/mm² density and sub-20ns access latency, and is now verifying the part.
SK hynix expects the performance scale of AI infrastructure to grow about 20-fold by 2030 as AI inference demand rises, an executive said at SEDEX 2026 in Seoul.
China's September exports likely rose 25.5%, while producer prices climbed 5%, the fastest since June 2022, CNBC reported.
Seoul shares opened higher Wednesday as tech stocks rebounded, despite Wall Street losses and lingering concerns over AI spending. The KOSPI rose 1.83% by 9:15 a.m.
TechRadar published a headline describing Minisforum's newest AI workstation as having 16 cores, 5.2 GHz, 55 TOPS and a 192GB memory upgrade. The supplied article text included no further product details, only an author biography.
At the Open Compute Project Global Summit, Intel argued that inference and open models will define enterprise AI economics, not the largest training clusters. The company detailed its GPU D-series and high-density Xeon rack designs for agentic workloads.
Cerebras CEO Andrew Feldman rejected AI doomsday warnings at TechCrunch Disrupt 2026 and predicted home AI assistants.
Dell Pro Max 18 Plus leads AI laptop rankings; Nvidia RTX Spark ships Oct. 16, 2026, with 128 GB shared memory.
Android Authority: three Snapdragon 8 Elite generations are available at once amid AI chip shortage price rises.
Big U.S. banks opened earnings season amid a chip selloff on AI-trade concerns. New York Fed's Williams still sees one more hike this year.
TechRadar reports Asus's ProArt GR1X has entered a crowded RTX Spark field without a listed price, while AMD's Gorgon Halo boxes already offer 192GB.
Tinygrad has introduced a redesigned Tinybox workstation for deep learning, with a G4 configuration that supports four AMD Radeon RX 9070 XT GPUs and starts at $11,000, according to TechRadar.
Nvidia is to make billion-dollar investments in European technology, with CEO Jensen Huang saying the chipmaker has committed up to $10 billion to the region's tech sector over the past year.
Engadget explains how NVIDIA DLSS renders games at lower internal resolutions and uses machine learning to upscale them, improving frame rates while trading some image fidelity. The article details DLSS modes, support history and DLSS 4 changes.
Goldman Sachs beat estimates on strong trading and banking, leading CNBC to upgrade the stock to buy-equivalent.