Latest news, developments and reporting on AI Chips & Compute.
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.
Ubitium raises $14M in additional seed funding led by Ibex Investors, bringing total seed investment to $18M to commercialize a universal RISC-V processor for physical AI machines.
AI stocks face pressure from OpenAI revenue and China chip concerns, while QQQ options still price bigger moves than delivered, CNBC reports.
Satlyt, founded by former Google and SpaceX product manager Rama Afullo, has raised $8 million to build software that runs AI models on satellites. Its software is set to launch on a SpaceX rocket alongside Google's Project Suncatcher prototype.
Microsoft introduced the Azure Maia 300 at the OCP Global Summit 2026, claiming 40% more tokens per megawatt than leading GPU-based systems as it seeks to cut its reliance on Nvidia and AMD.
Cisco unveiled AI networking products and open standards at OCP, including Nvidia pluggable optics and G300 systems.
theCUBE Pod analysts weighed IBM's commodity-model bet and Marvell's growth plans as chip and cloud shares fell on lower-than-reported OpenAI revenue.
Intel CEO Lip-Bu Tan says AI hardware, mainly memory, will stay scarce for two to three years as contract RAM prices climb.
ChangXin Memory Technologies said its new architecture can pack more data into a smaller space, triggering a selloff in global memory-chip stocks and raising questions about competition with Micron, SK Hynix and Samsung.