Latest news, developments and reporting on AI Chips & Compute.
Intel CEO Lip-Bu Tan and Broadcom CEO Hock Tan said at a Singapore conference that capital and its cost may constrain AI expansion more than chip, memory or power shortages, even as compute demand outruns supply.
South Korea's central bank raised its 2026 growth forecast to 3.3 percent and its 2027 forecast to 2.9 percent, citing semiconductor exports, while a state think tank said the AI-led recovery has yet to reach households broadly.
CNBC columnist Jim Cramer says he will keep making monthly S&P 500 index fund contributions, citing long-term discipline even as earnings expectations, geopolitics, AI data-center bans and Fed rate policy weigh on markets.
Amazon is reportedly negotiating to acquire AI developer Decart.ai in a deal worth up to $7 billion, with a Wall Street Journal report saying an agreement could come within days. Decart's software moves AI workloads between different processors, and Anthropic previously walked away from a reported $6 billion bid.
South Korea's exports more than doubled to a record $26.1 billion in the first 10 days of October, led by a 170.9 percent jump in semiconductor shipments, customs data showed Monday.
theCUBE will cover SEMICON West on Oct. 14, focusing on AI-powered chip engineering and Vinci4D's $250M funding.
TechRadar reports that AI data centers are hitting physical limits in grid connections, rack cooling and GPU interconnects, forcing operators toward closed-loop liquid cooling and optical links.
PS5 Pro supply is constrained through at least 2027 as GTA 6 demand builds, with resale prices far above MSRP.
Engadget: manual CPU overclocking has faded as modern AMD and Intel chips use automated boost features.
Engadget compares 2021 and 2026 MacBook Pro prices, showing AI-driven component shortages raised Apple's laptop costs.
The Verge describes one writer’s early experiments with local AI, using Hermes Agent and a 125-billion-parameter Qwen model to build a morning briefing and reorganize a 400-game Steam library, while weighing privacy against complexity.
Anthropic sought GPU capacity from Meta while SpaceX resold Nvidia compute to Anthropic, as Google, OpenAI and startups compete for scarce chips, data centers and power.
AMD GPU powers open-source driver assistance in modified Toyota; U.S. probes comma.ai over crashes.
TheCUBE will livestream the AI Data Pipeline Forum in San Jose on Oct. 13, where industry leaders will discuss data movement, storage, memory, networking, power and cooling challenges in dense AI clusters. ScaleFlux, Dell, Cerebras, Cisco and others are expected to join.
AWS plans 36 data centers on 1,100 acres in Pennsylvania, powered mainly by a new 4.5GW natural gas plant.
Petra Power is pitching solid oxide fuel cells to data centers and the U.S. military, with $9 million in Defense contracts.
U.S. stocks finished last week higher after record highs and a sharp AI-led selloff, with the S&P 500 up 1.2% and the Nasdaq up 0.6%. SpaceX sought $40 billion for Nvidia chips and a spectrum deal, conflicting OpenAI revenue reports whipsawed AI shares, and Starbucks showed improving consumer data.
Engadget explains RAM vs. ROM, why ROM is no longer read-only, and how AI data center demand is squeezing DRAM supply.
Nvidia's market value neared $6 trillion as demand for its AI processors pushed the chipmaker toward an expected $108 billion in October-quarter revenue. Buyers can now reach the chips through big clouds, a fast-growing field of neoclouds, online marketplaces or direct purchase.
Ifanr reports that AI-driven memory demand has pushed memory and SSDs to nearly 40% of PC material costs, helping drive a 20.1% year-over-year drop in global PC shipments in the third quarter of 2026. Gigabyte is extending BIOS support for older LGA1700 and DDR4 boards, while open-source software shows ordinary PCs can run large models with trade-offs.
At GMIF 2026, executives said China's daily token calls exceeded 140 trillion as of March, forcing SSDs, NAND and data tiering to take on new roles in AI inference. The summit detailed QLC SSD replacement of HDDs, Z-NAND and HBF efforts, and active scheduling of KV cache and MoE weights.
A hands-on report from ifanr says Nvidia's DLSS 5 uses 3D-guided neural rendering to add realistic lighting, materials and detail to games. In NBA 2K27, it made players, jerseys and courts look closer to a real broadcast, but cut frame rates on an RTX 5080 from 120 fps to about 45 fps.
TechRadar reports that a supplier halted shipments amid AI-related pricing pressure, a chain of events the outlet says may have indirectly affected HP's notebook output. The report names no supplier and offers no confirmation from HP.
A Spanish computer museum built a 1:1 Cray-1 replica from 30 old Mac Minis, reaching 1.3 teraflops in recent tests.