Latest news, developments and reporting on AI Chips & Compute.
Huawei detailed the self-developed technologies behind its Mate 90 series and Mate XT 2 Ultimate Design, including the XMAGE Z10 module camera, Kirin 9050 chip and nine in-house technology brands.
NVIDIA's RTX Spark brings Arm CPUs, Blackwell graphics and 128GB memory to Windows PCs, with Adobe apps optimized.
Memory stocks fall on China competition and 2029 oversupply fears, hitting SK Hynix, Samsung and Micron.
Nvidia plans to invest in five more UK startups working on AI drug discovery, infrastructure and quantum computing, Sifted reports, extending its European push.
A TechRadar article by Wasabi's vice president of cloud strategy argues that enterprises focused on GPU compute must also optimize storage across the AI lifecycle, including data mobility, security and predictable costs.
AI infrastructure engineers in China are seeing sharp pay gains, with top talent earning up to 8 million yuan a year as model makers chase GPU cost savings, a Leiphone report says.
An accelerating sell-off in AI-linked shares hit global markets after US inflation rose to a higher-than-expected 3.7%, raising expectations of further Federal Reserve rate increases. South Korea’s Kospi 200 fell 8.1% and triggered circuit breakers, while Japan, China, Europe and US futures also declined.
TSMC beat third-quarter net income estimates and maintained its 2026 capital expenditure plan of $60 billion to $64 billion. Anthropic said it is now profitable, South Korea's Kospi trading was halted after an 8% drop, and hot US inflation pushed investors to price in more Fed rate hikes.
South Korea's KOSPI closed down 7.57 percent at 5,554.22 on Oct. 15, its seventh straight decline, as Samsung Electronics and SK hynix led a chip sell-off driven by doubts over AI spending and U.S. rate concerns.
Kunlun Wanwei's Skywork AI released Matrix-Game 4.0, described as the first open-source game world model that runs in real time on a single consumer RTX 5090. It separates game rules and state in a game engine from video generation, delivering 480p 60 FPS gameplay with input latency below 150 ms.
TSMC reported a record third-quarter net profit of NT$763.1 billion, beating LSEG estimates, as AI chip demand drove revenue to NT$1.49 trillion. Net profit rose 68.7% year over year, a sixth straight quarterly record.
Huawei mass-produces its first logic-folding Kirin 9050 Pro for Mate 90 phones, while ScaleFlux targets AI memory bottlenecks with new controller chips.
Ricursive Intelligence is betting on AI-designed chips to ease a looming compute crisis, its founders said at TechCrunch Disrupt.
Mozilla released Firefox Enterprise for organizations needing digital sovereignty, while Nvidia said a faster DLSS 5 model will arrive Oct. 16. Doubao moved to open screen automation permissions, 8BitDo launched a new controller, and Microsoft ended support for Windows 11 24H2 Home and Pro.
The 2026 WESEMiBAY opened at the Shenzhen Convention and Exhibition Center on Oct. 14, drawing more than 1,000 semiconductor companies and nearly 80,000 square meters of exhibits. The expo focuses on AI infrastructure, advanced packaging and new chipmaking products, according to Leiphone.com.
Seoul's KOSPI fell 6.73% to 5,604.6 Thursday morning, triggering a five-minute trading halt, as AI spending doubts and a hotter-than-expected U.S. September CPI drove chipmakers Samsung Electronics and SK hynix sharply lower.
Seoul shares opened sharply lower Thursday, prompting a sell-side sidecar and later a 20-minute circuit breaker as investors dumped semiconductor shares over AI sustainability doubts and hotter U.S. inflation.
Samsung Semiconductor engineer Siamak Tavallaei says open specifications can shorten hyperscaler hardware integration from 9-12 months to 3-6 months, as AI data centers shift attention from single chips to whole-system interoperability.
Super Micro says AI factory speed, not GPU count, is the key metric as data pipelines and storage shape deployment.
iBuyPower introduced a $3,999 AMD-based compact AI workstation with 128GB RAM, a 55 TOPS NPU and dual 10Gb Ethernet, due in Q4 2026.
Oracle, AI cloud stocks fall as viral chart sparks CoreWeave debt concerns.
Microsoft principal architect Samir Rajadnya says the company is exploring composable memory that can be pooled across Azure and assigned to AI workloads on demand, as memory shortages leave GPUs idle and raise pressure on data-center design.
U.S. consumer prices rose at the fastest pace in five months in September, lifting fears of more aggressive Fed rate hikes. Stocks fell as chipmakers led declines, Bank of America trading missed estimates, and Anthropic held a pre-IPO investor day.
Dell is pitching 18th-generation PowerEdge servers as agentic AI lifts demand for CPUs and general-purpose compute, saying AMD-powered systems can replace 13 older servers with one and improve rack density.