Latest news, developments and reporting on AI Chips & Compute.
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.
Modal Labs raised $750M at a $15.75B valuation, more than triple its May mark, as annualized revenue topped $1B.
Dell fell 11%, leading data center stocks lower after Barclays cut Dell, HPE and NetApp on enterprise AI concerns.
Ambrosia Energy has begun work on a 10 GWh battery factory near Austin, Texas, and a solar-plus-storage plant in West Texas to power data centers off the grid.
AI infrastructure and chip stocks fell Wednesday as hotter September inflation data raised the odds of an October rate hike.
Nvidia says AI data centers use at most 70% of grid power for AI work, with cooling, power distribution, failures and restarts wasting the rest, as chip shortages give way to power and permit constraints.
OpenAI infrastructure lead Sachin Katti is stepping down; Uday Ruddarraju will lead the company's compute organization.
Hong Kong's SFC suspended ChaPanda trading over alleged IPO manipulation. ByteDance's Seed unit created a safety and alignment department, Huawei disclosed progress on its next Kirin chip, and DeepSeek's reported financing doubled to about 100 billion yuan.
Qnity, a roughly $25 billion specialty chemicals maker spun off from DuPont about a year ago, supplies materials chipmakers rely on. Its shares are up 47% in 2026, and two research firms began coverage with buy ratings this week.
CoreWeave shares fell sharply and its bond yields approached 15% on Wednesday as investors questioned the debt financing behind the AI build-out. Options traders bet on further declines, while Oracle, Nebius, Iren and Dell also weakened.
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.