#AI Chips
HardwareWhy Are RAM Prices So High? The AI Memory Crunch Explained
Why are RAM prices so high? AI data centers, HBM demand, capacity constraints, and shifting memory production are squeezing conventional DRAM supply.
IndustryGoogle Q2 2026: Cloud Revenue Jumps 82%, Gemini Closes in on ChatGPT With 950 Million Users
Google Q2 2026 earnings: $119.8 billion revenue, Cloud up 82%, and Gemini at 950 million monthly users - closing in on ChatGPT's 1 billion.
StartupsEtched Raises $300 Million at $10.3 Billion Valuation to Build Frontier Inference Clusters
Etched raises $300 million at a $10.3 billion valuation, doubling its worth in 23 days. Sequoia leads alongside a16z, Jane Street, and SK Hynix.
AIGoogle Is Building a Chip With Gemini Baked Directly Into the Hardware
Google is building a chip codenamed "Frozen v2" that bakes Gemini directly into hardware - 6-10x more efficient than its current AI chips, targeting 2028.
AIApple Overtakes Nvidia as the World's Most Valuable Company - First Time Since May 2025
Apple overtook Nvidia on Friday to reclaim the world's most valuable company title for the first time since May 2025 - $4.87 trillion vs $4.83 trillion.
AIMeta Doubles Hyperion to 5GW in Louisiana. Add the Chips and Bloomberg Gets to $250 Billion.
Meta Hyperion data center in Richland Parish grows from 2GW to 5GW. Construction tops $50 billion. Add the hardware and Bloomberg's count exceeds $250 billion.
HardwareSamsung Yongin Chip Factory Moves to 2029 as AI Memory Demand Pulls Timeline Forward
Samsung confirmed its Yongin chip factory will open in 2029, one to two years ahead of schedule. South Korea plans to double memory output within five years.
HardwareIntel Commits €5 Billion to Ireland to Scale Xeon 6 on Intel 3
An Intel Ireland investment of €5 billion targets Xeon 6 and next-gen Xeon production on the Intel 3 node at the Leixlip campus in County Kildare.
AIApple M6 Pro Cancelled - How AI Rewrote the Entire Mac Chip Roadmap
Apple M6 Pro cancelled, M6 Max and Ultra scrapped too. Gurman reports Apple accelerated M7 for neural-processing upgrades too important to delay.
StartupsReflection AI Is Paying SpaceX $150 Million a Month. No Model Has Shipped.
Reflection AI started paying SpaceX $150 million a month on July 1 for Nvidia GB300 access at Colossus 2. No model has shipped yet.
TechMeta Is Building a Cloud Business to Sell AI Compute, and CoreWeave Just Took the Hit
Bloomberg reported July 1 that Meta plans a cloud business to sell surplus AI compute. Meta stock jumped 10%. CoreWeave dropped 14%. Nebius 16%.
AIApple Skips M6 Pro and Max to Fast-Track an AI-Focused M7 Chip for 2027
Apple is skipping the M6 Pro and Max to launch an AI-focused M7 chip lineup in 2027, Bloomberg reports. On-device AI inference drove the decision.