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Qualcomm has reportedly notified customers of a double-digit price increase for shipments starting September 1. Product-specific terms have not been disclosed, and whether the increase will be passed on to device prices or lead to spec changes remains unconfirmed.
China's DRAM giant CXMT has set prices above Samsung's for 64GB DDR5 server memory and rejected even Huawei's demands for a discount. As AI-driven HBM production shifts squeeze general-purpose DRAM supply, this move signals a shift toward whoever holds pricing power.
NVIDIA CEO Jensen Huang made his first-ever X post to back a letter opposing regulation of open-weight AI. Behind the wariness over China's Kimi K3 lies an alignment with NVIDIA's own business interests in expanding GPU demand. OpenAI, Anthropic, and Google did not join.
A technique using "Lossless Scaling" to split rendering and frame generation across separate GPUs is gaining attention. Unlike legacy technologies such as SLI, this method allows GPUs from different generations to be combined to distribute rendering load, offering a promising new approach to affordable performance gains by repurposing older hardware.
Etched announced a $300M raise that included participation from SK hynix, and has begun initial production of inference clusters combining low-voltage compute with shared memory. Supply agreements and comparable performance figures have not yet been disclosed.
Claude Opus 5 matches Opus 4.8's API base pricing while approaching Fable 5's practical performance. Migration requires attention to the now-default thinking feature and unsupported APIs.
ChatGPT Voice has come to the desktop versions of Work and Codex, making it possible to start or interrupt tasks and coordinate multiple agents by voice. Permission settings and the separate accounting of voice time versus task execution will shape adoption decisions.
AMD layers Skills, a CLI, and Hyperloom's autonomous optimization on top of the ROCm Core SDK, connecting everything from environment setup to performance tuning through agents. The current implementation is a Tech Preview, with constraints remaining on supported GPUs and ROCm versions.
Reports suggest Intel could handle wafer manufacturing and advanced packaging for NVIDIA's next-generation AI platform Feynman. We examine what's confirmed in official materials versus what remains an unsettled contract scope.
Alphabet posted its first-ever free cash flow deficit ($5.855 billion) since going public, in the Q2 earnings reported on July 22, 2026. This piece breaks down how 69% of its $112.1 billion net income came from the after-tax impact of $99 billion in unrealized gains on stakes in SpaceX and an unnamed private company, and how $44.9 billion in capital expenditures outpaced the company's actual earning power.
