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A Memory Shortage Triggered $950B in AI Deals

A Memory Shortage Triggered $950B in AI Deals

Nvidia, SK Group, Samsung and Broadcom signed close to a trillion dollars in AI chip and memory deals in San Francisco, and the memory shortage behind them means someone outside the room ends up paying.

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Models

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POCKET-35B

POCKET-35B

VIDRAFT quantizes its Darwin-36B-Opus MoE model into a 35B GGUF that runs on stock llama.cpp with no GPU, trading GPQA Diamond score for CPU and phone portability.

Claude Opus 5

Claude Opus 5

Anthropic's July 2026 release prices near-Fable-5 coding and agentic performance at Opus 4.8 rates, doubling Frontier-Bench scores and landing within 0.5 points of Fable 5 on CursorBench at half the cost.

SWE-1.7

SWE-1.7

Cognition's proprietary coding model powering Devin, scoring 42.3% on FrontierCode 1.1 Main at $1.97/task via Cerebras inference at 1000 tokens/sec.

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DeepSeek V3.2

DeepSeek V3.2

DeepSeek V3.2 is a 671B-parameter MoE model activating 37B per token that delivers frontier-class reasoning and coding at the lowest API price in the industry - $0.14/$0.28 input, $0.42 output per million tokens.

Gemini 2.5 Flash-Lite

Gemini 2.5 Flash-Lite

Google's cheapest Gemini model pairs a 1M-token context window with $0.10/$0.40 per million token pricing, multimodal input, and 359 tokens/second throughput for high-volume production workloads.

GLM-4.7-Flash

GLM-4.7-Flash

Zhipu's GLM-4.7-Flash is a 30B-A3B MoE model that posts 59.2% on SWE-bench Verified and 79.5% on tau2-Bench while running on a single RTX 4090 - MIT licensed and free via the Z.AI API.

Google Gemma 3 27B

Google Gemma 3 27B

Google Gemma 3 27B is a 27B dense multimodal model supporting text and vision with a 128K context window, 140+ languages, and single-GPU deployment - the most capable open model at its size class.