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Google is reportedly building a chip line separate from its TPUs that hardwires parts of Gemini directly into silicon, promising up to 10x efficiency as a capacity crunch forces Cloud to turn away customers.
SK Group Chairman Chey Tae-won says customers want 60-100% more AI memory in 2027 than in 2026, and warns governments are starting to treat chip access as a matter of economic security.
Internet pioneer Vint Cerf has joined Innovation Labs to push DNSid, a DNS-anchored identity standard for AI agents, through the IETF after retiring from Google.
Governor Hochul signed an executive order pausing permits for data centers over 50 megawatts for up to a year, making New York the first US state to enact a statewide moratorium.
Nebius will sell Reflection AI over $1 billion in Nvidia GB300 compute through 2029, the open-source AI lab's second billion-dollar infrastructure deal in three weeks.
Nvidia has joined Gradium's seed round while holding a stake in rival ElevenLabs, tying its GPUs to both leaders in the race to own voice AI.
GPT-5.6 Sol is now live on Cerebras wafer-scale hardware at 750 tokens per second - roughly 10x faster than any GPU-based frontier model deployment in production.
A Reuters-obtained internal memo reveals Meta will start manufacturing its Iris chip in September, targeting 14 GW of computing capacity by 2027 while cutting NVIDIA and AMD dependency.
SambaNova closes a $1B Series F at $11B valuation with JPMorgan Chase as its flagship on-premises inference partner and SN50 chips due in H2 2026.
ZML's LLMD inference server runs Llama, Qwen, and Mistral on Nvidia, AMD, TPU, Apple Metal, and Intel Arc from a single binary - for free.
SK Hynix's $28B Nasdaq IPO prices Thursday, putting the dominant supplier of AI high-bandwidth memory in reach of US investors for the first time.
DeepSeek is developing its own inference chip, confirmed by Reuters sources - the first semiconductor project in the lab's history, driven by US export controls that cut off China from Nvidia hardware and HBM memory.
