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.
Articles Tagged "Samsung"
SK Group Warns AI Memory Fight Is Turning Geopolitical
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.
Anthropic Eyes Samsung 2nm Chip as Labs Race to Go Custom
Anthropic is in early talks with Samsung to develop its first custom AI chip on a 2nm process, making it the last major frontier lab to enter the custom silicon race.
South Korea Commits $518B to Samsung and SK Hynix Fabs
South Korea announced an 800 trillion won chip investment plan to build four new fabs with Samsung and SK Hynix in the country's southwest, targeting AI memory dominance through 2035.
Android XR Glasses Land with Samsung and Warby Parker
Google unveiled three Android XR smart glasses form factors at I/O 2026, backed by Samsung, XREAL, Warby Parker, and Gentle Monster as launch partners.
Google's Gemini Can Now Book Rides and Order Food on Your Phone - No Tapping Required
Google is launching Gemini automation as a beta on Pixel 10 and Samsung Galaxy S26 - long-press the power button, describe a task, and Gemini navigates apps like Uber and DoorDash in the background to complete it for you.
Samsung Galaxy S26 Ships With Three AI Agents - And That Changes Everything
Samsung's Galaxy S26 launches with Perplexity, Google Gemini, and a revamped Bixby as competing AI agents, plus on-device image generation via EdgeFusion.
RAMmageddon: AI's Hunger for Memory Chips Is Starving the Rest of the Tech Industry
AI data centers now consume 70% of global memory production, triggering price surges, product delays, and warnings of manufacturer bankruptcies across consumer electronics.
