GoKawiil - Tech News

1.

Google, Nvidia, and Anthropic want Emerald AI to find space on the grid for more data centers (techcrunch.com)

2026-09-17 | by Tim De Chant | tags: emerald ai, demand response, data centers

2.

TSMC fab equipment demand nearly doubles in six months — AI surge pushes 2026 CapEx toward $64B amid tool shortages (tomshardware.com)

2026-09-03 | by Anton Shilov | get NVIDIA GeForce RTX 5070 graphics card → | tags: tsmc, semiconductor equipment, capex

3.

Palo Alto Networks beats quarterly estimates on AI demand, continues acquisition spree (cnbc.com)

2026-09-01 | by Samantha Subin | get YubiKey 5C NFC security key → | tags: palo alto networks, artificial intelligence, cybersecurity

4.

Apple Caught Off Guard by AI Demand for Mac Mini and Mac Studio (slashdot.org)

2026-08-31 | get Apple Mac mini M4 → | tags: apple, mac mini, mac studio

5.

Apple caught off guard by AI demand for Mac Mini and Mac Studio (news.ycombinator.com)

2026-08-31 | by Hartley Charlton | get Apple Mac mini M4 → | tags: mac mini, mac studio, apple

6.

Apple Caught Off Guard by AI Demand for Mac Mini and Mac Studio (news.ycombinator.com)

2026-08-31 | by Hartley Charlton | get Apple Mac mini M4 → | tags: mac mini, mac studio, apple

7.

Tech stocks lead Wall Street after strong Nvidia, Salesforce forecasts driven by AI demand (feeds.feedburner.com)

2026-08-27 | get NVIDIA GeForce RTX 4060 graphics card → | tags: nvidia, salesforce, wall street

8.

Nvidia projects $673B in sales as AI demand widens (news.ycombinator.com)

2026-08-27 | get ASUS Dual GeForce RTX 5070 graphics card → | tags: nvidia, ai demand, hyperscalers

9.

Nvidia revenue doubles on continued AI demand (feeds.bbci.co.uk)

2026-08-26 | by Watch Our Pick Of Standout Clips Across The Bbc | get NVIDIA GeForce RTX 4060 graphics card → | tags: nvidia, jensen huang, ai chips

10.

Samsung raises advanced foundry prices by up to 15% as AI demand fills its 4nm lines, report claims — Chinese customers accepting the largest hikes (tomshardware.com)

2026-08-19 | by Luke James | tags: samsung, foundry prices, 4nm

11.

The resilience gap: Why corporate reputation in the age of AI demands more than just trust (feeds.feedburner.com)

2026-08-14 | tags: corporate reputation, trust, brand resilience

12.

Intel upsizes stock offering to $20 billion at $95 per share as AI demand accelerates (cnbc.com)

2026-08-11 | by Samantha Subin | tags: intel, ai demand, purpose-built silicon

13.

Intel plans $15 billion stock offering as AI demand accelerates (cnbc.com)

2026-08-10 | by Samantha Subin | tags: intel, purpose-built silicon, amazon

14.

World's biggest chipmaker TSMC's sales surge 45% amid buoyant AI demand (cnbc.com)

2026-08-10 | by Arjun Kharpal | tags: tsmc, ai chips, nvidia

15.

Chip Maker Infineon Forecasts Strong Revenue Growth on Booming AI Demand (feeds.content.dowjones.io)

2026-08-05 | tags: infineon, semiconductor, revenue

16.

The AI Demand Bubble (news.ycombinator.com)

2026-08-04 | by View All | tags: nvidia, openai, anthropic

17.

Samsung expects memory shortage to worsen through 2027 and last until 2028 (techcrunch.com)

2026-07-31 | by Marina Temkin | tags: samsung, memory chips, ram shortage

18.

Samsung is locking in five-year chip deals as AI demand shows no signs of slowing (techspot.com)

2026-07-30 | by Skye Jacobs | tags: samsung electronics, ai demand, high-bandwidth memory

19.

$100 billion will go to U.S. chip manufacturing in TSMC’s latest pledge (feeds.feedburner.com)

2026-07-16 | tags: tsmc, u.s. chipmaking, ai demand

20.

‘Almost unlimited’: Execs says AI demand remains strong even as enterprises move to ‘valuemaxxing’ (cnbc.com)

2026-07-12 | by Arjun Kharpal | tags: chip, cnbc, demand

21.

Apple Silicon Exec Explains Mac Mini AI Demand and On-Device Future (news.ycombinator.com)

2026-07-06 | by Tim Hardwick | tags: apple silicon, mac mini, ai agents

22.

Memory price surge begins to cool as consumers hit affordability limit — AI demand still keeps DRAM and NAND prices climbing through Q3 2026 (tomshardware.com)

2026-07-04 | by Etiido Uko | get Crucial Ballistix DDR5 RAM → | tags: consumer, demand, higher

23.

RAM prices expected to rise another 40-50% in Q3 2026, and then 30% more in Q4 as AI demand outpaces supply (techspot.com)

2026-06-29 | get Corsair Vengeance DDR5 RAM → | tags: ram, samsung, jefferies

24.

Smartphone Market To Shrink 15% This Year Due To Memory Crisis (slashdot.org)

2026-06-17 | get Memory Card Storage Kit → | tags: smartphone market, memory crisis, ccs insight

25.

AI demands more engineering discipline. Not less (news.ycombinator.com)

2026-06-17 | by Charity Majors | get AI Engineering Toolkit → | tags: opus 4.5, software engineering, code review

26.

Raspberry Pi raises profit forecast as AI demand grows (feeds.bbci.co.uk)

2026-06-05 | get Raspberry Pi 4 Model B → | tags: ai data, centres, centres pushed

27.

TSMC struggles to keep up with AI demand: ‘We can only support so much’ (theverge.com)

2026-06-04 | by Emma Roth | get ASUS ROG Crosshair X670E Hero → | tags: tsmc, ai demand, arizona factory

28.

This is the greatest time ever for semiconductors, says CEO of key equipment supplier (cnbc.com)

2026-05-28 | by Alexa Lomonaco | get Semiconductor Equipment Toolkit → | tags: applied materials, semiconductors, ai demand

29.

Okta jumps 8%, tops first-quarter results on agentic AI demand (cnbc.com)

2026-05-28 | by Samantha Subin | get AI Security Software → | tags: okta, agentic ai, identity security

30.

Okta jumps 14%, tops first-quarter results on agentic AI demand (cnbc.com)

2026-05-28 | by Samantha Subin | get Okta Identity Management Software → | tags: okta, agentic ai, identity security