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1.
Anthropic in early talks to buy DRAM-less AI inference chips from UK startup — Fractile's SRAM architecture reduces need for pricey memory during extreme pricing and shortage crunch (tomshardware.com)
2.
Anthropic's Model Context Protocol includes a critical remote code execution vulnerability — newly discovered exploit puts 200,000 AI servers at risk (tomshardware.com)
3.
Analysts believe Apple taking a highly unusual step, may double Mac user base (9to5mac.com)
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A Supermicro co-founder is accused of smuggling $2.5B in AI servers to China (techspot.com)
5.
Micron's $24 billion Singapore fab could need 500 transformers, more than double the output of any single manufacturer — heavy electrical infrastructure the latest AI buildout bottleneck (tomshardware.com)
6.
Foxconn Expects AI Demand to Remain Strong, Sees Limited Mideast Impact (feeds.content.dowjones.io)
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Apple plans to mass-produce its first AI server chips in 2026 (techspot.com)
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Apple could unveil in-house AI server chips later this year to reduce reliance on partners (techspot.com)
9.
Apple’s new AI server chips are reportedly coming this year (9to5mac.com)
10.
AI hardware demand could push consumer tech prices up 20% in 2026 (techspot.com)
11.
Analysts warn AI demand could push consumer tech prices up 20% (techspot.com)
12.
MicroLED Photonic Interconnects for AI Servers (computer.org)
13.
Foxconn Profit Tops Estimates Amid Robust AI Server Business (feeds.content.dowjones.io)
14.
AI boom drives record 172% surge in DRAM prices as shortages hit memory market (techspot.com)
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