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Analyst Kurnal Insights calculated that at current AI-driven memory prices, the revenue value of DRAM per square millimeter of silicon now surpasses the nominal wafer processing cost of TSMC's advanced N2 and N3 logic nodes. Using an assumed DRAM price of $1.50 per gigabit, the newest 1b DRAM generation works out to about $0.654 per mm², compared to roughly $0.424 per mm² for an N3 wafer.
A tech guide identifies seven free streaming services offering both on-demand libraries and live, cable-like channel surfing, all available as apps on most major smart TV platforms. These services are ad-supported, meaning viewers get content at no cost but must sit through commercial breaks.
Rent prices have declined for 37 consecutive months as rental demand softens across the market. In response, more landlords are offering incentives like rent credits, waived application fees, and free rent periods to attract tenants.
Emerald AI has launched the AI Energy Management Alliance with Google, Nvidia and Anthropic, alongside utilities like AES, Constellation, National Grid and NRG Energy. The coalition aims to use demand-response software that lets data centers pause noncritical tasks or shift compute loads during peak grid stress, potentially enabling 100 additional gigawatts of data center capacity to connect to the grid.
Leaker Kepler_L2 says most of Nvidia's next-gen RTX 60 series and AMD's RDNA 5-based Radeon 10000 lineup won't launch until 2028, with AMD's midrange AT2 chip as the sole exception still on track for 2026. The claim contradicts an earlier report from Moore's Law is Dead suggesting Nvidia's RTX 6090 could arrive in early 2027, and AMD board partners have reportedly given inconsistent timelines ranging from late 2027 to early 2028.
Oracle reported fiscal first-quarter revenue of $19.35 billion, topping analyst expectations, with net income climbing 60% to $4.7 billion. The gains were driven by a 62% jump in cloud revenue, including a 121% surge in cloud infrastructure sales, prompting shares to rise more than 6% in premarket trading.
A contributor to Entrepreneur argues that many companies, especially in B2B SaaS, mistakenly treat marketing spend as a vending machine that should instantly dispense leads for every dollar spent. Instead, the piece proposes viewing marketing like an investment account, where some efforts pay off immediately and others build trust and recall over time, eventually compounding into inbound demand.
TSMC executive Cliff Hou revealed that the chipmaker's projected need for semiconductor manufacturing tools rose from a baseline estimate late last year to 1.5 times that figure by Q1 and 1.9 times by July, driven by new fabs in Taiwan and the U.S. plus upgrades to existing plants. Despite the near-doubling in equipment requirements, TSMC's 2026 capital expenditure guidance has only risen from an initial $52-56 billion range toward roughly $64 billion, a far smaller percentage increase.
Delivery Hero's supervisory and management boards have approved Uber's $15 billion acquisition bid and are recommending shareholders vote in favor. Uber, already Delivery Hero's largest shareholder, set a threshold requiring at least 50% plus one share of outstanding capital, while major investor Prosus agreed to sell its 17% stake as part of the deal.
Nvidia and Salesforce both posted stronger-than-expected quarterly profits, citing robust demand tied to artificial intelligence spending. The upbeat results pushed technology shares higher and helped drive broader gains across Wall Street on Thursday, with Nvidia contributing the biggest boost to the market.
Nvidia CFO Colette Kress said on August 26, 2026 that the company expects 70% revenue growth in fiscal 2028, which would translate to roughly $673 billion in annual sales based on current fiscal 2027 consensus estimates. That figure would put Nvidia ahead of Apple and Alphabet, trailing only Amazon among major US tech firms. The outlook follows a fiscal 2027 second-quarter report showing $96.2 billion in revenue and 117% growth in data-center sales to $89 billion.